Associate, Alternative Investments Data Strategy & Operations
JPMorganChase · Newark, DE · 1 wk ago
On-siteFinanceFull-time
Job Responsibilities
- Perform core hedge fund of funds data operations across the lifecycle, including onboarding support, ongoing maintenance/validation of critical investment and reference data, and timely issue resolution.
- Maintain key fund manager and portfolio/account data and support updates to investment guidelines and client portfolio mandates, following established procedures and protocols.
- Perform recurring pre-trade checks, data validations, and reconciliations, ensuring issues are documented, tracked, and driven to closure with partners (Ops/Tech/Stakeholders).
- Support ongoing accuracy of performance reference data
- Leverage technical and analytical skills (e.g., SQL, Python, Tableau; automation and AI-enabled approaches) to support the design, build, testing, and rollout of solutions that reduce friction and improve how work gets done.
- Leverage intelligent automation and AI-enabled tools (e.g., workflow automation, exception triage, reconciliation accelerators) to help reduce manual effort, improve accuracy, and increase throughput—aligned to team standards, controls, and governance.
- Flex across responsibilities as needed, balancing core operational work with project work based on evolving priorities.
- Engage in ambiguous problem-solving, applying judgment, escalating appropriately, and driving follow-through as problems become defined.
Required qualifications, capabilities, and skills
- 3 Plus years of hands-on experience in investment operations, data operations, or an operationally adjacent function within the hedge fund or alternative investments industry.
- Demonstrated track record of strong execution and performance in a current/prior role (e.g., reliability in day-to-day deliverables, ownership of issues through resolution, and a continuous improvement mindset).
- Working understanding of end-to-end operational data flows that support the investment lifecycle, including how upstream data decisions impact downstream reporting, controls, and decision-making.
- Execution-oriented problem solving experience, including triage, root cause analysis, developing practical solutions, and following through to implementation in real operating environments.
- Experience working with intelligent automation tools and exposure to AI-enabled capabilities, with an understanding of controls, risks, and appropriate usage in an operational environment.
- Proven ability to operate across multiple stakeholders and priorities, driving work forward in environments with shifting requirements, tight timelines, and competing demands.
- Strong communicator with demonstrated experience engaging and working with a wide range of stakeholders to drive alignment and execution.
- Demonstrated curiosity, growth mindset, and coachability—able to learn new tools, processes, and data concepts quickly and apply them in a controlled operating environment.
Preferred Qualifications, Capabilities, And Skills
- Hands-on experience with data analytics, automation, or AI-enabled tools (SQL, Python, Tableau, Alteryx, or automation platforms).
- Familiarity with data governance principles, including data quality, controls, lineage, and documentation.
- Understanding of alternative investment products, structures and related operational data needs across the lifecycle.
- Exposure to process improvement, operational enablement, or transformation initiatives.
- Ability to synthesize operational, technical, or data concepts into clear, well-structured written updates and presentations for varied stakeholders.