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**Business Performance - Transformation Architecture and Delivery - Private Equity - Senior Manager**
Private equity (PE) firms, portfolio companies and investment funds are under pressure to deploy capital and create value amid unprecedented economic and geopolitical uncertainty, increased competition, and rising stakeholder expectations. Success depends on moving faster, driving rapid and strategic growth and creating greater value. EY professionals unlock and cultivate value with fit-for-purpose solutions throughout the investment life cycle, supporting strong, resilient companies to achieve their purpose and long-term value aspirations.
**The opportunity**
We are looking for a Transformation Architect with a strong background in designing and delivering complex transformation and value creation programs. As a Senior Manager in Transformation Architecture in our Private Equity sector, you will have the opportunity to collaborate with our Strategy, Transactions, Value Creation and Consulting teams to help lead the orchestration of value creation strategies to realization. You will play a pivotal role in designing, architecting, and delivering large-scale transformation programs. You will apply sector-specific business drivers, market events, operating principles, and transformation trends, assembling expertise covering all enterprise functions to lead transformations that generate long-term client value.
Join our dynamic Business Performance team, specializing in Transformation Architecture and Delivery. As a Senior Manager in Transformation Architecture, you will play a pivotal role in designing, architecting, and delivering large-scale transformation of service delivery models and enterprise operations. You will apply sector-specific business drivers, market events, operating principles, and transformation trends, assembling expertise covering all enterprise functions to lead transformations that generate long-term client value. This role offers the unique opportunity to advise teams and client C-suite executives on their transformation strategies, helping them design and implement complex programs.
**Your key responsibilities**
As a Senior Manager, you will be responsible for the effective management and delivery of complex processes, solutions, and/or projects, maintaining focus on quality and risk management while navigating operational and organizational dynamics. You will:
+ Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results.
+ Develop solutions to complex problems and recommend changes to policies that affect your work area and possibly the business function within your area/department.
+ Be accountable for the budget, delivery, and performance of complex processes, solutions, and/or projects to achieve performance objectives.
+ Collaborate with cross-functional teams to develop and orchestrate value creation strategies that align with investment and market differentiation goals of the PE Sponsor and it portfolio companies.
+ Conduct comprehensive assessments of business operations to identify opportunities for improvement and growth.
+ Help design and implement innovative solutions that enhance operational efficiency, scalability, profitability, and market competitiveness.
+ Act as a key connector across EY and client teams to bring the best fit subject matter expertise to solve complex problems.
+ Draft business cases to articulate the potential return on transformational programs and help position EY solutions with quantifiable outcomes.
+ Facilitate the connectivity of cross-functional teams for end-to-end delivery of integrated solutions, inclusive of the latest emerging technologies
+ Assist portfolio companies to monitor and evaluate the performance of transformation initiatives, providing insights and recommendations for continuous improvement.
+ Collaborate to develop and drive go-to-market of EY's value creation playbooks for PE integrated solutions
+ Stay informed about industry trends, market dynamics, and best practices in private equity to inform transformation strategies.
**Skills and attributes for success**
To thrive in this role, you will need a deep insight in transformation architecture through analysis and knowledge of best practices to solve complex problems, drive thought leadership, and innovation. Additional key responsibilities include:
+ Leading engagement delivery.
+ Accountable for program/project management.
+ Regular travel as needed by external clients.
+ Managing client relationships and engaging in daily interactions.
+ Leading client engagements from planning to execution and closure.
**To qualify for the role, you must have**
+ Bachelor's degree required (4-year degree); Business Administration, Finance, or a related field. Master's degree preferred.
+ Typically, no less than 8-10 years relevant experience.
+ No less than 6 years proven experience as a Transformation Architect or in a similar role, with demonstrated ability for Transformation Strategy and Design
+ Consulting experience required
+ Experience with M&A and companies experiencing high degree of change
+ Strong understanding of private equity investment processes and value creation strategies.
+ Ability to lead multi-disciplinary teams
+ Excellent analytical, problem-solving, and financial modeling skills.
+ Exceptional communication and interpersonal skills, with the ability to influence and engage stakeholders.
+ Ability to work collaboratively in a fast-paced, dynamic environment.
+ Agile Organization Development
+ Business case development
+ Deep sector expertise
+ Design systems development and documentation
+ Digital strategy
+ Emerging technologies
+ Future back planning
+ Operating model design and deployment
+ Organization Strategy & Operating model
+ Organizational assessment and performance metric development
+ Portfolio definition and governance
+ Transformation Strategy and Design
+ Building and Managing Relationships
+ Client Trust and Value
+ Commercial Astuteness
+ Communicating With Impact
+ Digital Fluency
+ Leading Teams
+ Managing Change
+ Negotiation and Influencing
+ Sector Knowledge
+ Sustainability
**Ideally, you'll also have**
+ Proven ability to navigate complex organizational structures and environments.
+ Strong leadership skills with the ability to inspire and motivate teams.
+ Excellent communication and interpersonal skills to build and manage relationships at all levels.
**What we look for**
We are looking for candidates who demonstrate a keen ability to solve complex problems, drive innovation, and lead large-scale transformations. Top performers in this role are those who possess deep sector expertise, are adept at managing change, and can effectively communicate and build relationships with clients and team members.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $150,400 to $43,600. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is 180,500 to 390,500. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
+ Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
+ Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. 
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .

J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.
**Job Summary:**
As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
**Job Responsibilities**
+ Manage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations
+ Stay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks
+ Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operations
+ Ensure adherence to control framework including prescribed policies and procedures
+ Lead and work on ad hoc client projects and internal initiatives
+ Mentor and develop staff resources while providing oversight and supervision on technical topics and client-related issues
+ Review fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence
**Required qualifications, capabilities and skills**
+ A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity
+ Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
+ Bachelor's Degree in Accounting, Finance or MBA
+ Ability to work under pressure to meet tight deadlines and balance multiple priorities
+ Strong leadership skills with attention to detail and a hands-on management style
+ Team player with excellent problem solving, communication and client service skills as well as the ability to take ownership and manage projects
+ Proficiency in Microsoft Office product suite and advance MS Excel skills
**Preferred qualifications, capabilities, and skills**
+ Strong knowledge of Investran or similar integrated Private Equity system a plus
+ Investment fund audit experience with a Big 4 firm a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Jersey City,NJ $1,200.00 - 132,000.00 / year

**About HUB**
**Join our Stevie Award Winning Team at HUB International!**
When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 750 offices across North America.
We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
We currently have an opportunity for a **Senior Client Executive** .
The position is located in our **Berkeley Heights, NJ /** **Bryant Park, NY** office but offers the flexibility of a hybrid work environment.
**Specific responsibilities include but not limited to the following:**
+ Manage all on-going services customarily required for Middle Market clients. This includes clear communication with clients, promoting client/insurer relationships, executing contracted services for all lines of insurance and working with internal HUB Specialists as needed.
+ Coordinate brokerage and client services (contract review and guidance, coordinating actuarial services, claims and loss prevention services as required.
+ Work with the Producer and client team, developing an understanding of the clients' business, strategic priorities, risk strategies and risk management needs and developing innovative approaches to unique client needs.
+ Create detailed renewal insurance exhibits in Excel format to include pricing and exposure exhibits/comparisons, summary of terms and conditions and other pertinent program structure details.
+ Responsible for the execution of the renewal strategy in accordance with client instructions.
+ Collaborate and deliver, alongside the Producer, presenting a detailed renewal proposal.
+ Responsible for facilitating the claims process - working closely with internal claims resources.
+ Responsible for marketing, including advising customers regarding renewals and recommending coverage/ products/risk control approaches.
+ Responsible for managing existing client acquisitions/mergers and coordinating/ presenting a go forward insurance program.
**Please apply to join us if you meet the following requirements:**
+ 5+ years related experience. Strong working knowledge of all lines of commercial insurance coverage. Working with Private Equity clients and portfolio companies is beneficial.
+ 4 year college degree or equivalent work experience. Completion of one or more CPCU exams preferred.
+ Valid NJ/ NY State Property & Casualty Insurance license.
+ Strong analytics and ability to think strategically and work in a highly organized fashion.
+ Strong mathematical aptitude.
+ Excellent Excel/ Spreadsheet & Word proficiency.
+ Ability to establish and maintain relationships with clients and carriers.
+ Ability to manage multiple responsibilities in a deadline driven environment.
+ Strong presentation skills and excellent written and verbal communication skills.
+ Working knowledge of marketplace and on-line quoting.
+ Ability to travel in a limited capacity as needed.
The expected pay range for this position is $120,000 to $130,000 and will be impacted by factors such as the successful candidate's skills, experience, and work location, as well as the specific position's business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and commissions for some positions.
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program ( endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.
**Job Summary:**
As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
**Job Responsibilities**
+ Manage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations
+ Stay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks
+ Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operations
+ Ensure adherence to control framework including prescribed policies and procedures
+ Lead and work on ad hoc client projects and internal initiatives
+ Mentor and develop staff resources while providing oversight and supervision on technical topics and client-related issues
+ Review fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence
**Required qualifications, capabilities and skills**
+ A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity
+ Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
+ Bachelor's Degree in Accounting, Finance or MBA
+ Ability to work under pressure to meet tight deadlines and balance multiple priorities
+ Strong leadership skills with attention to detail and a hands-on management style
+ Team player with excellent problem solving, communication and client service skills as well as the ability to take ownership and manage projects
+ Proficiency in Microsoft Office product suite and advance MS Excel skills
**Preferred qualifications, capabilities, and skills**
+ Strong knowledge of Investran or similar integrated Private Equity system a plus
+ Investment fund audit experience with a Big 4 firm a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Brooklyn,NY $1,200.00 - 132,000.00 / year

J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto, and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.
**Job Summary:**
As a Private Equity Fund Admin Associate within our client administration team, you will support the management of daily client deliverables for Private Equity fund administration clients. Your responsibilities will include assisting with the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also assist in managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
**Job Responsibilities:**
+ Support all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations.
+ Stay abreast of industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks.
+ Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations.
+ Ensure adherence to control framework including prescribed policies and procedures.
+ Assist in ad hoc client projects and internal initiatives.
+ Collaborate with team members and contribute to staff development while providing oversight and supervision on technical topics and client-related issues.
+ Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence.
**Required qualifications, capabilities, and skills:**
+ A professional accounting qualification (CA, CPA) combined with 4+ years of experience working with Private Equity funds in a fund administration or related capacity.
+ Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures.
+ Bachelor's Degree in Accounting, Finance, or MBA.
+ Ability to work under pressure to meet tight deadlines and balance multiple priorities.
+ Strong attention to detail and a collaborative management style.
+ Team player with excellent problem-solving, communication, and client service skills as well as the ability to take ownership and manage projects.
+ Proficiency in Microsoft Office product suite and advanced MS Excel skills.
**Preferred qualifications, capabilities, and skills:**
+ Strong knowledge of Investran or similar integrated Private Equity system a plus.
+ Investment fund audit experience with a Big 4 firm a plus.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Brooklyn,NY $1,200.00 - 132,000.00 / year

J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto, and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.
**Job Summary:**
As a Private Equity Fund Admin Associate within our client administration team, you will support the management of daily client deliverables for Private Equity fund administration clients. Your responsibilities will include assisting with the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also assist in managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
**Job Responsibilities:**
+ Support all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations.
+ Stay abreast of industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks.
+ Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations.
+ Ensure adherence to control framework including prescribed policies and procedures.
+ Assist in ad hoc client projects and internal initiatives.
+ Collaborate with team members and contribute to staff development while providing oversight and supervision on technical topics and client-related issues.
+ Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence.
**Required qualifications, capabilities, and skills:**
+ A professional accounting qualification (CA, CPA) combined with 4+ years of experience working with Private Equity funds in a fund administration or related capacity.
+ Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures.
+ Bachelor's Degree in Accounting, Finance, or MBA.
+ Ability to work under pressure to meet tight deadlines and balance multiple priorities.
+ Strong attention to detail and a collaborative management style.
+ Team player with excellent problem-solving, communication, and client service skills as well as the ability to take ownership and manage projects.
+ Proficiency in Microsoft Office product suite and advanced MS Excel skills.
**Preferred qualifications, capabilities, and skills:**
+ Strong knowledge of Investran or similar integrated Private Equity system a plus.
+ Investment fund audit experience with a Big 4 firm a plus.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Jersey City,NJ $6,000.00 - 135,000.00 / year; Brooklyn,NY 76,000.00 - 135,000.00 / year

J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.

Job Summary:

As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.

Job Responsibilities

• Manage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations
• Stay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks
• Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operations
• Ensure adherence to control framework including prescribed policies and procedures
• Lead and work on ad hoc client projects and internal initiatives
• Mentor and develop staff resources while providing oversight and supervision on technical topics and client-related issues
• Review fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence

Required qualifications, capabilities and skills

• A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity
• Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
• Bachelor's Degree in Accounting, Finance or MBA
• Ability to work under pressure to meet tight deadlines and balance multiple priorities
• Strong leadership skills with attention to detail and a hands-on management style
• Team player with excellent problem solving, communication and client service skills as well as the ability to take ownership and manage projects
• Proficiency in Microsoft Office product suite and advance MS Excel skills

Preferred qualifications, capabilities, and skills

• Strong knowledge of Investran or similar integrated Private Equity system a plus
• Investment fund audit experience with a Big 4 firm a plus

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Jersey City,NJ $1,200.00 - 132,000.00 / year

J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.

Job Summary:

As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.

Job Responsibilities

• Manage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations
• Stay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks
• Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operations
• Ensure adherence to control framework including prescribed policies and procedures
• Lead and work on ad hoc client projects and internal initiatives
• Mentor and develop staff resources while providing oversight and supervision on technical topics and client-related issues
• Review fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence

Required qualifications, capabilities and skills

• A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity
• Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
• Bachelor's Degree in Accounting, Finance or MBA
• Ability to work under pressure to meet tight deadlines and balance multiple priorities
• Strong leadership skills with attention to detail and a hands-on management style
• Team player with excellent problem solving, communication and client service skills as well as the ability to take ownership and manage projects
• Proficiency in Microsoft Office product suite and advance MS Excel skills

Preferred qualifications, capabilities, and skills

• Strong knowledge of Investran or similar integrated Private Equity system a plus
• Investment fund audit experience with a Big 4 firm a plus

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Brooklyn,NY $1,200.00 - 132,000.00 / year

J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto, and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.

Job Summary:

As a Private Equity Fund Admin Associate within our client administration team, you will support the management of daily client deliverables for Private Equity fund administration clients. Your responsibilities will include assisting with the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also assist in managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.

Job Responsibilities:

• Support all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations.
• Stay abreast of industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks.
• Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations.
• Ensure adherence to control framework including prescribed policies and procedures.
• Assist in ad hoc client projects and internal initiatives.
• Collaborate with team members and contribute to staff development while providing oversight and supervision on technical topics and client-related issues.
• Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence.

Required qualifications, capabilities, and skills:

• A professional accounting qualification (CA, CPA) combined with 4+ years of experience working with Private Equity funds in a fund administration or related capacity.
• Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures.
• Bachelor's Degree in Accounting, Finance, or MBA.
• Ability to work under pressure to meet tight deadlines and balance multiple priorities.
• Strong attention to detail and a collaborative management style.
• Team player with excellent problem-solving, communication, and client service skills as well as the ability to take ownership and manage projects.
• Proficiency in Microsoft Office product suite and advanced MS Excel skills.

Preferred qualifications, capabilities, and skills:

• Strong knowledge of Investran or similar integrated Private Equity system a plus.
• Investment fund audit experience with a Big 4 firm a plus.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Brooklyn,NY $1,200.00 - 132,000.00 / year