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Executive Director - Alternative Funds Investor Relations (TA)
Posted 6 days 11 hours ago by JPMorgan Chase & Co.
As an Executive Director of the Investor Relations Team Alternative Funds within the Fund Services Operations team, you will be directly reporting to the Global Head of Transfer Agency Operations. You will lead the end-to-end Investor Relations service delivery function for Alternative Funds, accountable fordeal execution oversight, cash and settlement oversight, investor/client reporting, and query management. You will run a 40 FTEorganization acrossDublin and New York, ensuringtimely, accurate, controlled productionwhile driving a modern, scalable operating model. You will partner closely withProduct, Product Development, and Technologyto operationalize strategy, elevate the client experience, and embedcontinuous improvement-particularly through AI-enabled capabilities and automation.
Job Responsibilities- Own service delivery and operating performance for Alternative Funds Investor Relations, ensuring consistent execution across locations, time zones, and client segments.
- Accountable for production outcomes: deliver all investor/client outputs on time, complete, accurate, and controlled(including reporting packs, statements, notices, and data-driven deliverables as applicable).
- Lead daily operations across critical workflows, includingdealing support, cash processes, settlement coordination, reconciliations/exception management, andinvestor query intake-to-resolution.
- Strengthen risk management and controls: ensure robust governance, escalation, documentation, and audit readiness; reduce operational risk through standardization and preventative controls.
- Define and execute the target operating model (TOM): optimize process design, roles, SLAs/KPIs, coverage, and location strategy to improve resilience and scalability.
- Deliver transformation with Product/Tech: translate strategy into operational requirements, influence roadmaps, and lead implementation of new capabilities (workflow, data, reporting, client channels).
- Champion continuous improvement and AI adoption: identify high-impact opportunities for automation, intelligent triage, exception prediction, and content generation-while ensuring appropriate controls and measurable benefits.
- Develop leaders and talent: build a high-performing, client-centric culture; coach managers, manage performance, and create clear development pathways.
- Own metrics and management reporting: implement a KPI/OKR framework across timeliness, accuracy, query cycle time, breaks/aging, risk events, capacity, and client outcomes.
- Proven senior leadership experience (7+ years) runningmulti-location, high-volume operational teams(c. 30-60+ headcount) with accountability for SLAs and risk outcomes.
- Strong domain expertise infund services / transfer agency/ investor relations, with depth acrossalternatives operating modelsand investor/client servicing expectations.
- Demonstrated ability toexecute complex changeacross operations, product, and technology-turning strategy into shipped improvements and measurable results.
- Excellent stakeholder management skills; ability to influence at senior levels and align cross-functional partners to outcomes.
- Strong command ofoperational risk and control disciplines(governance, issue management, remediation, audit/regulatory readiness).
- Data-driven operator: able to build performance transparency, diagnose root causes, and drive sustained improvements.
- Experience modernizing Investor Relations service delivery throughworkflow digitization, data standardization, and reporting/platform enhancements.
- Demonstrated delivery ofAI-enabled operations improvements(e.g., intelligent case routing, exception analytics, automated client responses, document/report automation) with clear control frameworks.
- Experience supporting global alternatives products (e.g., private equity, private credit, real assets, hedge funds) and related lifecycle events.
JPMorgan Chase & Co.
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