Asset Management - Private Equity Investor Relations - Associate

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan Asset Management Private Equity Group in New York seeks an Associate to support global investor relations efforts. The role emphasizes strong quantitative skills, advanced Excel, and creating client materials and proposals.

The position requires proficiency in PowerPoint, solid writing skills, and the ability to handle multiple requests with precision. Collaboration across teams and data-driven insights are key components of the role.

Qualifications

• 3+ years of experience in finance, investor relations, data analytics or accounting preferred.
• Proficient in Microsoft Excel, Word, and PowerPoint.
• Programming experience strongly recommended.
• Experience with VBA, building and maintaining macros preferred.
• Demonstrates analytical skills and financial modeling aptitude.
• Possesses organizational and time management skills with strong attention to detail.
• Self-motivated with a strong work ethic.
• Willingness to work in a team-oriented, collaborative environment.
• Strong educational credentials.
• Undergraduate degree

Responsibilities

• Support senior members of the team in messaging and creation of client collateral related to the Private Equity Group’s platform and products.
• Prepare client materials including portfolio reviews, performance analytics and benchmarking, and data requests.
• Complete requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires, quarterly/monthly client/consultant questionnaires and ad hoc requests.
• Assist in creating and updating all marketing collateral such as client and prospect pitchbooks, educational pieces, annual meeting materials, etc.
• Enhance client experience by creating external touch points such as white papers, webcasts, electronic newsletters/updates.
• Create and update analytical models to support client and prospect needs, including commitment modeling and cash flow projections.
• Liaise with information management colleagues, client service managers and technology team to streamline/automate/verify client data and reporting (standard/customized/ad hoc).
• Reviewing first drafts of materials from analysts.
• Provide ongoing support of existing investors, monitoring and responding promptly to questions and requests.
• Ensure answers to clients are accurate, consistent, and appropriate.
• Coordination and logistics of client events, onsite meetings, webinar events, investor conference.
• Monitor industry databases and publications for relevant environment, competitive and marketing information

Skills

Finance experience

Investor relations

Data analytics

Accounting

Excel

PowerPoint

Programming

VBA

Financial modeling

Attention to detail

Team player

Time management

Education

Undergraduate degree

Tools

MS Office

Job description

Private Equity Group

J.P. Morgan Asset Management Private Equity Group (PEG) comprises more than 75 professionals globally, and is active in all private equity investment types, styles, stages of business development, industry sectors and geographical locations. PEG manages approximately $41 billion in assets under management on behalf of investors across separate accounts, commingled funds, and focused strategies.

Our global client base includes pension plans, insurance companies, endowments & foundations, as well as family offices, trusts, and high-net-worth individuals. The team also works with consulting firms and third-party advisors.

Job Summary:

The Private Equity Group is seeking an Associate to join the team in New York. The Associate will play a role in supporting the global investor relations efforts of J.P. Morgan Asset Management Private Equity Group.This role will require strong quantitative skills and/or a desire to learn advanced excel techniques for portfolio and performance analytics. The position will also include support in building and creating presentation materials as well as responding to proposal requests, requiring knowledge of PowerPoint and solid writing skills.

Job Responsibilities:

• Support senior members of the team in messaging and creation of client collateral related to the Private Equity Group’s platform and products
• Prepare client materials including portfolio reviews, performance analytics and benchmarking, and data requests
• Complete requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires, quarterly/monthly client/consultant questionnaires and ad hoc requests
• Assist in creating and updating all marketing collateral such as client and prospect pitchbooks, educational pieces, annual meeting materials, etc.
• Enhance client experience by creating external touch points such as white papers, webcasts, electronic newsletters/updates
• Create and update analytical models to support client and prospect needs, including commitment modeling and cash flow projections
• Liaise with information management colleagues, client service managers and technology team to streamline/automate/verify client data and reporting (standard/customized/ad hoc)
• Reviewing first drafts of materials from analysts
• Provide ongoing support of existing investors, monitoring and responding promptly to questions and requests
• Ensure answers to clients are accurate, consistent, and appropriate
• Coordination and logistics of client events, onsite meetings, webinar events, investor conference
• Monitor industry databases and publications for relevant environment, competitive and marketing information

Required qualifications, capabilities and skills:

• 3+ years of experience in finance, investor relations, data analytics or accounting preferred
• Proficient in Microsoft Excel, Word, and PowerPoint
• Programming experience strongly recommended
• Experience with VBA, building and maintaining macros preferred
• Demonstrates analytical skills and financial modeling aptitude
• Possesses organizational and time management skills with strong attention to detail
• Self-motivated with a strong work ethic
• Willingness to work in a team-oriented, collaborative environment
• Strong educational credentials
• Undergraduate degree

Preferred qualifications, capabilities and skills

• Series 7 & 63 preferred