Asset Management - Private Equity Investor Relations - Associate

JP Morgan Chase; New York (NY); On-site; USD 90,000 - 160,000; Full time

Job summary

JPMorgan Chase is seeking a Senior Analyst/Associate in New York to support the global investor relations efforts of the Private Equity Group. The role requires strong quantitative skills and advanced Excel, with responsibilities spanning client collateral, portfolio reviews, and data-driven insights.

You will prepare proposals and information requests, update marketing materials, and develop models for cash flow and commitments while coordinating with cross-functional teams to enhance client

Qualifications

• 3+ years of experience in private equity, finance, investor relations, data analytics or accounting strongly preferred.
• Experience in private equity, including closed end and/or evergreen structures preferred.
• Strong Excel, Word, and PowerPoint skills; advanced Excel techniques for portfolio analytics.

Responsibilities

• Support senior team members in messaging and creation of client collateral for Private Equity Group products.
• Prepare client materials including portfolio reviews and performance analytics.
• Complete RFPs, RFIs and due diligence questionnaires; manage data requests.
• Create and update marketing collateral such as client and prospect pitchbooks and educational pieces.
• Enhance client experience with external touchpoints like white papers and newsletters.
• Build analytical models to support client and prospect needs, including cash flow projections.
• Coordinate with information management and client service teams to streamline reporting.
• Review drafts of materials from analysts and ensure accuracy for investors.

Skills

Excel

PowerPoint

Financial modeling

Analytical skills

VBA

Macros

Written communication

Time management

Education

Bachelor's degree in business/finance

GPA 3.2+

Series 7 & 63 preferred

Tools

VBA

Macros

Job description

Asset Management- Private Equity- Investor Relations - Senior Analyst / Associate - New York

About J.P. Morgan

J.P. Morgan is a global leader in financial services, working in collaboration across the globe to deliver the best solutions and advice to meet our clients' needs. We operate in 100 countries and hold leadership positions across our different lines of businesses. We have an exceptional team of employees who work hard to do the right thing for our clients and the firm. This is why we can offer you an outstanding career.

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, evergreen, 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.

Role Overview

The Private Equity Group is seeking a senior Analyst or Associate to join the team in New York. The Analyst/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/ advanced excel techniques for portfolio and performance analytics. The position will also include building and creating presentation materials as well as responding to proposal requests, requiring proficient knowledge of PowerPoint and solid writing skills.

Responsibilities include:

• 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)
• Review 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

Qualifications

Essential Skills:

• 3+ years of experience in private equity, finance, investor relations, data analytics or accounting strongly preferred
• Experience in private equity, including closed end and/or evergreen structures preferred
• Highly skilled in Microsoft Excel, Word, and PowerPoint
• Programming experience strongly recommended
• Experience with VBA, building and maintaining macros preferred
• Demonstrates excellent 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 with the ability to work independently

Education:

• Strong educational credentials
• Bachelor's degree in business, finance, accounting or the equivalent and knowledge of private equity
• Undergraduate degree with a GPA minimum of 3.2
• Series 7 & 63 preferred

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

ABOUT US

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

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.