Asset Management - Private Equity Investor Relations - Associate

Aumni; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co.’s Private Equity Group in New York is seeking an Associate to support global investor relations efforts. The role requires strong quantitative skills and advanced Excel techniques for portfolio analytics, plus PowerPoint and writing proficiency for proposals and client materials.

The position involves creating and updating client collateral, modeling cash flows, and coordinating with cross-functional teams to deliver insights and responses to RFPs/RFIs, while supporting

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.

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.

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

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

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.

The Private Equity Group is seeking an Associate to join the team in New York