Asset Management - Real Estate Investor Relations Analyst - Program Analyst

Testing Site - JPMC; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Real Estate Americas Investor Relations team within J.P. Morgan Private Markets seeks an Analyst to support client materials, DDQs, and questionnaires while assisting investment specialists and portfolio managers. You will help prepare presentations, reports, and marketing content for existing clients and events.

The role emphasizes collaboration, strong analytical skills, and the ability to manage multiple tasks with attention to detail. Travel and after-hours participation may be required.

Qualifications

• 1+ year of industry experience.
• Strong attention to detail and ability to assist in creating client-ready materials.
• Excellent organizational skills to help manage multiple tasks and deadlines.
• Effective communication skills (written and oral) and analytical abilities to support client requests and analysis.
• Ability to assist in creating presentation materials and summarize information clearly.
• Proficiency in PowerPoint and Excel; comfortable with data analysis and presentation creation.
• Series 7 and 63 certifications (or willingness to obtain).
• Willingness to support and participate in client events, including occasional travel and after-hours commitments as required.

Responsibilities

• Support the day-to-day investor relations activities for the Real Estate Americas platform.
• Assist in preparing and delivering client materials, including presentations and reporting deliverables.
• Help complete and manage RFPs, RFIs, due diligence questionnaires, and client/consultant questionnaires, as well as handle ad hoc requests.
• Coordinate and track client deliverables, ensuring timely execution and efficient workflow.
• Contribute to strategic projects, including content creation, project coordination, and gathering client feedback.
• Provide logistical and administrative support for client events, meetings, and conferences, including preparation of materials and on-site assistance as needed.
• Develop an understanding of the Real Estate Americas funds, organization, and operating model.
• Build foundational knowledge of real estate as an asset class, portfolio allocation, and the macro environment.
• Monitor industry databases and publications for relevant competitive and marketing information.

Skills

Attention to detail

Organizational skills

Communication

Team player

Analytical abilities

Tools

PowerPoint

Excel

Job description

Real Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we have established ourselves as a market leader. The team comprises 230 real estate professionals across six markets in the U.S. and manages over 500 clients globally across various real estate strategies spanning the risk spectrum and capital stack.

Job Summary

As an Investor Relations Analyst within the Real Estate Americas Investor Relations team, you will play a key supporting role in the Real Estate Americas investments marketing effort, working closely with internal clients including investment specialists, portfolio managers, research, investment teams, and client advisors. You will assist in completing and managing client requests such as DDQs, RFPs, and questionnaires, and support investment specialists in servicing existing clients, developing marketing materials, fund reporting, and supporting analytical requests. You will also have the opportunity to contribute to various strategic projects and support client events across the platform.

Job Responsibilities

• Support the day-to-day investor relations activities for the Real Estate Americas platform.
• Assist in preparing and delivering client materials, including presentations and reporting deliverables.
• Help complete and manage RFPs, RFIs, due diligence questionnaires, and client/consultant questionnaires, as well as handle ad hoc requests.
• Coordinate and track client deliverables, ensuring timely execution and efficient workflow.
• Contribute to strategic projects, including content creation, project coordination, and gathering client feedback.
• Provide logistical and administrative support for client events, meetings, and conferences, including preparation of materials and on-site assistance as needed.
• Develop an understanding of the Real Estate Americas funds, organization, and operating model.
• Build foundational knowledge of real estate as an asset class, portfolio allocation, and the macro environment.
• Monitor industry databases and publications for relevant competitive and marketing information.

Required Qualifications, Capabilities and Skills

• 1+ year of industry experience,
• Strong attention to detail and ability to assist in creating client-ready materials.
• Excellent organizational skills to help manage multiple tasks and deadlines.
• Effective communication skills (written and oral) and analytical abilities to support client requests and analysis.
• Ability to assist in creating presentation materials and summarize information clearly.
• Proficiency in PowerPoint and Excel; comfortable with data analysis and presentation creation.
• Team player with a collaborative mindset and willingness to learn.
• Eagerness to contribute ideas and add value to the team’s efforts.
• Basic understanding of the investment management industry and a strong desire to learn and develop further.
• Series 7 and 63 certifications (or willingness to obtain).
• Willingness to support and participate in client events, including occasional travel and after-hours commitments as required.

Preferred Qualifications, Capabilities and Skills

• Prefer experience in real estate, finance, or investor relations.