Private Equity Investor Relations Associate - NYC

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

Job summary

JPMorgan Chase in New York is seeking a Senior Analyst/Associate for the Asset Management Private Equity Investor Relations team. The role focuses on supporting global IR efforts with strong quantitative skills and advanced Excel, PowerPoint, and writing abilities.

The position involves creating client materials, modeling, and responding to RFPs/RFIs, alongside coordinating marketing collateral and investor communications. Collaboration across functions is essential.

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.
• 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.

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).
• 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.

Skills

Excel

PowerPoint

Word

VBA

Programming

Financial modeling

Education

Bachelor's degree (Business/Finance/Accounting)

GPA 3.2+

Series 7 & 63 preferred

Tools

VBA

Macros

Job description

JPMorgan Chase in New York is seeking a Senior Analyst/Associate for the Asset Management Private Equity Investor Relations team. The role focuses on supporting global IR efforts with strong quantitative skills and advanced Excel, PowerPoint, and writing abilities.

The position involves creating client materials, modeling, and responding to RFPs/RFIs, alongside coordinating marketing collateral and investor communications. Collaboration across functions is essential.