Senior Associate, Private Equity Investor Relations

JP Morgan Chase; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorgan Chase in New York is seeking a Senior Analyst/Associate to support global investor relations for the Private Equity Group. You will develop client materials, perform portfolio analytics, and contribute to RFPs and information requests, leveraging Excel, PowerPoint, and VBA.

The role emphasizes building presentation materials, creating analytical models, and coordinating with global teams to improve data reporting and client experience. A strong writing style and teamwork are essential.

Qualifications

• 3+ years in private equity, finance, IR, or analytics.
• Experience with private equity structures is preferred.
• Strong financial modeling and Excel skills.

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

Microsoft Excel

PowerPoint

VBA

Data analytics

Education

Bachelor's degree in business, finance, accounting or equivalent

Tools

Microsoft Word

PowerPoint

Job description

JPMorgan Chase in New York is seeking a Senior Analyst/Associate to support global investor relations for the Private Equity Group. You will develop client materials, perform portfolio analytics, and contribute to RFPs and information requests, leveraging Excel, PowerPoint, and VBA.

The role emphasizes building presentation materials, creating analytical models, and coordinating with global teams to improve data reporting and client experience. A strong writing style and teamwork are essential.