Asset Management - Private Equity Investor Relations - Program Associate

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 60 professionals globally, and is active in all private equity investment types, styles, stages of business development, industry sectors and geographical locations. PEG manages approximately $30 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.

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/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.

Responsibilities Include

• Provide ongoing support of existing investors, monitoring and responding promptly to questions and requests
• Liaise with information management colleagues, client service managers and technology team to streamline/automate/verify client data and reporting (standard/customized/ad hoc)
• Coordination and logistics of client events, onsite meetings, webinar events, investor conference
• Enhance client experience by creating external touch points such as white papers, webcasts, electronic newsletters/updates
• Reviewing first drafts of materials from analysts
• Assist in creating and updating all marketing collateral such as client and prospect pitchbooks, educational pieces, annual meeting materials, etc.
• Monitor industry databases and publications for relevant environment, competitive and marketing information
• Complete requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires, quarterly/monthly client/consultant questionnaires and ad hoc requests
• 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
• Ensure answers to clients are accurate, consistent, and appropriate
• Create and update analytical models to support client and prospect needs, including commitment modeling and cash flow projections

Qualifications

Essential Skills:

• Experience with VBA, building and maintaining macros preferred
• Proficient in Microsoft Excel, Word, and PowerPoint
• 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
• 2+ years of experience in finance, investor relations, data analytics or accounting preferred
• Willingness to work in a team-oriented, collaborative environment
• Programming experience strongly recommended

Education

• Strong educational credentials
• Undergraduate degree with a GPA minimum of 3.2

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary

New York,NY $135,000.00 - $150,000.00 / year