JP Morgan Chase & Co.

Asset Management - JP Morgan Natural Capital - Investment Specialist/Investor Relations Associate

JP Morgan Chase & Co.$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of experience in investor relations or asset management roles.
  • Strong project management abilities in fast-paced settings.
  • Excellent writing skills for clear, client-ready communication.
  • High attention to detail for data accuracy and material consistency.
  • Demonstrated critical thinking and creativity in problem-solving.
  • Interest in investment strategies and sustainability in natural capital.

Responsibilities

  • Support fundraising efforts through preparation for pitches and client meetings.
  • Coordinate product launch readiness and track milestones for investor engagement.
  • Manage preparations for investor meetings and related logistics.
  • Develop and maintain investor relations deliverables, including data rooms and due diligence requests.
  • Maintain accurate records of investor engagement and fundraising progress.
  • Create and update marketing materials aligned with firm rebranding.
  • Monitor market trends in timberland alternatives and contribute improvement ideas.

Benefits

  • Collaborative environment with internal stakeholders and senior leaders.
  • Opportunities for professional development and training materials preparation.
  • Engagement in high-impact fundraising initiatives in sustainability.
  • Exposure to cutting-edge investment strategies involving natural capital.
Full Job Description
JOB DESCRIPTION

J.P. Morgan Natural Capital is seeking an Associate-level Investment Specialist / Investor Relations professional to support fundraising, business development, and client service across the Natural Capital platform. As the Global Business Development team’s dedicated Investor Relations professional, you will help execute investor engagement, prepare fundraising materials, and support the platform’s rebrand and upcoming fund launch. 

Job Summary 

As an Associate supporting J.P. Morgan Natural Capital, you will help drive high-quality investor engagement and responsiveness through the creation and maintenance of marketing and due diligence content, coordination of RFP/DDQ processes, management of investor queries, and support for client meetings and fundraising pitches. You will work closely with the Investment Specialist team, portfolio management, JPMorgan Asset Management & Wealth Management distribution channels, and partner teams globally. You will also collaborate with Product Strategy, Marketing/Communications, Market Insights, Sustainable Investment, and subject matter experts to develop and refresh intellectual capital and client materials, including fact sheets, data room content, and messaging aligned to the rebrand and product roadmap. 

 

Job Responsibilities 

  • Support fundraising and investor engagement efforts for J.P. Morgan Natural Capital, including preparing for fundraising pitches, client meetings, and periods of team travel. 
  • Support product launch readiness by coordinating investor-facing workstreams, tracking key milestones and dependencies, and ensuring materials, data room content, and internal teams are prepared for market engagement. 
  • Coordinate end-to-end preparation for investor meetings, roadshows, conferences, and diligence sessions, including agendas, briefing materials, logistics, attendee coordination, and post-meeting follow-up. 
  • Manage and execute investor relations deliverables, including:  

o    Development and maintenance of data rooms 

o    Completion and coordination of RFPs, DDQs, and other due diligence requests 

o    Tracking and timely response to investor inquiries and follow-ups 

  • Maintain accurate investor pipeline and engagement records, including meeting notes, next steps, relationship activity, and fundraising progress, in partnership with the Investment Specialist and distribution teams. 
  • Create, update, and maintain marketing materials and intellectual capital, including pitchbooks, fact sheets, commentaries, Q&A documents, and other client-ready materials aligned with evolving positioning and the firm’s rebrand. 
  • Coordinate across internal stakeholders (Product Strategy & Development, portfolio management, distribution, Market Insights, Sustainable Investment, Client Skills & Training, and other partner groups) to ensure accuracy, consistency, and timeliness of messaging and materials. 
  • Develop a strong working understanding of J.P. Morgan Natural Capital’s timberland strategies, performance drivers, and sustainability/climate solutions narrative, and help articulate these to internal partners and (over time) external clients. 
  • Support internal education and thought leadership by helping prepare training materials and briefing content for distribution teams and internal stakeholders. 
  • Monitor and synthesize market and competitor trends relevant to timberland alternatives, fundraising conditions, and sustainability positioning; contribute ideas to improve materials and processes. 
  • Project manage recurring and ad hoc deliverables, maintaining organized workflows, calendars, version control, and stakeholder alignment across multiple time zones. 
  • Assist with communications support, including coordination with communications partners on items such as press releases, executive features, and annual investor meeting preparation. 

  

Required Qualifications, Capabilities, and Skills 

  • 2+ years of relevant experience in investor relations, product or investment specialist support, institutional sales support, consultant relations, client service, investment marketing, capital formation, alternatives fundraising, or another client- or investor-facing role within asset management, investment banking or financial services. 
  • Strong project management skills with demonstrated ability to manage multiple priorities, deadlines, and stakeholders in a fast-paced environment. 
  • Excellent writing and editing skills with an ability to turn complex investment concepts into clear, client-ready messaging. 
  • Strong attention to detail and high-quality bar for data accuracy, formatting, and consistency in external-facing materials. 
  • Demonstrated critical thinking and creativity 
  • Interest in and working knowledge of investments; ability to learn and communicate the investment and sustainability story of natural capital alternatives. 
  • Strong relationship-building and collaboration skills across internal teams, including comfort working with senior stakeholders. 

  

Preferred Qualifications, Capabilities, and Skills 

  • Exposure to alternatives (e.g., real assets, private markets) and/or familiarity with fundraising and due diligence workflows (RFPs/DDQs/data rooms). 
  • Experience creating or updating marketing materials for investment products (pitch decks, fact sheets, quarterly materials, Q&A). 
  • Comfort supporting live client processes (meeting preparation, follow-ups, action tracking) and partnering effectively with distribution teams. 
  • FINRA Series 7 license, or a commitment to obtain it within the first 120 days of employment. 

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

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JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

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Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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