JP Morgan Chase & Co.

Asset Management - Private Equity Investor Relations - Associate

JP Morgan Chase & Co. • $100K — $120K *
New York, NY 10017In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 3+ years of experience in finance, investor relations, data analytics, or accounting preferred.
  • Proficient in Microsoft Excel, Word, and PowerPoint.
  • Programming experience is strongly recommended.
  • Experience with VBA and building/maintaining macros is preferred.
  • Analytical skills and financial modeling aptitude are essential.
  • Strong organizational and time management skills with attention to detail.
  • Self-motivated with a strong work ethic.

Responsibilities

  • Support senior team members in creating client collateral for the Private Equity Group.
  • Prepare client materials like portfolio reviews and performance analytics.
  • Complete RFPs, RFIs, due diligence questionnaires, and ad hoc requests.
  • Assist in creating and updating marketing collateral, including pitchbooks and educational pieces.
  • Enhance client experience by developing white papers and electronic newsletters.
  • Create analytical models for client needs, including cash flow projections.
  • Liaise with tech and client service teams to streamline reporting processes.

Benefits

  • Opportunity to work in a high-profile investment firm.
  • Exposure to global investor relations efforts.
  • Collaborative environment fostering professional development.
  • Access to extensive industry resources and databases.
  • Engagement with senior leadership and client interactions.
Full Job Description
JOB DESCRIPTION

Job Summary: 

The Private Equity Group is seeking an Associate to join the team in New York. The 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.

 

Job 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)
  • Reviewing 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

 

Required qualifications, capabilities and skills:

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

Preferred qualifications, capabilities and skills 

  • Series 7 & 63 preferred

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.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

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.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

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
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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