at J.P. Morgan
Bulge Bracket Investment BanksPosted 10 days ago
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**Asset Management - Private Equity Investor Relations Associate** Support global investor relations for J.P. Morgan's $41B Private Equity Group in New York. Key responsibilities include crafting client materials, managing RFPs, enhancing client experiences, and automating data processes. Requires 3+ years in finance, strong Excel skills, programming experience, and solid organizational skills. Tornado通过Bard实现，Bard由微软开发。
- Compensation
- Not specified
- City
- New York City
- Country
- United States
Currency: Not specified
Full Job Description
Location: New York, NY, United States
Private Equity Group
J.P. Morgan Asset Management Private Equity Group (PEG) comprises more than 75 professionals globally, and is active in all private equity investment types, styles, stages of business development, industry sectors and geographical locations. PEG manages approximately $41 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.
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 Groups platform and productsPrepare client materials including portfolio reviews, performance analytics and benchmarking, and data requestsComplete requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires, quarterly/monthly client/consultant questionnaires and ad hoc requestsAssist 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/updatesCreate and update analytical models to support client and prospect needs, including commitment modeling and cash flow projectionsLiaise 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 analystsProvide ongoing support of existing investors, monitoring and responding promptly to questions and requestsEnsure answers to clients are accurate, consistent, and appropriateCoordination and logistics of client events, onsite meetings, webinar events, investor conferenceMonitor 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 preferredProficient in Microsoft Excel, Word, and PowerPointProgramming experience strongly recommendedExperience with VBA, building and maintaining macros preferredDemonstrates analytical skills and financial modeling aptitudePossesses organizational and time management skills with strong attention to detailSelf-motivated with a strong work ethicWillingness to work in a team-oriented, collaborative environmentStrong educational credentialsUndergraduate degree
Preferred qualifications, capabilities and skills
- Series 7 & 63 preferred
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Compensation
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City: New York City
Country: United States
ExperiencedNo visa sponsorship**Asset Management - Private Equity Investor Relations Associate** Support global investor relations for J.P. Morgan's $41B Private Equity Group in New York. Key responsibilities include crafting client materials, managing RFPs, enhancing client experiences, and automating data processes. Requires 3+ years in finance, strong Excel skills, programming experience, and solid organizational skills. Tornado通过Bard实现，Bard由微软开发。
Full Job Description
Location: New York, NY, United States
Private Equity GroupJ.P. Morgan Asset Management Private Equity Group (PEG) comprises more than 75 professionals globally, and is active in all private equity investment types, styles, stages of business development, industry sectors and geographical locations. PEG manages approximately $41 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.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 Groups platform and productsPrepare client materials including portfolio reviews, performance analytics and benchmarking, and data requestsComplete requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires, quarterly/monthly client/consultant questionnaires and ad hoc requestsAssist 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/updatesCreate and update analytical models to support client and prospect needs, including commitment modeling and cash flow projectionsLiaise 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 analystsProvide ongoing support of existing investors, monitoring and responding promptly to questions and requestsEnsure answers to clients are accurate, consistent, and appropriateCoordination and logistics of client events, onsite meetings, webinar events, investor conferenceMonitor 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 preferredProficient in Microsoft Excel, Word, and PowerPointProgramming experience strongly recommendedExperience with VBA, building and maintaining macros preferredDemonstrates analytical skills and financial modeling aptitudePossesses organizational and time management skills with strong attention to detailSelf-motivated with a strong work ethicWillingness to work in a team-oriented, collaborative environmentStrong educational credentialsUndergraduate degree
Preferred qualifications, capabilities and skills
- Series 7 & 63 preferred
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