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Asset Management - Real Estate Investor Relations - Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 15 days ago

No clicks

**Asset Management - Real Estate Investor Relations - Associate**: New York-based role in J.P. Morgan's $67B Real Estate Americas team. Drive investor relations, manage client requests (DDQs, RFPs), and develop marketing strategy. Requires 3+ years experience, strong attention to detail, proficiency in PowerPoint/Excel, and Series 7/63 certifications.

Compensation
Not specified

Currency: Not specified

City
New York City
Country
United States

Full Job Description

Location: New York, NY, United States

Real Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we have established ourselves as a market leader. The team comprises 230 real estate professionals across six markets in the U.S. and manages over 500 clients globally across various real estate strategies spanning the risk spectrum and capital stack.

Job Summary

As an Investor Relations Associate within the Real Estate Americas Investor Relations team, you will contribute significantly to the Real Estate Americas investments marketing effort working primarily with internal clients including, investment specialists, portfolio managers, research, investment teams and client advisors. You will complete and manage client requests including DDQs, RFPs, and questionnaires and work closely with investment specialists to service our existing clients, develop marketing strategy, marketing collateral, fund reporting, fund positioning and support analytical requests. Additionally, you will contribute to various strategic projects across the platform.

Job Responsibilities

  • Execute the day-to-day investor relations efforts for the Real Estate Americas platform.
  • Prepare and deliver high-quality client materials, including presentations and reporting deliverables.
  • Complete and manage RFPs, RFIs, due diligence questionnaires, and quarterly/monthly client/consultant questionnaires, as well as handle ad hoc requests.
  • Execute and project manage client deliverables, ensuring timely execution, identifying overlaps, and driving coordination and efficiency.
  • Contribute to and manage strategic projects, including idea generation, content creation, project management, stakeholder coordination, and client feedback management.
  • Develop a deep understanding of the Real Estate Americas funds and organization, its priorities, and operating model.
  • Build knowledge of real estate as an asset class, portfolio allocation, and the macro environment, understanding key metrics to inform and enhance client responses.
  • Monitor industry databases and publications for relevant competitive and marketing information.

Required qualifications, capabilities and skills 

  • 3+ years industry experience 
  • A self-starter with strong attention to detail and ability to create materials in a client-ready format with no errors. 
  • Strong organizational skills to manage a diverse and complex workload. 
  • Strong communication skills (written and oral) in addition to analytical skills to prepare client requests and analysis. 
  • Ability to create compelling and creative presentation materials and distill information into key points. 
  • Proficiency in PowerPoint and Excel, with strong technical skills to support data analysis and presentation creation.
  • Team player with a strong ethos of partnership and inclusion, fostering a collaborative work environment.
  • Ability and desire to add value and contribute to the teams efforts; present new ideas and initiatives.
  • Good understanding of the investment management industry and a willingness to learn and develop further. 
  • Series 7 and 63 certifications

Preferred qualifications, capabilities and skills 

  • Prefer experience in real estate or investor relations. 

Asset Management - Real Estate Investor Relations - Associate

Compensation

Not specified

City: New York City

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

15 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Asset Management - Real Estate Investor Relations - Associate**: New York-based role in J.P. Morgan's $67B Real Estate Americas team. Drive investor relations, manage client requests (DDQs, RFPs), and develop marketing strategy. Requires 3+ years experience, strong attention to detail, proficiency in PowerPoint/Excel, and Series 7/63 certifications.

Full Job Description

Location: New York, NY, United States

Real Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we have established ourselves as a market leader. The team comprises 230 real estate professionals across six markets in the U.S. and manages over 500 clients globally across various real estate strategies spanning the risk spectrum and capital stack.

Job Summary

As an Investor Relations Associate within the Real Estate Americas Investor Relations team, you will contribute significantly to the Real Estate Americas investments marketing effort working primarily with internal clients including, investment specialists, portfolio managers, research, investment teams and client advisors. You will complete and manage client requests including DDQs, RFPs, and questionnaires and work closely with investment specialists to service our existing clients, develop marketing strategy, marketing collateral, fund reporting, fund positioning and support analytical requests. Additionally, you will contribute to various strategic projects across the platform.

Job Responsibilities

  • Execute the day-to-day investor relations efforts for the Real Estate Americas platform.
  • Prepare and deliver high-quality client materials, including presentations and reporting deliverables.
  • Complete and manage RFPs, RFIs, due diligence questionnaires, and quarterly/monthly client/consultant questionnaires, as well as handle ad hoc requests.
  • Execute and project manage client deliverables, ensuring timely execution, identifying overlaps, and driving coordination and efficiency.
  • Contribute to and manage strategic projects, including idea generation, content creation, project management, stakeholder coordination, and client feedback management.
  • Develop a deep understanding of the Real Estate Americas funds and organization, its priorities, and operating model.
  • Build knowledge of real estate as an asset class, portfolio allocation, and the macro environment, understanding key metrics to inform and enhance client responses.
  • Monitor industry databases and publications for relevant competitive and marketing information.

Required qualifications, capabilities and skills 

  • 3+ years industry experience 
  • A self-starter with strong attention to detail and ability to create materials in a client-ready format with no errors. 
  • Strong organizational skills to manage a diverse and complex workload. 
  • Strong communication skills (written and oral) in addition to analytical skills to prepare client requests and analysis. 
  • Ability to create compelling and creative presentation materials and distill information into key points. 
  • Proficiency in PowerPoint and Excel, with strong technical skills to support data analysis and presentation creation.
  • Team player with a strong ethos of partnership and inclusion, fostering a collaborative work environment.
  • Ability and desire to add value and contribute to the teams efforts; present new ideas and initiatives.
  • Good understanding of the investment management industry and a willingness to learn and develop further. 
  • Series 7 and 63 certifications

Preferred qualifications, capabilities and skills 

  • Prefer experience in real estate or investor relations.