Asset Management - Private Equity Investor Relations - Associate

Asset Management- Private Equity- Investor Relations – Senior Analyst / Associate - New York

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 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, evergreen, 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/ advanced excel techniques for portfolio and performance analytics. The position will also include building and creating presentation materials as well as responding to proposal requests, requiring proficient knowledge of PowerPoint and solid writing skills.

Responsibilities include:

• 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)
• Review 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

Qualifications

Essential Skills:

• 3+ years of experience in private equity, finance, investor relations, data analytics or accounting strongly preferred
• Experience in private equity, including closed end and/or evergreen structures preferred
• Highly skilled in Microsoft Excel, Word, and PowerPoint
• Programming experience strongly recommended
• Experience with VBA, building and maintaining macros preferred
• Demonstrates excellent 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 with the ability to work independently

Education:

• Strong educational credentials
• Bachelor’s degree in business, finance, accounting or the equivalent and knowledge of private equity
• Undergraduate degree with a GPA minimum of 3.2
• Series 7 & 63 preferred

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.