Asset Management - Private Equity Investor Relations - Associate

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.

About the role

The Private Equity Group is seeking an Associate to join the team in New York. The Associate will support the global investor relations efforts, requiring 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.

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, and 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
• Coordinate and manage logistics of client events, onsite meetings, webinar events, and investor conferences
• Monitor industry databases and publications for relevant environment, competitive, and marketing information

Requirements

• 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 and building/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

• Series 7 & 63 preferred

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support and financial coaching

Additional details about total compensation and benefits will be provided during the hiring process.