Asset Management - Private Equity Investor Relations - Associate
About The Position
J.P. Morgan Asset Management’s Private Equity Group (PEG) is seeking a Senior Analyst or Associate to join its New York team and support the group’s global investor relations efforts. PEG has more than 75 professionals globally and manages approximately $41 billion across separate accounts, commingled funds, evergreen funds, and focused strategies for a global client base. The role supports investor communications and client service for the Private Equity Group’s platform and products. It involves quantitative portfolio and performance analytics, creating presentation materials, responding to proposal and due-diligence requests, and developing analytical models. The successful candidate will work with colleagues across information management, client service, and technology, and contribute to accurate and timely responses to investor requests. The role requires advanced Microsoft Excel skills, proficiency in PowerPoint, strong writing and analytical abilities, and the organizational skills to manage multiple client deliverables. The posting describes a competitive total rewards package, with compensation based on role, experience, skills, and location; eligible roles may also receive incentive compensation. Benefits are subject to eligibility.
Requirements
- At least 3 years of experience in private equity, finance, investor relations, data analytics, or accounting is strongly preferred.
- Strong analytical skills and financial modeling aptitude.
- Highly skilled in Microsoft Excel, Word, and PowerPoint.
- Strong organizational and time-management skills, with attention to detail.
- Self-motivated, with a strong work ethic.
- Able to work collaboratively in a team-oriented environment and independently.
- Bachelor’s degree in business, finance, accounting, or equivalent, with knowledge of private equity.
- Undergraduate GPA of at least 3.2.
Nice To Haves
- Experience in private equity, including closed-end and/or evergreen structures.
- Programming experience is strongly recommended.
- Experience with VBA and building and maintaining macros.
- Series 7 and Series 63 licenses.
Responsibilities
- Support senior team members with messaging and creation of client collateral related to the Private Equity Group’s platform and products.
- Prepare client materials, including portfolio reviews, performance analytics, benchmarking, and responses to data requests.
- Complete RFPs, RFIs, due-diligence questionnaires, quarterly and monthly client or consultant questionnaires, and ad hoc requests.
- Assist in creating and updating marketing collateral, including client and prospect pitchbooks, educational materials, and annual meeting materials.
- Create external investor touch points such as white papers, webcasts, and electronic newsletters or updates.
- Create and update analytical models supporting client and prospect needs, including commitment modeling and cash flow projections.
- Coordinate with information management colleagues, client service managers, and the technology team to streamline, automate, and verify standard, customized, and ad hoc client data and reporting.
- Review first drafts of materials prepared by analysts.
- Support existing investors, monitor their needs, and respond promptly to questions and requests.
- Ensure client responses are accurate, consistent, and appropriate.
- Coordinate logistics for client events, onsite meetings, webinars, and investor conferences.
- Monitor industry databases and publications for relevant market, competitive, and marketing information.
Benefits
- Competitive total rewards package, with base salary determined by role, experience, skill set, and location.
- Commission-based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity may be available for eligible roles.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
