Global Sales - Equity Roadshow Specialist - Associate

JPMorgan Chase & Co. • New York, NY

7d

About The Position

When an equity story meets the market, every interaction matters. As a Roadshow
Specialist, you will play a key role in high-profile equity capital markets
marketing, ensuring the most desirable investor clients are targeted during the
roadshow. Your proactive mindset, professionalism, and precision will help
deliver best-in-class execution for internal stakeholders and external clients
in a dynamic, fast-paced environment.

Job summary:

Based in New York, the Roadshow Specialist supports both the Equity Capital
Markets team and the Equity Roadshow Desk for primarily US equity deal and
non-deal marketing roadshows. You will ensure that investor clients identified
by Equity Capital Markets are targeted, invited, and scheduled during the
roadshow, while delivering timely updates to clients and internal teams. The
role requires exceptional attention to detail, strong communication, sound
judgment in confidential situations, and the ability to thrive amid shifting
priorities while maintaining a client-first mindset.

Requirements

• Proficiency in Microsoft Office, including Excel and PowerPoint.
• Outstanding organizational and communication skills; responsive, reliable, and client-service oriented.
• Demonstrated tact and good judgment in confidential situations; proven experience interacting with clients.
• Ability to thrive in a fast-paced environment; strong time management, multi-tasking, and prioritization skills; team player.
• Creative problem-solving abilities, with strong ability to leverage technology and best practices.
• Ability to adapt procedures, processes, and techniques to support full roadshow execution.
• Bachelor’s degree required.

Nice To Haves

• 2–3 years of experience in roadshow marketing and/or corporate access.
• Experience with executive or client-facing events with complex logistics.
• Familiarity with financial services environments and high-profile client expectations.

Responsibilities

• Coordinate investor client targeting and participation in equity marketing roadshows for primarily US equity deals and “pre-deals”, partnering closely with deal teams and clients.
• Understand investor prioritization to allocate meetings most impactfully; confirm which investors receive which meeting slots.
• Compose event announcement emails to be sent to sales teams and investor clients.
• Review daily schedule updates sent to clients and internal groups to ensure changes, confirmations, and contingencies are clearly documented; communicate schedules directly with corporate management and investors as needed.
• Communicate professionally with internal and external stakeholders via phone and email; escalate issues with urgency and clarity.
• Apply sound judgment in confidential situations; proactively identify and resolve risks or conflicts in schedules and logistics.
• Leverage technology and best practices to improve workflow efficiency and client experience across engagements.

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level