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Job description
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, 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.
Job Summary:
The Private Equity Group is seeking an Associate to join the team in New York. The 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/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.
Job 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, 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)
Reviewing 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
Required qualifications, capabilities and skills:
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, building and 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, capabilities and skills
Series 7 & 63 preferred
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.