A vacancy has arisen for an Investor Relations Associate within the Global Transportation Group. An Investor Relations Associate plays a leading role in supporting the client relations, strategy and portfolio management efforts of the firm’s Global Transportation investment platform. This position will support the business’ investment strategies and work closely with both the investment specialist team and portfolio management teams as it relates to the management and marketing of all fund related activities.
Key responsibilities include:
- Leverage models and analytics to enhance investor engagement.
- Utilize quantitative and qualitative analysis to provide insights that optimize investor communications and strategy.
- Employ critical thinking and innovative approaches to address complex challenges in positioning the strategy among alternatives and other asset management products.
- Work closely with the investment team and asset management to evaluate and optimize the communications for investors.
- In partnership with Finance Team, deploy and manage the processes for timely production of recurring deliverables including Fund snapshots, quarterly reports and cover notes.
- Create, update and maintain all marketing collateral including pitch book, product profiles, stage presentations, teasers, and ad hoc materials, etc.
- Regularly drive the creation of new content for investor communications.
- Support written and verbal fund and market updates to prospects and clients; Direct client and interpersonal skills required.
- Extensive marketing support, including data room analysis, fund investor portal upkeep, compliance and internal systems reviews.
- Ability to synthesize and leverage large data sets in Excel to create custom analysis.
- Lead the development and liaise with internal RFP team and investment team in the production and completion of requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires (DDQ), quarterly/monthly client/consultant questionnaires and ad hoc requests.
- Own and maintain prospect tracking database.
- Assist on-going prospecting initiatives by staying on top of news feeds for potential search/RFP activities that can lead to new mandates.
- Support fund level reporting efforts for all investors of the Global Transportation Group platform including quarterly performance snapshots, quarterly/annual reports as well as webcast coordination etc.
- Work with internal constituent groups as well as consultants and clients to answer questions and address issues. Ensure timely, accurate and quality delivery of responses.
- Work with the group’s finance team to complete fund-level and client/consultant specific analysis, i.e., quarterly reporting, ad hoc cash flow analysis, ad hoc cost basis analysis, IRR analysis, investment experience attribution, etc.
- Provide analytical support to portfolio managers and support internal marketing efforts to JPMAM global sales force - providing client relations and sales support
- Identify and work on efficiency initiatives to help team continue to improve productivity
Knowledge skills and experience required:
- Experience with financial analysis and client services.
- Management consulting or investment banking experience is preferred.
- Excellent written and verbal communication skills.
- Advanced working knowledge of Word, Excel and PowerPoint.
- Highly organized, detail-oriented, self-motivated and strong work ethic.
- Comfortable working in a fast-paced environment across multiple time zones
- Strong multi-tasking, time management and problem-solving skills.
- Undergraduate/graduate degree in Business, Marketing or related business field.
- Previous experience working with open-end funds is helpful but not required.
- Knowledge of transportation sector is helpful but not required.
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our
FAQs for more information about requesting an accommodation.
