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JP Morgan Chase

Runs a consumer bank and an investment bank

Asset Management - Investment Specialist/Investor Relations Associate

Asset ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$100k - $110kIn-person

About the Job

Requirements

  • At least 2 years of relevant experience in investor relations, product or investment specialist support, institutional sales support, consultant relations, client service, investment marketing, capital formation, alternatives fundraising, or another client- or investor-facing role within asset management, investment banking, or financial services.
  • Strong project management skills and demonstrated ability to manage multiple priorities, deadlines, and stakeholders in a fast-paced environment.
  • Strong writing and editing skills, including the ability to translate complex investment concepts into clear, client-ready messaging.
  • Strong attention to detail and a high-quality standard for data accuracy, formatting, and consistency in external-facing materials.
  • Demonstrated critical thinking and creativity.
  • Interest in and working knowledge of investments, and the ability to learn and communicate the investment and sustainability story of natural capital alternatives.
  • Strong relationship-building and collaboration skills across internal teams, including comfort working with senior stakeholders.

Responsibilities

  • Support fundraising and investor engagement for J.P. Morgan Natural Capital, including preparing for fundraising pitches, client meetings, and team travel.
  • Support product launch readiness by coordinating investor-facing workstreams, tracking milestones and dependencies, and ensuring materials, data room content, and internal teams are ready for market engagement.
  • Coordinate end-to-end preparation for investor meetings, roadshows, conferences, and diligence sessions, including agendas, briefing materials, logistics, attendee coordination, and post-meeting follow-up.
  • Develop and maintain data rooms; complete and coordinate requests for proposals, due diligence questionnaires, and other due diligence requests; and track and respond promptly to investor inquiries and follow-ups.
  • Maintain accurate investor pipeline and engagement records, including meeting notes, next steps, relationship activity, and fundraising progress, in partnership with the Investment Specialist and distribution teams.
  • Create, update, and maintain marketing materials and intellectual capital, including pitchbooks, fact sheets, commentaries, question-and-answer documents, and other client-ready materials aligned with evolving positioning and the firm’s rebrand.
  • Coordinate with internal stakeholders, including Product Strategy & Development, portfolio management, distribution, Market Insights, Sustainable Investment, Client Skills & Training, and partner groups, to ensure messaging and materials are accurate, consistent, and timely.
  • Develop a strong working understanding of the platform’s timberland strategies, performance drivers, and sustainability and climate-solutions narrative, and help communicate these to internal partners and, over time, external clients.
  • Support internal education and thought leadership by preparing training materials and briefing content for distribution teams and internal stakeholders.
  • Monitor and synthesize market and competitor trends relevant to timberland alternatives, fundraising conditions, and sustainability positioning, and contribute ideas to improve materials and processes.
  • Project-manage recurring and ad hoc deliverables, maintaining organized workflows, calendars, version control, and stakeholder alignment across multiple time zones.
  • Assist with communications support by coordinating with communications partners on press releases, executive features, and annual investor meeting preparation.

Desired Qualifications

  • Exposure to alternatives, such as real assets or private markets, and/or familiarity with fundraising and due diligence workflows, including requests for proposals, due diligence questionnaires, and data rooms.
  • Experience creating or updating investment-product marketing materials, such as pitch decks, fact sheets, quarterly materials, and question-and-answer documents.
  • Comfort supporting live client processes, including meeting preparation, follow-ups, and action tracking, and partnering effectively with distribution teams.
  • FINRA Series 7 license, or commitment to obtain it within the first 120 days of employment.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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