Asset Management - Private Equity Investor Relations - Associate
Company: JPMorgan Chase & Co.
Role summary
Asset Management - Private Equity Investor Relations - Associate is a full-time role at JPMorgan Chase & Co. in New York, New York, United States (on-site). Posted 2026-10-31. Salary: USD 150,000–170,000 per year. Experience level: 2-5.
- Job title
- Asset Management - Private Equity Investor Relations - Associate
- Company
- JPMorgan Chase & Co.
- Location
- New York, New York, United States
- Work arrangement
- on-site
- Employment type
- full-time
- Category
- Software Engineering
- Salary
- USD 150,000–170,000 per year
- Experience level
- 2-5
- Date posted
- 2026-10-31
If you are looking to build a career at a premier global firm, this role offers an excellent opportunity to manage high-level relationships within the private equity space. You will get to work at the center of institutional finance in New York while earning a competitive salary and gaining exposure to some of the most sophisticated investment strategies in the industry.
Job description
Asset Management- Private Equity- Investor Relations – Senior Analyst / Associate - New York
About J.P. Morgan
J.P. Morgan is a global leader in financial services, working in collaboration across the globe to deliver the best solutions and advice to meet our clients’ needs. We operate in 100 countries and hold leadership positions across our different lines of businesses. We have an exceptional team of employees who work hard to do the right thing for our clients and the firm. This is why we can offer you an outstanding career.
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, evergreen, 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.
Role Overview
The Private Equity Group is seeking a senior Analyst or Associate to join the team in New York. The Analyst/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/ advanced excel techniques for portfolio and performance analytics. The position will also include building and creating presentation materials as well as responding to proposal requests, requiring proficient knowledge of PowerPoint and solid writing skills.
Responsibilities include:
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)
Review 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
Qualifications
Essential Skills:
3+ years of experience in private equity, finance, investor relations, data analytics or accounting strongly preferred
Experience in private equity, including closed end and/or evergreen structures preferred
Highly skilled in Microsoft Excel, Word, and PowerPoint
Programming experience strongly recommended
Experience with VBA, building and maintaining macros preferred
Demonstrates excellent 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 with the ability to work independently
Education:
Strong educational credentials
Bachelor’s degree in business, finance, accounting or the equivalent and knowledge of private equity
Undergraduate degree with a GPA minimum of 3.2
Series 7 & 63 preferred
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
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, p
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