The Client Intelligence and Solutions Sales team is looking for an experienced Associate on our NY Investor Access team. JPM Investor Access team is responsible for arranging corporate & expert access events for our institutional investor & corporate client partners.
As an Associate on the Investor Access team, you will work directly with research, sales, banking & events team to understand their needs, select venues, coordinate logistics, manage budgets and ensure the successful execution of J.P.Morgan events. You will initially be focused on Fixed Income Investor Access, however you will be part of the broader cross asset class team. You will be required to travel as needed for site visits and event execution. You will also need to the flexibility to work evenings and weekends as required by event calendar.
Want more jobs like this?
Get jobs in New York, NY delivered to your inbox every week.
Job Responsibilities:
- Collaborate with Corporate Meetings & Events teams to promote events, manage registration & client communications around investor meetings.
- Meet with JPMorgan event hosts/sponsors to understand their objectives, requirements, and budget.
- Research and select appropriate venues (in-house or external), negotiate contracts, and manage relationships with vendors.
- Develop and manage event budgets, ensuring cost-effectiveness and adherence to financial constraints and following required expense management procedures.
- Manage communications with corporate and investor clients to organize investor meetings.
- Manage all logistics associated with events: obtaining compliance approval, transportation, catering, audiovisual equipment, and other necessary services.
- Liaise with company management teams, fixed income research and institutional sales to develop and execute corporate access events.
- Effectively market Corporate Access events internally to research sales and sales trading.
- Work closely with research sales and sales trading to monetize Corporate Access events.
- Conduct post-event evaluations to gather feedback and assess the success of the event, making recommendations for future improvements.
- Ensure all events follow J.P. Morgan legal, compliance and expense policies.
- On-site staffing of events to ensure seamless execution and manage client inquiries and requests.
Required qualifications, capabilities, and skills:
- Experience in meeting management at an investment bank preferred. Experience in related field such as hospitality or marketing will also be considered.
- Strong front office administrative experience and knowledge of the capital markets
- Detail oriented and self-motivated
- Excellent communication skills, both verbal and written, can engage and influence partners and stakeholders
- Thrive in a fast-paced environment of real-time market pressures and easily remain focused on client needs
- Microsoft Excel, PowerPoint and MS Word proficiency
- Demonstrate good judgment - decision-making is your strong point
- Strong interpersonal skills - you listen and communicate in a direct, succinct manner
- Experience with virtual and hybrid event planning
ABOUT US
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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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, 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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.