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JPMorgan Chase & Co . is a leading global financial services firm with assets of more than$2.7 trillion, over 240,000 employees and operations in over 60 countries. Itoperates across four business segments including Asset & Wealth Management,Corporate and Investment Banking, Commercial Banking and Consumer and CommunityBanking .
J.P. Morgan Asset& Wealth Management, is a global leader in investment and wealthmanagement. Its clients include institutions, high-net-worth individuals andretail investors in every major market throughout the world. The divisionoffers investment management across all major asset classes including equities,fixed income, alternatives, multi-asset and money market funds. For individualinvestors, the business also provides retirement products and services,brokerage and banking services including trusts and estates, loans, mortgagesand deposits.
AssetManagement is a leading investment manager of choice for institutions,financial intermediaries and individual investors, worldwide. With a heritageof more than two centuries, a broad range of core and alternative strategies,and investment professionals operating in every major world market, we offerinvestment experience and insight that few other firms can match.
RealEstate Americas Client Relations plays a lead role in supporting the marketingand portfolio management efforts of the U.S. Real Estate investment managementplatform within J.P. Morgan Asset Management's Alternatives business. This positionwill support multiple U.S. Real Estate strategies and work closely with theinvestment, sales and portfolio management teams assigned to the strategies asit relates to the management and marketing of all fund-related activities.Excellent communication (written and verbal), product marketing, analytical,financial, time management and organizational skills, attention to detail aswell as interest in real estate are a must.
Analyze client and market data to identify appropriate marketing strategy and execution plan
Develop innovative and creative ways to market existing new real estate strategies to institutional investors
Create and update all marketing collateral including marketing pitch book, product profiles, ad-hoc materials, etc.
Support requests from client portfolio managers and collaborate with portfolio managers on outstanding issues
Write and/or oversee the production and distribution of monthly and quarterly reports such as snapshots, flash reports, Quarterly and Annual reports
Act as central point of contact for 3 rd party print vendors employed in the reporting process
Coordinate quarterly webcasts broadcast to investors
Participate in Investment Committee meetings, business planning, budget review, investment pipeline discussions
Develop and manage portfolio management and sales-oriented toolkits
Complete and/or review requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires, quarterly/monthly client/consultant questionnaires and ad-hoc requests
Work with internal constituent groups, consultants and clients to answer questions and address issues
Work with Finance team to complete fund level and client/consultant specific analysis, i.e., cash flow analysis, distributable cash flow calculations, cost basis analysis, IRR analysis
Manage and execute the monthly and quarterly trade process; lead discussions with the operations group to resolve any issues
Develop and maintain policies and procedures around key tasks performed within Client Relations
Keep abreast of our competitors: how they are positioned and how we can best position/market our funds and prepare reporting on such to senior leadership
Supporting internal marketing efforts to generalist client/consultant advisors - providing client relations and sales support
Identify and work on efficiency initiatives to help team continue to improve productivity
Liaise with information management colleagues, client account managers and technology team to streamline/automate/verify client or fund data and reporting (standard/customized/ad-hoc)
Facilitate client relations related reporting to internal and external governance bodies overseeing U.S. Real Estate
Minimum of 4-7 years experience with financial product analysis, marketing, operations and/or management
Excellent written and verbal communication skills
Excellent financial, math and/or accounting skills
Excellent excel and powerpoint skills
Highly organized, detail-oriented, self-motivated, strong work ethic and comfort working in a fast paced environment
Strong multi-tasking and time management skills
Undergraduate/graduate degree in Business, Marketing or related field