Asset Management - Special Situations Investment Specialist Analyst - Program Analyst

Job Description
J.P. Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P. Morgan Asset Management. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds.
Job Summary:
As a Program Analyst within the Global Special Situations Investor Relations and Marketing Team, you will be responsible for a wide range of tasks. Your role will involve developing a comprehensive understanding of private credit investment strategies, including market-prominent, stressed/distressed, and complex performing sub-strategies. You will also gain a strong understanding of various client segments, including institutional investors and wealth managers in the USA and globally. Your duties will include building relationships and a personal network within the global JPMorgan AM ecosystem and with external clients/counterparties. You will also have the opportunity to enhance your technical capabilities and client-facing skills. As part of our dynamic and focused team, you will be operating at the forefront of the financial markets.
Job Responsibilities:

• Creating marketing materials including presentations, quarterly reporting on the state of markets, investments and their respective performance, and other various analyses.
• Preparation for existing and prospective client meetings, including printing materials, arranging meeting locations, and coordination with the broader JPMorgan salesforce.
• Request For Proposal and Due Diligence Questionnaire ("RFP & DDQ") writing.
• Managing CRM management with platforms such as Salesforce and DealCloud.
• Know Your Customer ("KYC") support and coordination with relevant JPMorgan teams and fund administration to facilitate a smooth client experience.
• Note taking during digital and physical client meetings.

• Supporting the GSS Team with various administrative tasks including:
  • Preparation of expense reports, Roadshow travel coordination, Invoice submission and payment facilitation and meeting coordination and scheduling

• Operational support where needed to assist the GSS COO and Head of Operations with various tasks.
• Support for the GSS Research Team in preparing various analyses when required and support on ad hoc projects.

Required qualifications, capabilities and skills

• BA/BS from an Accredited University
• 1 year or less of relevant internship experience
• Entrepreneurial spirit and culture.
• Curiosity with a desire to learn and grow.
• Strong interest in business, finance, or investment.
• Excellent work ethic.
• Good organizational skills
• Proficiency in business writing.
• Skills across Microsoft Office Suite, namely PowerPoint, Excel, and Word.

Preferred qualifications, capabilities and skills

• Preferred major - finance, accounting, mathematics
• SIE, Series 7, Series 63

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. 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, 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
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.