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. 

 

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