This is an excellent opportunity for a go-getter with 2+ years of relevant work experience to further develop their skills in a dynamic and fast-paced environment.

As a Investor Relations Analyst in the Donor Advised Fund team you will work on the Investor Relations team and support the Product Specialist teams, and execute on key deliverables and projects across Donor Advisor Fund platform.

The team partners with product experts, advisors & the tech team to educate and communicate the Donor advise funds platform to advisors.  In this position, you will be responsible for assisting on advisor/investor communications, client experience priorities and strategic initiatives for our donor advised fund for one of the largest global wealth managers.

With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high-net-worth individuals and families around the world.  The Private Bank delivers highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets.  The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning.  The business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.

Job Responsibilities:

Serve as a resource to educate and provide information to the advisors on the Donor Advised Fund. Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger) Identify opportunities to enhance processes and workflows to improve efficiency and client satisfaction. Work with senior team members to develop and drive initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business Manage paper documents for Private Bank DAFs, Providing GivingPoint access. Updating banker coverage. Conducting both  internal & external outreach for asset issues and orphaned contributions Oversee quality control checks to ensure data integrity and accuracy for content created by the team Assist in developing and updating presentations and marketing materials for clients and internal meetings. Liaise with internal stakeholders (due diligence, finance, compliance, business management, etc.) on a variety of initiatives, including regulatory, technology, etc. Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.) Work on time sensitive ad-hoc analysis and projects.

We seek candidates with a unique blend of interpersonal and analytical skills. This person should efficiently leverage both qualitative and quantitative resources to understand complex situations and present solutions.

Required qualifications, capabilities, and skills:

1+ years of relevant work experience in investment management, financial analysis, or a related field. Bachelor’s degree in finance, Economics, Business Administration, or a related field. Extensive knowledge and experience in the Investments domain / Global markets Excellent analytical and quantitative skills, with proficiency in business writing Strong written and verbal communication skills, with the ability to present complex information clearly and concisely. Ability to work collaboratively in a fast-paced, dynamic environment. Strong analytical and problem-solving skills with the ability to interpret complex data and provide actionable insights. Excellent written and verbal communication skills, with the ability to convey information clearly and concisely to clients and team members. Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with financial software and databases (e.g., Bloomberg, FactSet). Ability to work effectively both independently and as part of a team in a collaborative environment. Strong organizational skills with the ability to manage multiple tasks and meet deadlines in a fast-paced environment.

 

Preferred qualifications, capabilities, and skills:

 A master’s degree or Relevant certifications (e.g., CFA Level I, CAIA) are a plus.