Investor jobs in United States, New York, New York

Essential Responsibilities:

• Lead complex projects that require an understanding of current business trends and their impact on investor relations.
• Resolve complex problems by leveraging functional expertise and providing innovative solutions.
• Build and maintain strong relationships with investors and analysts to support stakeholder engagement.
• Participate in the development of strategies that enhance the organization’s financial reputation and stakeholder trust.
• Provide insights and recommendations based on market analysis to improve investor relations processes.

Expected Qualifications:

• 8+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

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Job summary:

As an Investor Support Negotiator Master of Trading Agreements within the Asset Management Investment Platform Global Trading Agreements Group you will be responsible for negotiating all kinds of Master Trading Agreements, such as, ISDAs, CSAs, MSFTAs, MCAs, Prime Brokerage Agreements, GMRAs, MRAs, Tri-party Agreements and Collateral Transfer Agreements, Security Agreements and Account Control Agreements related to UMR, as well as any other ancillary documentation for a range of funds and clients across multiple products. You will have knowledge of trading agreements and awareness of certain regulations related to trading agreements, such as the Margin Rules for Segregation of Regulatory Initial Margin are not cleared, FINRA 4210, and the SEC cleared repo mandate, is a must. You must have the ability to work under time sensitive projects and will be expected to build relationships with various groups involved internally and with counterparts at otherwise financial institutions. You must have strong interpersonal skills for this role.

Job responsibilities:

• In-depth knowledge of the Master Trading Agreements contractual framework mentioned above, applicable regulations and derivatives-related issues.
• Drafting and negotiating of Master Trading Agreements, as well as additional provisions for funds and clients based on their country of incorporation and entity type.
• Ability to turnaround matters swiftly and efficiently without compromising the quality of the work
• Keeping client and other files, negotiation notes and other materials organized and duly saved as appropriate.
• Ensuring internal procedures are followed with respect to the initiation of agreements and approvals of terms, key stakeholders are regularly updated with latest status of negotiations.
• Liaison with trading desk, client account managers, operations, legal and risk departments and other internal partners and participation in internal working groups
• Ad hoc documentation projects.

Required qualifications, skills and capabilities:

• Extensive Master Trading Agreement and ancillary agreements negotiation experience (min of 5-7 years will be required)
• Robust understanding of the key data terms in agreements and how they should be used by various internal teams
• Team player, confident and proactive
• Polished verbal and written communication skills; strong interpersonal skills
• Ability to present in small or large group settings
• Ability to identify relevant issues and analyze them quickly and effectively
• Ability to multitask and work independently

Short Business Description
Real Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we have established ourselves as a market leader. The team comprises 230 real estate professionals across six markets in the U.S. and manages over 500 clients globally across various real estate strategies spanning the risk spectrum and capital stack.

Job Summary
As the Head of Real Estate Investor Relations within the Real Estate Americas team, you will lead and manage the investor relations team, ensuring the effective execution of client reporting, marketing materials, client questionnaires, and all client deliverables. Your team will be responsible for maintaining high standards in these areas, and you will oversee the process to ensure consistency and quality. In this role, you will shape and execute the investor relations strategy for the Real Estate Americas division, working closely with both internal stakeholders, including investment specialists, portfolio managers, and research teams. This role provides strategic oversight, enhancing investor relations processes, and promoting efficiencies across the organization. Additionally, you will lead various strategic projects to support the platform's growth and competitive positioning, fostering collaboration and standardization throughout the division.

Job Responsibilities

• Lead and manage the investor relations team, overseeing both day-to-day operations and strategic initiatives to ensure the effective execution of client reporting, marketing materials, client questionnaires, and all client deliverables.
• Develop and implement a comprehensive investor relations strategy that aligns with the platform’s objectives, driving both growth and competitive positioning.
• Provide strategic oversight of the investor relations process, focusing on consistency, efficiency, and timely delivery of materials and reports, with an emphasis on process optimization.
• Maintain a comprehensive understanding of the real estate industry, markets, and trends to effectively translate insights into client responses and materials.
• Foster collaboration with offshore teams and stakeholders to standardize, optimize, and streamline reporting and client deliverables for improved efficiency and consistency.
• Lead strategic projects that support the platform's growth, fostering collaboration and innovation.
• Ensure all investor communications and materials comply with regulatory requirements and industry standards.

Required Qualifications, Capabilities, and Skills

• 10+ years of experience in investor relations or a related field, with a strong background in real estate investment.
• Proven leadership and team management skills, with the ability to inspire and develop a high-performing team.
• Strong project management and organizational skills, capable of prioritizing and managing diverse workloads under tight deadlines.
• Expertise in driving standardization and optimization of processes and deliverables.
• Ability to lead in a fast-paced environment, steering strategic projects that support growth and competitive positioning.
• Proficiency in creating compelling client materials, presentations, and reports, with a focus on storytelling and translating complex concepts into engaging visuals.
• Excellent communication skills for effective collaboration with stakeholders and delivering clear client responses.
• Experience in fostering team collaboration and ensuring alignment with strategic goals.
• Strong understanding and interest in real estate investment management.
• Proficiency in PowerPoint and Excel.
• Series 7 and Series 3 certifications required (or willingness to obtain).

The corporate access coordinator is responsible for arranging corporate & expert access events for institutional investor & corporate client partners. In this role, 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. Experienced self-starter that can quickly begin to contribute and manage events independently. Access events can include investor tours, conference meetings and non-deal roadshows.

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, 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.

Require qualifications, capabilities, and skills:

• Experience in meeting management at an investment bank required.
• Strong front office experience and knowledge across markets business preferred.
• 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 strongpoint.
• Strong interpersonal skills - you listen and communicate in a direct, succinct manner.
• Experience with virtual and hybrid event planning.

Preferred qualifications, capabilities, and skills:

• Experience with event management platforms such as BTS is ideal.
• Ability to travel as needed for site visits and event execution.
• Flexibility to work evenings and weekends as required by event calendar.

Job Responsibilities:

• Develop and implement strategic event plans that enhance client relationships and promote J.P. Morgan's brand.
• Partner with JPMorgan event hosts/sponsors to define objectives, requirements, and budgets, ensuring alignment with business goals.
• Research and select venues, negotiate high-value contracts, and manage strategic relationships with vendors.
• Develop and oversee event budgets, ensuring cost-effectiveness and adherence to financial constraints, while optimizing resource allocation.
• Direct communications with corporate and investor clients to organize investor meetings, ensuring high-level engagement and satisfaction.
• Manage all logistics associated with events, including compliance approval, transportation, catering, audiovisual equipment, and other necessary services.
• Collaborate with company management teams, research, and institutional sales to design and execute innovative corporate access events.
• Strategically market Corporate Access events internally to research sales and sales trading, driving participation and engagement.
• Work closely with research sales and sales trading to monetize Corporate Access events, identifying opportunities for revenue generation.
• Conduct post-event evaluations to gather feedback, assess success, and implement strategic improvements for future events.
• Ensure all events adhere to J.P. Morgan's legal, compliance, and expense policies, maintaining the highest standards of integrity.
• Provide on-site support during events to ensure seamless execution and address client inquiries and requests.

Required Qualifications, Capabilities, and Skills:

• Substantial experience in meeting management at an investment bank, with a proven track record of strategic planning.
• Strong front office experience and knowledge across markets business
• Exceptional communication skills, both verbal and written, with the ability to engage and influence partners and stakeholders.
• Thrive in a fast-paced environment of real-time market pressures, with a focus on strategic client engagement.
• Proficiency in Microsoft Excel, PowerPoint and the ability to leverage technology for strategic planning.
• Demonstrate excellent judgment and decision-making skills, with a focus on strategic outcomes.
• Strong interpersonal skills, with the ability to listen and communicate in a direct, succinct manner.
• Experience with virtual and hybrid event planning, with the ability to innovate and adapt to changing environments.

Preferred Qualifications, Capabilities, and Skills:

• Experience with event management platforms such as BTS, with the ability to leverage technology for strategic advantage.
• Ability to travel as needed for site visits and event execution, with a focus on strategic client engagement.
• Flexibility to work evenings and weekends as required by event calendar, with a commitment to strategic outcomes.