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As an Investor Relations Associate within the Real Estate Americas Investor Relations team, you will contribute significantly to the Real Estate Americas investments marketing effort working primarily with internal clients including, investment specialists, portfolio managers, research, investment teams and client advisors. You will complete and manage client requests including DDQs, RFPs, and questionnaires and work closely with investment specialists to service our existing clients, develop marketing strategy, marketing collateral, fund reporting, fund positioning and support analytical requests. Additionally, you will contribute to various strategic projects across the platform.
Job Responsibilities
- Execute the day-to-day investor relations efforts for the Real Estate Americas platform.
- Prepare and deliver high-quality client materials, including presentations and reporting deliverables.
- Complete and manage RFPs, RFIs, due diligence questionnaires, and quarterly/monthly client/consultant questionnaires, as well as handle ad hoc requests.
- Execute and project manage client deliverables, ensuring timely execution, identifying overlaps, and driving coordination and efficiency.
- Contribute to and manage strategic projects, including idea generation, content creation, project management, stakeholder coordination, and client feedback management.
- Develop a deep understanding of the Real Estate Americas funds and organization, its priorities, and operating model.
- Build knowledge of real estate as an asset class, portfolio allocation, and the macro environment, understanding key metrics to inform and enhance client responses.
- Monitor industry databases and publications for relevant competitive and marketing information.
Required qualifications, capabilities and skills
- 3+ years industry experience, preferably in real estate or investor relations.
- A self-starter with strong attention to detail and ability to create materials in a client-ready format with no errors.
- Strong organizational skills to manage a diverse and complex workload.
- Strong communication skills (written and oral) in addition to analytical skills to prepare client requests and analysis.
- Ability to create compelling and creative presentation materials and distill information into key points.
- Proficiency in PowerPoint and Excel, with strong technical skills to support data analysis and presentation creation.
- Team player with a strong ethos of partnership and inclusion, fostering a collaborative work environment.
- Ability and desire to add value and contribute to the team’s efforts; present new ideas and initiatives.
- Good understanding of the investment management industry and a willingness to learn and develop further.
- Series 7 and 63 certifications.
Source: JP Morgan Career Page
