Investor Relations Analyst - Donor Advised Funds

Donor Advised Funds - Investor Relations analyst

Join the Donor Advised Fund team as an Investor Relations Analyst and help drive impactful client and advisor experiences. Collaborate with product specialists, advisors, and technology partners to deliver seamless communication and support across our global wealth platform. This is an excellent opportunity for a motivated professional to develop expertise in a fast-paced, high-performing environment.

As an Investor Relations Analyst in the Donor Advised Fund team, you support the Investor Relations and Product Specialist teams by executing key deliverables and projects. You partner with advisors, product experts, and technology teams to educate and communicate the Donor Advised Fund platform’s value. You contribute to advisor and investor communications, client experience priorities, and strategic initiatives for one of the world’s largest wealth managers.

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.

Required qualifications, capabilities, and skills:

• 1+ years of relevant work experience in data management, financial analysis, or a related field.

• Bachelor’s degree in finance, Economics, Business Administration, or a related field.

• 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.

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 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.