Description

The Asset and Wealth Management (AWM) Events Team plans and executes small client events as well as the support for the Private Bank's participation in the J.P. Morgan Healthcare Conference. You will have the opportunity to directly support and partner with Asset Management (AM) Event Planners.

As an Events Management Analyst within the Asset Management Events Team, you will report to the Head of West Private Bank Events supporting the Bay area and plan/execute small client events from concept to execution on an as needed basis. You will play a role in the event strategy for the Northern California team, bringing creative ideas, suggested venues and proposed content to the market with considerable thought to strategic execution. In addition, you will assist your manager and colleagues with work related to event responsibilities including the Private Bank's participation in the J.P. Morgan Healthcare Conference, you will also provide support to the West Region Head of Events for special projects on an as needed basis. You will also primarily focus on local/regional client events but can be involved in large events targeting a global client base.

Job responsibilities

• Understand business objectives and supporting senior members on the team in developing an event strategy that supports business goals
• Manage administrative support for the Western Region events team, including invoice processing; name badge, menu and place card production; creating of invitations; host tracking; event material production and distribution; seating assignments for events; packing and shipping of event supplies
• Support data management by leveraging our events management platform to track events, manage RSVPs pre and post event and ROI analysis
• Manage confidential client data, various event budgets, calendars, and operational efficiencies
• Manage budget support including invoicing and expense management
• Manage post-event tasks such as final data management and event debrief documents
• Maintain event supplies inventory, ensuring all necessary items are in stock and well organized
• Assist in researching event venues and obtaining event proposals
• Secure event venues; contract audio visual companies and other associated vendors as required to execute programs
• Manage onsite event staffing which may include registration desk management, distribution of materials, oversight of presentations/AV needs, speaker handling, and coordination with vendors
• Participate in weekly regional team meetings, budget calls, and multiple banker meetings providing event updates; assist on special projects as directed by the Head of West Events, including working on data management & attendee registration for the J.P. Morgan Healthcare Conference

Required qualifications, capabilities, and skills

• 2+ years prior experience in event management related activities
• Strong proficiency in Microsoft Excel, Word & PowerPoint
• Excellent oral and written communications skills
• Ability to work early morning and late evening events and ability to travel
• Ability to prioritize tasks and communicate clearly amongst a variety of personalities
• Excellent organizational skills and extreme attention to detail

Preferred qualifications, capabilities, and skills

• Prior experience in financial services

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid option

About Us

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.