What are the responsibilities and job description for the Global Sales - Equity Roadshow Specialist - Associate position at JPMorganChase?
Job Description
When an equity story meets the market, every interaction matters. As a Roadshow Specialist, you will play a key role in high-profile equity capital markets marketing, ensuring the most desirable investor clients are targeted during the roadshow. Your proactive mindset, professionalism, and precision will help deliver best-in-class execution for internal stakeholders and external clients in a dynamic, fast-paced environment.
Job Summary
Based in New York, the Roadshow Specialist supports both the Equity Capital Markets team and the Equity Roadshow Desk for primarily US equity deal and non-deal marketing roadshows. You will ensure that investor clients identified by Equity Capital Markets are targeted, invited, and scheduled during the roadshow, while delivering timely updates to clients and internal teams. The role requires exceptional attention to detail, strong communication, sound judgment in confidential situations, and the ability to thrive amid shifting priorities while maintaining a client-first mindset.
Job responsibilities
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’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
When an equity story meets the market, every interaction matters. As a Roadshow Specialist, you will play a key role in high-profile equity capital markets marketing, ensuring the most desirable investor clients are targeted during the roadshow. Your proactive mindset, professionalism, and precision will help deliver best-in-class execution for internal stakeholders and external clients in a dynamic, fast-paced environment.
Job Summary
Based in New York, the Roadshow Specialist supports both the Equity Capital Markets team and the Equity Roadshow Desk for primarily US equity deal and non-deal marketing roadshows. You will ensure that investor clients identified by Equity Capital Markets are targeted, invited, and scheduled during the roadshow, while delivering timely updates to clients and internal teams. The role requires exceptional attention to detail, strong communication, sound judgment in confidential situations, and the ability to thrive amid shifting priorities while maintaining a client-first mindset.
Job responsibilities
- Coordinate investor client targeting and participation in equity marketing roadshows for primarily US equity deals and “pre-deals”, partnering closely with deal teams and clients.
- Understand investor prioritization to allocate meetings most impactfully; confirm which investors receive which meeting slots.
- Compose event announcement emails to be sent to sales teams and investor clients.
- Review daily schedule updates sent to clients and internal groups to ensure changes, confirmations, and contingencies are clearly documented; communicate schedules directly with corporate management and investors as needed.
- Communicate professionally with internal and external stakeholders via phone and email; escalate issues with urgency and clarity.
- Apply sound judgment in confidential situations; proactively identify and resolve risks or conflicts in schedules and logistics.
- Leverage technology and best practices to improve workflow efficiency and client experience across engagements.
- Proficiency in Microsoft Office, including Excel and PowerPoint.
- Outstanding organizational and communication skills; responsive, reliable, and client-service oriented.
- Demonstrated tact and good judgment in confidential situations; proven experience interacting with clients.
- Ability to thrive in a fast-paced environment; strong time management, multi-tasking, and prioritization skills; team player.
- Creative problem-solving abilities, with strong ability to leverage technology and best practices.
- Ability to adapt procedures, processes, and techniques to support full roadshow execution.
- Bachelor’s degree required.
- 2–3 years of experience in roadshow marketing and/or corporate access.
- Experience with executive or client-facing events with complex logistics.
- Familiarity with financial services environments and high-profile client expectations.
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’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Salary : $95,000 - $120,000