The Southeast Region Private Bank Events supports client events from concept to execution, for the  J.P. Morgan’s US Private Bank, the Analyst will play a role in the event strategy for the markets in the region, assisting the manager and colleagues with all work related to any in-person or virtual event responsibilities including content development, speaker readiness, data tracking, client experience, execution, follow-up and impact. 

As the Events Management Analyst reporting to the Southeast Region Head of Private Bank Events you will assist and support in all aspects of client event activities, from concept to execution.  You will work on multiple event projects simultaneously, ranging from large events, to intimate roundtable dinners. In addition, you will manage administrative tasks in support of the Southeast Region events team, including but not limited to, data management/entry and invoice and expense management/processing. In order to ensure a consistent and distinctive experience for clients, this role requires interaction with colleagues on the global events team, bankers and product partners, and senior management.

 

Job responsibilities:

Manage administrative support for the Southeast Region events team, including invoice and expense management (vendor setup in payment systems, invoice processing and tracking, etc.) Manage confidential client data, various event budgets, calendars, and operational efficiencies  Support data entry and management, leveraging our events management platform to track events, manage RSVPs pre and post event.  Manage event email communications via our event management platform, including the invitation, reminders, and post event communications Coordinate of pre-event administrative tasks such as briefing templates, production of name badges, place cards, menu cards, printed materials; packing and shipping of event supplies Coordinate of post-event administrative tasks such as final data management and event debrief documents Manage onsite event staffing which may include registration desk management and distribution of materials Maintain event supplies inventory, ensuring all necessary items are in stock and well organized Participate in weekly regional team meetings Assist with vendor relationships, maintaining contacts at venues and market contacts Assist in researching event venues and obtaining event proposals

Required qualifications, capabilities, and skills:

2+ years of work experience in a related job discipline (event planning, hospitality, administrative assistant, etc.) or professional/corporate environment  Must be able to multi-task and work under tight deadlines Excellent oral and written communications skills Excellent organizational skills and extreme attention to detail Ability to prioritize tasks and communicate clearly amongst a variety of personalities Excellent/advanced skills working in Microsoft Products (Excel, Word & PowerPoint) Ability to master various database products  Ability to work early morning and late evening events

Preferred qualifications, capabilities, and skills:

Experience working in SharePoint, Stova or other CRM platforms  Financial services experience