Private Bank Event Analyst - Western Region

Job Description

The Western Region Event Analyst supports all client event activities for J.P. Morgan’s Private Bank in the Western region. Responsibilities include managing multiple event projects simultaneously, ranging from large-scale events to smaller roundtable dinners, with a focus on data management and use of the event management platform. The role involves assisting in event strategy and execution, proposing venues and content, and collaborating with global events team members, marketing colleagues, bankers, product partners, and senior management to deliver consistent client experiences aligned with business strategies. The position requires strong communication skills, accuracy, the ability to work under pressure, flexibility for long hours, and occasional travel.

As a Western Region Event Analyst in J.P. Morgan’s Private Bank, you will play a key role in delivering exceptional client event experiences. You will collaborate with a dynamic team to manage a diverse portfolio of events, from large-scale gatherings to intimate roundtable dinners, leveraging our event management platform and data-driven tools. You will bring creative ideas, suggest venues, and propose engaging content to enhance our event strategy and execution. By partnering with global events colleagues, marketing professionals, bankers, product partners, and senior management, you will help ensure every event reflects our brand’s commitment to excellence and aligns with business objectives. This high-impact role will showcase your communication skills, attention to detail, and adaptability in a fast-paced environment, offering the opportunity to contribute to a distinctive client experience.

Job responsibilities 

• Efficiently provide overall administrative support for the Western Region events team, including invoice and expense management, vendor setup, invoice processing, and tracking.
• Effectively understand business objectives and support senior team members in developing event strategies aligned with business goals.
• Securely manage confidential client data, event budgets, calendars, and operational efficiencies.
• Proactively assist with vendor relationships, maintain venue contacts, and research event venues to obtain proposals.
• Thoroughly execute pre-event tasks such as preparing briefing templates, producing name badges, place cards, menu cards, printed materials, seating assignments, and packing/shipping event supplies.
• Accurately complete post-event tasks including final data management and preparation of event debrief documents.
• Reliably provide onsite event staffing, including registration desk management, material distribution, presentation/AV oversight, speaker handling, and vendor coordination.
• Consistently emphasize data management by leveraging the events management platform to track events, manage RSVPs, and conduct ROI analysis.
• Effectively manage event email communications via the event management platform, including invitations, reminders, and post-event communications.
• Diligently maintain event supplies inventory, ensuring all necessary items are in stock and organized.
• Strategically think, problem solve, and offer creative solutions while liaising with other J.P. Morgan lines of business to leverage resources and cross-sell event opportunities.
  
   

Required qualifications, capabilities and skills

• Ability to multi-task and work under tight deadlines
• Excellent oral and written communications skills
• Ability to liaise with senior leadership
• Ability to be work late hours and travel 
• Strong proficiency in Excel, Word & PowerPoint
• A minimum of 2 years prior experience in event management related activities  

 

Preferred qualifications, capabilties and skills

• Prior experience in financial services a plus

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.

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.​