Wealth Management, Multi Asset Private Markets Investments Analyst

JPMorganChase

Posted 2 days ago

Full Time

New York, New York

In Person

Smart Summary

Responsibilities

The analyst is responsible for sourcing, underwriting, and monitoring private investment funds and co-investments across various strategies. Key tasks include conducting rigorous investment analysis and creating detailed collateral for investment committees.

Qualifications

You have a minimum of 1 year of experience in investment banking, investment due diligence, portfolio management, or a similar investment role. You possess excellent quantitative skills, including an understanding of basic corporate finance concepts, and strong written and verbal communication abilities.

Must Have Skills for ATS

MS Excel

MS PowerPoint

AI / LLMs

Job Description

The Multi Asset Private Markets Investment Team (MAPM-IT), a part of Global Alternative Investment Solutions (GAIS) within JPMorgan Chase & Co’s Asset & Wealth Management division, is responsible for sourcing, underwriting, and monitoring private investment funds and co-investments. Strategies span the private investment universe including buyout, growth equity, venture capital, private credit, real estate, and infrastructure. Based in New York with offices in London & Mumbai, the team has underwritten and onboarded 300+ funds representing over $100 billion in client commitments. 

Job Summary

As a Multi Asset Private Markets Investments Analyst within GAIS at JPMorgan Chase & Co’s Asset & Wealth Management division, you will be responsible for sourcing, underwriting, and monitoring private investment funds and co-investments. You will have the opportunity to work closely with other Alternatives teams across GAIS, attend meetings with prospective and existing fund managers, and build specific knowledge of private markets. Your role will involve rigorous investment analysis and the creation of detailed investment collateral. 

Job Responsibilities

  • Assist senior team members in the sourcing, underwriting, and monitoring of private investment funds (and direct co-investments, to a lesser extent).
  • Attend meetings with prospective and existing fund managers.
  • Build specific knowledge of private markets and actively follow ongoing trends.
  • Complete rigorous investment analysis, including assessment of fund managers’ prior track record, operational metrics, cash flows, and value creation.
  • Create detailed investment collateral including investment committee presentations.
  • Closely monitor and document post-investment updates, including manager update calls and client reporting.
  • Be able to travel for work on a limited basis.

​Required Qualifications, Skills and Capabilities​​

  • Minimum 1 year of experience in investment banking, investment due diligence, portfolio management, or a similar investment role.
  • Highly motivated, hard-working, and interested in alternative investments / private markets.
  • Excellent quantitative skills, including understanding of basic corporate finance concepts.
  • Excellent written and verbal communication skills, including representing JPMorgan in internal/external meetings.
  • Ability to think critically, problem-solve, and learn new concepts.
  • Ability to work independently and as part of a team.
  • Tools & Skills: AI / LLMs (intermediate/strong required), MS Excel (intermediate/strong required), MS PowerPoint (intermediate/strong required)

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


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.​

JPMorganChase

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria