JPMorgan Chase & Co.

Asset Management- Private Equity Group- Portfolio Management- Associate

Posted on: 30 Jan 2021

New York City, New York

Job Description

The Private Equity Group (PEG) of J.P. Morgan Investment Management Inc. is one of the longest-standing global private equity programs in the industry. The PEG manages approximately USD $24 billion of assets on behalf of a diverse group of leading global institutions and individual investors. The team consists of over 60 professionals operating from offices in Hong Kong, New York, London and New Delhi. The investment program includes primary, secondary, co-investment and direct company investment opportunities. Market segments of focus span all private markets, including venture capital, growth equity, buyout/corporate finance, and private debt. Investments are made globally.

The Position

We are seeking an Associate for the PEGs New York office. This role will provide direct support to Portfolio Managers to source and underwrite private equity investments as well as manage the existing investment portfolio.

Specific Responsibilities

* Assist in sourcing and deal origination of primary partnership investments, secondary transactions, and direct investments
* Assist in conducting comprehensive due diligence
* Aide in the preparation of investment memoranda and investment recommendations
* Support in the analysis of historical investment performance, portfolio company performance, financial statements, financial models, and industry research
* Assist in monitoring and optimizing existing portfolio investments

Qualifications

* Undergraduate degree in Finance or Business Administration (or related field) preferred
* Minimum 3 years of relevant industry experience, including private equity investing, manager selection, financial analysis, investment banking/M&A, or strategic consulting
* Excellent writing, communication, presentation, and analytical skills
* Willingness to work effectively in a team environment
* Potential/expectation for candidate to grow within the PEG

JPMorgan Chase & Co.

New York, New York

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.

The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.

This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.

The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.

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