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titative analysis.
Analyze prospective investments by reviewing confidential investment memorandums and supporting diligence workstreams.
Draft and update sections of investment memorandums for internal investment committee discussions and, where applicable, client communications.
Synthesize key diligence findings into clear, concise narratives for senior review and decision-making.
Review and interpret financial statements, quarterly fund reports, and related materials to identify performance drivers, risks, and notable developments.
Monitor existing portfolio investments on a quarterly basis, including performance tracking and variance analysis.
Escalate key items, risks, and variances for follow-up and resolution in partnership with the broader team.
Maintain organized, complete, and audit-ready investment files, documentation, and supporting materials.
Coordinate with internal stakeholders including investment, legal, and operations teams to ensure efficient information flow and high-quality execution across concurrent priorities.
Required qualifications, capabilities and skills
At least 1 years of relevant experience, in finance, accounting, data analytics, valuation, private equity, or investment banking.
Graduate/Post graduate in Finance, Economics, Accounting, or Business Administration
Strong financial literacy, including the ability to interpret financial statements and fund reports.
Excellent written communication skills, with the ability to draft clear investment materials.
High attention to detail and strong organizational skills.
Proven ability to collaborate effectively in a team environment and manage multiple priorities.
Preferred qualifications, capabilities and skills
Prior exposure to private equity fund investing (primaries and/or co-investments).
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 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.
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.