New York, NY, USA
2 days ago
Wealth Management, Private Investments Due Diligence, Analyst

The Private Investments Due Diligence (PIDD) Team sits within JPMorgan Chase & Co’s Asset & Wealth Management division (GWM Managed Solutions & Strategies group). The PIDD Team is responsible for sourcing, underwriting and monitoring private investment funds and co-investments for inclusion in Private Bank client and discretionary portfolios. Strategies span the private investment universe including buyout, growth equity, venture capital, private credit, real estate, and infrastructure. 
 
The Private Investments Due Diligence Team is a global investment team based in New York with satellite offices in London & Mumbai. The team uses a disciplined, “best-of-breed” approach to evaluate alternative investment opportunities and has completed 300+ funds representing over $100 billion in client commitments since 2000. The team partners closely with other Alternatives teams across Investment Solutions, including Alternatives Investments Specialists, Fund Structuring, and Investor Relations teams. 

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 prior track record, operational metrics, cash flows, and value creation. Create detailed investment collateral for internal and / use, including investment committee presentations. Closely monitor and document post-investment updates, including manager update calls and client reporting. Able to travel for work on a limited basis (up to ~2-3 times per year).

​Required Qualifications, Skills and Capabilities​​

1-2 years in investment banking, investment due diligence, portfolio management, or a similar investment role. Excellent quantitative skills, including understanding of basic corporate finance concepts. Excellent written and verbal communication skills, including representing JPMorgan in internal/external meetings. Strong teamwork and interpersonal skills. Ability to think critically, problem-solve, and learn new concepts. Ability to work independently and as part of a team. Ability to maintain discretion working with highly confidential information. Tools & Skills: MS Excel (intermediate/strong required), MS PowerPoint (intermediate/strong required)
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