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Wealth Management, Private Investment Due Diligence - Associate at JPMorgan Chase Bank, N.A.

Posted in General Business 30+ days ago.

Type: Full-Time
Location: New York, New York





Job Description:

The Private Investments team sits within the GWM Managed Solutions & Strategies group and manages the discretionary investment offerings for GWM clients as well as the manager selection platforms. The team is responsible for sourcing, evaluating and monitoring private investment funds across buyout, growth equity, real estate and private credit funds for inclusion in private client portfolios across the global client franchise.

Develop and maintain a high level of product knowledge relating to the private equity, private credit and real estate private market industries.J.P. Morgan Global Wealth Management provides investment management products and services to high net worth and ultra-high net worth investors. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds.

The Private Investments team sits within the GWM Managed Solutions & Strategies group and manages the discretionary investment offerings for GWM clients as well as the manager selection platforms. The due diligence team is responsible for sourcing, evaluating and monitoring private investment funds across buyout, growth equity, real estate and private credit funds for inclusion in private client portfolios across the global client franchise.

With over $85 billion in total commitments since 2000, the Private Investments team uses a \"best-of-breed\" approach to source investment opportunities across its broad platform. A disciplined, open architecture selection process enables the group to offer private clients high quality investment opportunities.

This candidate will be responsible for:


  • Assist with fund manager searches, due diligence and monitoring of new and existing private funds.
  • Maintain detailed monitoring records post-investment including hosting and documenting regular update calls/meetings with fund managers, attending fund annual meetings and onsite visits.
  • The key attributes and qualifications for this candidate will include:
  • 3-5 years of private fund due diligence experience, investment banking, or similar hands on investment experience.
  • Strong teamwork and interpersonal skills.
  • Demonstrated ability to analyze and solve problems and to manage multiple tasks at once.
  • Good judgment and discretion working with highly confidential information.
  • Strong written, presentation and communication skills to represent JP Morgan to fund managers, internal audiences and GWM clients.
  • CFA or MBA preferred
JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans





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