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JPMorgan Wealth Management Private Investments Due Diligence Analyst 
United States, New York, New York 
94802013

02.07.2024

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)