Asset and Wealth Management - Private Credit Analyst

JP Morgan Chase; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Credit Solutions Investments Analyst within GAIS to support sourcing, underwriting, and monitoring private investment funds and co-investments.

You will engage with other Alternatives teams, attend meetings with fund managers, and develop knowledge of private markets. The role emphasizes rigorous investment analysis, detailed collateral, and the ability to travel on a limited basis.

Qualifications

• Minimum 1 year of experience in investment banking, investment due diligence, portfolio management, or a similar investment role.
• Highly motivated, hard-working, and interested in alternative investments / private markets.
• Excellent quantitative skills, including understanding of basic corporate finance concepts.
• Excellent written and verbal communication skills, including representing JPMorgan in internal/external meetings.
• Ability to think critically, problem-solve, and learn new concepts.
• Ability to work independently and as part of a team.
• Tools & Skills: AI / LLMs (intermediate/strong required), MS Excel (intermediate/strong required), MS PowerPoint (intermediate/strong required)

Responsibilities

• Assist senior team members in sourcing, underwriting, and monitoring of private investment funds.
• 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 fund managers' prior track record, operational metrics, cash flows, and value creation.
• Create detailed investment collateral including investment committee presentations.
• Closely monitor and document post-investment updates, including manager update calls and client reporting.
• Be able to travel on a limited basis.

Skills

Excellent quantitative skills

Excellent written and verbal English

Critical thinking

Independent work

Teamwork

Tools

AI / LLMs

MS Excel

MS PowerPoint

Job description

With over $200 billion of client capital invested across hedge funds, private equity, private credit, real estate, and direct investments/co-investments, the Global Alternatives Investment Solutions team delivers a "best in class" platform for sourcing and accessing differentiated alternative investment opportunities for institutional, private banking, and wealth management clients.
Within Global Alternative Investment Solutions ("GAIS"), Private Credit Solutions is a long-tenured, multi-manager platform with nearly $50bn of capital committed, 24 investment professionals, and deep connectivity across the private credit ecosystem, including 150+ GP relationships and 80+ LP investments since inception, reflecting 18+ years of dedicated private credit investing.
Job Summary
As a Private Credit Solutions Investments Analyst within GAIS at JPMorgan Chase & Co's Asset & Wealth Management division, you will be responsible for supporting sourcing, underwriting, and monitoring private investment funds and co-investments. You will have the opportunity to work closely with other Alternatives teams across GAIS, attend meetings with prospective and existing fund managers, and build specific knowledge of private markets. Your role will involve rigorous investment analysis and the creation of detailed investment collateral.
Job Responsibilities

• Assist senior team members in sourcing, underwriting, and monitoring of private investment funds.
• 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 fund managers' prior track record, operational metrics, cash flows, and value creation.
• Create detailed investment collateral including investment committee presentations.
• Closely monitor and document post-investment updates, including manager update calls and client reporting.
• Be able to travel on a limited basis.

Required Qualifications, Skills and Capabilities

• Minimum 1 year of experience in investment banking, investment due diligence, portfolio management, or a similar investment role.
• Highly motivated, hard-working, and interested in alternative investments / private markets.
• Excellent quantitative skills, including understanding of basic corporate finance concepts.
• Excellent written and verbal communication skills, including representing JPMorgan in internal/external meetings.
• Ability to think critically, problem-solve, and learn new concepts.
• Ability to work independently and as part of a team.
• Tools & Skills: AI / LLMs (intermediate/strong required), MS Excel (intermediate/strong required), MS PowerPoint (intermediate/strong required)

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.