Asset and Wealth Management - Private Credit Analyst - Program Analyst

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Credit Solutions Investments Analyst within the GAIS division to support sourcing, underwriting, and monitoring private investment funds and co-investments. You will collaborate with other GAIS teams, attend meetings with fund managers, and develop knowledge of private markets.

The role involves rigorous investment analysis and creation of detailed investment collateral. Travel may be required on a limited basis.

Qualifications

• Minimum 1 year of experience in investment banking or related field.

Responsibilities

• Assist senior team members in sourcing, underwriting, and monitoring private investment funds.
• Attend meetings with prospective and existing fund managers.
• Build knowledge of private markets and follow ongoing trends.
• Complete rigorous investment analysis, including assessment of fund managers’ prior track record, operations 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

AI / LLMs

MS Excel

MS PowerPoint

Quantitative skills

Written & verbal communication

Critical thinking

Teamwork

Problem-solving

Tools

MS Excel

MS PowerPoint

AI / LLMs

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)