Asset Management - Private Equity Group Associate

J.P. Morgan; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan is looking for a member of its Private Equity Group to lead digital strategies and develop solutions that enhance investment processes. Responsibilities include managing product design, facilitating client reporting, and using data to streamline operations. The ideal candidate has a Bachelor's and an MBA, along with 5+ years in private equity or product management. Competitive benefits include comprehensive health coverage and various support programs.

Qualifications

• 5+ years of experience in private equity, consulting, product management, or digital transformation.
• Experience with workflow mapping and requirements gathering.
• Familiarity with private equity deal processes and investor reporting.

Responsibilities

• Lead the development and maintenance of PEG’s technology platform.
• Manage core product design and establish product discovery frameworks.
• Facilitate client reporting using data from PEG’s investment platform.

Skills

Analytical skills

Problem-solving skills

Documentation skills

Stakeholder-management skills

Communication skills

Agile delivery practices

Education

Bachelor's degree in engineering, Computer Science, or related field

Master’s degree in Business (MBA) with specialization in Finance, Strategy and Change Management

Tools

Excel

Power BI

Tableau

Job description

Overview

As a member in JPMorgan Private Equity Group, you will lead the digital strategy, design, development, and implementation of digital solutions and operating models that enhance PEG’s investment, diligence, portfolio monitoring, and reporting processes. In addition, you will support Portfolio Managers (PMs) in client facing roles by utilizing data to streamline client presentations and ad hoc requests as well as automate recurring tasks. This role partners closely with investment teams, operations, and technology to translate business needs into actionable product requirements and support delivery of high‑impact initiatives.

Job responsibilities

• Lead the development, execution and steady-state maintenance of PEG’s technology platform
• Manage the day-to-day activities for core product design through leading product discoveries, establishing product discovery and design frameworks, defining the core product discovery process and recruiting business users for conducting user interviews
• Facilitate dynamic client reporting using data maintained across PEG’s investment platform
• Develop high fidelity prototypes and perform technical and business viability of prototypes and ensure compliance with firm-wide user experience standards for PEG technology products across geographies
• Automate recurring client deliverables such as monthly cash flow and quarterly valuation reconciliations
• Lead “Design thinking” style engagements with internal product teams and Investment Management teams with creative discretion on day-to-day Product Design operations
• Provide PMs access to enhanced analytics relating to portfolio construction, performance and liquidity by incorporating data sourced both internally from PEG-generated systems as well as from PEG’s vendor network
• Lead junior product managers in carving out minimum viable product backlogs and roadmaps
• Drive transformation of our product development and design process into one that leverages human centered Interface (HCI) design and Agile and scrum development methodologies with a focus on actively engaging business users in internal product development
• Lead design and execution of cloud-based technical architectures and full-stack hands-on development of solutions
• Convert wireframes and prototypes into enterprise scale functional products using expertise in front-end and back-end engineering
• Participate in the overall implementation and scaling of the digital cloud-based products
• Lead Agile methods such as sprint planning, grooming, estimation and retrospective and co-manage complex product backlogs. Mentor incoming analyst and junior associates within the global technology team

Required qualifications, capabilities and skills

• Bachelor’s degree in engineering, Computer Science, or related field.
• Master’s degree in Business (MBA) with specialization in Finance, Strategy and Change Management.
• 5+ years of experience in private equity, consulting, product management, or digital transformation.
• Strong analytical, problem‑solving, and documentation skills.
• Experience with workflow mapping, requirements gathering, and agile delivery practices
• Proficiency in Excel and data visualization tools (e.g., Power BI, Tableau)
• Excellent communication and stakeholder‑management skills

Preferred qualifications, capabilities and skills

• Familiarity with private equity deal processes, fund structures, and investor reporting
• Experience with enterprise data platforms, CRM systems, or deal management tools
• Exposure to AI/ML applications or document‑intelligence technologies

Competencies

• Ability to manage multiple priorities in a fast‑paced environment
• Structured thinking and attention to detail with strong collaboration and interpersonal skills

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

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.