AWM- Investment Principal, Vice President

JP Morgan Chase; New York (NY); On-site; USD 120,000 - 230,000; Full time

Job summary

JP Morgan Chase, within its Alternatives Division in New York, seeks an Investment Professional focused on high-growth tech and tech-adjacent companies across public and private markets. You will build investment theses, conduct due diligence, and prepare materials for investment committees while actively managing a portfolio of public and private companies.

You will work directly with Portfolio Managers and Partners, evaluating opportunities, building models, and maintaining deal databases to

Qualifications

• Undergraduate degree from an accredited university or college.

Responsibilities

• Develop investment theses, themes, and market maps based on in-depth fundamental research.
• Evaluate and analyze investment opportunities to form independent investment decisions.
• Conduct comprehensive due diligence on prospective investments.
• Build and maintain financial models and valuation analyses.
• Ongoing monitoring and support of public and private portfolio companies including earnings calls, investor presentations, and conferences.
• Maintain team's CRM system and proprietary deal database.
• Perform other responsibilities related to executing the investment mandate of the fund.

Skills

Analytical thinking

Communication skills

Financial modeling

Attention to detail

Team collaboration

Entrepreneurial mindset

Results oriented

Tech investing interest

Presentation skills

Education

Undergraduate degree

Tools

Excel

PowerPoint

Job description

Job Description

We are seeking an Investment Professionalfocused on high growth technology and tech-adjacent companies across the public and private markets. Areas of focus will include AI, consumer, cybersecurity, fintech, hardware and technology supply chain, health tech, information services, software and data infrastructure, and tech-enabled services

As an Investment Professional within J.P. Morgan's Alternatives Division, you will be a part of a lean and entrepreneurial team making thematic global investments. Your responsibilities will include evaluation of new investment opportunities, detailed due diligence, preparation of investment materials, participation in weekly team meetings including investment committees, and active management of public and private portfolio companies. You will be a key member of the team and work directly with the fund's Portfolio Managers and Partners.

Job Responsibilities

• Develop investment theses, themes, and market maps based on in-depth fundamental research
• Evaluate and analyze investment opportunities, with the purpose of forming independent investment decisions
• Conduct comprehensive due diligence on prospective investments
• Build and maintain financial models and valuation analyses
• Ongoing monitoring and support of public and private portfolio companies including (but not limited to): earnings calls, investor presentations, and public/private conferences
• Maintain team's CRM system and proprietary deal database
• Perform other responsibilities related to executing the investment mandate of the fund

Required Qualifications, Capabilities, and Skills

• Undergraduate degree from an accredited University or College
• 2+ years of related work experience following completion of undergraduate program
• Strong analytic and communication (written, verbal and presentation) skills
• Excellent computer skills, including Excel and PowerPoint
• Exhibit attention to detail with a demonstrable ability to review and articulate financial statements
• Team oriented mindset
• Exceptional work ethic
• Results oriented and self-motivated with an ability to thrive in an entrepreneurial environment
• Demonstrable interest in technology and public/private market investing

Preferred Qualifications, Capabilities, and Skills

• Preference for direct investment (public L/S, public LO, growth equity, private equity) or Investment Banking experience