Private Equity Data & Analytics Associate

JPMorgan Chase & Co.; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Full-Time Associate for the Private Equity Group's Information Management team. The role emphasizes strong quantitative skills and advanced Excel techniques to maintain and improve portfolio analytics across data sources.

You will support portfolio managers, prepare financial reports, and liaise with custodians and service providers. A finance/accounting background and robust writing skills are essential to succeed in a fast-paced client-facing

Qualifications

• Bachelor’s degree in finance, accounting or equivalent required.
• 2+ years of experience in private equity/finance preferred.
• Strong Excel, Word and PowerPoint skills.
• Excellent communication and analytical abilities.
• Strong organizational and time-management abilities.

Responsibilities

• Prepare monthly/quarterly client reports and communications.
• Review third-party investment valuations and accounting for client positions.
• Assist in managing capital activity across client portfolios.
• Perform management and incentive fee calculations per agreements.
• Create and update client materials including portfolio reviews and analytics.
• Develop analytical models and Excel templates to support client needs.

Skills

Analytical thinking

Attention to detail

Financial data analysis

Communication skills

Team collaboration

Education

Bachelor's degree in finance or accounting

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

JPMorgan Chase & Co. in New York seeks a Full-Time Associate for the Private Equity Group's Information Management team. The role emphasizes strong quantitative skills and advanced Excel techniques to maintain and improve portfolio analytics across data sources.

You will support portfolio managers, prepare financial reports, and liaise with custodians and service providers. A finance/accounting background and robust writing skills are essential to succeed in a fast-paced client-facing