Private Equity Portfolio Operations Associate

JPMorganChase; New York (NY); On-site; USD 80,000 - 120,000; 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

Financial coaching

Job summary

JPMorganChase is seeking an associate for its Private Equity Group in New York. This role focuses on managing client portfolios, evaluating investment information, and supporting portfolio managers. The associate will analyze transactions, prepare financial reports, and ensure accurate transaction reporting.

Ideal candidates should have 3+ years of relevant experience, a Bachelor's degree in accounting, and strong analytical skills. The position includes a competitive rewards package, health care coverage, and additional benefits.

Qualifications

• 3+ years of accounting and operational experience, with specific private equity exposure.
• Knowledge of private equity transactions and management fee calculations.
• Team-oriented with the ability to work independently.

Responsibilities

• Analyze transaction activity to ensure proper action.
• Communicate with private equity partnership on inconsistencies.
• Approve transactions and ensure proper processing.
• Prepare monthly/quarterly reports as required.
• Evaluate investment performance and identify efficiencies.

Skills

Accounting experience

Operational experience

Private equity exposure

Strong communication skills

Spreadsheet skills

Analytical skills

Education

Bachelor's degree in accounting

Job description

JPMorganChase is seeking an associate for its Private Equity Group in New York. This role focuses on managing client portfolios, evaluating investment information, and supporting portfolio managers. The associate will analyze transactions, prepare financial reports, and ensure accurate transaction reporting.

Ideal candidates should have 3+ years of relevant experience, a Bachelor's degree in accounting, and strong analytical skills. The position includes a competitive rewards package, health care coverage, and additional benefits.