Analyst - Wealth Management Solutions - PE Fund Research - Due Diligence at JPMorgan Chase Bank, N.A. (Mumbai, India)
Location: Mumbai, India
Type: Full Time
Created: 2021-02-27 05:01:26
J.P. Morgan Global Wealth Management
Private Investments Due Diligence - Mumbai Analyst Team
J.P. Morgan Global Wealth Management provides investment management products and services to high net worth and ultra high net worth investors. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds.
The Private Investments Due Diligence team sits within GWM Managed Solutions and Strategies which encompasses the discretionary investment offerings for clients, including multi-asset and single asset-class strategies as well as our manager selection platforms. The Private Investments Due Diligence team is responsible for sourcing, evaluating and monitoring private investment funds across buyout, growth equity, real estate and private credit funds for inclusion in private client portfolios across the global client franchise. With over $85 billion in total commitments since 2000, the team uses a \"best-of-breed\" approach to source investment opportunities across its broad platform. A disciplined open architecture selection process enables the group to offer private clients high quality investment opportunities.
This candidate will be responsible to:
Develop and maintain a high level of product knowledge relating to the private equity, private credit and real estate private market industries
Assist with initial screening and due diligence of new private funds with an emphasis on quantitative analysis of manager track records, understanding the sources of value creation and comparing the manager's investment performance to industry benchmarks.
Participate in ongoing fund monitoring by preparing and maintaining commentary and analysis relating to the performance of individual funds
Help maintain detailed monitoring records post-investment including hosting and documenting regular update calls/meetings with fund managers and attending fund annual meetings
Assist with the development and maintenance of data and portfolio manager tools related to due diligence and fund monitoring
Assist with the pipeline and process management activities for the due diligence team
3-5 years of work experience in Financial Services or Consulting; a focus on investment banking
or private equity markets research preferred
Excellent analytical skills to frame a decision and ability to communicate in a transparent fashion
Experience with building and analyzing financial models
Experience with private markets investments or familiarity with alternative investment strategies and structures preferred
Good judgment and discretion working with highly confidential information
Demonstrated ability to analyze and solve problems and to manage multiple tasks at once
Exceptional written, presentation, and communication skills
Proficiency in Microsoft Excel and PowerPoint
CFA/CAIA designation or completion of at least one of the CFA/CAIA exams preferredJPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.