Asset Management - Private Equity Group Associate - Associate

Intro marketing language

The Private Equity Group ("PEG") of J.P. Morgan Investment Management Inc. is one of the longest-standing global private equity programs in the industry. The PEG manages over $33 billion of assets on behalf of a diverse group of leading global institutions and individual investors. The team consists of over 70 professionals operating from offices in New York, West Palm Beach, London, Hong Kong and New Delhi. The investment program includes primary, secondary, and co-investment opportunities.

Job Summary

As an Associate within the PEG's West Palm Beach office, you role will focus primarily on investment activities in the Florida market and will provide direct support to Portfolio Managers in the sourcing and underwriting of private equity investments, as well as managing the existing investment portfolio. There will likely be additional opportunities to support transactions outside the state alongside PEG professionals in other offices.

Job Responsibilities

• Assist in sourcing and deal origination of primary partnership investments, secondary transactions, and co-investments
• Assist in conducting comprehensive due diligence
• Aid in the preparation of investment memoranda and investment recommendations
• Support in the analysis of historical investment performance, portfolio company performance, financial statements, financial models, and industry research
• Assist in monitoring and client reporting on existing portfolio investments

Required qualifications, capabilities and skills

• Undergraduate degree in Finance, Economics, Accounting or Business Administration (or related field)
• Minimum 2 years of relevant industry experience, including private equity investing, manager selection, financial analysis, investment banking/M&A, or strategic consulting
• Excellent analytical skills, communication, writing and presentation
• Willingness to work effectively in a team environment
• Full-time resident in Florida within proximity of the West Palm Beach office (existing or willingness to relocate)
• Potential/expectation for candidate to grow within the PEG

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