AWM- Investment Associate

Posted Yesterday
Be an Early Applicant
New York, NY, USA
Hybrid
Junior
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Evaluates technology and tech-adjacent investment opportunities across public and private markets. Responsibilities include developing investment theses, conducting fundamental research and due diligence, building financial models and valuation analyses, preparing investment materials, monitoring portfolio companies, participating in investment committees, and maintaining CRM and deal databases. The role requires strong financial statement analysis, communication, technology proficiency, and interest in technology investing.
Summary Generated by Built In

Job Description

We are seeking an Investment Professional focused 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

About Us
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

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Skills Required

  • Undergraduate degree from an accredited university or college
  • At least 2 years of related work experience after completing an undergraduate degree
  • Strong analytical and written, verbal, and presentation communication skills
  • Excellent computer skills, including Excel and PowerPoint
  • Ability to review and articulate financial statements
  • Team-oriented mindset
  • Exceptional work ethic
  • Results-oriented, self-motivated, and able to thrive in an entrepreneurial environment
  • Demonstrable interest in technology and public and private market investing
  • Direct investment experience or investment banking experience

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
  • Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
  • Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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