JP Morgan Chase & Co.

Wealth Management - Real Assets Private Markets - Co-investment and Fund Due Diligence - Associate

JP Morgan Chase & Co. • $110K — $130K *
New York, NY 10017In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 4+ years of experience in infrastructure, real estate, or private equity investments.
  • Strong understanding of real asset cash-flowing and downside protection.
  • Advanced financial modeling skills, including DCF and capital structure modeling.
  • Excellent transaction management and multi-tasking abilities under tight deadlines.
  • Strong written and verbal communication skills for concise investment materials.
  • Collaborative team player with a strong integrity and risk mindset.
  • Bachelor’s degree in finance, economics, engineering, or related field.

Responsibilities

  • Support infrastructure and real estate transaction evaluations and execution.
  • Develop detailed financial models and underwriting analyses for assets and projects.
  • Coordinate multidisciplinary due diligence streams, including commercial and legal aspects.
  • Draft high-quality materials for Investment Committee presentations with key insights.
  • Monitor investment performance and associated risks across the portfolio.
  • Engage with sponsors and managers on performance drivers and operational issues.
  • Maintain portfolio monitoring tools, reporting on valuations and risk analytics.

Benefits

  • Opportunities for professional development and growth in the investment field.
  • Collaborative working environment with a focus on integrity and sound judgment.
  • Exposure to diverse transactions across infrastructure and real estate.
  • Engagement with senior-level stakeholders and decision-makers.
Full Job Description
JOB DESCRIPTION

Key Responsibilities

Deal Underwriting & Execution:

  • Support the evaluation and execution of infrastructure and real estate transactions, with a focus on GP-first underwriting and validation of deal points.
  • Develop detailed financial models and underwriting analyses. This includes asset- and project-level DCFs, capital structure analyses, scenario and sensitivity assessments, and returns attribution.
  • Coordinate multidisciplinary due diligence streams, including commercial, legal, technical, and tax structuring.
  • Draft high-quality Investment Committee materials (IC memos, investment notes, diligence summaries), presenting recommendations, key risks, mitigants, and proposed structures.

Portfolio Management & Monitoring:

  • Monitor investment performance and associated risks.
  • Review GP and asset manager reports. Engage with sponsors and GPs on performance drivers, value-creation initiatives, operational issues, and refinancing or exit planning.
  • Maintain and enhance portfolio monitoring tools and reports, including quarterly updates, valuation commentary, risk dashboards, and exposure analytics.
  • Support ongoing governance processes and coordinate internal approvals required for material portfolio actions.

 

Required Qualifications, Skills and Capabilities:

  • Strong understanding of infrastructure and/or real estate investing, with the ability to underwrite cash-flowing real assets and assess downside protection, resilience, and exit options.

  • Advanced financial modeling and valuation capabilities, including asset/project-level DCF and scenario/sensitivity analysis, capital structure modeling, and secondaries analytics (look-through exposure, NAV bridge/roll-forward, pricing to target IRR/MOIC).
  • Working knowledge of real asset-specific diligence considerations:
    • Infrastructure: contract structures (availability vs. volume/merchant), inflation linkage, concession life, lifecycle capex, O&M.
    • Real estate: NOI build, lease roll, market vs. in-place rents, cap rates/reversion, and debt underwriting metrics (LTV/DSCR).
  • Strong transaction management skills, with the ability to manage multiple workstreams, prioritize under tight timelines, and communicate clearly with internal partners and external counterparties.
  • Excellent written and verbal communication skills, with the ability to produce concise, decision-useful Investment Committee materials and portfolio updates.
  • Ability to collaborate effectively within a team environment.
  • Demonstrated judgment, integrity, and a strong risk mindset; comfortable operating in a controlled approval environment.
  • 4+ years of experience in infrastructure, real estate, and/or private equity investments, including direct investments, secondaries, co-investments, or investment banking roles.
  • Bachelor’s degree required, preferably in finance, economics, engineering, real assets or quantitative fields.

 

Preferred Qualifications, Skills and Capabilities: 

  •  An MBA and/or professional certifications (CFA/CAIA) are a plus.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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