Private Equity Group- Due Diligence Analyst
Job Summary
You are a strategic thinker passionate about driving solutions in private equity investments and portfolio monitoring. You have found the right team.
As a Private Equity Investment Analyst within our Private Equity Group you will be responsible for supporting investment underwriting due diligence legal closing and ongoing portfolio monitoring across primaries and co-investments while helping ensure timely execution and high-quality documentation.
Job Responsibilities
- Supportdue diligence and legal closing processes for new private equity investments and ensure readiness for execution.
- Trackinvestment workflows approvals and deliverables to drive timely completion across stakeholders.
- Partnerwith investment professionals to underwrite new investments including primaries and co-investments using qualitative assessment and quantitative analysis.
- Analyzeprospective investments by reviewing confidential investment memorandums and supporting diligence workstreams.
- Draftandupdatesections of investment memorandums for internal investment committee discussions and where applicable client communications.
- Synthesizekey diligence findings into clear concise narratives for senior review and decision-making.
- Reviewandinterpretfinancial statements quarterly fund reports and related materials to identify performance drivers risks and notable developments.
- Monitorexisting portfolio investments on a quarterly basis including performance tracking and variance analysis.
- Escalatekey items risks and variances for follow-up and resolution in partnership with the broader team.
- Maintainorganized complete and audit-ready investment files documentation and supporting materials.
Coordinatewith internal stakeholders including investment legal and operations teams to ensure efficient information flow and high-quality execution across concurrent priorities.
Required qualifications capabilities and skills
- At least 1 years of relevant experience in finance accounting data analytics valuation private equity or investment banking.
- Graduate/Post graduate in Finance Economics Accounting or Business Administration
- Strong financial literacy including the ability to interpret financial statements and fund reports.
- Excellent written communication skills with the ability to draft clear investment materials.
- High attention to detail and strong organizational skills.
- Proven ability to collaborate effectively in a team environment and manage multiple priorities.
Preferred qualifications capabilities and skills
- Prior exposure to private equity fund investing (primaries and/or co-investments).
Required Experience:
IC
About Company
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 ov ... View more