Associate Reporting - Private Equity Group

Job Description

You are a strategic thinker passionate about driving solutions in Private Equity Information Management. You have found the right team.

As an Associate within our Private Equity Group, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

• Create and maintain client materials, including portfolio reviews and performance analytics.
• Improve benchmarking and respond to ad-hoc data requests for clients and prospects.
• Build and update analytical models and Excel templates for commitment modeling and cash flow projections.
• Liaise with information management colleagues, client service managers, and technology teams to streamline and automate reporting.
• Reconcile transaction activity between custodian and Private i reports.
• Identify, investigate, and resolve data discrepancies across reports and systems.
• Respond promptly to client and portfolio manager information requests.
• Prepare monthly and quarterly reports in agreement with client requirements.
• Disseminate reports to appropriate internal and external parties.
• Liaise with custodians to ensure accurate reconciliation of monthly and quarterly activity.
• Evaluate investment performance and identify efficiencies in business processes to support growth.
  
  

Required Qualifications, Capabilities And Skills

• At least 4 years of experience in private equity, finance, information management, data analytics
• Skilled in Microsoft Excel
• Proficient in Microsoft Word and PowerPoint.
• Strong communication, spreadsheet, and analytical skills.
• Excellent organizational and time management skills with high attention to detail.
• Demonstrated analytical skills and financial modeling aptitude.
• Ability to prioritize responsibilities and ad-hoc requests in a fast-paced, client-facing environment.
• Quick learner with the ability to execute new tasks in real-time.
• Self-motivated with a strong work ethic.
• Willingness to work collaboratively in a team-oriented environment and independently when needed.
• Strong client focus.
  
  

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 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.

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.