JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, 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. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
J.P.Morgan Private Investments (JPMPI), which sits within the Corporate line of business, brings together the Strategic and Heritage Private Equity Investing activities of the firm into a single center of investing excellence. JPMPI has approximately 40 professionals (both Front Office and Finance and Business Management) located in New York, Chicago, London and Hong Kong.
Strategic Investments acts as a service provider to the Lines of Business and Corporate. It is a central resource to help identify, diligence, structure, negotiate, close, monitor and divest investments. Heritage Private Equity holds approximately $1.5 billion AUM and the Finance team oversees fund and partnership accounting, distribution management, treasury services, tax support services, waterfall/carry calculations, financial and regulatory reporting, and corporate entity administration and domiciliation services.
The JPMPI Associate will work closely with the Controller and coordinate with members of the Strategic Investment Finance and Business Management teams. Key activities include review of monthly investment activity, prospective monitoring of deal pipeline, and ensuring relevant information is communicated between investment professionals, middle office and relevant LOB controllers.
Track monthly investment activity and assist with review process to feed management reporting systems
Develop and perform monthly reconciliations to ensure data integrity for management reporting
Coordinate with Strategic Investment Finance team to ensure relevant investment updates are communicated between front office and back office teams
Assist with management of RCA approval process for all investment activity
Provide analysis and insight on investment portfolio to individuals in accounting policy, valuation control group, principal risk and corporate tax as needed
Assist with month-end general ledger close activities
Assist in preparation and review of quarterly portfolio review
Develop process and procedure documentation for various finance related activities
Assist with ad hoc projects
Bachelor’s degree in Accounting or Finance
Minimum of three to five years of business experience
Ability to manage multiple projects effectively and adjust priorities as needed
Detail oriented and extremely organized
Strong quantitative, analytical and problem solving skills
Effective interpersonal skills with ability to work with people at all levels
Ability to work independently and manage time effectively
Excellent verbal and written communication skills
Proficient in Excel
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