Apply Now    

Portfolio Manager (Associate)

Job Description

JobConnect description for


Title: Portfolio Manager (Associate)


Job location: 320 Park Avenue, New York, NY, 10022


DESCRIPTION: Conducting comprehensive due diligence on investment opportunities.  Preparing and writing of investment memoranda and investment recommendations. Detailed financial analysis and modeling. Sourcing and deal origination of primary partnership investments, secondary transactions, and direct investments.  Assisting with negotiating deal terms and conditions.  Representing and sponsoring investments with members of the PEG as well as reviewing investments with external clients and prospects. Analysis of historical investment performance, portfolio company performance, financial statements, and industry research. Representing the PEG in the private equity industry including attendance at limited partner annual investor meetings and advisory board meetings.  Preparing portfolio reviews for PEG board meetings and client presentations. Preparing and maintaining the PEG's Investment Plan on a weekly, quarterly, and annual basis. Willingness to work in a team environment.  Some travel (less than 50%) may be required to work on projects at various, unanticipated sites throughout the United States and internationally.  No direct reports, and no managerial duties.  Individual contributor level role only.  Must be fluent in Mandarin, and must be able to read and write in Mandarin.



Education: Bachelor’s degree in Economics, Economic Analysis, Financial Analysis, Accounting, Corporate Finance, Capital Markets, or economics and finance-related field


Experience: 2 years of work experience in job offered or 2 years of work experience in a Corporate Finance-related occupation


Special skills: Experience must include: 1. Financial modeling such as Discounted Cash Flow model, Comparative Company Analysis model and Leveraged Buy Out model; 2. Quantitative and qualitative due diligence; 3. Financial statement analysis; 4. Managing client portfolios by evaluating underlying financial risks against agreed to investment guidelines and providing assessments based on a particular client’s risk and return profile; 5. Providing fund allocation recommendations, monitoring portfolio return performance, and analyzing performance attribution relative to industry performance benchmarks; 6. Private and public company performance analysis; 7. Researching and compiling raw financial information and summarizing the data into a financial model in order to determine if an acceptable investment return is achievable; 8. Preparing customized reports and financial performance for existing clients; 9. Working with business development teams to prepare presentations summarizing historical performance, private equity market analysis, and customized solutions for prospects and consultants; 10. Working with financial applications including MSFT Word, Excel, PowerPoint, Bloomberg; and 11. Written and spoken fluency in Mandarin.


This notice is being provided as a result of the filing of an Application for Permanent Alien Labor Certification.  Any person may provide documentary evidence bearing on the application to the Certifying Officer of the Department of Labor: U.S. Department of Labor Employment and Training Administration, Harris Tower, 233 Peachtree Street, N.E., Suite 410, Atlanta, GA 30303. Phone: (404) 893-0101. Fax: (404) 893-4642.


Rate of Pay: $ 150,000 per year


Req #: 160049444
Location: New York, NY US
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Join Now

Privacy Statement

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us by calling (US and Canada Only) 1-866-777-4690. Please indicate the specifics of the assistance needed.

Keep in touch

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.