Job Description
Full job description
JOB DESCRIPTION
You are a strategic thinker passionate about driving solutions in “Private equity". You have found the right team
As a Private Equity Professional within our Private Equity Group (PEG) team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
Lead the PEG team in Mumbai, providing oversight and direction to team members.
Drive global investor relations initiatives in collaboration with international colleagues.
Create, maintain, and enhance client materials, including portfolio reviews and performance analytics.
Develop and update analytical models and Excel templates to support client and prospect requirements.
Liaise with information management, client service, and technology teams to streamline and automate client data and reporting.
Complete requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires, and client/consultant questionnaires for current and prospective clients.
Assist in the creation and updating of marketing collateral, including pitchbooks, educational materials, and insights pieces.
Monitor industry databases and publications to gather relevant market, competitive, and environmental information.
Support the development and execution of organizational objectives and strategic initiatives.
Respond to ad-hoc data requests and provide benchmarking analysis for clients.
Ensure high standards of accuracy and timeliness in all client-facing deliverables.
Required qualifications, capabilities and skills
Possess atleast 7 years of experience in private equity, finance, investor relations, data analytics, or accounting.
Demonstrate proficiency in Microsoft Excel; VBA/Python skills .
Display excellent organizational and time management abilities with attention to detail.
Show analytical skills and financial modeling aptitude.
Prioritize multiple responsibilities and ad-hoc requests in a fast-paced, client-facing environment.
Work effectively in a team-oriented, collaborative environment.
Utilize industry databases and publications (e.g., Pitchbook, Preqin, Capital IQ, Thomson Reuters).
Strong written and verbal communication skills.
Ability to manage and mentor team members.
Preferred qualifications, capabilities and skills
CFA designation is a plus.
Prior exposure to global investor relations.
Familiarity with private equity industry trends and best practices.
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, ****** 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.
JOB DESCRIPTION
You are a strategic thinker passionate about driving solutions in “Private equity". You have found the right team
As a Private Equity Professional within our Private Equity Group (PEG) team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.
Job Responsibilities
Lead the PEG team in Mumbai, providing oversight and direction to team members.
Drive global investor relations initiatives in collaboration with international colleagues.
Create, maintain, and enhance client materials, including portfolio reviews and performance analytics.
Develop and update analytical models and Excel templates to support client and prospect requirements.
Liaise with information management, client service, and technology teams to streamline and automate client data and reporting.
Complete requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires, and client/consultant questionnaires for current and prospective clients.
Assist in the creation and updating of marketing collateral, including pitchbooks, educational materials, and insights pieces.
Monitor industry databases and publications to gather relevant market, competitive, and environmental information.
Support the development and execution of organizational objectives and strategic initiatives.
Respond to ad-hoc data requests and provide benchmarking analysis for clients.
Ensure high standards of accuracy and timeliness in all client-facing deliverables.
Required qualifications, capabilities and skills
Possess atleast 7 years of experience in private equity, finance, investor relations, data analytics, or accounting.
Demonstrate proficiency in Microsoft Excel; VBA/Python skills .
Display excellent organizational and time management abilities with attention to detail.
Show analytical skills and financial modeling aptitude.
Prioritize multiple responsibilities and ad-hoc requests in a fast-paced, client-facing environment.
Work effectively in a team-oriented, collaborative environment.
Utilize industry databases and publications (e.g., Pitchbook, Preqin, Capital IQ, Thomson Reuters).
Strong written and verbal communication skills.
Ability to manage and mentor team members.
Preferred qualifications, capabilities and skills
CFA designation is a plus.
Prior exposure to global investor relations.
Familiarity with private equity industry trends and best practices.
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, ****** 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.
💡 Quick Summary
Seeking a career-building opportunity? The Associate - Private Equity Group - Investor Relations position is now open for candidates interested in the Finance sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.
