Asset and Wealth Management - Private Credit Associate
Chase
Private Credit Solutions Associate
With over $200 billion of client capital invested across hedge funds, private equity, private credit, real estate, and direct investments/co-investments, the Global Alternatives Investment Solutions team delivers a "best in class" platform for sourcing and accessing differentiated alternative investment opportunities for institutional, private banking, and wealth management clients.
Within Global Alternative Investment Solutions ("GAIS"), Private Credit Solutions is a long-tenured, multi-manager platform with nearly $50bn of capital committed, 24 investment professionals, and deep connectivity across the private credit ecosystem, including 150+ GP relationships and 80+ LP investments since inception, reflecting 18+ years of dedicated private credit investing.
Job Summary
As an Associate on the Private Credit Solutions team, you will play a key role in assisting in sourcing, underwriting, and monitoring of a range of third-party Funds. The role includes additional exposure to secondary fund commitments and co-investments. You will contribute across the full investment lifecycle, from sourcing and diligence through investment committee ("IC") approval, and ongoing portfolio monitoring, while partnering directly with senior investment professionals and external counterparties globally.
This role offers meaningful responsibility, frequent interaction with fund managers and intermediaries, and the opportunity to develop a differentiated view across private credit strategies, market cycles, and relative value.
Job Responsibilities
- Market map, source and evaluate opportunities across a range of credit strategies and vehicle types.
- Underwriting and diligence on funds, managers, historical performance, and underlying exposures; synthesize findings into clear investment views and actionable recommendations.
- Implement and develop analytical models to assess decompose return attribution, build return bridges, and cash flow analysis.
- Own IC and stakeholder materials including IC memoranda, underwriting decks, and recurring portfolio reviews.
- Monitor portfolio performance versus underwriting case; identify drivers of variance, emerging risks, and opportunities to optimize outcomes.
- Develop market perspective by tracking trends, macro conditions, and strategy performance across US and global private credit markets; translate research into insights for the team.
- Collaborate globally with colleagues across New York, London, and India to support team-wide initiatives and knowledge sharing.
Required Qualifications, Capabilities, and Skills
- Bachelor's degree in Finance, Economics, Accounting, Business, or related field.
- 3+ years of relevant experience (e.g., private investment due diligence, direct lending, private credit investing, leveraged finance, financial sponsors, M&A, or related investing).
- Strong financial modeling, valuation, and underwriting skillset; ability to assess credit risk and analyze complex transactions with sound judgment.
- Experience producing investment committee materials and performing investment due diligence.
- Excellent written and verbal communication skills; ability to present structured, defensible conclusions.
- Strong attention to detail, organization, and prioritization in a fast-paced environment; collaborative, high-ownership mindset.
Preferred Qualifications, Capabilities, and Skills
- Direct experience sourcing, evaluating, and underwriting primary investments in third-party funds.
- Knowledge of private credit fund structures and portfolio valuation methodologies.
- A Master's degree or relevant professional certification (e.g., CFA) or progress towards CFA is a plus.
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.
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