investment analyst

Cambridge Associates

<div>Firm Overview:
Cambridge Associates (&ldquo;CA&rdquo;) is a leading global investment firm. CA&rsquo;s goal is to help endowments &amp; foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. 
 
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com . 
 
Job Description Summary:
The Investment Analyst (IA) position will be based in Arlington, VA or Boston, MA as an integral member of the CA Institute team. CA Institute is a specialized team within Cambridge Associates that serves as the firm&rsquo;s central hub for institutional research. Our research examines best practices across endowments and foundations as it pertains to portfolio management, the endowment&rsquo;s role in financial budgeting/planning, and investment oversight and governance practices.
 
The IA will split their time between three core functions: data analysis, producing research content, and client engagements. Data analysis entails the collection of client data and industry trends and validating that information is suitable for use in producing research. The research role involves using client and industry data to create content that appears in published reports and other research materials. Client engagement includes responding to time-sensitive inquiries on our data and research and supporting longer-term projects.
 
Success in this position requires first and foremost a keen eye for detail and a commitment to producing accurate work. The IA will be working with large datasets and producing research content that is widely consumed by clients and other colleagues. In addition, the position requires strong qualitative judgement during the data collection process and in helping clients determine the proper research analysis that best supports their specific needs. Finally, the IA will need to be comfortable managing multiple deadlines and working collaboratively with other team members and colleagues of the firm. 
 
 
Job Description:
RESPONSIBILITIES
<ul><li>Collect investment and financial data via surveys and other methods, ensuring data integrity through quality checking procedures.
</li><li>Communicate with clients and other colleagues of the firm throughout the data collection process and resolve any data issues that are identified.
</li><li>Analyze investment and financial data that is collected from clients and contribute to the research content that is produced in the team&rsquo;s regular research reports.
</li><li>Prepare customized analyses and exhibits for clients and other colleagues as requested.
</li><li>Respond to client inquiries that pertain to research and data that the team produces.
</li><li>Work closely with other IAs on the team to ensure there is sufficient support provided on both long-term research projects and daily assignments.
</li><li>Coordinate across client teams, other internal departments, and CA Institute team members to ensure that the most up-to-date information and insights are being used across the firm and that all stakeholders can use this information to provide excellent client service.
 </li></ul>QUALIFICATIONS
<ul><li>Strong academic credentials; BA/BS required.
</li><li>Interest in and familiarity with investment and financial concepts is essential.
</li><li>Desire to work with endowments, foundations, and nonprofit institutions.
</li><li>Demonstrated analytical and organization skills.
</li><li>Excellent oral and written communication skills.
</li><li>Ability to manage multiple projects at once while ensuring work is completed accurately and on time.
</li><li>Strong proficiency with Microsoft Office Suite, specifically Excel and PowerPoint, and ability to learn new applications quickly.
</li><li>Experience with using ChatGPT, Claude, or other AI tools to accelerate data analysis and draft comprehensive research summaries.
</li><li>Eligibility to work in the U.S. without sponsorship or restriction
</li></ul>Base salary range for this role:
Pay Range Minimum:
80000
Pay Range Maximum:
87000
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.</div>

Investment Analyst, CA Institute

John Hancock

<div>The U.S. Real Estate Finance team is looking for an analyst who will work with a team focused on the origination of commercial real estate loans within the Dallas Regional Office.
The Analyst will review new investment opportunities, prepare investment analyses, and summarize the key attributes, risks, and merits of potential investments. In addition to supporting new loan originations, the Analyst will be responsible for the annual review, performance monitoring, and ongoing surveillance of existing portfolio loans. The role requires the ability to distill complex analyses into clear, actionable recommendations and effectively communicate findings through Excel models, presentation materials, written reports, and AI-assisted tools. Knowledge of commercial real estate investments (including relevant coursework and/or internship experience) is preferred but not required.
 
 
Responsibilities
<ul><li>Analyze and underwrite commercial real estate for potential mortgage loan investment across multiple property types, including multifamily, retail, office, and industrial.</li>
<li>Interact with commercial real estate brokers and industry specialists to gather information.</li>
<li>Prepare investment summaries, financial analyses, and written approval documents.</li>
<li>Assist with the preparation of annual reviews and ongoing asset‑level monitoring.</li>
<li>Participate in market research and data collection to support investment decision‑making.</li>
<li>Travel periodically to primary markets in Texas and the Southwestern U.S.</li> 
</ul> 
Skills Required
<ul><li>Bachelor's degree is required with a preference for a concentration in Finance or Real Estate.</li>
<li>One to two years of experience in commercial real estate lending, investment, brokerage, appraisal firm, or consulting is preferred, though relevant internship or analyst program experience also considered.</li>
<li>Clear thinker, creative yet thorough problem-solver, strong research skills.</li>
<li>Positive attitude, collaborative personality who will work effectively with other team members.</li>
<li>Ability to work under time pressure, manage multiple tasks, balance competing priorities, and meet deadlines.</li>
<li>Self-motivated, organized, proactive, sense of urgency, conscientious, takes pride in providing high quality, accurate work.</li>
<li>Proficiency with Excel, Word, and the ability to utilize AI‑assisted tools and other analytical platforms.</li>
</ul>When you join our team:
<ul><li>We&rsquo;ll empower you to learn and grow the career you want.
</li><li>We&rsquo;ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
</li><li>As part of our global team, we&rsquo;ll support you in shaping the future you want to see.
</li></ul>The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.
Referenced Salary Location
Dallas, Texas
<div><div><div><div><div><div><div><div><div><div><div><div><div><div>Working Arrangement
</div></div></div></div></div></div></div></div></div></div></div></div></div></div>Hybrid
Salary range is expected to be between
$69,900.00 USD - $116,500.00 USD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact hr@manulife.com for the salary range for your location.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&amp;D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.
Know Your Rights I Family &amp; Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)</div>

Investment Analyst - Real Estate Finance Group

TD Securities

<div>
 
 Work Location
 
 :
 
 
 New York, New York, United States of America
 
 
 
 Hours
 
 
 
 40
 
 
 
 Line Of Business
 
 
 
 TD Securities
 
 
 
 Pay Detail
 
 
 
 $110,000 - $135,000 USD
 
 
 TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
 
 
 As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
 
 
 
 Job Description
 
 
 
 We are looking for experienced Analysts to join our Consumer Investment Banking team in New York. The Analyst Investment Banking provides specialized financial and statistical analysis on a broad range of marketing and execution activities. Conducts research, on-going analysis, prepares supporting documentation, and assists in due diligence efforts on transactions.
 
 
 
 Depth &amp; Scope
 
 
 
 <ul>
 <li>
 Works within a deal team under the overall direction of a senior officer
 </li>
 <li>
 Assists in the analysis of clients' financial situations, industry and market data, and M&amp;A opportunities
 </li>
 <li>
 Assists in valuations of private and public companies
 </li>
 <li>
 Performs basic to intermediate financial modeling in Excel
 </li>
 <li>
 Provides input to external client proposals and internal underwriting memos; assists in the preparation of client presentations based upon the above
 </li>
 <li>
 Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
 </li>
 <li>
 Maintains confidentiality of client information
 </li>
 <li>
 Experienced working professional level role providing a broad range of support to the team
 
 
 </li>
 </ul>
 
 Education &amp; Experience
 
 
 
 <ul>
 <li>
 Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics;
 </li>
 <li>
 Series 7, 79 and 63
 </li>
 <li>
 2-3 years of related experience
 
 
 </li>
 </ul>
 
 Physical Requirements
 
 
 
 Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
 
 
 <ul>
 <li>
 Domestic Travel &ndash; Occasional
 </li>
 <li>
 International Travel &ndash; Never
 </li>
 <li>
 Performing sedentary work &ndash; Continuous
 </li>
 <li>
 Performing multiple tasks &ndash; Continuous
 </li>
 <li>
 Operating standard office equipment - Continuous
 </li>
 <li>
 Responding quickly to sounds &ndash; Occasional
 </li>
 <li>
 Sitting &ndash; Continuous
 </li>
 <li>
 Standing &ndash; Occasional
 </li>
 <li>
 Walking &ndash; Occasional
 </li>
 <li>
 Moving safely in confined spaces &ndash; Occasional
 </li>
 <li>
 Lifting/Carrying (under 25 lbs.) &ndash; Occasional
 </li>
 <li>
 Lifting/Carrying (over 25 lbs.) &ndash; Never
 </li>
 <li>
 Squatting &ndash; Occasional
 </li>
 <li>
 Bending &ndash; Occasional
 </li>
 <li>
 Kneeling &ndash; Never
 </li>
 <li>
 Crawling &ndash; Never
 </li>
 <li>
 Climbing &ndash; Never
 </li>
 <li>
 Reaching overhead &ndash; Never
 </li>
 <li>
 Reaching forward &ndash; Occasional
 </li>
 <li>
 Pushing &ndash; Never
 </li>
 <li>
 Pulling &ndash; Never
 </li>
 <li>
 Twisting &ndash; Never
 </li>
 <li>
 Concentrating for long periods of time &ndash; Continuous
 </li>
 <li>
 Applying common sense to deal with problems involving standardized situations &ndash; Continuous
 </li>
 <li>
 Reading, writing and comprehending instructions &ndash; Continuous
 </li>
 <li>
 Adding, subtracting, multiplying and dividing &ndash; Continuous
 
 
 </li>
 </ul>
 The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities &amp; duties are considered essential functions for ADA purposes.
 
 
 
 Who We Are
 
 
 
 TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
 
 
 Together, we are reimagining what banking can be for our clients, colleagues and communities.
 
 
 
 Our Total Rewards Package
 
 
 
 Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
 
 
 
 Additional Information
 
 
 
 We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
 
 
 
 Colleague Development
 
 
 
 If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
 
 
 If you&rsquo;re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
 
 
 We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
 
 
 
 Training &amp; Onboarding
 
 
 
 We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
 
 
 
 Interview Process
 
 
 
 We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
 
 
 
 Accommodation
 
 
 
 TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
 
 
 If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
</div>

Investment Banking Analyst - Consumer

StepStone Group

<div>
 We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world&rsquo;s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
 
 
 Position Overview
 
 
 The Asset Management Analyst will be based in San Francisco, Chicago or New York and will play a critical role in managing, monitoring, and reporting on StepStone&rsquo;s real estate investments. The right candidate will accomplish investment initiatives with partners while delivering recommendations and updates to senior investment team members.
 
 
 
 Responsibilities
 
 
 
 This is an exciting opportunity for an asset management professional or someone looking to transition from another role in commercial real estate. This candidate will work in a fast-paced, collaborative environment and contribute to the growth and success of a premier real estate investment firm. Key responsibilities will include but not be limited to:
 
 
 <ul>
 <li>
 Scenario Analysis: Conduct supporting analysis on existing investments, development projects, and potential acquisitions. Develop financial models and valuations for existing investments
 </li>
 <li>
 Business Plans and Budgets: Assist in maintaining and controlling business plans, budgets, and capital projects including control of cash flow models. Contribute to the identification of key risks and opportunities for value enhancement
 </li>
 <li>
 Investment Monitoring: Work closely with operating partners to monitor progress and performance of investments. Ensure compliance with investment guidelines and legal requirements. Related work includes site inspections, manager meetings, market research and broker discussions
 </li>
 <li>
 Debt Compliance: Monitor performance of investments against debt compliance requirements and forecast future performance
 </li>
 <li>
 Reporting: Prepare internal reports, client reports, quarterly valuations and ad-hoc requests
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 1-3 year(s) of real estate investment, reporting, or asset/portfolio management experience
 </li>
 <li>
 Strong analytical and financial modeling skills; understanding of real estate structures, concepts and metrics
 </li>
 <li>
 Proficient in Excel, PowerPoint, Word; PowerBI and/or Argus experience a plus
 </li>
 <li>
 Undergraduate degree from top-tier institution
 </li>
 <li>
 Strong interpersonal communication skills, including the ability to present to internal committees and clients
 </li>
 <li>
 High level of commitment and self-motivation; strong attention to detail
 
 
 </li>
 </ul>
 Salary Range: SF/NY $90,000 - $100,000
 
 
 Chicago $80,000 - $85,000
 
 
 
 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
 
 
 
 
 At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
 
 
 
 
 As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
 
 
 
 
 Candidates must be at least 18 years old to apply.
 
 
 
 Developing People at StepStone
 
 
</div>

Analyst - Real Estate Asset Management

Computershare

<div>Treasury Analyst Front Office
Location: Canton, Massachusetts (Hybrid)
In this position, you&rsquo;ll be based in the Canton, MA office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex .
We give you a world of potential
The Treasury Analyst, Front Office role is part of the Computershare Corporate Trust (CCT) division and supports the delivery of treasury management services to clients. The position is responsible for executing investment activities for client funds in accordance with client-specific investment guidelines and Computershare's internal policies and procedures. The incumbent will collaborate closely with the Treasury Front, Middle, and Back Office teams to ensure efficient service delivery, maintain operational excellence, and contribute to continuous process improvements that enhance the client experience and support business objectives.
A role you will love
The Treasury Analyst oversees daily client fund investment activities, ensuring accurate and timely transaction processing. The role collaborates with Treasury teams to support investment analysis, reporting, operational processes, and continuous improvement projects that enhance business performance and client service.
Key Responsibilities
<ul><li>Process client fund investments, wire transactions, and FX trades accurately and in compliance with policies.
</li><li>Reconcile transactions and maintain accurate treasury records and reporting.
</li><li>Analyze investment positions and support yield optimization recommendations.
</li><li>Prepare reports and assist with ad hoc analysis and projects.
</li><li>Partner with Treasury Middle and Back Office teams to improve processes and efficiencies.
</li><li>Maintain data integrity across treasury systems and reporting tools.
</li></ul>Success Measures
<ul><li>Accurate and timely processing of transactions and FX trades.
</li><li>Prompt resolution of discrepancies and operational issues.
</li><li>Strong ownership, accountability, and risk management practices.
</li><li>Proactive identification of process improvement opportunities.
</li><li>Effective communication and collaboration across teams.
</li><li>Consistent accuracy through validation and reconciliation of treasury data.
</li></ul>What will you bring to the role?
<ul><li>Foundational knowledge of treasury operations, including wires, FX transactions, reconciliations, and financial reporting.
</li><li>Strong analytical and problem-solving skills with a high level of accuracy and attention to detail.
</li><li>Ability to manage priorities independently while collaborating effectively across teams.
</li><li>Excellent communication skills and a proactive approach to issue resolution.
</li><li>Interest in learning treasury management and corporate trust products in a dynamic financial services environment.
</li></ul>Qualifications
Required
<ul><li>Bachelor's degree in Finance, Accounting, Economics, Data Analytics, or a related field.
</li><li>1-3 years of experience in treasury, banking, corporate finance, or a related discipline.
</li><li>Understanding of financial instruments and treasury processes.
</li><li>Strong attention to detail, analytical thinking, and communication skills.
</li></ul>Preferred
<ul><li>Certified Treasury Professional (CTP) designation.
</li><li>Experience with Treasury Management Systems (TMS).
</li><li>Knowledge of banking regulations, treasury policies, and foreign exchange (FX) activities.
</li></ul>Rewards designed for you
Paid parental leave , flexible working and a caring and inclusive culture
Health and wellbeing rewards that can be tailored to support you and your family, including paid time off, observed holidays, medical, dental and vision plans
Invest in your future with 401k matching, setting aside salary to purchase shares in our company and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance
And more Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub
Work visa statement: Applicants must be currently authorized to work in the United States on a full-time basis. We will not sponsor applicants for work visas
Compensation. T he typical base pay range for this role is USD $60,000 - $75,000.</div>

Treasury Analyst Front Office

JPMorganChase

<div>JOB DESCRIPTION 
 
 
Key Responsibilities
Deal Underwriting &amp; Execution:<ul><li>
Support the evaluation and execution of infrastructure and real estate transactions, with a focus on GP-first underwriting and validation of deal points.</li><li>
Develop detailed financial models and underwriting analyses. This includes asset- and project-level DCFs, capital structure analyses, scenario and sensitivity assessments, and returns attribution.</li><li>
Coordinate multidisciplinary due diligence streams, including commercial, legal, technical, and tax structuring.</li><li>
Draft high-quality Investment Committee materials (IC memos, investment notes, diligence summaries), presenting recommendations, key risks, mitigants, and proposed structures.</li></ul>
Portfolio Management &amp; Monitoring:<ul><li>
Monitor investment performance and associated risks.</li><li>
Review GP and asset manager reports. Engage with sponsors and GPs on performance drivers, value-creation initiatives, operational issues, and refinancing or exit planning.</li><li>
Maintain and enhance portfolio monitoring tools and reports, including quarterly updates, valuation commentary, risk dashboards, and exposure analytics.</li><li>
Support ongoing governance processes and coordinate internal approvals required for material portfolio actions.</li></ul>
Required Qualifications, Skills and Capabilities:<ul><li>
Strong understanding of infrastructure and/or real estate investing, with the ability to underwrite cash-flowing real assets and assess downside protection, resilience, and exit options.</li><li>
Advanced financial modeling and valuation capabilities, including asset/project-level DCF and scenario/sensitivity analysis, capital structure modeling, and secondaries analytics (look-through exposure, NAV bridge/roll-forward, pricing to target IRR/MOIC).</li><li>
Working knowledge of real asset-specific diligence considerations:<ul><li>
Infrastructure: contract structures (availability vs. volume/merchant), inflation linkage, concession life, lifecycle capex, O&amp;M.</li><li>
Real estate: NOI build, lease roll, market vs. in-place rents, cap rates/reversion, and debt underwriting metrics (LTV/DSCR).</li></ul></li><li>
Strong transaction management skills, with the ability to manage multiple workstreams, prioritize under tight timelines, and communicate clearly with internal partners and external counterparties.</li><li>
Excellent written and verbal communication skills, with the ability to produce concise, decision-useful Investment Committee materials and portfolio updates.</li><li>
Ability to collaborate effectively within a team environment.</li><li>
Demonstrated judgment, integrity, and a strong risk mindset; comfortable operating in a controlled approval environment.</li><li>
4+ years of experience in infrastructure, real estate, and/or private equity investments, including direct investments, secondaries, co-investments, or investment banking roles.</li><li>
Bachelor's degree required, preferably in finance, economics, engineering, real assets or quantitative fields.</li></ul>
Preferred Qualifications, Skills and Capabilities:
<ul><li>An MBA and/or professional certifications (CFA/CAIA) are a plus.</li></ul>
ABOUT US 
 
 
<div><div>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.
</div><div>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.
<div>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 &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM
 
 
J.P. Morgan Asset &amp; 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.</div>

Wealth Management - Real Assets Private Markets - Co-investment and Fund Due Diligence - Associate

<div>JOB DESCRIPTION 
 
 
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. 
 
As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst's performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities<ul><li>
Help devise customized financial strategies for existing and prospective clients
</li><li>Prepare pitch books and meeting materials</li><li>
Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives</li><li>
Become an expert in a range of proprietary models to provide recommendations on tailored solutions</li><li>
Conduct research and analysis; assist with product development and prospecting efforts</li><li>
Research client inquiries and manage follow up communication and materials</li><li>
As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients</li></ul>
Required Qualifications, Capabilities, and Skills<ul><li>
Bachelor's degree with a minimum overall GPA of 3.2
</li><li>No more than two years of work experience following completion of undergraduate program</li><li>
Demonstrated aptitude for sales and client relationship management</li></ul>
Preferred Qualifications, Capabilities, and Skills<ul><li>
Superior multi-tasking and organizational skills
</li><li>Excellent communication skills and poise giving presentations</li><li>
Genuine interest in financial markets and macro-level economic trends</li><li>
Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
</li></ul>ABOUT US 
 
 
<div><div>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.
</div><div>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.
<div>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 &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM
 
 
J.P. Morgan Asset &amp; 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.</div>

U.S. Private Bank - Program Analyst

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