Asset Management - Private Equity Group Associate

Overview

As a member in JPMorgan Private Equity Group, you will lead the digital strategy, design, development, and implementation of digital solutions and operating models that enhance PEG’s investment, diligence, portfolio monitoring, and reporting processes. In addition, you will support Portfolio Managers (PMs) in client facing roles by utilizing data to streamline client presentations and ad hoc requests as well as automate recurring tasks.

This role partners closely with investment teams, operations, and technology to translate business needs into actionable product requirements and support delivery of high‑impact initiatives.

• Lead the development, execution and steady-state maintenance of PEG’s technology platform
• Manage the day-to-day activities for core product design through leading product discoveries, establishing product discovery and design frameworks, defining the core product discovery process and recruiting business users for conducting user interviews
• Facilitate dynamic client reporting using data maintained across PEG’s investment platform
• Develop high fidelity prototypes and perform technical and business viability of prototypes and ensure compliance with firm-wide user experience standards for PEG technology products across geographies
• Automate recurring client deliverables such as monthly cash flow and quarterly valuation reconciliations
• Lead “Design thinking” style engagements with internal product teams and Investment Management teams with creative discretion on day-to-day Product Design operations
• Provide PMs access to enhanced analytics relating to portfolio construction, performance and liquidity by incorporating data sourced both internally from PEG-generated systems as well as from PEG’s vendor network
• Lead junior product managers in carving out minimum viable product backlogs and roadmaps
• Drive transformation of our product development and design process into one that leverages human centered Interface (HCI) design and Agile and scrum development methodologies with a focus on actively engaging business users in internal product development
• Lead design and execution of cloud-based technical architectures and full-stack hands-on development of solutions
• Convert wireframes and prototypes into enterprise scale functional products using expertise in front-end and back-end engineering
• Participate in the overall implementation and scaling of the digital cloud-based products
• Lead Agile methods such as sprint planning, grooming, estimation and retrospective and co-manage complex product backlogs. Mentor incoming analyst and junior associates within the global technology team

• Bachelor’s degree in engineering, Computer Science, or related field.
• Master’s degree in Business (MBA) with specialization in Finance, Strategy and Change Management.
• 5+ years of experience in private equity, consulting, product management, or digital transformation.
• Strong analytical, problem‑solving, and documentation skills.
• Experience with workflow mapping, requirements gathering, and agile delivery practices
• Proficiency in Excel and data visualization tools (e.g., Power BI, Tableau)
• Excellent communication and stakeholder‑management skills

• Familiarity with private equity deal processes, fund structures, and investor reporting
• Experience with enterprise data platforms, CRM systems, or deal management tools
• Exposure to AI/ML applications or document‑intelligence technologies

• Ability to manage multiple priorities in a fast‑paced environment
• Structured thinking and attention to detail with strong collaboration and interpersonal skills

JPMorgan

Chase, 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…