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About the Role

As a core member of our portfolio management team, you will lead risk and liquidity analysis for managed evergreen investment programs. You will support the investment committee with internal risk considerations and partner with portfolio managers to ensure registered '40 Act funds maintain adequate liquidity for regulatory and redemption obligations. Your role involves stress-testing liquidity models, analyzing optimal liquidity mix, allocation, and timing to meet capital needs efficiently while minimizing cash drag. You will collaborate closely with senior research leads, portfolio managers, and operational partners.

Responsibilities

Build and own forward-looking liquidity models (subscriptions/redemptions, distributions, capital calls, unfunded commitments) and provide clear 30/60/90-day triggers to PMs on sizing liquidity sleeves
Lead '40 Act liquidity oversight for the platform, partnering with risk and compliance teams, to ensure vehicles remain continuously compliant without over-allocating to idle cash
Assist in the oversight and management of debt providers
Support our Investment Committee in the risk evaluation of new investments
Optimize liquidity sleeves and cash deployment, including solutions for investing cash held against unfunded commitments and guidance on deploying excess cash consistent with constraints
Coordinate a unified liquidity view across PMs, Trading, CFO/Treasury partners, and administrators

Requirements

5+ years of full-time relevant work experience in asset management and/or private investments with a focus on risk and liquidity management
Strong data and analytical skills
Strong understanding of '40 Act evergreen funds and knowledge of corresponding international evergreen fund requirements
Demonstrated experience building predictive cash-flow/liquidity forecasting models for multi-vehicle portfolios
Detail-oriented and process-driven
Strong communication and stakeholder management skills
Strategic and team-oriented mindset

Skills

Risk management
Liquidity management
Data analysis
Analytical skills
'40 Act evergreen funds
International evergreen fund requirements
Predictive cash-flow/liquidity forecasting models
Communication
Stakeholder management
Strategic mindset
Team-oriented mindset
AI/ML tools
Forecasting
Anomaly detection
Workflow automation

Location

New York
London
Mumbai

Work Type

Full-time

Experience Level

5+ years

Education Level

SICAV Part II, preferred

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About the Company

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.
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.

Equal Opportunity

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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans