About the Role
This role supports the evaluation and execution of infrastructure and real estate transactions, focusing on GP-first underwriting and validation of deal points. The position involves developing financial models, coordinating due diligence, and drafting investment committee materials.
Responsibilities
- Support the evaluation and execution of infrastructure and real estate transactions.
- Develop detailed financial models and underwriting analyses.
- Coordinate multidisciplinary due diligence streams.
- Draft high-quality Investment Committee materials.
- Monitor investment performance and associated risks.
- Review GP and asset manager reports.
- Engage with sponsors and GPs on performance drivers, value-creation initiatives, operational issues, and refinancing or exit planning.
- Maintain and enhance portfolio monitoring tools and reports.
- Support ongoing governance processes and coordinate internal approvals required for material portfolio actions.
Requirements
- Strong understanding of infrastructure and/or real estate investing.
- Ability to underwrite cash-flowing real assets and assess downside protection, resilience, and exit options.
- Advanced financial modeling and valuation capabilities.
- Working knowledge of real asset-specific diligence considerations.
- Strong transaction management skills.
- Excellent written and verbal communication skills.
- Ability to collaborate effectively within a team environment.
- Demonstrated judgment, integrity, and a strong risk mindset.
- 4+ years of experience in infrastructure, real estate, and/or private equity investments.
- Bachelor’s degree required, preferably in finance, economics, engineering, real assets or quantitative fields.
Skills
- GP-first underwriting
- Financial modeling
- Underwriting analyses
- DCF
- Capital structure analyses
- Scenario and sensitivity assessments
- Returns attribution
- Due diligence coordination
- Investment Committee material drafting
- Investment performance monitoring
- Risk assessment
- Sponsor and GP engagement
- Portfolio monitoring tools
- Valuation
- Secondaries analytics
- Transaction management
- Communication skills
- Team collaboration
- Judgment
- Integrity
- Risk mindset
Experience Level
- 4+ years of experience
Education Level
- Bachelor’s degree
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
