Asset Management Analyst Jobs
Asset Management Analyst jobs are open across investment management, banking, insurance, and private equity, from entry-level analyst to senior and associate director, with specializations in portfolio analysis, real estate asset management, and fixed income. Find a role that fits from the openings below and apply directly.
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Asset Management- Private Equity- Investor Relations – Senior Analyst / Associate - New York
About J.P. Morgan
J.P. Morgan is a global leader in financial services, working in collaboration across the globe to deliver the best solutions and advice to meet our clients' needs. We operate in 100 countries and hold leadership positions across our different lines of businesses. We have an exceptional team of employees who work hard to do the right thing for our clients and the firm. This is why we can offer you an outstanding career.
Private Equity Group
J.P. Morgan Asset Management Private Equity Group (PEG) comprises more than 75 professionals globally, and is active in all private equity investment types, styles, stages of business development, industry sectors and geographical locations. PEG manages approximately $41 billion in assets under management on behalf of investors across separate accounts, commingled funds, evergreen, and focused strategies.
Our global client base includes pension plans, insurance companies, endowments & foundations, as well as family offices, trusts, and high-net-worth individuals. The team also works with consulting firms and third-party advisors.
Role Overview
The Private Equity Group is seeking a senior Analyst or Associate to join the team in New York. The Analyst/Associate will play a role in supporting the global investor relations efforts of J.P. Morgan Asset Management Private Equity Group. This role will require strong quantitative skills and/ advanced excel techniques for portfolio and performance analytics. The position will also include building and creating presentation materials as well as responding to proposal requests, requiring proficient knowledge of PowerPoint and solid writing skills.
Responsibilities include:
- Support senior members of the team in messaging and creation of client collateral related to the Private Equity Group's platform and products
- Prepare client materials including portfolio reviews, performance analytics and benchmarking, and data requests
- Complete requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires, quarterly/monthly client/consultant questionnaires and ad hoc requests
- Assist in creating and updating all marketing collateral such as client and prospect pitchbooks, educational pieces, annual meeting materials, etc.
- Enhance client experience by creating external touch points such as white papers, webcasts, electronic newsletters/updates
- Create and update analytical models to support client and prospect needs, including commitment modeling and cash flow projections
- Liaise with information management colleagues, client service managers and technology team to streamline/automate/verify client data and reporting (standard/customized/ad hoc)
- Review first drafts of materials from analysts
- Provide ongoing support of existing investors, monitoring and responding promptly to questions and requests
- Ensure answers to clients are accurate, consistent, and appropriate
- Coordination and logistics of client events, onsite meetings, webinar events, investor conference
- Monitor industry databases and publications for relevant environment, competitive and marketing information
Qualifications
Essential Skills:
- 3+ years of experience in private equity, finance, investor relations, data analytics or accounting strongly preferred
- Experience in private equity, including closed end and/or evergreen structures preferred
- Highly skilled in Microsoft Excel, Word, and PowerPoint
- Programming experience strongly recommended
- Experience with VBA, building and maintaining macros preferred
- Demonstrates excellent analytical skills and financial modeling aptitude
- Possesses organizational and time management skills with strong attention to detail
- Self-motivated with a strong work ethic
- Willingness to work in a team-oriented, collaborative environment with the ability to work independently
Education:
- Strong educational credentials
- Bachelor's degree in business, finance, accounting or the equivalent and knowledge of private equity
- Undergraduate degree with a GPA minimum of 3.2
- Series 7 & 63 preferred
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.
ABOUT USWe 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.
Asset Management- Private Equity- Investor Relations – Senior Analyst / Associate - New York
About J.P. Morgan
J.P. Morgan is a global leader in financial services, working in collaboration across the globe to deliver the best solutions and advice to meet our clients' needs. We operate in 100 countries and hold leadership positions across our different lines of businesses. We have an exceptional team of employees who work hard to do the right thing for our clients and the firm. This is why we can offer you an outstanding career.
Private Equity Group
J.P. Morgan Asset Management Private Equity Group (PEG) comprises more than 75 professionals globally, and is active in all private equity investment types, styles, stages of business development, industry sectors and geographical locations. PEG manages approximately $41 billion in assets under management on behalf of investors across separate accounts, commingled funds, evergreen, and focused strategies.
Our global client base includes pension plans, insurance companies, endowments & foundations, as well as family offices, trusts, and high-net-worth individuals. The team also works with consulting firms and third-party advisors.
Role Overview
The Private Equity Group is seeking a senior Analyst or Associate to join the team in New York. The Analyst/Associate will play a role in supporting the global investor relations efforts of J.P. Morgan Asset Management Private Equity Group. This role will require strong quantitative skills and/ advanced excel techniques for portfolio and performance analytics. The position will also include building and creating presentation materials as well as responding to proposal requests, requiring proficient knowledge of PowerPoint and solid writing skills.
Responsibilities include:
- Support senior members of the team in messaging and creation of client collateral related to the Private Equity Group's platform and products
- Prepare client materials including portfolio reviews, performance analytics and benchmarking, and data requests
- Complete requests for proposal (RFPs), requests for information (RFIs), due diligence questionnaires, quarterly/monthly client/consultant questionnaires and ad hoc requests
- Assist in creating and updating all marketing collateral such as client and prospect pitchbooks, educational pieces, annual meeting materials, etc.
- Enhance client experience by creating external touch points such as white papers, webcasts, electronic newsletters/updates
- Create and update analytical models to support client and prospect needs, including commitment modeling and cash flow projections
- Liaise with information management colleagues, client service managers and technology team to streamline/automate/verify client data and reporting (standard/customized/ad hoc)
- Review first drafts of materials from analysts
- Provide ongoing support of existing investors, monitoring and responding promptly to questions and requests
- Ensure answers to clients are accurate, consistent, and appropriate
- Coordination and logistics of client events, onsite meetings, webinar events, investor conference
- Monitor industry databases and publications for relevant environment, competitive and marketing information
Qualifications
Essential Skills:
- 3+ years of experience in private equity, finance, investor relations, data analytics or accounting strongly preferred
- Experience in private equity, including closed end and/or evergreen structures preferred
- Highly skilled in Microsoft Excel, Word, and PowerPoint
- Programming experience strongly recommended
- Experience with VBA, building and maintaining macros preferred
- Demonstrates excellent analytical skills and financial modeling aptitude
- Possesses organizational and time management skills with strong attention to detail
- Self-motivated with a strong work ethic
- Willingness to work in a team-oriented, collaborative environment with the ability to work independently
Education:
- Strong educational credentials
- Bachelor's degree in business, finance, accounting or the equivalent and knowledge of private equity
- Undergraduate degree with a GPA minimum of 3.2
- Series 7 & 63 preferred
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.
ABOUT USWe 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.
Asset Management Analyst Jobs by Experience Level
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Find Asset Management Analyst JobsAsset Management Analyst Job Market
Who's Hiring
- Goldman Sachs73
- JPMorganChase59
- Orbital Engineering12
- EY10
- PNC Financial Services10
Top Industries Hiring
- Consulting & Professional Services11
- Accounting & Auditing10
- Banking & Financial Services9
- Investment & Asset Management6
- Sports & Recreation5
What Employers Look For
The qualifications that appear most often in asset management analyst jobs.
- Bachelor's degree in finance, economics, accounting, or a related quantitative field
- Proficiency in Excel financial modeling, including DCF and attribution analysis
- CFA candidacy or completion preferred for mid-level and senior analyst roles
- Experience with portfolio management systems such as Bloomberg, FactSet, or Advent
- Strong understanding of financial statements, valuation methods, and risk metrics
- One to five years of relevant experience in investment analysis or financial services
Tips for Your Asset Management Analyst Job Search
Quantify portfolio impact on your resume
Asset management hiring managers expect numbers. Replace vague statements with metrics like AUM supported, return attribution, or risk-adjusted performance contributions. If you can't share exact figures due to confidentiality, describe scope in general terms like fund size category or asset class coverage.
Earn the CFA or CAIA credential early
Passing CFA Level I or earning the CAIA designation signals serious commitment to the field. Many job postings list these as preferred qualifications, and candidates who have passed at least one level are screened more favorably, especially at the junior to mid-level range.
Filter openings by asset class specialization
Asset management analyst roles vary widely by asset class: equities, fixed income, real estate, infrastructure, and alternatives each require different modeling skills. Target openings that match your actual experience rather than applying broadly, since interviewers will probe your specific analytical background immediately.
Apply early to roles that fit
Migrate Mate lists asset management analyst openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for a technical modeling screen
Most asset management analyst interviews include a timed Excel or financial modeling exercise. Practice building DCF, IRR, and attribution analysis models from scratch under time pressure. Firms often evaluate output formatting and assumption clarity as much as the final answer.
Negotiate total compensation not just base
Asset management compensation typically includes a base, discretionary bonus, and sometimes carried interest or co-investment rights at senior levels. When you receive an offer, ask specifically about bonus history and vesting schedules rather than focusing only on the base salary figure.
Asset Management Analyst Jobs: Frequently Asked Questions
Which companies are hiring the most asset management analysts?
The companies hiring the most asset management analysts right now include Goldman Sachs, JPMorganChase, and Orbital Engineering, with the largest share of openings in New York, Texas, and California, based on current listings on Migrate Mate as of November 2026. Demand is strongest at large institutional investment managers, insurance companies with investment divisions, and real estate investment firms.
How many asset management analyst jobs are remote?
About 62% of asset management analyst openings are fully remote or hybrid as of November 2026, though remote availability varies significantly by firm type and asset class. Roles focused on data analysis, reporting, and performance attribution tend to offer more remote flexibility than client-facing or trading-adjacent positions, which typically require on-site presence.
How do you become an asset management analyst?
Start with a bachelor's degree in finance, economics, or a quantitative field, then build Excel modeling and financial statement analysis skills through coursework or self-study. Internships at investment managers, banks, or insurance firms provide the most direct path. Pursuing CFA candidacy strengthens your application considerably. Entry-level roles in fund administration or financial reporting can also bridge into a dedicated analyst position.
Can you get an asset management analyst job with little experience?
Yes, entry-level asset management analyst roles exist specifically for candidates with limited professional experience, typically requiring a strong academic background and demonstrated analytical skills instead. Building a project portfolio that includes valuation models, sector research write-ups, or portfolio tracking exercises helps compensate for a thin resume. Internships, even outside asset management, that involved financial analysis or data work are viewed favorably.
What does the asset management analyst interview process look like?
The process typically starts with a recruiter screen focused on your background and interest in the firm's asset class. A technical round follows, often including a financial modeling or case study exercise sent in advance or completed on-site. Final rounds usually involve multiple stakeholder interviews assessing investment judgment, communication, and cultural fit. Some firms also include a presentation of the take-home case to a panel.
Where can I find and apply to asset management analyst jobs?
You can find and apply to asset management analyst jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your background and apply directly to each listing. Openings are updated regularly across investment management, real estate, insurance, and private equity firms at every experience level.
See All 617+ Asset Management Analyst Jobs
Find roles that match your experience and apply in just a few clicks.
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