Investment Director Jobs
Investment Director jobs are open across private equity, asset management, venture capital, and corporate development, from associate director to managing director, with specializations in portfolio management, fund strategy, and institutional capital deployment. Find a role that fits below and apply directly.
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Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence.
As an Executive Director in Treasury Planning & Analysis Product Transformation within the Corporate & Investment Bank, you will serve as the senior business owner for an integrated product portfolio that supports Treasury planning, forecasting, analysis, governance, and management decision-making. You will establish rigorous product discipline across Treasury Planning & Analysis for the Corporate & Investment Bank and be accountable for translating strategic priorities into a measurable, sustainable, and well‑sequenced portfolio of business outcomes. In this role, you will transform Treasury Planning & Analysis from a set of recurring processes, reports, models, and user tools into an integrated suite of durable decision products that connect trusted data, forecasting methodologies, workflows, controls, and management analytics to deliver timely, explainable, and actionable insight into the Corporate & Investment Bank's use of financial resources.
As Executive Director, you will lead the “products of the future” for Treasury Planning & Analysis, designing and delivering scalable solutions for forecasting, planning, analysis, and management decision support across the full spectrum of financial resources, while shaping how Corporate & Investment Bank leadership consumes Treasury insight and modernizing recurring deliverables and manual workflows into advanced platforms, high‑quality data structures, and analytics‑driven narratives.
Job responsibilities
- Own the integrated product vision, portfolio, roadmap and operating model for Corporate & Investment Bank Treasury Planning & Analysis.
- Define the most important user and business problems to solve and make explicit trade-offs across value, risk, control need, cost and capacity.
- Lead a multi-year modernization agenda across liquidity, capital, governance, data and analytics, using strategic data sources, automation, AI and reusable capabilities where appropriate.
- Ensure products are adopted, controlled, supportable and measured against clear business outcomes, not merely delivered.
- Create repeatable product-management standards, governance and talent expectations for Corporate & Investment Bank Treasury.
Required qualifications, capabilities, and skills
- Balance Sheet planning and forecasting
- Capital allocations, strategy and optimization
- Risk-Weighted Assets planning and forecasting
- Liquidity forecasting and analytics
- GSIB and SLR analysis
- CCAR and quarterly Risk Appetite and Stress Testing
- Management information, data, workflow, analytics and controls
- Superior communication skills
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.
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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Ignite your passion for product innovation by leading customer-centric development, inspiring solutions, and shaping the future with your strategic vision and influence.
As an Executive Director in Treasury Planning & Analysis Product Transformation within the Corporate & Investment Bank, you will serve as the senior business owner for an integrated product portfolio that supports Treasury planning, forecasting, analysis, governance, and management decision-making. You will establish rigorous product discipline across Treasury Planning & Analysis for the Corporate & Investment Bank and be accountable for translating strategic priorities into a measurable, sustainable, and well‑sequenced portfolio of business outcomes. In this role, you will transform Treasury Planning & Analysis from a set of recurring processes, reports, models, and user tools into an integrated suite of durable decision products that connect trusted data, forecasting methodologies, workflows, controls, and management analytics to deliver timely, explainable, and actionable insight into the Corporate & Investment Bank's use of financial resources.
As Executive Director, you will lead the “products of the future” for Treasury Planning & Analysis, designing and delivering scalable solutions for forecasting, planning, analysis, and management decision support across the full spectrum of financial resources, while shaping how Corporate & Investment Bank leadership consumes Treasury insight and modernizing recurring deliverables and manual workflows into advanced platforms, high‑quality data structures, and analytics‑driven narratives.
Job responsibilities
- Own the integrated product vision, portfolio, roadmap and operating model for Corporate & Investment Bank Treasury Planning & Analysis.
- Define the most important user and business problems to solve and make explicit trade-offs across value, risk, control need, cost and capacity.
- Lead a multi-year modernization agenda across liquidity, capital, governance, data and analytics, using strategic data sources, automation, AI and reusable capabilities where appropriate.
- Ensure products are adopted, controlled, supportable and measured against clear business outcomes, not merely delivered.
- Create repeatable product-management standards, governance and talent expectations for Corporate & Investment Bank Treasury.
Required qualifications, capabilities, and skills
- Balance Sheet planning and forecasting
- Capital allocations, strategy and optimization
- Risk-Weighted Assets planning and forecasting
- Liquidity forecasting and analytics
- GSIB and SLR analysis
- CCAR and quarterly Risk Appetite and Stress Testing
- Management information, data, workflow, analytics and controls
- Superior communication skills
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.
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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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Find Investment Director JobsInvestment Director Job Market
Who's Hiring
- JPMorganChase10
- MUFG7
- Portage Point Partners7
- BDO6
- SEI Investments4
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Fintech
- Education
- Accounting & Auditing
What Employers Look For
The qualifications that appear most often in investment director jobs.
- 7-10 years of experience in private equity, investment banking, or asset management
- Demonstrated history of sourcing, structuring, and closing investment transactions
- CFA charterholder designation or progress toward the CFA credential
- Advanced financial modeling skills including LBO, DCF, and merger analysis
- Bachelor's degree in finance, economics, or a related quantitative field, MBA preferred
- Experience managing relationships with institutional limited partners or capital allocators
Tips for Your Investment Director Job Search
Quantify deal flow on your resume
Investment directors are hired on outcomes, not activities. Lead each bullet with the size of capital deployed, number of transactions closed, or fund performance relative to benchmark. Hiring committees compare you against candidates who frame everything in dollars and multiples.
Apply early to roles that fit
Migrate Mate lists investment director openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Tailor your resume to asset class
A resume optimized for private equity will read differently than one for infrastructure or venture. Swap in the right terminology, deal types, and sector exposure for each application so the hiring committee sees an exact fit, not a generalist.
Target firms at the right fund stage
An investment director role at a firm raising its second fund has different day-to-day demands than one at a mature platform in deployment mode. Research the firm's current fund vintage before applying and reference it specifically in your cover note.
Prepare a deal deconstruction for interviews
Most investment director interviews include a live deal discussion where you walk through a transaction you led, covering thesis, structuring, due diligence gaps, and outcome. Rehearse this for two or three deals until you can deliver it crisply under pressure.
Negotiate carry alongside base in your offer
Carried interest is a standard part of investment director compensation at funds, but it is rarely in the first written offer. Know the fund's carry pool structure, your expected allocation, and the vesting schedule before you get to the final conversation.
Investment Director Jobs: Frequently Asked Questions
Which companies are hiring the most investment directors?
JPMorganChase, MUFG, and Portage Point Partners are hiring the most investment directors right now, with openings concentrated in New York, Texas, and California, based on current listings on Migrate Mate as of November 2026. Demand is especially active at growth-stage private equity firms and large diversified asset managers expanding their direct investment teams.
How many investment director jobs are remote?
About 87% of investment director openings are fully remote or hybrid as of November 2026, though fully remote arrangements are less common in this role than in many other finance positions. Functions focused on portfolio monitoring and investor reporting tend to offer the most flexibility, while roles that require active deal sourcing and in-person LP relationships are typically on-site or hybrid.
How do you become an investment director?
Most investment directors come up through investment banking, private equity associate programs, or asset management analyst tracks, then move into vice president or senior associate roles where they lead deals independently. Earning a CFA or completing an MBA accelerates promotion decisions at many firms. The step into director usually requires a demonstrable record of originating transactions and managing capital allocation decisions, not just executing on assignments.
How do you get hired as an investment director with little experience at that level?
If you're stepping up from a VP or senior associate role, the most effective approach is to document the deals where you held primary accountability rather than supported a more senior colleague. Firms promoting from within or hiring laterally at the director level look for evidence that you've run a full process, managed the investment committee memo, and owned the relationship with counterparties. Gaps in seniority can sometimes be bridged by targeting smaller or emerging managers where the director role is broader and less stratified.
What does the investment director interview process look like?
The process typically starts with a screening call focused on your deal history, followed by one or two rounds of in-depth conversations with the investment team covering your analytical approach and thesis construction. Most firms then ask for a case study or modeling exercise, often on a live deal the firm has looked at. Final rounds usually involve a presentation to the full investment committee and conversations with senior partners who assess cultural and strategic fit.
Where can I find and apply to investment director jobs?
You can find and apply to investment director jobs on Migrate Mate, which lists current openings from across the United States in one place. Find roles that match your background and apply directly to each listing without being redirected to separate platforms or external application systems.
See All 144+ Investment Director Jobs
Find roles that match your experience and apply in just a few clicks.
Find Investment Director Jobs