Portfolio Manager

Job Description
DESCRIPTION:
Duties: Build and maintain financial models and conduct various analyses including, valuation, returns, dilution analysis, competitive analysis, market sizing and analysis, and financial forecasting. Conduct comprehensive due diligence across technology and consumer industries. Develop investment theses on companies in the technology and consumer spaces and assist with legal document drafting such as term sheets, articles of incorporation and transaction structuring. Responsible for the ongoing monitoring and support of portfolio companies, including supporting sales pipeline generation, financial forecasting and strategic initiative planning. Develop and maintain relationships with target companies, entrepreneurs, industry executives, and investment professionals. Evaluate and analyze independent investment judgments.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Business Administration, Finance, Economics or related field of study plus two (2) years of experience in the job offered or as Portfolio Manager, Investment Banking Analyst/Associate, Strategic Finance Analyst/Associate, or related occupation.
Skills Required: This position requires experience with the following: Investment banking including structuring, analyzing and executing transactions on behalf of companies in the technology and consumer industries, including equity offerings and debt offerings; Performing valuation analyses in Excel for companies in the technology and consumer industries, including discounted cash flow analysis, leveraged buyout analysis, accretion, dilution and ability-to-pay analysis, public trading comparables, precedent transactions, and sum-of-the-parts analysis; Performing detailed quantitative analysis and synthesizing and analyzing research from a variety of sources including 8Ks, 10Ks, proxies and Wall Street analyst research reports to create PowerPoint presentations on specific companies and markets; Developing views on market size, market growth and competitive dynamics to determine overall attractiveness of a market; Analyzing software company financials, including customer cohort analysis and unit economic calculations; Leading live deal execution, including running due diligence processes, negotiating non-disclosure agreements with lawyers, and drafting SEC filings and other legal documents; Building 3-statement financial forecasts based on operational inputs from multiple teams within an organization, historical company performance, and macro-economic conditions; Preparing materials evaluating strategic initiatives, including revenue generation and cost saving initiatives and assessing future fundraising needs; working cross-functionally with internal teams, external lawyers, and investment bankers to execute a financial transaction.
Job Location: 560 Mission Street, San Francisco, CA 94105. This position requires up to 15% domestic and international travel.
Full-Time. Salary: $225,000 - $235,000 per year.
About Us
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.
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 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.