Valuation Controller - Alternative Investments
J.P. Morgan
Step into a high-impact role as Valuation Controller, where you’ll oversee and shape the valuation of complex alternative investments, driving accuracy and transparency across private credit and private equity portfolios.
As a Valuation Controller on the Product Administration Business Platform Team within Client Service Asset Management, you will be responsible for supporting the oversight of investment valuations held by the Funds. You will use your working knowledge of the Funds’ investments and all aspects of valuation to ensure accuracy and compliance. In this visible role, you will support the Product Administration leadership team in executing management and oversight responsibilities. You will work cross-functionally with Portfolio Management, Legal, Compliance, and various external pricing vendors and service providers to deliver high-quality valuation oversight.
In this role you will be primarily responsible for supporting the valuation oversight of alternative investments, with a focus on private credit and private equity portfolios. The ideal candidate will have a strong understanding of valuation methodologies, financial modeling, and regulatory requirements related to alternative asset classes.
Job Responsibilities
Support the end-to-end valuation process for alternative investments, including private credit, private equity, and other illiquid assets
Review and challenge valuation models, methodologies, and key assumptions provided by investment teams and third-party valuation agents
Ensure valuations are in compliance with internal policies, accounting standards (e.g., ASC 820, IFRS 13), and regulatory requirements
Participate in periodic valuation committee meetings and prepare supporting materials as needed
Monitor and report on valuation-related risks, issues, and exceptions
Perform independent analysis and benchmarking of valuation inputs, including market comparables, cash flow projections, and discount rates
Respond to internal and external valuation-related inquiries and support audit processes
Required Qualifications, Capabilities, and Skills
5+ years’ experience in the investment management industry
Technical and business knowledge of various Fund structures (e.g., mutual, collective investment, ETFs, and private funds with focus on alternative investments) and activities from an investment, operational, regulatory, accounting and financial reporting perspective
Knowledge and experience across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products)
Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications
Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team
Demonstrated thought leadership and the ability to influence and achieve results. Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format.
Proactive attitude, commitment to continuous learning, willing to challenge the status quo to improve processes.
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
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.
Oversee valuations for private credit and equity, ensuring accuracy and compliance across funds as a Valuation Controller.