Investment Analyst, ABL / Private Credit and Real Estate
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Skills: Financial Modeling, Underwriting, Due Diligence, Real Estate Investment, Private Credit
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International Private Bank- Investment Professional- Analyst
New York, New York, United States · On-site
$85k–$110k/yr
Mid level$1.6B raised
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s International Private Bank. If you have an…
The role involves sourcing and underwriting direct real estate and private credit investments while evaluating third-party alternative investment managers. Key tasks include building financial models and producing detailed Investment Committee memos to assess risk and return.
Requirements
Candidates need approximately 2 years of experience in investment analysis or underwriting with strong financial modeling and AI fluency. A background in wealth management or experience with US taxable and accredited investors is preferred.
Full job description
About the Role
We are hiring an Investment Analyst to source and underwrite direct investment opportunities brought to the firm by our ABF / Private Credit and Real Estate teams, and to evaluate third-party alternative investment managers being considered for the platform. This is a hands-on diligence role: you will build financial models, write Investment Committee memos, and help the team form a clear view on risk, structure, and return across a wide range of deal types, from single-asset real estate transactions to fund-level commitments with institutional sponsors.
You will work closely with the front office, Head of Portfolio Management, General Counsel, and Investment Committee members, and will need to move comfortably between direct deal underwriting and manager-level due diligence.
Key Responsibilities
Asset based finance: underwriting loans and credit structures secured by specific assets or cash flow streams, and evaluating fund-level exposure to asset based lending strategies
Structured products and securitizations: reviewing preferred equity, debt, and securitized instruments
Third-party manager and fund due diligence: evaluating institutional partnerships and fund structures across a consistent diligence framework
Specialty asset classes: supporting diligence on other asset types on the platform as needed, including art-backed lending, aviation financing, equipment lease and financing, intellectual property finance, and music and pharma royalties
Direct real estate investments: underwriting equity and debt positions across a range of real estate transaction types and structures
Investment Committee materials: producing underwriting memos, diligence frameworks, and recommendation write-ups (approve, conditional approve, decline) for IC review
Market and manager research: tracking private markets data and news (real estate outlook reports, credit market commentary, manager updates) to keep diligence current
Qualifications
Approximately 2 years of relevant experience in security analysis, underwriting, or investment manager due diligence
Familiarity with preferred equity, debt instruments, and securitizations; direct experience at a platform or firm focused on these instrument types is a strong plus
Strong AI fluency - you should be comfortable using AI tools to accelerate modelling, document review, research synthesis, and memo drafting, and should be able to demonstrate specific ways you have used AI to improve the speed or quality of your analytical work
Solid asset modelling skills, including comfort with waterfall structures, drawdown and return analysis, and comparing return profiles under different fee and return mandates
Strong written communication skills - you will be producing memos that go directly to an Investment Committee, so clarity and precision matter
Self-starter who can manage multiple live diligence threads at once and knows when to escalate open questions rather than guess
A background at a wealth management firm, or a firm investing on behalf of US taxable investors, is preferred
Experience working with an investor base that includes accredited investors is a plus, though not required
What’sin it for you
Competitive compensation package, including equity
Health, dental & vision coverage with FSA/HSA options
Unlimited PTO
401k match
Commuter benefit
Life insurance
Wellness stipend
This is a New York-based role. The base salary range for this position is USD 130,000 to 150,000 annually, depending on experience and qualifications. This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.
Related keywords
Real EstatePrivate CreditAsset Based LendingPreferred EquityDebt InstrumentsSecuritized InstrumentsAlternative InvestmentsInstitutional SponsorsWaterfall StructuresDrawdown AnalysisArt-Backed LendingAviation FinancingIntellectual Property FinanceMusic RoyaltiesPharma RoyaltiesWealth Management
We empower investors to grow their wealth outside of the stock market through private markets.
Industry
Financial Services
Company size
51-200 employees
Founded
2015
Headquarters
New York, New York
LinkedIn followers
36,828
Yieldstreet is the leading private market investment platform helping individual investors dive into alternative investing with confidence and ease. From real estate, venture capital, private equity, art, short-term notes, and more, Yieldstreet investors gain exclusive access to a wide range of opportunities. All Yieldstreet offerings are curated and vetted by top-tier investment managers.
Do you have an entrepreneurial spirit and a passion for fintech? Join our growing team and take part in a hybrid work model with a diverse and inclusive work culture. Together, we can help make private market investments a fundamental part of the modern-day portfolio. For more information, check out our job listings.
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