Portfolio Management Analyst presso 051082-HOUSTON NORTH-2
051082-HOUSTON NORTH-2 · Newark, Stati Uniti d'America · Onsite
- Professional
- Ufficio in Newark
As a JPMorgan Wealth Management Analyst you will be joining the Portfolio Management team that is dedicated to portfolio health across Securities Based Lending (SBL) and Custom lending in Wealth Management Operations. The fast paced environment of this team is focused on research, identification, and resolution of portfolio exceptions while maintaining the health of the portfolio. Partnership with key stakeholders is necessary to drive consistency and maintain effective controls.
This position is focused specifically with JPMWM SBL. This role will work closely with key stakeholders within JPMWM to effectively manage the portfolio.
Job Responsibilities:
- Manage portfolio exceptions of JPMWM SBL clients
- Lead weekly portfolio management calls with Lending Solutions and JPMWM Credit Risk
- Review and assist with resolution of margin calls with JPMWM Advisors
- Work with the estates team to manage pipeline and ensure timely resolution
- Partner with SBL origination, Annual Review, and JPMWM advisors for escalations and any items that may require their action
- Identification of operational gaps and ensure resolution
Required qualifications, capabilities, and skills:
- General understanding of credit products/commercial lending concepts
- Proficiency in Microsoft, Excel, Word, PowerPoint, and Outlook
- Strong analytical and problem-solving skills
- Excellent communication, presentation, and personal skills
- Ability to think critically and multi-task
- Perform tasks with limited supervision
Preferred qualifications, capabilities, and skills:
- Preferred Bachelor’s degree in a business-related field
- Candidates should have 3-5 years of private banking/asset management and credit/lending experience
- General understanding of financial markets and securities industry
About Company
Company
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
