What are the responsibilities and job description for the Credit Portfolio Group - Research - Vice President position at JPMorganChase?
Job Description
We are seeking a credit trained, highly analytical, creative & self-motivated individual to join the NY based CPG Portfolio Management & Research team. We look for candidates who possess strong accounting, finance, quantitative and business writing/communication skills, as well as modelling, forecasting, and valuation experience.
As a Vice President in Credit Portfolio Management & Research in the Credit Portfolio Group Lending team, your primary role is to support the management of our loan portfolio through credit analysis alongside portfolio managers and traders, and to support the creation, management, and ongoing analysis of CPG originated SRTs (Synthetic Risk Transfers). Portfolio management will start with fundamental credit analysis and lead to the generation of trade ideas and strategies centered around the lending book and being the support function for portfolio managers and traders.
Job Responsibilities
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’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.
We are seeking a credit trained, highly analytical, creative & self-motivated individual to join the NY based CPG Portfolio Management & Research team. We look for candidates who possess strong accounting, finance, quantitative and business writing/communication skills, as well as modelling, forecasting, and valuation experience.
As a Vice President in Credit Portfolio Management & Research in the Credit Portfolio Group Lending team, your primary role is to support the management of our loan portfolio through credit analysis alongside portfolio managers and traders, and to support the creation, management, and ongoing analysis of CPG originated SRTs (Synthetic Risk Transfers). Portfolio management will start with fundamental credit analysis and lead to the generation of trade ideas and strategies centered around the lending book and being the support function for portfolio managers and traders.
Job Responsibilities
- Formulate credit and relative value views around positions in the portfolio
- Build and maintain models to project future cash flows and perform valuation work
- Develop and communicate portfolio management strategies to portfolio managers and senior management
- Analyze financial statements, perform financial modeling, and conduct valuation analysis
- Cover multiple credits in a dynamic environment, efficiently evaluating opportunities in response to news and market changes
- Collaborate with and provide oversight to junior researchers, including training on credit analysis and reviewing work product
- Assist in data analysis, manipulation, and organization using Excel and other tools
- Minimum 6 years of experience in banking, research, or accounting-focused roles such as desk analyst, investment banking analyst, or other analytical positions
- Proficiency in analyzing financial statements, financial modeling, and valuation; knowledge of relative value highly desired
- Strong Excel skills for data analysis, manipulation, and organization
- Strong written and oral communication skills
- Demonstrated ability to cover multiple credits and efficiently evaluate opportunities in a dynamic environment
- Experience managing and training junior talent, including both market and soft skills
- Intellectual curiosity and passion for markets and investing
- Knowledge of loan and CDS markets
- Progress toward or completion of CFA designation
- Strong technical coding skills, including Python and other languages for data analysis and automation
- Experience with relative value analysis
- Experience in portfolio management or research roles
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’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.
Salary : $200,000 - $275,000