Portfolio Management Analyst

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

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....