-
The Commercial & Investment Bank Treasury team plays a vital role in managing liquidity, balance sheet, and capital positions within the investment banking sector.
This team collaborates with Global Treasury to develop stress assumptions and produce liquidity risk metrics, while also managing balance sheet and leverage ratios.
The Commercial & Investment Bank Capital Controllers team focuses on reporting risk-weighted assets and capital, ensuring alignment with the capital framework and providing insights on capital usage.
We seek a strategic thinker to join our high-performing finance team, offering valuable analytics and insights to promote results and support Commercial & Investment Bank management and corporate partners.
As an Associate within the Corporate and Investment Bank Treasury Capital Controllers team, you will serve as a strategic thinker and trusted advisor to Corporate and Investment Bank management and Corporate partners.
You will offer clarity on leveraging analytics to gain insights, evaluate metrics, and promote results.
Your role will encompass Basel III Risk-Weighted Assets Wholesale Credit Risk, including Traditional Credit Products and Equity Investments, with a focus on delivering detailed analytics and reporting of results for these products.
Job Responsibilities
* Execute the end-to-end reporting of CIB Basel III RWA results for Wholesale Credit Risk based on a monthly and quarterly cycle.
* Calculate RWA results, preparation and collection of adjustments and management saves
* Partner with Corporate and CIB LoB controller groups to ensure accuracy and completeness of RWA results, as well as identify major drivers
* Create in-depth period over period analysis for senior management reviews
* Monitor internal and external reports and schedules (Pillar 3, HCR/RCR and FFIEC 101), as applicable for TCP & Equity investments RWA
* Liaise with the CIB LoBs to address questions, collect sign-off and variance commentary
* Become a subject matter expert for Wholesale Credit Risk, Equity Investments and AFS
* Perform ad-hoc projects, technology buildouts, and automation initiatives
* Collaborate closely with business stakeholders and finance partners across the firm
Required Qualifications, Capabilities, and Skills:
* Minimum 3 years business and financial management experience.
* BA/BS in Finance, Economics, Accounting.
* Advanced Microsoft Office skillset (Excel, PowerPoint).
* Solid understanding of financial products and markets, as well as ability to link results to activities.
* Aptitude to work collaboratively and develop strong relationships across the organization.
* Aptitude for identifying business needs, improving on current processes, and driving operational change.
Preferred Qualifications, Capabilities, and Skills:
* Strong preference for financial reporting or product controller related experience.
* Preference for practical ...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:34
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Clinton, US-MA
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:32
-
Become part of a team providing customized financing and payment solutions to top-tier commercial real estate owners, investors, operating companies, and trusts!
CTL is the leading provider of debt capital and banking services for the commercial real estate industry, serving operators nationwide with tailored financing solutions for acquisition and refinancing.
With over 1,000 employees across the U.S., CTL delivers a full suite of banking services through locally based experts and personalized service.
CTL is seeking a talented Project Management (PM) Associate to join our team.
In this high-impact role, you will partner closely with the Co-Head of CTL and Project Management Director of Sales to drive operational excellence and lead strategic initiatives.
You will provide advanced analytical and administrative support while coordinating cross-functional projects that enhance productivity and communication across the organization.
Job Responsibilities:
* Serve as a trusted partner to the Head of CTL, making decisions, crafting communications, and advocating for team priorities
* Promote transparent and effective information flow between leadership and key departments
* Actively drive meeting discussions and ensure team perspectives are recognized
* Manage projects from initiation through implementation, ensuring timely delivery and successful outcomes
* Prepare, organize, and coordinate briefing materials, reports, and presentations for executive meetings
* Gather, analyze, and present project data and insights to inform decision-making
* Maintain comprehensive records from meetings and translate discussions into actionable items
* Identify opportunities to enhance operational efficiency and recommend solutions
* Track key metrics, sales, and technology initiatives to ensure alignment with business goals
* Provide ad hoc project support as needed
* Collaborate with the administrative team to deliver executive-level support, including managing schedules, travel logistics, expense reporting, and coordinating meetings and events
Required Qualifications, Capabilities, and Skills:
* Exceptional interpersonal skills and ability to build strong relationships with stakeholders
* Ability to manage multiple priorities and operate autonomously in a fast-paced environment
* Adaptability to changing circumstances and dynamic environments
* Strong judgment and capability to handle confidential and sensitive information
* Proficiency in Microsoft Word, Excel, and PowerPoint
* Experience influencing outcomes, driving change, and delivering results in complex environments
* Exceptional problem-solving, communication, and stakeholder management skills
* Proven experience in project management, events management, or a leadership role
* Strong background in administrative support, managing executive-level tasks
* High level of integrity, discretion, and pr...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:31
-
Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As a Tech Risk & Controls Lead in Risk Management & Controls, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards.
You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards.
By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business.
Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.
Job responsibilities:
* Serve as a key point of contact for the Firmwide Resiliency Office quality team, attend related forums, manage quality findings and resolution, cascade information and best practices, and accountable for any Enterprise Technology deliverables
* Stay up to date on process, procedure, and regulatory changes, ensuring ET Business Resiliency leads are aware of and integrating into plans and testing conclusion records
* Collaborate with cross-LOB/CF teams to determine opportunities for further uplift for the overall program
* Monitor the implementation of actions to be taken, ensuring timely execution and adherence to established timelines
* Determine areas of risk and/or frequent areas of issue, prioritize actions to bring overall program uplift
* Develop and deliver insights to management, highlighting themes, areas of opportunity, and progress updates
* Maintain clear and open communication channels with stakeholders, ensuring transparency and fostering a collaborative environment
* Develop and maintain key contacts and working relationships with various areas within Enterprise Technology, Controls peer groups, and Firmwide Resiliency
* Ensure timely escalation of key risks and issues to management and interested stakeholders
Required qualifications, capabilities, and skills:
* 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation
* Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements
* Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies
* Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into ...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:31
-
Job description
The Treasury and Chief Investment Office (TCIO) at JPMorgan Chase is responsible for firm-wide asset and liability management, directly influencing the composition and activities of the firm's $2.5 trillion balance sheet across all major lines of business.
Within TCIO, the Liquidity Risk Infrastructure (LRI) Data Quality Governance Team plays a critical role in supporting global Liquidity Risk Reporting by driving data accuracy, integrity, and transparency.
This team leads and manages the book of work to resolve a substantial backlog of data quality issues affecting the LRI architecture.
They also support the LRI review and testing of all upstream source system developments for impact to LRI consumption of transaction and position data.
As a associate data business analyst/project manager within the Corporate Treasury team you will work with LOB, source data, cross-functional and LRI technology partners to lead data quality/source data solutions and support regulatory and management reporting.
By combining robust governance, advanced analytics, and effective stakeholder engagement, you will help the team drive continuous improvement towards straight through processing of data onto regulatory liquidity reporting for our regulators across the globe.
Job responsibilities
* Oversee the operating model supporting Data Quality Management (DQM) for Liquidity, including DQM/Jira reconciliations, analytics, and status metrics.
* Conduct root cause analysis, system/data gap analysis, and measure materiality of data issues.
* Collaborate with LRI Agile teams, Product Leads, Liquidity Risk Policy, Middle Office, Treasury, and technology teams to identify gaps, drive remediation, and support business requirements.
* Manage testing, defect reporting, and resolution, including user acceptance testing and tool development/refinement.
* Design and generate DQM/Jira status metrics, compose key messages for governance meetings, and present progress at senior forums.
* Create agendas, host and minute working group meetings, and facilitate stakeholder communication.
* Produce and present scorecards and high-quality presentations for executive-level management.
* Organize complex information strategically, demonstrating strong design acumen and expertise in Excel, Visio, PowerPoint, and data analytics tools.
* Provide high responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis.
* Project manage and deliver key work streams and tasks, supporting large-scale business initiatives and change management.
Required qualifications, capabilities and skills:
* Experience in Agile-driven programs, with working knowledge of Agile methodologies and the Jira lifecycle.
* Strong data analytical and problem-solving skills; able to synthesize and draw conclusions from large data sets.
* Knowledge of some trading and/or traditiona...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:30
-
Quantitative Research (QR) is an expert quantitative modelling group in J.P.
Morgan, as well as a leader in financial engineering, data analytics, statistical modelling and portfolio management.
As a global team, QR partners with traders, marketers and risk managers across all products and regions.
Job summary:
As a Vice President in the Quantitative Research (QR) team, you will deliver on data-driven solutions and complex challenges related to the management and reporting of liquidity, funding, and capital.
You will lead the team in designing and implementing advanced models to assess risk, as well as developing tools to predict and explain P&L.
You will work closely with the Markets Treasury team as well as our technology partners.
This position offers exposure to large-scale data analytics, the application of AI, automation of reporting processes, and the creation of actionable insights for senior management and cross-functional teams.
You will collaborate with stakeholders across markets and technology to drive innovative solutions.
This role provides a unique opportunity to enhance treasury management practices and support strategic objectives in a fast-paced, evolving market environment.
Job Responsibilities:
* Architect and oversee the design of advanced frameworks for complex data analytics ensuring scalability, security, and maintainability.
* Lead sophisticated data analysis initiatives, deriving insights from large and diverse financial datasets to inform strategic decision-making and drive business outcomes.
* Design, implement, and manage end-to-end analytics solutions and user tools, setting standards for best practices and maximizing value delivered to stakeholders
* Engage with leadership and business teams to proactively identify opportunities for optimizing financial resource allocation and quantify the impact of proposed initiatives.
* Establish and nurture partnerships with technology teams to drive the development and scaling of innovative analytical frameworks and optimization strategies, influencing the firm's technology roadmap.
* Lead the automation strategy by identifying and transforming complex manual processes into efficient, scalable digital platforms, fostering a culture of continuous improvement.
* Build and maintain strong relationships with global Quantitative Research (QR) teams, driving global collaboration.
Required qualifications, capabilities, and skills:
* 3+ years of experience within a quantitative role in finance
* Hold an advanced degree (Master's or PhD) or equivalent in a quantitative discipline such as Mathematics, Computer Science, Physics, or Engineering
* Demonstrate expert-level programming skills, particularly in Python, with experience leading development of large-scale, production-grade systems and mentoring others in best coding practices.
* Exhibit exceptional quantitative and analytical problem-solving abilities
* Markets e...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:29
-
Join J.P.
Morgan and make a direct impact on the evaluation of oil and gas reserves that drive our lending decisions.
As a Petroleum Engineer, you will leverage your technical expertise to assess energy assets and support business growth.
This is your opportunity to collaborate with industry leaders, apply advanced engineering skills, and help shape the future of energy finance.
You will work in a dynamic environment where your insights and recommendations matter.
Be part of a team that values innovation, accuracy, and professional development.
As a Petroleum Engineer in the Reserves Evaluation team, you will independently conduct comprehensive oil and gas reserve and economic evaluations for customer loan requests and borrowing base reviews.
You will collaborate with Engineering Technicians, Risk teams, and bankers to develop business relationships and ensure that evaluation results are clearly documented and communicated.
Your work will help us make informed lending decisions and manage risk effectively.
Job Responsibilities
* Perform independent, comprehensive oil and gas reserve and economic evaluations for prospective and existing customer loan requests and borrowing base reviews
* Collaborate with Engineering Technicians, Risk teams, and bankers to develop business relationships focused on reserves evaluation as collateral
* Document evaluation results in memorandums that summarize recommended loan value, estimated economics, key assumptions, downside risks, and asset quality
* Apply established policies, practices, and procedures in reserves evaluation, seeking guidance from Senior Petroleum Engineers on complex issues
* Classify oil and gas reserves according to PRMS deterministic reserve categories
* Utilize standard economic software such as Aries and PHDWin for reserve and economic analysis
* Develop and maintain Excel models to support reserve and economic evaluations
* Communicate technical findings and recommendations through clear, concise technical writing
Required qualifications, capabilities, and skills
* Bachelor's degree in Engineering or a related field
* Minimum 5 years of experience with an E&P operating company, including exposure to reservoir engineering, operations, geology, major capital projects, and business development
* Experience estimating oil and gas reserves and running economics
* Understanding of PRMS reserve designations and deterministic reserve classification
* Proficiency in standard oil and gas economic software (Aries, PHDWin)
* Advanced Excel modeling skills
* Strong technical writing skills
Preferred qualifications, capabilities, and skills
* Experience with additional software such as ComboCurve or Spotfire
* Demonstrated ability to work independently and collaborate across teams
* Experience preparing memorandums for lending or risk management purposes
* Exposure to business development in the oil an...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:28
-
Join the Banking & Wealth Management Controllers team for an opportunity to work in a dynamic environment and partner with the JPMorgan Wealth Management (JPMWM) CFO Organization, Global Private Bank Controllers, LEC Controllers, Consumer & Community Banking (CCB) Regulatory & SEC Reporting, CCB Treasury, and other groups within the Firm.
As a Senior Associate in the Banking & Wealth Management Controllers team, you will support the reporting and analysis of Wealth Management products for the Banking & Wealth Management line of business.
You will drive relationship management with the JPMWM CFO Organization, as well as Product, Global Private Bank, etc.
Additionally, you will work on various business integration initiatives that involve streamlining processes, charting flows for all revenues, building best practices for data analysis and retrieval, and develop reporting.
In this role, you will have an in-depth understanding of various investment products, the Insurance/Annuity business, both direct journal entries and indirect allocations, and revenue flows.
Job responsibilities
* Collaborate with various Operations groups in different lines of business to map-out and flow revenue streams
* Present and provide updates to senior management regarding new products, flows, and financial results
* Establish strong relationships and provide support to the JPMWM business (CFO, Product, CCB Regulatory & SEC Reporting, Financial Control, Global Private Bank Controllers, etc.)
* Escalate issues constructively and present complex information in a clear and concise manner to senior management
* Provide controller support for month-end close process (i.e.
variance explanations, data aggregation, both Balance Sheet and Income Statement reporting, journal entries and automation)
* Distribute and create reporting as necessary to various stakeholders
* Implement new accounting standards and reporting requirements by staying current with evolving GAAP and regulatory changes impacting the business
Required qualifications, capabilities, and skills
* Bachelors degree in Accounting or Finance and strong knowledge of GAAP
* 4+ years of work experience in Accounting or Finance
* Highly proficient in Excel and PowerPoint
* Experience with SAP, Hyperion Essbase or Dodeca or a willingness to learn
* Ability to grasp concepts quickly, develop a plan, and execute for results
* Solid problem solving, analytical, and creative thinking skills
* Ability to summarize large amounts of data, formulate a concise message, and communicate clearly to Management
* Strong multitasking and organizational skills
Preferred qualifications, capabilities, and skills
* Business Objects, SQL or Tableau skills preferred
Additional Information
Applicants must be authorized to work for any employer in the U.S.
We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at t...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:28
-
Join us as the Artificial Intelligence (AI) Engagement Lead and become the creative force behind our Artificial Intelligence (AI) communications-crafting compelling stories that turn technical innovation into business impact.
If you're passionate about translating complex ideas into engaging content and driving the future of Artificial Intelligence (AI), this is your opportunity to shine.
As the Artificial Intelligence (AI) Engagement Lead within the Artificial Intelligence (AI) for Operations team, you will develop and execute communication strategies, create impactful presentations, and produce marketing materials that highlight our AI initiatives.
You will excel as a storyteller, translating complex technical concepts into clear and engaging content for diverse audiences.
Job responsibilities
* Develop clear, compelling messaging for Artificial Intelligence (AI) strategy and initiatives
* Create and refine presentations for internal and external audiences
* Design and update marketing materials highlighting Artificial Intelligence (AI) for Operations capabilities
* Collaborate with technical teams to translate complex concepts into accessible language
* Ensure consistency in branding and tone across all communications
* Support leadership with talking points and executive summaries, both internal and external
* Manage content for newsletters, emails, and digital channels
* Coordinate with stakeholders to gather success stories and use cases
* Monitor industry trends to inform and update messaging
* Prepare Frequently Asked Questions and briefing documents for stakeholder engagement
Required qualifications, skills and capabilities
* Relevant bachelor's degree in Communications, Marketing, English, or related field
* Seasoned experience in communications (technology or AI)
* Exceptional writing, editing, and presentation skills
* Proven ability to synthesize technical information for non-technical audiences
* Demonstrated experience with digital marketing and content management tools (e.g., building websites, crafting/editing iMovie videos); demonstrated experience with tooling (e.g., Synthesia, Camtasia)
* Strong project management and organizational skills
* Collaborative mindset and ability to work cross-functionally
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 p...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:27
-
Join JPMorgan Chase as a Valuation Control - Associate! The Valuation Control Group (VCG) is organized along business lines including Commercial & Investment Banking (Macro Products, Credit, Equities, Securitized Products, IB Risk), CIO, Treasury & Corporate (CTC), Asset Management and Consumer & Community Banking (CCB).
Clients of the group include senior management, business heads, regulators, and both internal and external audit.
As a Valuation Control - Associate within the SPG team, you will be responsible for assessing the fair value of various securities, loans and long-term debts in Securitized Products Group.
You will also focus on insightful analysis leveraging multiple market data sources through advanced analytics platforms.
Job responsibilities:
* Assist with the development of valuation framework reviews, monitoring of market relevant indicators to assist in calibrating pricing parameters
* Apply fair value concept to comply with Financial Accounting Standards Board guidance on Fair Value Hierarchy disclosure
* Enhance existing control framework including reviewing independent pricing processes, assessing potential coverage developments and implementing new tools to enhance control efficiency
* Act in a challenge capacity to ensure proper vetting of price valuation takes place
* Partner with various functional groups on valuation related issues and develop/implement appropriate measures with the goal of ensuring fair value
* Partner with stakeholders on valuation related initiatives, regulatory exams and internal and external audit inquiries
* Assist with management reporting of valuation results or other similar responsibilities
Required qualifications, capabilities, and skills:
* 2+ years of experience in fixed income valuation related to but not limited to mortgage and securitized products
* Attention to detail while also be able to communicate to senior stakeholders in succinct/clear fashion
* Excellent communication skills both verbally and in writing
* Ability to perform within a high pressure and time-sensitive environment
* Capacity to understand complex concepts and effectively challenge peers in other groups across the organization
Preferred qualifications, capabilities, and skills:
* Undergraduate degree with finance, accounting, and economics major preferred
* Knowledge of programming (e.g.
Python), analytics platform (e.g., Alteryx) and data visualization tool (e.g., Tableau) a plus
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 ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:26
-
If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you.
As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client selection.
You'll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments.
Job responsibilities
* Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services
* Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients
* Manage a portfolio of 50-65 clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
* Manage credit opportunities within assigned portfolio up to $40 million
* Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship
* Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio
* Protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities and skills
* Minimum of 8 years' experience in business banking relationship management role or related business lending experience
* Bachelor's degree in Finance or related field, or equivalent work experience
* Knowledge of the unique requirements, laws, regulations, and risk management for Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence
* Able to identify innovative solutions to best serve client and/or manage risk
* Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions
* Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards
Preferred qualifications, capabilities, and skills
* Expert knowledge of business, credit underwriting with commercial credit training.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships a...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:25
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:24
-
Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorganChase within the Commercial and Investment Bank in Markets Securitized product trading, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Experience in Java , SpringBoot, Caching technologies ( like Redis, Gemfire etc..),Tibco, Microservices, Kafka, Python.
* Proficient in all aspects of the Software Development Life Cycle, Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Solid understanding of agile methodologies such as CI/CD, Application Resiliency and Security.
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s)
* Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* In-depth knowledge of the FICC products (ex: MBS) , Bond Analytics and their IT systems
JPMorganChase, one of the oldest financial institutions, offers innovativ...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:23
-
The Product Strategy & Operations Vice President leads the development and execution of product strategies, driving innovation and market growth across the organization.
This role oversees cross-functional teams to ensure operational excellence, efficient product delivery, and alignment with business objectives.
As aProduct Strategy & Operations Vice Presidentwithin our Planning & Analysis (P&A) Innovation and Transformation team, you will play a pivotal role in defining and executing the product strategy for our Anaplan platform.
You will work in close partnership with the Anaplan Product Owner to align on vision, roadmap, and delivery priorities, ensuring our solutions meet the highest standards of quality, compliance, and risk management.
Leveraging your expertise in product management, operational rigor, and stakeholder engagement, you will help scale our Anaplan capabilities and deliver measurable value to the firm.
If you thrive in a dynamic environment, excel at connecting strategy to execution, and are
passionate about building world-class products with strong governance, this role is for you.
Job Responsibilities:
* Collaborate closely with the Anaplan Product Owner to define and drive the product vision, strategy, and roadmap, ensuring alignment with firmwide objectives and stakeholder needs.
* Develop and implement best-in-class operational processes to support product delivery, adoption, and continuous improvement.
* Lead risk assessment, compliance management, and third-party oversight activities for the Anaplan platform, including vendor performance assessment, controls effectiveness, and audit readiness.
* Partner with P&A, business management, technology, compliance, and risk teams to gather requirements, prioritize initiatives, and ensure alignment.
* Establish and track key performance indicators (KPIs) to measure product success, user adoption, and business impact.
* Champion agile methodologies and lead change management efforts to drive user engagement and facilitate smooth transitions.
* Monitor industry trends, competitive landscape, and emerging technologies to inform product strategy and identify growth opportunities.
* Mentor and develop junior team members, infusing an element of controls and compliance on a team of innovators.
Required Qualifications, Capabilities, and Skills:
* Minimum 6 years of experience in product management, strategy, or operations
* Proven track record of leading product strategy and operational initiatives in a fast-paced, results-driven environment
* Strong understanding of the P&A function (close, budgets, forecasts) and associated systems
* Demonstrated experience in risk management, compliance, and third-party/vendor oversight
* Exceptional communication and presentation skills, with the ability to articulate complex concepts to diverse audiences
* Experience with Agile methodologies and the Software ...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:23
-
Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead eSoftware Engineer at JPMorgan Chase within the Commercial and Investment Bank, specifically as a part of the Markets Technology, Options Algorithmic Trading sub-line of business, you will play a crucial role in an agile team.
Your responsibilities include enhancing, creating, and delivering high-quality technology products that are secure, stable, and scalable.
Your technical expertise and problem-solving skills will be vital in tackling various challenges across different technologies and applications.
As part of the Electronic Trading Technology (ETT) team, you will be responsible for developing and maintaining the robust technology infrastructure that underpins our electronic trading operations.
This encompasses designing and implementing systems for order management, trade execution, market data processing, and risk management.
Within the ETT, your primary focus will be on the Options Algorithmic Trading team, where you will work on developing and refining algorithmic trading engines specifically for options instruments.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Execute creative software solutions, design, development, and technical troubleshooting with the ability to think beyond routine or conventional approaches to build solutions or break down technical problems.
* Develop secure, high-quality production code in Java, and review and debug code written by others to ensure adherence to best practices and performance standards.
* Design and implement algorithmic trading strategies, focusing on optimizing execution and performance in a low-touch trading environment.
* Collaborate with the product team to translate trading strategies into efficient and scalable algorithms.
* Continuously improve and refactor existing codebases to enhance performance, implement comprehensive testing, and ensure the reliability of trading systems.
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering
* concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) - Java
* Experience with algorithmic trading systems and...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:22
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Midland, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:22
-
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer within the Commercial & Investment Bank Security Services, you will be an integral part of an agile team that enhances, builds, and delivers trusted, market-leading technology products in a secure, stable, and scalable way.
You will conduct critical technology solutions across multiple technical areas, supporting the firm's business objectives.
Job Responsibilities
* Execute creative software solutions, design, development, and technical troubleshooting, thinking beyond routine approaches to build solutions or break down technical problems.
* Develop secure, high-quality production code; review and debug code written by others.
* Set up and manage Proofs of Concept (POCs) to evaluate new technologies and methodologies, ensuring alignment with business goals and technical requirements.
* Drive adoption of best practices in software development and AI integration, maintaining high standards of quality, security, and efficiency.
* Identify opportunities to eliminate or automate remediation of recurring issues to improve operational stability of software applications and systems.
* Lead technical designs and collaborate with geographically distributed analysts and developers responsible for the program's software solutions engineering function.
* Work with stakeholders to gather requirements and ensure solutions meet business needs.
* Contribute to a team culture of diversity, opportunity, inclusion, and respect.
Required Qualifications, Capabilities, and Skills
* Formal training or certification on software engineering concepts and 5+ years of applied experience.
* Hands-on experience in system design, application development, testing, and operational stability.
* Proficient in coding in one or more object-oriented languages, including Java 17+ with Spring Boot.
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security.
* Experience building enterprise applications with high availability and performance using Java, Spring, Kafka, EKS, Distributed Cache.
* Strong hands-on experience designing and building solutions on AWS, including services such as EC2, S3, Lambda, ELB, ECS, EKS.
Preferred Qualifications, Capabilities, and Skills
* Keen interest in staying ahead of modern development trends and experimenting with emerging technologies such as AI and Machine Learning.
* Hands-on experience with Microservices, Data usage patterns, and Event-Driven Architecture (EDA).
* Knowledge of cloud architecture; ability to capture and share best-practice knowledge across teams.
* Ability to back decisions with research and articulate several options with pros and cons.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of co...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:21
-
Join the Digital Central Financial Planning and Analysis (FP&A) team for a dynamic role to act as the trusted advisor to the Digital Finance & Business Management team and help provide financial control, forecasting and budgeting, strategic analysis, senior management reporting and assist with process improvements & automation.
As a Senior Associate in the Digital Finance and Business Management team, you will support optimizing planned spend, acting as a trusted advisor, and being responsible for identifying, escalating, and mitigating financial risks.
You will also provide financial and strategic analysis, oversight and coordination of budgeting and forecasting, financial control, analysis of financial/business metrics, delivery of regular management reporting and development of new reporting capabilities.
In this role, you will be the trusted advisor to the line of business Chief Financial Officers by advising on how to increase profitability and efficiencies.
Job responsibilities
* Prepare financial budgeting, reporting, forecasting and analysis
* Provide efficiency reporting, analytics and strategy including, but not limited to location strategy, span of control, reporting and analytics
* Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
* Provide oversight and deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
* Perform variance analysis to understand the key drivers of the results and present commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets.
* Help design new reports and dashboards to efficiently deliver the financial results to senior management
* Enhance controls and streamlining processes, introducing automation where possible
* Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
* Identify key business risks on the platform and drive resolution of mitigating controls
* Participate in collaborative initiatives with team members and global managers, coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
* Communicate effectively with key business partners to understand projects and drive next steps
Required qualifications, capabilities and skills
* Bachelor's degree in Business, Finance, Economics, or other related area
* 4+ years of work experience in Finance, Planning & Analysis, Business Management, Accounting/Controller, Technology or Product background
* Experience with strategy, creation of business cases, process improvement and automation
* Advanced skills in Excel and PowerPoint with the ability to build decks, present data and tell a story
* Inquisitive, enthusiastic and diligent, and capabl...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:20
-
Are you passionate about optimizing workflows and developing content strategies that help drive innovation and revenue? Join our team and make an impact.
As a Content Strategist within our Commercial and Investment Bank, you will play a pivotal role in driving content structure and organization using Adobe Experience Manager (AEM) and ensuring the accuracy and quality of product sales materials, proposals and various content across multiple connected platforms.
Your efforts will contribute to optimizing and transforming content workflows and structure and enabling better results when connected to an LLM model for more efficient content retrieval.
You will help design and maintain workflows that employ a centralized and distributed content management approach, through AEM and connected content platforms.
Your efforts will contribute to generating new revenue and retaining existing clients.
You will independently manage content projects from inception to completion, ensuring content is easy to use and find while also validated for accuracy, compliance, and proper positioning.
Job Responsibilities
* Drive content authoring structure, workflows and organization using Adobe Experience Manager (AEM) and maintain a working knowledge of AEM
* Analyze existing content structures and workflows to identify opportunities for optimization, ensuring seamless integration with LLM models
* Provide strategy and execution for content initiatives, optimizing and transforming content workflows within AEM and other platforms
* Maintain and optimize a unified content organization approach that leverages taxonomy and tagging to ensure content is usable and findable by the sales organization
* Help define KPIs, design dashboards and analyze content and platform engagement to identify gaps and opportunities
* Collaborate with subject matter experts to manage and enhance standard content for client-facing documents, including RFPs and product sales materials, across multiple content management systems
* Oversee a small portfolio of content to ensure regular updates and maintain content accuracy
* Handle ad hoc updates and corrections to content as needed
* Demonstrate advanced knowledge of assigned products and a broad understanding of all treasury services products and processes
Required Qualifications, Capabilities and Skills
* 5+ years in content strategy, governance, knowledge management or enablement platform administration
* 2+ years hands-on experience with AEM
* Demonstrated experience working with large language models and understanding their application in content management systems including technical skills that integrate AI and machine learning
* Proven track record in developing and executing content strategies that leverage advanced technologies for improved retrieval and user engagement
* Strong analytical skills to turn data into actionable recommendations
* Proven experience...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:19
-
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 U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
....Read more...
Type: Permanent Location: Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:19
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Cranberry Township, US-PA
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:18
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Argyle, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:18
-
Description
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an experienced Analyst on the Equity-Linked Capital Markets Team, you will be a key player in the execution of the firm's Equity-Linked transactions including convertible debt, mandatory convertibles and call spreads.
You will work with expert professionals at the heart of a leading global investment bank.
Senior bankers will get to know you - both as a person and as a valued member of a winning team, working on some of the firm's most complex transactions.
You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities.
You will use your experience to contribute to the firm's capital raising and structuring capabilities, while helping build J.P.
Morgan's franchise and reputation in the marketplace.
You will develop strong functional skills in the major areas of Capital Markets and become a senior client executive who is capable of generating and executing your own transactions.
Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
* Execute equity-Linked origination: pricing and modeling of convertible and call spread transactions as well as preparing marketing materials for the same
* Execute Transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
* Working with J.P.
Morgan product and sector teams
* Building and using complex financial models, completing valuation and analytical exercises
* Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office, or related, role.
* Strong accounting, finance, quantitative, mathematics and business writing skills.
* A well-rounded academic background from a top tier educational institution.
* An understanding of the transaction cycle and steps in a capital markets offering
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Ability to multi-task across competing deadlines and industry groups within the firm.
* Passion for quantitative finance, markets, and some familiarity with equity-linked and derivativ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:17
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Greenville, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:16
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Katy, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-28 07:16:15
