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As a Software Engineer III - Azure Cloud Enablement at JPMorgan Chase within the Corporate Sector - Public Cloud Enablement & Adoption Team, 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.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
In particular, you will be able to join our dynamic CFS-ACE team (Cloud Foundation Services - Azure Cloud Enablement) in our journey to enable the Azure Cloud Platform.
Our group is driving public cloud enablement and adoption of Azure Cloud Platform by building an end-to-end platform that enables secure authentication, service enablement platform, scaling environment automation with wholesale approach, automated monitoring of security events and operationalizing the production systems with resilient systems.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on system design concepts and 3+ years applied experience.
* Hands-on practical experience delivering system design, application development, testing, and operational stability.
* Hands on experience in Python, Terraform and Public cloud (Azure).
* Proficiency in automation and continuous delivery methods.
* Proficient in all aspects of the Software Development Life Cycle.
* Advanced understanding of agile methodologies such as CI/CD, Applicant Resiliency, and Security.
* Practice Cloud Native experience.
Preferred qualifications, capabilities, and skills
* Hands on experience with a public cloud provider (Azure, AWS)
* Experience working with public cloud databases.
* Understanding of public cloud architecture patterns for identity, networking, compute and mana...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:46
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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 Banker Professional in the U.S.
Private Bank, you will provide integral daily support to Client Advisors in managing client relationships.
Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
* Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting
* Assist in account opening process and internal preparation to facilitate subsequent investments
* Monitor client accounts and provide basic client information management
* Conduct daily account administration
* Act as point of contact with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams
* Liaise with Operations and Client Service Specialist teams
* Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis; partner with Team Leader to monitor risk metrics across the team.
Required Qualifications, Capabilities, and Skills
* Fluent in both English and Spanish
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Bachelor's Degree required
* One plus years of industry related experience
* Exceptional follow-up and follow-through skills
* PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
* Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
* Experience and interest in financial markets and concepts
* Excellent interpersonal skills
* Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
JPMorgan Chase & Co., 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.
For th...
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:37
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Come join a great team at a leading financial firm.
As a Trust Officer VP in Wealth Management Solutions, you will be responsible for overseeing the administration of trusts, developing relationships with beneficiaries and advisors, and ensuring the trust's investment objectives align with the needs of the trust and applicable fiduciary law.
You will also work closely with Tax Officers and trust counsel to resolve tax issues and partner with Wealth Advisors for new trust business.
This role provides an opportunity to apply your comprehensive knowledge of trust law, gifting techniques, and taxation in a team-based environment.
Job Responsibilities:
* Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services
* Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee
* Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate)
* Comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration
* Work with Tax Officers and trust counsel to resolve tax issues
* Address questions raised by beneficiaries, co-trustees and their advisors
* Ability to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community
* Develop, retain and deepen trust account relationships
* Partner with Wealth Advisors with respect to the vetting and pricing of new trust business, including developing a full understanding of the purposes of the trust, the nature of JPM's role, the risks inherent in the structure and underlying assets, and the client's expectations
* Cross-sell JPM products/services; maintain and develop strategies for increasing business with current clients; professional advisor cultivation
* Reading the fiduciary materials which are circulated to each Trust Officer, attending in-house and external seminars and taking required Proficiency Training courses offered internally on a quarterly basis
* Assist in training and developing their Trust Administrative Officers and Professionals, including performance management and feedback
Required qualifications, skills and capabilities
* Bachelor's Degree required; MBA or other advanced degree is a plus
* In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory requirements applicable to fiduciary relationships
* Relevant experience focused in the Trust business; either at a corporate fiduciary or a law firm
* Solid Client Relationship Management experience
Preferred qualifications, skills a...
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Type: Permanent Location: Rochester, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:34
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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 continued employm...
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Type: Permanent Location: Palm Desert, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:34
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in Growth Strategy, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Learning great habits for saving and spending money mindfully starts early, which is why Chase offers industry-leading family banking products for kids and their parents.
And when kids' needs grow, Chase grows with them, offering a product to fit their new life-stage.
We are seeking an exceptional Vice President to lead our growth efforts and make it easy for kids to build their financial independence - from a savings account to Chase First Banking to High School Checking and eventually to their first adult account.
This leader will be responsible for driving a growth strategy across field and marketing channels to increase the number of kids and families benefitting from Chase's robust solutions.
As the Vice President of Growth Strategy on the Youth & Family Banking team, you will be the general manager with accountability leading a new inflection point in growth for our family banking products and driving current business performance - 1 of 3 priorities for the Youth & Family business.
Job responsibilities:
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Deeply understand parent and kid money needs and habits - with particular attention to life moments that drive the need for Chase's solutions
* Develop a business strategy to fuel the next generation of Chase customers by empowering kids, and their parents, to learn money basics and adopt behaviors to start their financial journey
* Identify opportunities and conduct research (design, customer, market, competitor) to understand and address customer needs and develop key insights to inform strategy
...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:33
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
As a Strategic Analytics Associate within the Risk Team, you will generate insightful analytics and provide recommendations concerning strategy development, implementation, operational controls, and performance monitoring.
Job responsibilities
* Develop and maintain periodic analytics to provide management with full insight into emerging trends and the quality of the originated accounts
* Attain a detailed understanding of key performance metrics and profitability drivers, enabling the delivery of insights encompassing the full account lifecycle
* Acquire an understanding of the operational processes (e.g.
manual underwriting, portfolio management, collections) which will aid in understanding acquisition performance drivers
* Conduct ad hoc analytics and contribute to various projects representing Risk Management
Required qualifications, capabilities and skills
* Bachelors degree in finance or economics or quantitative
* Minimum 3 years Risk Management or other quantitative experience required
* Background in statistics, econometric, or other quantitative field required
* Advanced understanding of SQL and Spreadsheet.
* Ability to query large amounts of data and transform the raw data into actionable management information
* Familiarity with risk analytic techniques
* Strong analytical and problem-solving abilities
* Strong written and oral communication skills
* Experience delivering recommendations to management
Preferred qualifications, capabilities and skills
* MS degree and 1 year Risk Management or other quantitative experience preferred
JPMorgan Chase & Co., 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.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 saving...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:30
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a customer-obsessed culture in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, a...
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Type: Permanent Location: Apex, US-NC
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:28
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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 JPMorgan Chase within the Corporate Sector's Infrastructure Platforms team , 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, equity, 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
* Demonstrated experience in Golang development and with distributed computing
* Advanced in one or more programming language(s)
* Hands-on practical experience in both consuming and writing web service APIs -RESTful or Graph-based using JSON and/or XML.
* Experience with LDAP, Active Directory, OIDC, SAML, Kerberos, Amazon IAM, or other enterprise/cloud authentication/authorization technologies
* Experience of deployment through a controlled pipeline e.g.
- Jenkins, GIT, Bitbucket, Artifactory, automated test and integration
* 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
* Experience with logic programming - Rego, Datalog or Prolog
* Experience with formal test methods, deterministic simulation testing, Satisfiability Modulo ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:24
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There's nothing more exciting than being at the center of a rapidly growing field in technology and applying your skillsets to drive innovation and modernize the world's most complex and mission-critical systems.
As a Site Reliability Engineer III at JPMorgan Chase within the Corporate and Investment Banking team, you will solve complex and broad business problems with simple and straightforward solutions.
Through code and cloud infrastructure, you will configure, maintain, monitor, and optimize applications and their associated infrastructure to independently decompose and iteratively improve on existing solutions.
You are a significant contributor to your team by sharing your knowledge of end-to-end operations, availability, reliability, and scalability of your application or platform.
Job responsibilities
* Guides and assists others in the areas of building appropriate level designs and gaining consensus from peers where appropriate
* Collaborates with other software engineers and teams to design and implement deployment approaches using automated continuous integration and continuous delivery pipelines
* Collaborates with other software engineers and teams to design, develop, test, and implement availability, reliability, scalability, and solutions in their applications
* Implements infrastructure, configuration, and network as code for the applications and platforms in your remit
* Collaborates with technical experts, key stakeholders, and team members to resolve complex problems
* Understands service level indicators and utilizes service level objectives to proactively resolve issues before they impact customers
* Supports the adoption of site reliability engineering best practices within your team
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience.
* Proficient in site reliability culture and principles and familiarity with how to implement site reliability within an application or platform
* Proficient in at least one programming language such as Python, Java/Spring Boot, and .Net
* Proficient knowledge of software applications and technical processes within a given technical discipline (e.g., Azure, artificial intelligence, Android, etc.)
* Experience in observability such as white and black box monitoring, service level objective alerting, and telemetry collection using tools such as Grafana, Dynatrace, Prometheus, Datadog, Splunk, and others
* Experience with continuous integration and continuous delivery tools like Jenkins, GitLab, or Terraform
* Familiarity with container and container orchestration such as ECS, Kubernetes, and Docker
* Familiarity with troubleshooting common networking technologies and issues
* Ability to contribute to large and collaborative teams by presenting information in a logical and timely manner with compelling language and...
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Type: Permanent Location: Orem, US-UT
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:24
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Join our dynamic team to navigate complex risk landscapes and fortify technology governance, making a pivotal impact in our firm's robust risk strategy.
As a Tech Risk & Controls Senior Associate in Infrastructure Platforms Risk, you will contribute to the successful management of technology-aligned aspects of Governance, Risk, and Compliance in line with the firm's standards.
Leverage your broad knowledge in risk management principles and practices to assess and monitor risks and implement effective controls.
Your role in risk identification, control evaluation, and security governance is crucial in advising on complex situations and enhancing the firm's risk posture.
Through collaboration and analytical skills, you will contribute to the overall success of the Technology Risk & Services team and ensure compliance with regulatory obligations and industry standards.
Job responsibilities
* Assess and monitor technology risks, ensuring compliance with firm standards, regulatory requirements, and industry best practices
* Support implementation of effective controls in collaboration with cross-functional teams and stakeholders
* Evaluate the effectiveness of existing controls, identify gaps, and recommend improvements to mitigate risks and enhance the firm's risk posture
* Analyze complex situations, provide advice on risk management strategies, and support the implementation of risk mitigation measures
* Collaborate with stakeholders, as appropriate, to help understand needs
* Document and manage work in JIRA
* Harvests data from existing (APIs, dashboards, and other data extracts)
* Validates, scrubs, standardizes, and blends incoming data
* Support the creation of dashboards and visualizations to track completion and measure the impact of implemented risk and control tasks
* Create and provide management with self-service tools to explore and report on current trends of key metrics
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in technology risk management, information security, or a related field, with a focus on risk identification, assessment, and mitigation
* Experience in risk identification, assessment, and control evaluation, with a strong understanding of industry standards
* Demonstrated ability to analyze complex issues, develop and implement risk mitigation strategies, and communicate effectively with senior stakeholders
* Proficient knowledge of risk management frameworks, regulations, and industry best practices
* Advanced experience in data transformation tools (Alteryx, Tableau and QlikView/QlikSense)
* Strong written and verbal communication skills with ability to influence and work collaboratively with diverse and cross-functional teams
* Skilled in building and maintaining relationships with a wide range of stakeholders
* Experience in creating presentations for all levels of manage...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:19
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Empower your career at JPMorgan Chase as a Financial Analysis, Vice President and be a part of a team that is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.
Our Home Lending REP Controllers team is responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g.
dashboards), and advising the Home Lending CFO team and Consumer Community Banking Capital Markets on how to increase profitability and efficiencies.
As a Financial Analysis, Vice President within the Home lending Controllers group, you will be responsible for some our key financial measures such as revenues, expenses, headcount, or profitability modelling, where you will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making.
You will be expected to provide leadership across the HL Controllers teams, and interact regularly with the HL P&A and CFO teams, the HL CFOs and peers across Finance & Business Management and the business.
Job Responsibilities:
* Manage Financial budgeting, reporting, forecasting and analysis
* Improve Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
* Creating financial business cases supporting business initiatives
* Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
* Oversee the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
* Performing variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets.
* Helping design new reports and dashboards to efficiently deliver the financial results to senior management
* Enhancing controls and streamlining processes, introducing automation where possible
Required Qualifications, Skills, and Capabilities:
* Bachelor's degree in Accounting, Finance or a subject of a technical nature
* 7+ years of work experience, in Financial Services, and/or accounting/controller background.
* Advanced skills in Excel and PowerPoint
* Inquisitive, enthusiastic and diligent, and capable of challenging peers
* Strong verbal and written communication skills with the ability to articulate complex issues clearly
* Highly motivated and able to thrive and think clearly under pressure and tight deadlines
* Integrity in handling highly sensitive and confidential information
Chase is a leading financial services firm, helping nearly half of America's ho...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:18
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Unlock your potential with us! Join a dynamic team in commercial & Investment Banking, where every transaction shapes the financial landscape and drives business success.
As a Loan Servicing Associate II in Wholesale Lending Services (WLS), you will provide operational support on syndicated and bilateral loans for the largest and most sophisticated corporate loan transactions in the market.
You will have direct contact with borrowers, lenders and business partners, where you will deliver excellence in the servicing experience with high levels of satisfaction.
Job Responsibilities
* Provide deal origination and execution support to Asset Based Lending (ABL) deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions.
* Administer excellence in the customer experience for both internal and external customers
* Provide feedback to deal structuring team on operational market trends and any operational feasibility
* Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable
* Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy
* Oversee loan activity (funding, re-pricings, payments) as instructed by the client in accordance with credit agreements
* Calculate and track complex interest and fee accruals at various rate levels across changing lender distributions
* Reconcile daily funding and payment activity to account for all daily cash transactions, initiate and reconcile automated funds movement, monitor and escalate past due principal, interest, & fees
Required qualifications, capabilities and skills
* 5 or more years of Commercial or Asset Based Lending operations experience
* 3 or more years of demonstrated exceptional Client Service experience
* Knowledge of reading and interpreting syndicated or bilateral credit pre/post-close agreements
* Excellent Written/Verbal Communication skills
* Proven ability to collaborate with multiple stakeholders
* Strong Analytical Thinker who can identify connections between various pieces of data and systems while quickly articulating client impact
* Strong Organizational skills with ability to function efficiently in a high volume, fast-paced, deadline-oriented environment while maintaining service level agreements
* Proficient in Microsoft Office applications with strong Excel skills
* Highly motivated self-starter
Preferred qualifications, capabilities and skills
* Thorough understanding of how ABL Treasury Products work such as Cash Dominion, Sweeps and Operating account work.
* Loan IQ experience
This is a hybrid role which requires going into the office 3 days a week with 2 days flexibility to work from home, which is subject to change.
Final Job Grade and officer title will be determined at time of offer and ...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:15
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Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to work with Global Technology Applied Research (GTAR) center at JPMorgan Chase & Co..
The goal of GTAR is to design and conduct research across multiple frontier technologies, in order to enable novel discoveries and inventions, and to inform and develop next-generation solutions for the firm's clients and businesses.
As a Quantum Computing Research Scientist - Sr.
Associate within the Global Technology Applied Research (GTAR) center at JPMorgan Chase & Co., you will have the opportunity to advance the field of quantum error correction.
You will collaborate with other researchers on theory and experimental demonstrations of error correction, and integration of error correction with quantum algorithms for optimization, stochastic modelling, numerical analysis, machine learning and financial use cases.
Job Responsibilities:
* Advance the field of quantum error correction
* Work with the algorithm researchers on algorithm-specific error correction, resource estimation and experimental demonstrations of fault-tolerance
* Work with other researchers to document your findings in scientific papers and present them at conferences
* Contribute to JPMC's IP by pursuing necessary protections of generated IP
Required qualifications, capabilities, and skills
* Ph.D.
degree in computer science, physics, math, engineering or related fields
* Demonstrated research ability in quantum computing or related fields
* Experience in scientific technical writing
* Strong communication skills and the ability to present findings to a non-technical audience
* Experience in one or more following domains: Quantum error correction and fault tolerance (e.g., qLDPC codes, QEC decoders).
Compilation of quantum algorithms to fault-tolerant architectures
Preferred qualifications, capabilities, and skills
* Preference is given to candidates with strong publication record
* Familiarity/Experience with quantum information, quantum complexity theory, and/or quantum error correction is desirable
* Experience in finance is a plus, though no prior familiarity with financial use cases is required.
JPMorgan Chase & Co., 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.
For those in eligible roles, we offer discretionary incentive compensation which may...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:15
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Join the firm that FORTUNE has named one of the top five "World's Most Admired Companies"
As a Commercial Loan Closing Associate in Deal Set Up and Funding, your primary focus will be supporting the facilitation of syndicated loans of Fortune 500 companies through the deal closing process to help ensure they reach their financial goals.
While utilizing effective communication skills, it is important that you focus on partnerships between the front office, legal, transaction coordinators and the account servicing teams to deliver a first-class client experience.
Job Responsibilities
* Initiate collaboration across multiple teams to effectively interpret loan documentation for accurate processing of new deals
* Own coordination of principal and fee-related closing payments
* Maintain accountability for gathering all required documentation prior to deal closing while working with Transaction Coordinators and other partners
* Actively manage and prioritize a pipeline of assigned transactions
* Govern and reconcile exception reports related to recently closed transactions
* Analyze amendments made to existing agreements and/or deal structure characteristics and effectively communicate the changes to account managers
* Consistently provide accurate data while maintaining a low quality control error rate
Required Qualifications, Capabilities, and Skills
* 3 years of commercial loan closing experience, including reading and interpreting loan documentation OR strong Syndicated loan servicing experience
* Excellent oral and written communications skills
* Strong interpersonal & client contact and communications skills
* Solid working knowledge of Microsoft Office applications (i.e.
Excel, Word and PowerPoint)
* Effective time management, organization and prioritization skills
* Ability to work independently within a team environment
* Strong analytical, problem solving and proven decision-making skills
* Self-motivated with a team-oriented mindset
* Strong organizational skills with the ability to effectively prioritize
Preferred Qualifications, Capabilities, and Skills
* Syndicated Loan experience
* LOAN IQ experience
Work schedule
* This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change
* This position is not eligible for H1B or Sponsorship
JPMorgan Chase & Co., 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 determine...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:13
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2025 Global Private Bank- Analyst Program
Intro Marketing Language
The Global Private Bank Analyst Program begins with a five-week immersive global training program, in which you will join Incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks.
For the entirety of the Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives.
You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move.
After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us.
Job summary
As an Analyst in the Global Private Bank Analyst Program, you will be joining a collaborative and supportive team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists.
Throughout the program, you'll learn about our business and our clients while building your own expertise.
We want your diverse perspective to help us innovate the next wave of products and solutions for our clients.
You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage all your skills.
During Analyst Program, you'll gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning.
As a future Advisor you'll work with our team of advisors and specialists to bring in new clients and to serve existing ones.
We deliver highly customized and comprehensive solutions to help protect, manage and grow wealth.
No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.
Job responsibilities
* Work with a team of advisors and specialists to bring in new clients and serve existing clients
* Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth
Required qualifications, capabilities and skills
* Pursuing a Bachelor's or Master's degree
* Graduation date of December 2024 - June 2025
* Cultural knowledge and fluency in Spanish and/or Portuguese
* Highly driven individual who enjoys working in teams to develop complex solutions
* Exceptional interpersonal, communication, analytical and problem-solving skills
* Excellent organizational skills and ability to multitask
* Genuine interest in financial markets and macro-level economic trends
* Desire to ultimately work with external clients in a relationship building and sales capacity
* Abi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:07
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Join our team as a Machine Learning Software Engineer and play a pivotal role in shaping the future of Machine Learning and AI solutions within the Consumer & Community Banking sector at JPMorgan Chase.
As a Machine Learning Software Engineer at JPMorgan Chase within the Consumer & Community Banking, Operations team, 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.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Adds to team culture of diversity, equity, inclusion, and respect
* Develop and implement machine learing models to solve complex buiness problems and enhance ML-driven applications
* Optimize machine learning models for performance and scalability leveraging cloud based resources
* Demonstrate self-promote and ability to continuosly learn and stay updated with latest AI and machine learning advancements
* Troubleshoot and debug machine learning related issues
* Initiate and contribute to AI strategy
* Be the technical liaison between business, product, data scientists and engineers
* Be a part of our innovation and transformation roadmap
Required qualifications, capabilities, and skills
• Formal training or certification on software engineering concepts and 3+ years of applied experience
• Hands-on practical experience delivering system design, application development, testing, and operational stability
• Advanced in one or more programming language(s)
• Solid experience with Python, SQL, CI/CD pipeline, Github, AWS or Azure or GCP required
• Proven track record in developing machine learning models at scale from inception to business impact on a cloud platform
• Strong understanding of various machine learning algorithms, including supervised and unsupervised learning, neural networks and reinforcement learning
• Hands-on experience in optimizing LLM prompts
• Strong end-to-end working knowledge on how a machine learning product is built
• Familiarity with MLOPS and components in MLOPS ecosystem
• Good understanding of agile methodologies
• Excellent communication and presentation skills
Preferred qualifications, capabilities, and skills
• In-depth knowledge of the financial services industry and th...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:04
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2025 Commercial Real Estate Programs - Summer Analyst
Join the Commercial Real Estate (CRE) group at J.P.
Morgan as a Summer Analyst in our 2025 Commercial Real Estate Programs.
We offer financial solutions across all major real estate asset types and work with a diverse range of clients.
As a Summer Analyst, you'll undergo a 9-week internship, starting with a week of orientation and training.
You'll then spend 8 weeks in one of our four CRE sub-lines of business, gaining hands-on experience and networking opportunities.
Successful completion of the internship may lead to an offer to join our full-time Analyst Program, providing you with a strong foundation of analytical skills for a successful career in Commercial Real Estate.
As a 2025 Commercial Real Estate Summer Analyst within the Commercial Real Estate (CRE) group at J.P.
Morgan, you will gain hands-on exposure to your sub-line of business by working directly with team members, participating in projects, and learning about the types of clients your team works with.
You will have opportunities to network with peers, work with colleagues and senior managers, and participate in training opportunities to sharpen your skills.
This role provides a unique opportunity to develop a strong foundation of analytical skills across a range of asset classes needed for a successful career in Commercial Real Estate.
How we're organized
Our Businesses:
* Real Estate Banking - Delivers commercial real estate and banking products to national and regional real estate developers, investors, Real Estate Operating Companies (REOCs), Real Estate Investment Trusts (REITs) and opportunity and investment funds working alongside REB Bankers, Underwriters and Treasury Services Payments partners.
* Community Development Banking - Provides financial solutions that support the growth of affordable housing and revitalization of low-and moderate-income communities across the U.S.
working alongside CDB Bankers, Underwriters, and Treasury Services Payments partners.
* Agency Lending - is an Agency lender, providing term lending solutions to Multifamily borrowers through Fannie Mae's Delegated Underwriting and Servicing Platform.
Agency provides additional CRE lending products which effectively match investor capital with borrower needs, including Freddie Mac and other CRE financing tools.
The Agency product line is designed to meet CRE borrower needs and meet firm-wide objectives (affordable housing, balance sheet liquidity, etc.) working alongside Agency Bankers and Screeners.
Job responsibilities
* Working on financial models to support financing transactions
* Assisting in the completion of credit approval memos
* Preparing marketing materials for use in client meetings covering topics such as financing alternatives and industry trends & analysis
* Developing an understanding of J.P.
Morgan products and service offerings
Locations we hire for per Program:
* Chicago (REB, CDB)...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:03
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We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Consumer, Retail & Business Services team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As a seasoned Investment Banking professional in the Consumer, Retail & Business Services Group, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products.
You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg.
lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
JPMorgan Chase & Co., 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.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recogn...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-02 08:15:00
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Join a role that's central to our technological resilience, offering a unique opportunity to shape the firm's tech risk strategy and enhance industry compliance.
As a Tech Risk & Controls Director in the Cyber and Tech Controls line of business, you will play a pivotal role in shaping and implementing the firm's technology risk management strategy.
Leveraging your advanced knowledge and expertise in technology-risk disciplines, you will identify, oversee, and mitigate compliance and operational risks in line with the firm's standards.
You will collaborate with various stakeholders, including Product Owners, Business Control Managers, and regulators, to develop and maintain a comprehensive view of the technology risk posture and its impact on the business.
Your ability to make calculated decisions, manage globally dispersed teams, and drive strategic projects will be crucial in ensuring the firm's adherence to regulatory obligations and industry best practices.
Head of CTC Product Governance, you will manage an organization responsible for risk and compliance oversight for the Cybersecurity Technology & Controls (CTC) product lines focused on ensuring all operational implementations and measures are managed to the firm's risk and compliance requirements and can withstand Compliance, Conduct, and Operational Risk (CCOR), Audit, and regulatory scrutiny.
Duties of the CTC Product Governance team entail partnering with the product lines and centralized operational activities to ensure an accurate articulation of risk, appropriate prioritization of controls in accordance with the firm's Assurance Risk Pillar requirements and risk posture, effective assessment and treatment of controls, timely remediation of findings, and complete responses to Audit, Supervisory, and Regulatory requests for information.
In this role, you will lead compliance with the firm's technology risk management framework.
While doing so, you will maintain alignment with our control obligations and line of business expectations and priorities.
You will be responsible for having a deep understanding of the business, its underlying processes and the technology control environment across several categories such as risk and Identification and Assessment, control design and evaluation, issue management and control governance and reporting.
Job responsibilities
* Perform ongoing monitoring of the technology risk and control environment and identify technology risks which could manifest in the business and technology processes (Risk Impact Rating (Inherent Risk))
* Assess risk to determine whether there are material concerns (Risk Status) and understand issues or concerns that may impact the Residual Risk and provide supporting commentary for control committee reporting and judgmental conclusion for the line of business operational risk assessment
* Perform control-related activities: Assist with designing process controls, including how to measure its effectiveness; ...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-02 08:14:59
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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: Lakewood Ranch, US-FL
Salary / Rate: Not Specified
Posted: 2024-09-02 08:14:59
-
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: New Port Richey, US-FL
Salary / Rate: Not Specified
Posted: 2024-09-02 08:14:58
-
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: Melbourne, US-FL
Salary / Rate: Not Specified
Posted: 2024-09-02 08:14:58
-
We are seeking a seasoned Executive Director or Managing Director to join our industry-leading Investment Banking team.
As a Managing Director in Mid-Cap Investment Banking, you will play a vital and accountable role in leading the strategic dialogue with clients.
You will be responsible for sourcing and executing J.P.
Morgan's Investment Banking products including M&A, Equity and Debt.
You will work closely with colleagues from industry and product teams to deliver leading Investment Banking solutions to clients.
Job Responsibilities
* Sourcing new clients and executing M&A, Equity and Debt transactions on behalf of clients
* Working with Industry & Product Bankers to advise middle market clients on integrated financial solutions, with a particular focus on the Northwest Region
* Following up and coordinating all deals and requests from clients and coordinating other internal teams, as well as external professional consultants
* Providing timely market information
* Participating in business and company events to identify new business opportunities and pitch for new clients
* Leading and/or participating in meetings with support of internal partners
* Providing leadership, mentorship and supervision to relevant team members
Required qualifications, capabilities and skills
* Proven track record of success in a senior investment banking role, with a minimum of 9 years relevant experience
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
JPMorgan Chase & Co., 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.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benef...
....Read more...
Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2024-09-02 08:14:57
-
We are seeking an experienced Vice President to join our industry-leading Healthcare Investment Banking team.
As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products.
You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals, with an emphasis on the Life Sciences Tools & Diagnostics sub-sector
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg.
lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Prior VP level experience in Healthcare Investment Banking
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
* Bachelor's degree required
JPMorgan Chase & Co., 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.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and programs to meet employee need...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-02 08:14:56
-
Spend your summer working with top-tier professionals to develop models that manage our financial reputation and regulatory performance
Job Summary
We want your diverse perspective to help us innovate the next wave of products and solutions for our clients.
Our nine-week Summer Analyst program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams.
Top performers may receive a full-time (for juniors) at the end of the summer.
Working here means joining a collaborative, supportive team.
You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage your skills.
As a Summer Analyst in the Asset and Wealth Management (AWM) Risk team, you will work in dynamic team and make meaningful professional contributions while developing your expertise and technical skills .
You will also help mitigate and manage risk - building critical capabilities that allow the firm to manage any kind of market.
Job responsibilities
* Collaborate with our industry experts to identify, assess and manage risks facing the Bank and our clients
* Contribute your diverse perspective to help us innovate the next wave of products and solutions for our clients
* Work under the guidance of mentors and a supportive team to help you learn and grow
* Suggest innovate ideas to help our business
* Network with industry leaders, access best-in-class training and learn how all our business work together to provide excellent customer service
Required qualifications, capabilities and skills
* Pursuing a Bachelor's or Master's degree
* Graduation date of December 2025 - June 2026
* Adaptable team player with the initiative and insight to develop innovative risk solutions in partnership with our global clients and partners
* Genuine interest in financial markets, investing and macro-level economics
* Analytical with a passion for financial markets, investments and risk management
* Naturally skeptic with an interest in uncovering risks by analyzing financial data
* Excellent communication and presentation skills
* Exceptional organizational skills and ability to multitask
* Strong initiative, energy and confidence
* Good judgment and discretion working with highly confidential information
Preferred qualifications, capabilities and skills
* Background in financial accounting, financial analysis or mathematics a plus
Our Locations
* Columbus, OH
* New York, NY
Opportunities to be an AWM Risk Summer analyst are available with the following groups:
* Credit Risk: Oversees risk to earnings or capital arising from a borrower's failure to meet the terms of a loan agreement with the lender or otherwise to perform as agreed.
Analysis of client financial statements is the key measurement in determining the credit risk ...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-02 08:14:50
