Group Vice President jobs at JPMorgan Chase & Co. - 95 jobs
Cyber Intelligence Vice President - Senior Malware Analyst
Jpmorgan Chase & Co 4.8
Group vice president job at JPMorgan Chase & Co.
JobID: 210700103 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $152,000.00-$260,000.00 Harness your expertise to shape robust cybersecurity strategies and safeguard critical assets.
Lead cybersecurity intelligence at a top firm, safeguarding digital assets and enhancing threat detection and response capabilities. Harness your expertise to shape robust cybersecurity strategies and safeguard critical assets. Your leadership will be pivotal in enhancing our resilience against evolving global cyber threats.
As a Cybersecurity Intelligence VicePresident at JPMorgan Chase within the Cybersecurity Technology and Controls, you will play a critical role in safeguarding the firm's digital assets and infrastructure from cyber threats. Responsible for identifying, assessing, and mitigating risks, you will inform and influence control measures across the organization. Your expertise in analyzing complex issues and developing innovative solutions, along with your ability to collaborate with diverse teams, will be crucial in enhancing the firm's security posture. As a subject matter expert, you will contribute to strategic cybersecurity initiatives and continuously improve our threat detection and response capabilities. Your work significantly impacts the firm's operations, fiscal management, public image, employee morale, and client relationships.
Job responsibilities
* Implement proactive threat intelligence strategies using advanced analytics and emerging technologies to identify and mitigate risks.
* Develop custom threat-hunting queries and rules for specific threat indicators in large data sets using data analysis tools or specialized languages.
* Enhance threat detection and response capabilities, staying current with cybersecurity trends, sharing insights, and implementing best practices.
* Build and maintain strong relationships with stakeholders, sharing threat intelligence and best practices to achieve operational goals and improve cybersecurity operations.
* Conduct malware analysis and reverse engineering of suspicious code.
* Perform deep dive technical analysis of cyberattack tactics, techniques, and procedures (TTPs)
* Develop signatures to identify malware families, actor techniques, and other noteworthy code sequences.
* Automate malware analysis and intelligence gathering processes.
* Hunt for novel samples, indicators of compromise (IOCs), and actor TTPs in internal and external datasets.
* Research threats, vulnerabilities, and exploits to enhance monitoring and detection capabilities.
* Partner with the Incident Response (IR) teams to understand incidents and support technical analysis of malicious cyber events.
Required qualifications, capabilities, and skills
* Formal training or certification on security concepts and 5+ years of applied experience in cybersecurity, focusing on threat intelligence, analysis, and mitigation.
* Expertise in advanced threat hunting, security research, and Open-Source Intelligence (OSINT) for risk identification and assessment.
* Proficiency in coding and scripting languages (C/C++, Python, Bash, JavaScript, PowerShell) and experience with Security Information and Event Management (SIEM) tools (Splunk, Elasticsearch) for automating threat detection and response.
* Good hands on experience with Malware Analysis and Reverse Engineering.
* Good experience with debuggers, disassemblers, and other malware analysis tools (i.e. IDA Pro, Ghidra, Sandboxes, x64dbg, WinDbg)
* Knowledge in Operating Systems (i.e. Windows, Linux, Mac, Mobile), processor architectures (i.e. x86, x64, ARM, ARM64), and computer networking.
* Good written and verbal communication skills; ability to understand complex problems while formally presenting them simplistically.
* Ability to coordinate, work with and gain the trust of business stakeholders, technical resources, and third-party vendors.
Preferred qualifications, capabilities, and skills
* Forensics, Log Analysis, Incident Response and / or Threat Intelligence.
* Experience in developing both tactical and strategic tools and capabilities.
* Threat hunting, security research, and Open-Source Intelligence (OSINT) for risk identification and assessment.
$152k-260k yearly Auto-Apply 13d ago
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U.S. Private Bank - Private Banker - Executive Director or Vice President (Columbus, OH)
Jpmorgan Chase & Co 4.8
Group vice president job at JPMorgan Chase & Co.
JobID: 210568807 JobSchedule: Full time JobShift: : 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 throughout their business
* Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The VP, Senior Financial Officer (SFO) for Property & Casualty (P&C) leads a team of professionals accountable for providing strategic decision and operational finance support to the line of business or staff agency. In this role, the SFO supervises the direction, control, and coordination for CFO related activities, including financial planning & forecasting, budgeting, Cost Benefit Analysis, operational efficiency, client relationship support and talent management & development.
In addition, the SFO supervises the system of accounting and financial controls including revenue and expense recognition, accounts receivable and accounts payable. This role develops and reviews both internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. This function is the integral financial resource for line of business or staff agency.
We offer a flexible work environment that requires an individual to be in the office 4 days per week.
This position can be based in any of our offices including:
* San Antonio, Texas
* Plano, Texas
* Phoenix, Arizona
* Tampa, Florida
* Charlotte, North Carolina
* Chesapeake, Virginia
***
Relocation assistance is only available to San Antonio for this position
***
What you will do:
Provides executive leadership for the development and execution of USAA's financial strategy for the P&C line of business by supplying financial insights and aligning with the broader business strategy and regulatory expectations.
Leads operations of the SFO team, ensuring effective execution of core financial processes and use of supporting technologies.
Communicates clear expectations, roles and responsibilities within the SFO team and supports accountability for operational deliverables.
Facilitates the execution of business transformation initiatives and innovation efforts in support of the line of business or staff agency's operational goals and USAA priorities.
Leads a team of employees through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
Facilitates the development and execution of the vision, and strategy for the line of business or staff agency's financials for effective operational planning and forecasting, while operating within risk appetite parameters.
Assists in identifying and implementing responses to meet business challenges, including projection of regulatory performance and compliance.
Collaborates with other CFO functions, control partners, and key collaborators in resolving issues/concerns to mitigate risk.
Implements control procedures and monitors financial accounting activities-such as asset and liability reserving, revenue and expense recognition, accounts receivable and accounts payable-ensuring compliance with internal policies and external standards.
Applies established quantification techniques for review and control processes to ensure the accuracy of actual and projected financial documents.
Leads the financial planning, forecasting, and stress testing impact analysis processes for the line of business or staff agency including budget preparation, reporting, and briefing support.
Develops and matures diagnostic, sensitivity and predictive models, analytics, tools and business insights to harness sophisticated finance techniques to advise business and prioritization.
Operates within established policies and guidelines, and acting in accordance with applicable laws, regulations, and supervisory guidance, including ensuring policy exceptions are promptly and effectively assessed and called out for the SFO function.
Develops and delivers standardized financial reporting (monthly, quarterly, and annually) on results for assigned area. Responsible for reporting results of operations to senior management.
Supports the preparation of internal and external material reported to Board of Directors, rating agencies, regulators, and senior management. Responds to third party requests for information, including Regulators and Rating Agencies.
Participates in identifying, measuring, and supervising material financial risks, including facilitating the development, adherence, monitoring, reporting on risk limits and risk limit utilization for the SFO function.
Facilitates and maintains a strong internal control environment within the SFO function, including information systems and preventative and detective controls, to effectively lead material risks and ensures adherence to accounting standards.
Conducts ongoing financial analysis to identify emerging trends-such as cost drivers, operational inefficiencies, or loss patterns and engages with management to develop and operationalize plans to improve financial performance or resources stewardship.
Ensures long-term financial strength by identifying and quantifying financial risks, collaborating with Treasury to advise capital planning, and ensuring financial objectives align with capital targets.
Participates in benchmarking efforts to evaluate financial or operational performance against internal or external comparators. Supports line of business or staff agency and CFO policy, standards and affiliate statement of work updates and revisions.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum Education:
Bachelor's degree in finance, Economics, or related field; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
Minimum Experience:
10+ years of progressive related experience developing strategies, leading major initiatives and delivering results within aa sophisticated matrix environment required.
8+ years of people leadership experience in building, leading and/or developing high performing teams.
Experience leading cross functional teams and collaborating with key resources and senior level collaborators, influencing decisions, and leading work to achieve strategic goals.
Extensive knowledge of the principles and theories of finance, accounting and/or other related business fields and subject areas.
Strong background in providing sound strategic decisioning applying financial analysis and data.
Executive-level experience with strategic financial planning and forecasting, driving operational efficiency, and synthesizing large amounts of data.
Relevant knowledge of inherent risks and inherent risks and substantial knowledge of the risk management framework, including risk identification, risk appetite and strategy, risk-related decisions, processes and controls, risk analytics and governance.
In addition to the minimum experience above, this role also needs the following:
5+ years of experience in the Property & Casualty (P&C) Industry experience (Personal Lines)
State level financial management
P&C capital management experience
Experience in launching new insurance products and companies
What we offer: The salary range for this position is: $224,250 - $403,650.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
$224.3k-403.7k yearly Auto-Apply 37d ago
Senior Vice President, Clean Energy Account Manager, KEF
Keybank 4.4
Remote
This position involves prospecting, identifying, developing, structuring, and closing project finance/leasing and energy equipment transactions with assigned accounts and a geographical territory. The Key Equipment Finance (KEF) Clean Energy Vertical focuses on providing financing for renewable generation opportunities sourced through developer partners. The renewable generation markets in scope include renewable energy assets including photovoltaic (PV) solar, fuel cells, renewable natural gas, energy storage, EV and EV charging infrastructure, combined heat and power ("CHP"), as well as energy efficiency and energy conservation and carbon reduction/recapture measures. Projects typically include some form of Power Purchase Agreement ("PPA") which is then monetized to provide the funds (inclusive of Investment Tax Credits, state incentives/grants, and other tax benefits) necessary to construct the associated project.
Responsibilities
Responsible for growing KEF's Clean Energy segment and market share by directly identifying, developing, structuring, and closing renewable clean energy finance opportunities.
Full sales cycle responsibilities include, but are not limited to, business development and prospecting, managing existing and prospective client relationships, structuring of transactions in-line with product offerings inclusive of residuals and pricing guidelines, financial model creation and analysis, utilize credit philosophy and review customer financial statements, collection of appropriate information relating to transactions including packaging for syndication, maintenance of the client management system; client/prospect/clean energy industry event related travel.
Develop and maintain a thorough understanding of the energy / solar incentive programs that are available in the assigned sales territory and the ability to structure finance transactions accordingly.
Grow Clean Energy finance volume by proactively supporting existing developer relationships as well as prospecting for new relationships.
Effectively engage, propose, and negotiate with C-level decision makers at developer organizations.
Engage with all internal functional departments in KEF (Credit, Asset Management, operations, legal, pricing, syndications, compliance, etc.) to ensure appropriate content and responses for all financing proposals issued.
Collaborate closely with KeyBanc Capital Markets renewable energy business.
Interface with other KEF and KeyCorp business units to cross-sell as well as expand overall Key relationship with clients and refer opportunities.
Transactions range from $2-$100MM. Expected to achieve returns commensurate with ROBC requirements
Work to align efforts with Key's corporate primacy efforts where possible
Develop, mentor, train, and recruit individuals to the Clean Energy platform to holistically grow the business and expand its capabilities
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree (required)
Experience Qualifications
Minimum of 8 years outside consultative sales experience in the clean energy equipment finance or project finance arena, preferably in the mid-ticket energy segment. (required)
Comprehensive knowledge of finance and leasing, renewable energy markets, including project development/modeling, finance, clean energy industry tools (PVSyst, etc.) commercial, regulatory, market, technical, legal, and energy tax credits, etc. (required)
Experience with financing large, structured, PPA-based and direct energy-related transactions and portfolios. (required)
Strong track record of successfully sourcing and growing new business by developing/managing developer relationships. (required)
Very strong oral and written communication skills and expert presentation and public speaking skills. (required)
Deep and proven experience working and negotiating with C-suite decision makers as well as overall strong relationship management and organizational skills. (required)
Proven ability to manage complex, multi-faceted projects and delegate effectively as well as manage internal communication up and down throughout the organization. (required)
Current relationship contacts in the clean energy industry. (preferred)
Tactical Skills
Proven ability to lead, train, and motivate sales teams to achieve targets
Strong Project Management Skills
Ability to develop strong, trusted partnerships/relationships with the leadership team and critical stakeholder groups.
Personal Skills
Collaboration
Influence
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 03/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
$112k-210k yearly Auto-Apply 16d ago
Vice President; Investment Banker
Bank of America 4.7
New York jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities
Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings.
Oversee analysts and associates on client coverage, origination, and transaction execution teams.
Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.
Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.
Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.
Handling global bank/bulge bracket investment banking transactions.
Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.
Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis.
Conduct due diligence in connection with investment banking transactions.
Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
Master's degree or equivalent in Economics, Business Administration, Finance, or related: and
3 years of experience in the job offered or a related Finance occupation.
Must include 3 years of experience in each of the following:
Global bank/bulge bracket investment banking transactions;
Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;
Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis;
Conducting due diligence in connection with investment banking transactions;
Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,
Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.
10% domestic travel required, as necessary.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: BofA Securities, Inc.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$275,000.00 - $285,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$275k-285k yearly Auto-Apply 28d ago
Vice President; Global Markets Risk Manager
Bank of America 4.7
New York, NY jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities:
Report and monitor positions against market risk metrics and limits.
Liaise closely with trading desks to understand market trends in relation to portfolio changes.
Review and challenge risks related to new products, structured transactions and business strategies.
Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators.
Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability.
Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure.
Identify issues in both historical market data, security reference data, and front office pricing.
Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models.
Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience:
Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and
5 years of progressively responsible experience in the job offered or a related Quantitative occupation.
Must include 5 years of experience in each of the following:
Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output;
Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis;
Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and;
Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: Bank of America N.A.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100) Pay and benefits information Pay range$160,000.00 - $170,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$160k-170k yearly Auto-Apply 10d ago
Vice President; Global Markets Risk Manager
Bank of America 4.7
New York, NY jobs
New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Responsibilities:**
+ Report and monitor positions against market risk metrics and limits.
+ Liaise closely with trading desks to understand market trends in relation to portfolio changes.
+ Review and challenge risks related to new products, structured transactions and business strategies.
+ Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators.
+ Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability.
+ Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure.
+ Identify issues in both historical market data, security reference data, and front office pricing.
+ Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models.
+ Remote work may be permitted within a commutable distance from the worksite.
**Required Skills & Experience:**
+ Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and
+ 5 years of progressively responsible experience in the job offered or a related Quantitative occupation.
+ Must include 5 years of experience in each of the following:
+ Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output;
+ Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis;
+ Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and;
+ Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
**EMPLOYER:** Bank of America N.A.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$119k-156k yearly est. Easy Apply 9d ago
Vice President; Global Markets Risk Manager
Bank of America Corporation 4.7
New York, NY jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities:
* Report and monitor positions against market risk metrics and limits.
* Liaise closely with trading desks to understand market trends in relation to portfolio changes.
* Review and challenge risks related to new products, structured transactions and business strategies.
* Assist in ad-hoc risk related queries and projects; specific risk analysis, reports and analysis for regulators.
* Provide quantitative analysis to provide explanation and issue root cause analysis in the rollout of large Markets business-wide initiatives that provide new functionality to market risk in terms of modelling capability.
* Understand the interplay between front office pricing models and the market risk models, and work with risk managers, FLU technology, FLU or risk Quantitative modelers as appropriate to explain and/or fix issues in the new infrastructure.
* Identify issues in both historical market data, security reference data, and front office pricing.
* Maintain and analyze market risk models, with an emphasis on VaR and Stress Testing models.
* Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience:
* Bachelor's degree or equivalent in Statistics, Mathematics, Computer Science, Engineering (any) or related: and
* 5 years of progressively responsible experience in the job offered or a related Quantitative occupation.
* Must include 5 years of experience in each of the following:
* Utilizing knowledge of financial products, market structure, equity or fixed income asset classes, Value at Risk (VaR) models, Stress Testing models, and their use in the market risk management area to document the key drivers of the risk model output;
* Utilizing computer programming programs, including, VBA, SQL, Python, and front office pricing libraries to implement risk models to automate risk model analysis;
* Leveraging data analytics and visualization tools to build easy access analytical capabilities and insightful reporting for the management and;
* Analyzing and evaluating large and complex economic and financial datasets with analytical tools of Python and SQL.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: Bank of America N.A.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$119k-156k yearly est. Easy Apply 9d ago
Vice President; Investment Banker
Bank of America Corporation 4.7
New York, NY jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Responsibilities
* Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
* Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
* Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
* Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings.
* Oversee analysts and associates on client coverage, origination, and transaction execution teams.
* Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.
* Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.
* Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.
* Handling global bank/bulge bracket investment banking transactions.
* Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.
* Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis.
* Conduct due diligence in connection with investment banking transactions.
* Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
* Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
* Remote work may be permitted within a commutable distance from the worksite.
Required Skills & Experience
* Master's degree or equivalent in Economics, Business Administration, Finance, or related: and
* 3 years of experience in the job offered or a related Finance occupation.
* Must include 3 years of experience in each of the following:
* Global bank/bulge bracket investment banking transactions;
* Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;
* Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis;
* Conducting due diligence in connection with investment banking transactions;
* Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,
* Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
* In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.
* 10% domestic travel required, as necessary.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
EMPLOYER: BofA Securities, Inc.
Shift:
1st shift (United States of America)
Hours Per Week:
40
$129k-186k yearly est. Easy Apply 21d ago
Vice President; Investment Banker
Bank of America 4.7
New York, NY jobs
New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************
**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Responsibilities**
+ Support the origination and execution of investment banking transaction mandates for large-cap corporate clients in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
+ Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
+ Lead due diligence processes for investment banking transactions in the Natural Resources sector, such as buy and sell-side M&A, including cross-border transactions, and capital markets processes, including debt and equity offerings.
+ Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis, such as buy and sell-side M&A, including crossborder transactions, and capital markets processes, including debt and equity offerings.
+ Oversee analysts and associates on client coverage, origination, and transaction execution teams.
+ Draft and negotiate engagement letters, confidentiality agreements, and other documents related to investment banking transactions.
+ Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.
+ Support internal transaction and capital commitment committee processes, such as Fairness Committee, Equity Commitment Committee, and Leveraged Finance Committee.
+ Handling global bank/bulge bracket investment banking transactions.
+ Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.
+ Prepare financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis.
+ Conduct due diligence in connection with investment banking transactions.
+ Prepare materials for clients and participate in client meetings during the course of investment banking deal origination and execution.
+ Lead teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
+ Remote work may be permitted within a commutable distance from the worksite.
**Required Skills & Experience**
+ Master's degree or equivalent in Economics, Business Administration, Finance, or related: and
+ 3 years of experience in the job offered or a related Finance occupation.
+ Must include 3 years of experience in each of the following:
+ Global bank/bulge bracket investment banking transactions;
+ Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;
+ Preparing financial analysis, including detailed valuation analysis, such as LBO analysis, discounted cash flow, accretion and dilution, IPO proforma analysis, comparative company analysis, and sum of parts analysis;
+ Conducting due diligence in connection with investment banking transactions;
+ Preparing materials for clients and participating in client meetings during the course of investment banking deal origination and execution; and,
+ Leading teams of junior investment bankers to execute transactions, prepare client materials, and manage transaction processes.
+ In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.
+ 10% domestic travel required, as necessary.
If interested apply online at ***************************** or email your resume to ***************** and reference the job title of the role and requisition number.
**EMPLOYER:** BofA Securities, Inc.
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$129k-186k yearly est. Easy Apply 59d ago
Head of Financial Analysis - Asset Management- Managing Director
Jpmorgan Chase & Co 4.8
Group vice president job at JPMorgan Chase & Co.
JobID: 210686945 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $250,000.00-$450,000.00; New York,NY $250,000.00-$450,000.00 Join JPMorganChase as the Head of Financial Analysis, providing support for Asset Management across all businesses and functions. J.P. Morgan Asset & Wealth Management Finance and Business Management has an exciting new opportunity for the Global Head of Planning and Analysis of the Asset Management business. This role offers the chance to report directly to the Head of Asset & Wealth Management Planning and Analysis, with a dotted line accountability to the Asset Management Chief Financial Officer.
As the Head of Financial Analysis - Asset Management within J.P. Morgan Asset & Wealth Management Finance and Business Management, you will lead the planning and analysis efforts for the Asset Management business. You will be responsible for delivering business intelligence reporting, management information, and competitor analysis support. This role offers the opportunity to develop analytical capabilities, manage core deliverables, and promote transformation projects to completion. You will also lead the expense agenda and create a best-in-class reporting and analytics ecosystem, while working closely with global teams to achieve strategic objectives.
Job responsibilities:
* Manage the Asset Management team building key processes and systems to ensure timely, robust, accurate and relevant analysis and information provided to business heads, CFOs and Corp P&A leads, as well as Business Management, Product Controllers and other stakeholders. Key focus will be on developing the analytical capabilities of the organization to enhance AM business-focused support while simultaneously managing the demands of core P&A deliverables for AM and Corporate. Includes ownership of the budget and forecasting processes, revenue control, expense management (including assisting with enforcement of AM's expense policy), as well as several other key business metrics and processes.
* Build on the many use cases of transformation projects already under way and bring it to completion. Deliver reliable, accurate and timely reporting solutions across AM front office and support functions. Key reporting functions include client analytics, P&L, headcount, scorecards, regulatory and support for planning & outlook.
* Lead the expense agenda for the CFO and Finance leaders of AM including the framework, analytics, reporting and ad-hoc analysis to provide insights to AWM CEO and CFO
* Create best-in-class reporting and analytics ecosystem that builds on dashboard environment by addressing reporting redundancy and simplifying navigation amongst existing reports. Bring to market tangible and scalable use cases for AI and LLMs to further harness insights from our finance and non-finance data.
* Work closely with relevant business and CFOs across the globe on return-oriented geographic expansion and to execute on expense efficiencies and synergies across the footprint. Be "the voice" of Asset Management on attendance patterns, ratio seating and associated analytics.
* Responsible for reviewing potential new business opportunities
* Attract, developing and retaining a team of world class finance professionals
Required qualifications, capabilities, and skills:
* 15+ years of finance and overall business management experience in a complex financial organization
* Outstanding analytical and presentation skills
* Proven ability to act independently with excellent decision-making skills
* Proven ability to work well under pressure and handle multiple projects and initiatives at same time
* Strong leadership skills with experience in demanding global environments, including building and motivating high-performance teams with a global focus.
* Demonstrated expertise in strategic planning, issue resolution, negotiation, and leading internal reviews to assess business and financial choices for achieving objectives.
* Proven ability to identify and mitigate risk based on company and industry guidelines, while driving innovation and process improvement.
* Superior verbal and written communication skills, especially when engaging with senior-level management.
* Results-oriented background with a track record of delivering complex data in digestible formats and identifying opportunities for innovation.
* Extensive knowledge of MIS, accounting, product/client profitability, activity-based costing, project management, transfer pricing, and revenue sharing.
* Proficient in Tableau, Alteryx, Excel, PowerPoint, and emerging technologies such as ChatGPT, with experience working in matrix structures and across multiple locations.
$250k-450k yearly Auto-Apply 45d ago
Generative AI and Innovation Team Director (AVP)- Wealth Management Operations
Morgan Stanley 4.6
Columbus, OH jobs
We're seeking someone to join our team as a Generative AI and Innovation Team in Wealth Management Operations to provide support across our Wealth Management Operations organization to centralized support for enhancement initiatives and process improvements. The position will liaison with various organizations and governing committees within Morgan Stanley to execute key programs in operations.
In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Team Specialist position at Director level within Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on…
What you'll do in the role:
The Professional Development GenAI Project Manager is a part of Wealth Management Operations and is responsible for project management across multiple GenAI concentrations. This includes managing opportunity identification, feasibility analysis and end to end project lifecycle through production deployment, including but not limited to:
* Leading key initiatives related to increasing efficiencies and reducing operational risks.
* Creating project plans that align to the enhancement vision, scope, and timelines.
* Reviewing and understanding the program level strategy to ensure enhancements / requirements align with the overall vision.
* Gathering requirements, prioritization, and known benefits from key stakeholders while becoming thoroughly educated in the process supported.
* Running test plans, test execution, and communication risk or concerns to key stakeholder.
* Anticipating risks that could impact the project and take action to avoid them.
* Completing full life cycle analysis to determine change impacts, risks, and required controls to support each implementation.
* Effectively communicating changes to the production support teams and aligning with training support teams.
* Exhibit an ability to balance multiple, changing priorities in a dynamic and fast-moving work environment.
* Communicate with all people who have a vested interest in the project, including internal team members and external partners.
* Conduct root cause analysis to identify project issues and implement solutions.
* Facilitate meetings with project teams and stakeholders to drive progress.
* Utilize tools such as Jira for project tracking and reporting.
* Develop and implement business process models to optimize project workflows.
* Implement change management strategies to ensure successful project adoption.
What you'll bring to the role:
* Ability to lead by example, work with drive and determination, and put forward challenging views to senior levels
* Comprehensive knowledge and understanding of functional area and operational/compliance policies and procedures of their team
* Ability to operate independently across the majority of day-to-day responsibilities
* Culture carrier across Operations, embracing the Firm's core values and acting as a role model
* Strong interpersonal skills and ability to communicate effectively both verbally and in writing.
* Strong time management skills and ability to set own schedule without falling behind on tasks.
* Detail-oriented, strong organizational skills and ability to multitask projects in a fast-paced & changing environment both independently & collaboratively.
* Ability to take initiative and thrive in a collaborative, team environment.
* Ability to handle highly confidential information with appropriate discretion.
* Ability work in a matrixed organization; leveraging resources across the organization to complete deliverables.
* At least 4 years' relevant experience would generally be expected to find the skills required for this role
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $88,000 and $129,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$88k-129k yearly Auto-Apply 60d+ ago
Senior Vice President, Clean Energy Account Manager, KEF
Keybank 4.4
Homeworth, OH jobs
This position involves prospecting, identifying, developing, structuring, and closing project finance/leasing and energy equipment transactions with assigned accounts and a geographical territory. The Key Equipment Finance (KEF) Clean Energy Vertical focuses on providing financing for renewable generation opportunities sourced through developer partners. The renewable generation markets in scope include renewable energy assets including photovoltaic (PV) solar, fuel cells, renewable natural gas, energy storage, EV and EV charging infrastructure, combined heat and power ("CHP"), as well as energy efficiency and energy conservation and carbon reduction/recapture measures. Projects typically include some form of Power Purchase Agreement ("PPA") which is then monetized to provide the funds (inclusive of Investment Tax Credits, state incentives/grants, and other tax benefits) necessary to construct the associated project.
Responsibilities
Responsible for growing KEF's Clean Energy segment and market share by directly identifying, developing, structuring, and closing renewable clean energy finance opportunities.
Full sales cycle responsibilities include, but are not limited to, business development and prospecting, managing existing and prospective client relationships, structuring of transactions in-line with product offerings inclusive of residuals and pricing guidelines, financial model creation and analysis, utilize credit philosophy and review customer financial statements, collection of appropriate information relating to transactions including packaging for syndication, maintenance of the client management system; client/prospect/clean energy industry event related travel.
Develop and maintain a thorough understanding of the energy / solar incentive programs that are available in the assigned sales territory and the ability to structure finance transactions accordingly.
Grow Clean Energy finance volume by proactively supporting existing developer relationships as well as prospecting for new relationships.
Effectively engage, propose, and negotiate with C-level decision makers at developer organizations.
Engage with all internal functional departments in KEF (Credit, Asset Management, operations, legal, pricing, syndications, compliance, etc.) to ensure appropriate content and responses for all financing proposals issued.
Collaborate closely with KeyBanc Capital Markets renewable energy business.
Interface with other KEF and KeyCorp business units to cross-sell as well as expand overall Key relationship with clients and refer opportunities.
Transactions range from $2-$100MM. Expected to achieve returns commensurate with ROBC requirements
Work to align efforts with Key's corporate primacy efforts where possible
Develop, mentor, train, and recruit individuals to the Clean Energy platform to holistically grow the business and expand its capabilities
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree (required)
Experience Qualifications
Minimum of 8 years outside consultative sales experience in the clean energy equipment finance or project finance arena, preferably in the mid-ticket energy segment. (required)
Comprehensive knowledge of finance and leasing, renewable energy markets, including project development/modeling, finance, clean energy industry tools (PVSyst, etc.) commercial, regulatory, market, technical, legal, and energy tax credits, etc. (required)
Experience with financing large, structured, PPA-based and direct energy-related transactions and portfolios. (required)
Strong track record of successfully sourcing and growing new business by developing/managing developer relationships. (required)
Very strong oral and written communication skills and expert presentation and public speaking skills. (required)
Deep and proven experience working and negotiating with C-suite decision makers as well as overall strong relationship management and organizational skills. (required)
Proven ability to manage complex, multi-faceted projects and delegate effectively as well as manage internal communication up and down throughout the organization. (required)
Current relationship contacts in the clean energy industry. (preferred)
Tactical Skills
Proven ability to lead, train, and motivate sales teams to achieve targets
Strong Project Management Skills
Ability to develop strong, trusted partnerships/relationships with the leadership team and critical stakeholder groups.
Personal Skills
Collaboration
Influence
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 03/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
$112k-210k yearly Auto-Apply 15d ago
Senior Lead Architect, Vice President- Debit Card
Jpmorgan Chase 4.8
Group vice president job at JPMorgan Chase & Co.
If you are excited about shaping the future of technology and driving significant business impact in financial services, we are looking for people just like you. Join our team and help us develop game-changing, high-quality solutions. As a **Senior Lead Architect** at **JPMorgan Chase** within the **Consumer Community Banking Technology** , you are an integral part of a team that works to develop high-quality architecture solutions for various software applications and platforms products. You drive significant business impact and help shape the target state architecture through your capabilities in multiple architecture domains.
**Job responsibilities**
+ Represents a product family of technical governance bodies
+ Provides feedback and proposes improvements to architecture governance practices
+ Guides evaluation of current technology and leads evaluation of new technologies using existing standards and frameworks
+ 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 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 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
+ Advanced knowledge of **Debit/Credit Card Payment processing** systems and **Card Lifecycle managemen** t systems is a plus.
+ Hands-on practical experience delivering system design, application development, testing, and operational stability
+ Advanced in **one or more programming language(s), applications, and architecture**
+ Advanced knowledge of software architecture, 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
+ Ability to evaluate current and emerging technologies to select or recommend the best solutions for the future state architecture
**Preferred qualifications, capabilities, and skills**
+ Experience in the payment card industry, specifically within acquiring, network or issuer segments of the value chain
+ Issuer-side experience strongly preferred as it aligns with Chase's core business
+ Knowledge of Domain Driven Design (DDD) is a plus
+ Excellent communication and presentation skills
+ Adds to team culture of diversity, opportunity, inclusion, and respect
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 and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$123k-164k yearly est. 60d+ ago
Senior Lead Architect, Vice President- Debit Card
Jpmorgan Chase & Co 4.8
Group vice president job at JPMorgan Chase & Co.
JobID: 210669741 JobSchedule: Full time JobShift: : If you are excited about shaping the future of technology and driving significant business impact in financial services, we are looking for people just like you. Join our team and help us develop game-changing, high-quality solutions.
As a Senior Lead Architect at JPMorgan Chase within the Consumer Community Banking Technology, you are an integral part of a team that works to develop high-quality architecture solutions for various software applications and platforms products. You drive significant business impact and help shape the target state architecture through your capabilities in multiple architecture domains.
Job responsibilities
* Represents a product family of technical governance bodies
* Provides feedback and proposes improvements to architecture governance practices
* Guides evaluation of current technology and leads evaluation of new technologies using existing standards and frameworks
* 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 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 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
* Advanced knowledge of Debit/Credit Card Payment processing systems and Card Lifecycle management systems is a plus.
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s), applications, and architecture
* Advanced knowledge of software architecture, 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
* Ability to evaluate current and emerging technologies to select or recommend the best solutions for the future state architecture
Preferred qualifications, capabilities, and skills
* Experience in the payment card industry, specifically within acquiring, network or issuer segments of the value chain
* Issuer-side experience strongly preferred as it aligns with Chase's core business
* Knowledge of Domain Driven Design (DDD) is a plus
* Excellent communication and presentation skills
* Adds to team culture of diversity, opportunity, inclusion, and respect
$123k-164k yearly est. Auto-Apply 60d+ ago
U.S. Private Bank - Private Banker - Vice President or Executive Director
Jpmorganchase 4.8
Group vice president job at JPMorgan Chase & Co.
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 throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$140k-224k yearly est. Auto-Apply 60d+ ago
ABL Portfolio Management Director
Fifth Third Bank 4.6
Cleveland, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Director, ABL Portfolio Management participates in the execution and achievement of the Fifth Third Commercial Bank's Asset Based Lending (ABL) strategic initiatives through day-to-day relationship management of a complex portfolio of ABL customers.
The Director, ABL Portfolio Management is the primary member of the ABL coverage team, managing all aspects of the ABL transaction. Directors are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. Directors are directly accountable for managing a complex portfolio of accounts through their review of financial statements, collateral reporting (including borrowing base certificate analysis, appraisals of M&E and Real Estate along with any additional 3rd party work such as Field Exams), proactive monitoring, and partnership with the appropriate Relationship Managers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Manages the ongoing credit risk of a complex portfolio of ABL relationships and participates in portfolio meetings with senior management.
* Develops and maintains external relationships with assigned customers, including regular client meetings and business development calls, helping to ensure customer satisfaction and retention.
* Should be able to independently attend client meetings with assigned clients. Work with manager on complex/most complex clients and workouts.
* Ensures ongoing customer satisfaction through managing both the loan structure and customer interface with line and support functions who service their accounts.
* Develops and maintains internal relationships with the coverage team including Relationship Managers/Credit Risk Officers.
* Develops and executes appropriate strategies for problem clients without supervision
* Maintains up to date trend cards/portfolio review forms, credit files and legal files through our departments' resources.
* Capture and document credit decisions, conditions, and modifications.
* Notes negative trends early and strategizes best solutions for bank, through maintaining trend cards/portfolio review forms, preparing and presenting credit write-ups and watch asset reports.
* Consistently evaluate/update risk rating analysis including overall ratings, PD and LGD.
* Monitors timeliness of reporting, tickler information and ensures bank has accurate information to make decisions and be expert on the accounts and their credit files.
* A focus on continuous learning to keep up with ever-changing market dynamics.
* Should have a understanding of the ABL legal environment including a basic understanding secured transaction laws and creditor rights and shows a strong interest in further developing that knowledge.
* Mentor to more junior team members including Credit Analysts, Associates and Principals
* Performs additional job related duties as assigned.
SUPERVISORY RESPONSIBILITIES:
Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
* Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
* 8 years credit analysis and/or loan review experience in Commercial Banking.
* Minimum 6-7 years of experience in an Asset Based Lending environment, in underwriting or field examination, or as a loan officer; or equivalent combination of education and experience.
* Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
* Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
* Advanced analytical skills, critical thinking and verbal and written communication skills.
* Professional presence (client-facing).
* Experience managing an advanced commercial client portfolio with a degree of complexity.
* Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
* Expertise in financial and risk analysis, including financial modeling.
* Demonstrated expertise in using effective problem solving.
* To perform this job successfully, an individual should have intermediate knowledge of Word and Excel spreadsheet software. Proficient with technology and ability to learn new applications.
WORKING CONDITIONS:
* Normal office environment with little exposure to dust, noise, temperature and the like.
* Extended viewing of a CRT screen.
* Some travel required.
All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation.
ABL Portfolio Management Director
Total Base Pay Range 96,500.00 - 207,500.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Rosemont, Illinois 60018
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$98k-128k yearly est. Auto-Apply 12d ago
ABL Portfolio Management Director
Fifth Third Bank, N.A 4.6
Cleveland, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Director, ABL Portfolio Management participates in the execution and achievement of the Fifth Third Commercial Bank's Asset Based Lending (ABL) strategic initiatives through day-to-day relationship management of a complex portfolio of ABL customers.
The Director, ABL Portfolio Management is the primary member of the ABL coverage team, managing all aspects of the ABL transaction. Directors are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. Directors are directly accountable for managing a complex portfolio of accounts through their review of financial statements, collateral reporting (including borrowing base certificate analysis, appraisals of M&E and Real Estate along with any additional 3rd party work such as Field Exams), proactive monitoring, and partnership with the appropriate Relationship Managers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Manages the ongoing credit risk of a complex portfolio of ABL relationships and participates in portfolio meetings with senior management.
+ Develops and maintains external relationships with assigned customers, including regular client meetings and business development calls, helping to ensure customer satisfaction and retention.
+ Should be able to independently attend client meetings with assigned clients. Work with manager on complex/most complex clients and workouts.
+ Ensures ongoing customer satisfaction through managing both the loan structure and customer interface with line and support functions who service their accounts.
+ Develops and maintains internal relationships with the coverage team including Relationship Managers/Credit Risk Officers.
+ Develops and executes appropriate strategies for problem clients without supervision
+ Maintains up to date trend cards/portfolio review forms, credit files and legal files through our departments' resources.
+ Capture and document credit decisions, conditions, and modifications.
+ Notes negative trends early and strategizes best solutions for bank, through maintaining trend cards/portfolio review forms, preparing and presenting credit write-ups and watch asset reports.
+ Consistently evaluate/update risk rating analysis including overall ratings, PD and LGD.
+ Monitors timeliness of reporting, tickler information and ensures bank has accurate information to make decisions and be expert on the accounts and their credit files.
+ A focus on continuous learning to keep up with ever-changing market dynamics.
+ Should have a understanding of the ABL legal environment including a basic understanding secured transaction laws and creditor rights and shows a strong interest in further developing that knowledge.
+ Mentor to more junior team members including Credit Analysts, Associates and Principals
+ Performs additional job related duties as assigned.
SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
+ 8 years credit analysis and/or loan review experience in Commercial Banking.
+ Minimum 6-7 years of experience in an Asset Based Lending environment, in underwriting or field examination, or as a loan officer; or equivalent combination of education and experience.
+ Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
+ Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
+ Advanced analytical skills, critical thinking and verbal and written communication skills.
+ Professional presence (client-facing).
+ Experience managing an advanced commercial client portfolio with a degree of complexity.
+ Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
+ Expertise in financial and risk analysis, including financial modeling.
+ Demonstrated expertise in using effective problem solving.
+ To perform this job successfully, an individual should have intermediate knowledge of Word and Excel spreadsheet software. Proficient with technology and ability to learn new applications.
WORKING CONDITIONS:
+ Normal office environment with little exposure to dust, noise, temperature and the like.
+ Extended viewing of a CRT screen.
+ Some travel required.
All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation.
ABL Portfolio Management Director
Total Base Pay Range 96,500.00 - 207,500.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Rosemont, Illinois 60018
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$98k-128k yearly est. 59d ago
ABL Portfolio Management Director
Fifth Third Bank, N.A 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Director, ABL Portfolio Management participates in the execution and achievement of the Fifth Third Commercial Bank's Asset Based Lending (ABL) strategic initiatives through day-to-day relationship management of a complex portfolio of ABL customers.
The Director, ABL Portfolio Management is the primary member of the ABL coverage team, managing all aspects of the ABL transaction. Directors are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. Directors are directly accountable for managing a complex portfolio of accounts through their review of financial statements, collateral reporting (including borrowing base certificate analysis, appraisals of M&E and Real Estate along with any additional 3rd party work such as Field Exams), proactive monitoring, and partnership with the appropriate Relationship Managers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Manages the ongoing credit risk of a complex portfolio of ABL relationships and participates in portfolio meetings with senior management.
+ Develops and maintains external relationships with assigned customers, including regular client meetings and business development calls, helping to ensure customer satisfaction and retention.
+ Should be able to independently attend client meetings with assigned clients. Work with manager on complex/most complex clients and workouts.
+ Ensures ongoing customer satisfaction through managing both the loan structure and customer interface with line and support functions who service their accounts.
+ Develops and maintains internal relationships with the coverage team including Relationship Managers/Credit Risk Officers.
+ Develops and executes appropriate strategies for problem clients without supervision
+ Maintains up to date trend cards/portfolio review forms, credit files and legal files through our departments' resources.
+ Capture and document credit decisions, conditions, and modifications.
+ Notes negative trends early and strategizes best solutions for bank, through maintaining trend cards/portfolio review forms, preparing and presenting credit write-ups and watch asset reports.
+ Consistently evaluate/update risk rating analysis including overall ratings, PD and LGD.
+ Monitors timeliness of reporting, tickler information and ensures bank has accurate information to make decisions and be expert on the accounts and their credit files.
+ A focus on continuous learning to keep up with ever-changing market dynamics.
+ Should have a understanding of the ABL legal environment including a basic understanding secured transaction laws and creditor rights and shows a strong interest in further developing that knowledge.
+ Mentor to more junior team members including Credit Analysts, Associates and Principals
+ Performs additional job related duties as assigned.
SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
+ 8 years credit analysis and/or loan review experience in Commercial Banking.
+ Minimum 6-7 years of experience in an Asset Based Lending environment, in underwriting or field examination, or as a loan officer; or equivalent combination of education and experience.
+ Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
+ Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
+ Advanced analytical skills, critical thinking and verbal and written communication skills.
+ Professional presence (client-facing).
+ Experience managing an advanced commercial client portfolio with a degree of complexity.
+ Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
+ Expertise in financial and risk analysis, including financial modeling.
+ Demonstrated expertise in using effective problem solving.
+ To perform this job successfully, an individual should have intermediate knowledge of Word and Excel spreadsheet software. Proficient with technology and ability to learn new applications.
WORKING CONDITIONS:
+ Normal office environment with little exposure to dust, noise, temperature and the like.
+ Extended viewing of a CRT screen.
+ Some travel required.
All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation.
ABL Portfolio Management Director
Total Base Pay Range 96,500.00 - 207,500.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Rosemont, Illinois 60018
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$95k-122k yearly est. 59d ago
ABL Portfolio Management Director
Fifth Third Bank 4.6
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Director, ABL Portfolio Management participates in the execution and achievement of the Fifth Third Commercial Bank's Asset Based Lending (ABL) strategic initiatives through day-to-day relationship management of a complex portfolio of ABL customers.
The Director, ABL Portfolio Management is the primary member of the ABL coverage team, managing all aspects of the ABL transaction. Directors are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. Directors are directly accountable for managing a complex portfolio of accounts through their review of financial statements, collateral reporting (including borrowing base certificate analysis, appraisals of M&E and Real Estate along with any additional 3rd party work such as Field Exams), proactive monitoring, and partnership with the appropriate Relationship Managers.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
* Manages the ongoing credit risk of a complex portfolio of ABL relationships and participates in portfolio meetings with senior management.
* Develops and maintains external relationships with assigned customers, including regular client meetings and business development calls, helping to ensure customer satisfaction and retention.
* Should be able to independently attend client meetings with assigned clients. Work with manager on complex/most complex clients and workouts.
* Ensures ongoing customer satisfaction through managing both the loan structure and customer interface with line and support functions who service their accounts.
* Develops and maintains internal relationships with the coverage team including Relationship Managers/Credit Risk Officers.
* Develops and executes appropriate strategies for problem clients without supervision
* Maintains up to date trend cards/portfolio review forms, credit files and legal files through our departments' resources.
* Capture and document credit decisions, conditions, and modifications.
* Notes negative trends early and strategizes best solutions for bank, through maintaining trend cards/portfolio review forms, preparing and presenting credit write-ups and watch asset reports.
* Consistently evaluate/update risk rating analysis including overall ratings, PD and LGD.
* Monitors timeliness of reporting, tickler information and ensures bank has accurate information to make decisions and be expert on the accounts and their credit files.
* A focus on continuous learning to keep up with ever-changing market dynamics.
* Should have a understanding of the ABL legal environment including a basic understanding secured transaction laws and creditor rights and shows a strong interest in further developing that knowledge.
* Mentor to more junior team members including Credit Analysts, Associates and Principals
* Performs additional job related duties as assigned.
SUPERVISORY RESPONSIBILITIES:
Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
* Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting).
* 8 years credit analysis and/or loan review experience in Commercial Banking.
* Minimum 6-7 years of experience in an Asset Based Lending environment, in underwriting or field examination, or as a loan officer; or equivalent combination of education and experience.
* Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
* Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
* Advanced analytical skills, critical thinking and verbal and written communication skills.
* Professional presence (client-facing).
* Experience managing an advanced commercial client portfolio with a degree of complexity.
* Ability to partner with all deal stakeholders including clients, relationship manager and credit teams.
* Expertise in financial and risk analysis, including financial modeling.
* Demonstrated expertise in using effective problem solving.
* To perform this job successfully, an individual should have intermediate knowledge of Word and Excel spreadsheet software. Proficient with technology and ability to learn new applications.
WORKING CONDITIONS:
* Normal office environment with little exposure to dust, noise, temperature and the like.
* Extended viewing of a CRT screen.
* Some travel required.
All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation.
ABL Portfolio Management Director
Total Base Pay Range 96,500.00 - 207,500.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Rosemont, Illinois 60018
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.