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Analyst jobs at Morgan Stanley - 29 jobs

  • Client Relationship Analyst

    Morgan Stanley 4.6company rating

    Analyst job at Morgan Stanley

    Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA/PWA Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems Assist with data entry for key client needs such as new account opening and financial planning at the direction of the Fas/PWAs/teams Supporting the Fas / PWAs / teams' marketing strategy (e.g., website maintenance) Assist Fas / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures and new platforms Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Industry experience is a plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Knowledge/Skills Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multi-task Goal oriented, self-motivated and results driven Reports to: Business Service Officer Salary range for the position: $33,280 - $90,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley EOE committed to diversifying its workforce. M/F/D/V Version: 7/10/2024 WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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. 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).
    $33.3k-90k yearly Auto-Apply 15d ago
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  • Credit Support Analyst

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210663299 JobSchedule: Full time JobShift: : Wholesale Lending Services (WLS) supports several lines of businesses that include Business Banking, Commercial Bank, Global Wealth Management, and Investment Bank. Credit Monitoring sits within the WLS and provides Credit Compliance Monitoring for the combined Commercial and Investment Bank Loan Portfolio. As a Credit Monitoring Analyst, you will be responsible for assessing compliance with credit agreement terms. In this role, you will interpret financial and other covenants included in credit agreements to determine whether borrowers are meeting the terms of the credit agreements or are in default. The credit agreements cover syndicated loans and bilateral agreements. Job Responsibilities * Complete set up of reporting requirements and financial covenants in a wide variety of new credit agreements and other executed documents in the bank system, including Syndicated Credit Agreements and other externally prepared agreements * Translate legal and structural terms into operational and monitoring requirements for ongoing compliance * Conduct periodic reviews and continuous monitoring of the borrower's financial covenants and collateral based on the credit agreement requirements * Interpret complex attorney/externally prepared credit agreements and other legal documents to determine which co-borrowers, guarantors, and other parties to the agreements require set up in bank's system of record for future covenant compliance evaluation * Review documentation and monitor ongoing compliance with financial covenants with bilateral agreements and syndicated loans from different lending institutions * Independently calculate cash flow, leverage ratios, and required covenant values in accordance with specific terms laid out in credit agreements * Perform detailed Borrowing Base calculations and reconciliations for Secured Lending cases * Validate collateral documentation such as AR aging, inventory listings, and ineligible summaries * Compare executed Credit Agreements to the corresponding Credit Approval and term sheets to verify alignment and report discrepancies * Adhere to the quality control standards that have been set for the process and to service level agreements WLS has with its internal business partners * Partner with Risk, Credit, and Operations teams to resolve discrepancies or clarifications within loan documentation and operation Required Qualifications, Capabilities, and Skills * Bachelor's degree in business/accounting preferred * Three or more years of experience in Credit Monitoring, Credit Administration, Credit Review, or Loan Operations in Commercial, Business, or Investment Banking * Proven experience reviewing and interpreting Credit Agreements and Syndicated Loan Structures * Maintain strong knowledge of various facility types, including Revolvers, Term Loans, LCs, Bridge Loans, and Asset-Based structures * Working knowledge of various facilities structures including Asset Based Lending, Real Estate Banking and Security Valuation * Understanding of loan products, including documentation, for revolving lines of credit, term loans, borrowing bases, etc. * Strong understanding of facility structures and their downstream operational effects. * Excellent attention to detail, accuracy, and risk discipline * Strong verbal and written communication to effectively communicate with various stakeholders and across levels * Ability to work independently with minimum supervision including demonstration of good time management * High proficiency in using MS Office tools including MS Excel
    $68k-100k yearly est. Auto-Apply 4d ago
  • Credit Support Analyst

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210684221 JobSchedule: Full time JobShift: Day : Are you ready to accelerate your career and join a dynamic, growth-focused team? As a Credit Support Analyst within JPMorgan Chase's Loan Setup & Funding (LSF) team, you'll be at the heart of commercial lending for Dealer Services clients, supporting auto dealerships nationwide. This is your opportunity to develop your expertise, collaborate with industry leaders, and make a meaningful impact on our clients' success. Job Responsibilities: * Be a Key Connector: Build strong relationships with internal bankers, third-party financial institutions, and centralized business partners, serving as a trusted resource throughout the loan process. * Work with Complex Deals: Dive into a variety of commercial loan products-including Floorplan, Acquisition, Term Notes, Lines of Credit, Real Estate and Construction, and Letters of Credit-helping clients achieve their business goals. * Support Loan Closings: Assist with loan closing activities by partnering closely with our Credit Coordination team, who lead the closing process. Review loan documentation for accuracy and completeness, ensuring alignment with the loan proposal system and approved terms. * Safeguard Documentation Integrity: Independently review and validate loan documentation to identify and mitigate potential risks. Ensure all documentation adheres to credit approval standards and maintains the bank's required collateral position. * Own the Workflow: Manage incoming requests and maintain a clear view of upcoming closings and funding activities, keeping operations running smoothly and efficiently. * Move Money with Confidence: Initiate wire transfers to title companies and financial institutions, adhering to firm standards for secure and accurate money movement. * Champion the Client Experience: Escalate urgent requests and resolve issues quickly to deliver exceptional service and support. * Stay Ahead of Change: Continuously update your knowledge of systems and procedures, adapting to evolving deal setup and funding activities in a fast-paced environment. Required qualifications, capabilities, and skills : * Experience reviewing and interpreting floorplan and/or commercial loan documentation. * Familiarity with loan documentation, including Credit Agreements, Promissory Notes, and Disbursement Agreements. * Understanding of back-office operations such as client service, credit support, deal setup, and funding. * Knowledge of money movement processes, including wire and internal MITS processing. * Strong attention to detail, excellent communication skills, and proficiency with PC applications. * A track record of high-quality work with minimal errors. * Ability to communicate effectively with diverse stakeholders and work independently in a high-volume, fast-paced setting. Preferred qualifications, capabilities, and skills * Experience with commercial loan products, business loan sales, and underwriting processes. * A passion for continuous improvement and process optimization. * Digital literacy and a willingness to embrace new technologies. * Ability to create quantitative reports and support strategic planning with data-driven insights. * Project management skills to drive successful lending initiatives.
    $68k-100k yearly est. Auto-Apply 22d ago
  • Credit Support Analyst

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Wholesale Lending Services (WLS) supports several lines of businesses that include Business Banking, Commercial Bank, Global Wealth Management, and Investment Bank. Credit Monitoring sits within the WLS and provides Credit Compliance Monitoring for the combined Commercial and Investment Bank Loan Portfolio. As a Credit Monitoring Analyst, you will be responsible for assessing compliance with credit agreement terms. In this role, you will interpret financial and other covenants included in credit agreements to determine whether borrowers are meeting the terms of the credit agreements or are in default. The credit agreements cover syndicated loans and bilateral agreements. **Job Responsibilities** + Complete set up of reporting requirements and financial covenants in a wide variety of new credit agreements and other executed documents in the bank system, including Syndicated Credit Agreements and other externally prepared agreements + Translate legal and structural terms into operational and monitoring requirements for ongoing compliance + Conduct periodic reviews and continuous monitoring of the borrower's financial covenants and collateral based on the credit agreement requirements + Interpret complex attorney/externally prepared credit agreements and other legal documents to determine which co-borrowers, guarantors, and other parties to the agreements require set up in bank's system of record for future covenant compliance evaluation + Review documentation and monitor ongoing compliance with financial covenants with bilateral agreements and syndicated loans from different lending institutions + Independently calculate cash flow, leverage ratios, and required covenant values in accordance with specific terms laid out in credit agreements + Perform detailed Borrowing Base calculations and reconciliations for Secured Lending cases + Validate collateral documentation such as AR aging, inventory listings, and ineligible summaries + Compare executed Credit Agreements to the corresponding Credit Approval and term sheets to verify alignment and report discrepancies + Adhere to the quality control standards that have been set for the process and to service level agreements WLS has with its internal business partners + Partner with Risk, Credit, and Operations teams to resolve discrepancies or clarifications within loan documentation and operation **Required Qualifications, Capabilities, and Skills** + Bachelor's degree in business/accounting preferred + Three or more years of experience in Credit Monitoring, Credit Administration, Credit Review, or Loan Operations in Commercial, Business, or Investment Banking + Proven experience reviewing and interpreting Credit Agreements and Syndicated Loan Structures + Maintain strong knowledge of various facility types, including Revolvers, Term Loans, LCs, Bridge Loans, and Asset-Based structures + Working knowledge of various facilities structures including Asset Based Lending, Real Estate Banking and Security Valuation + Understanding of loan products, including documentation, for revolving lines of credit, term loans, borrowing bases, etc. + Strong understanding of facility structures and their downstream operational effects. + Excellent attention to detail, accuracy, and risk discipline + Strong verbal and written communication to effectively communicate with various stakeholders and across levels + Ability to work independently with minimum supervision including demonstration of good time management + High proficiency in using MS Office tools including MS Excel JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $68k-100k yearly est. 60d+ ago
  • Vendor Management Analyst II - Collections Litigation

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210682754 JobSchedule: Full time JobShift: Day : Elevate your career with us as a Vendor Management Analyst, where your efforts will shape the future of Chase Card Recovery. Join a dynamic team that values integrity, respect, and innovation, offering you opportunities for growth and development. Job Summary: As a Vendor Management Analyst within our Chase Card Recovery team, you will play a crucial role in managing vendor relationships and ensuring operational excellence. You will collaborate with internal and external partners to drive strategic changes and improve performance metrics. Your work will directly impact our customer experience and risk management outcomes. In this role, you will design and implement tools and procedures to track and measure key performance indicators. You will also conduct on-site reviews of law firms and provide meaningful feedback to stakeholders. Your contributions will help us maintain a strong control environment and achieve our business goals. Job Responsibilities: * Monitor day-to-day business results for assigned vendors. * Demonstrate exceptional judgment and communication skills. * Lead compliance-related audit activities. * Manage projects to meet critical deadlines. * Own the vendor communication process. * Consult with business partners to establish clear requirements. * Identify emerging trends and propose solutions. * Establish and maintain partnerships with external groups. * Travel for on-site reviews approximately 10%-20% of the time. Required Qualifications, Capabilities, and Skills: * Three years of business operations experience in Collection Litigations. * Outstanding written and verbal communication skills. * Strong task and priority management skills. * Ability to drive issue resolution in a fast-paced environment. * Analytic mindset with clear and persuasive presentation skills. * Detail-oriented with excellent time management skills. * Experience in analyzing and improving business processes. * Ability to monitor and analyze vendor performance data. * Bachelor's Degree or equivalent work experience. Preferred Qualifications, Capabilities, and Skills: * Programming skills/aptitude is desirable. Additional Information: * This role requires working in the office five days a week. * Relocation assistance is not available for the role. * Role is not eligible for H1B or immigration sponsorship. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
    $74k-100k yearly est. Auto-Apply 31d ago
  • Business Analyst Intern (Summer 2026)

    Massmutual Ascend 4.3company rating

    Cincinnati, OH jobs

    As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers' unique needs - whether it's protecting their hard-earned savings, receiving guaranteed income or providing for loved ones. MassMutual Ascend is proud to offer customers a level of strength and stability they can count on for years to come. The Opportunity As a Business Analyst Intern, you will support senior business analysts and project teams in tasks such as gathering and documenting requirements, conducting data analysis, and helping with project documentation and communication. Job Responsibilities Assist with the elicitation and documentation of business requirements through interviews, surveys, and workshops: Participate in the creation and maintaining of detailed requirement documents, user stories, and process flows. Assist in collaborating with stakeholders to obtain and document functional and non-functional needs. Contribute to developing and maintaining a knowledge base of the customer's business processes, systems, and functions. Grow in understanding of process modelling, including the use of appropriate modelling tools, techniques, and standards. Assist the development team in breaking down features into user stories with acceptance criteria. Establish relationships with business partners, teammates, and other members of the IT organization. Perform other duties as assigned. Minimum Qualifications Entering at least 2nd year of higher education pursuing a degree in Computer Science or related field. Strong problem-solving skills. Ability to adapt to changes in priorities. Customer-service focus and quality orientation Self-motivated, takes initiative, and passionate about learning/trying new technologies. Sense of personal accountability. What to Expect As an intern, you'll have the opportunity to connect with other interns, managers and leaders at MassMutual Ascend while gaining hands-on experience in your area of focus. Focused one-on-one meetings with your manager. Ongoing opportunities for development and learning. Working in a fast-paced environment with available flexible work schedules. A place to grow your career in a culture that inspires, rewards and develops employees. Small company feel with a focus on meeting customer's needs today and also well into the future. Propose your own ideas on projects. #LI-MM1 Why Join Us. At MassMutual Ascend, our collaborative culture is key to our success. It's the reason we're a leading provider of annuities today, and it's the reason we'll continue rising to the top tomorrow. A career at MassMutual Ascend means you'll contribute to our mission of taking financial futures above and beyond - and you'll be inspired to reach your own goals, too. As a wholly owned subsidiary of MassMutual, MassMutual Ascend continues to be an employer of choice in the Cincinnati, Ohio community. MassMutual Ascend Life Insurance Company is an Equal Employment Opportunity employer. We welcome all persons to apply. At MassMutual Ascend we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance..
    $45k-54k yearly est. Auto-Apply 13d ago
  • 2027 Asset & Wealth Management Risk Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210691905 JobSchedule: Full time JobShift: Base Pay/Salary: Columbus, OH $80,000.00-$80,000.00 New York, NY $100,000.00-$100,000.00 San Francisco, CA $100,000.00-$100,000.00 Are you an analytical thinker eager to tackle complex challenges, drive innovation, and make an impact in risk management? Join us as a 2027 Asset & Wealth Management Risk Summer Analyst at J.P. Morgan, an industry leader in providing asset and wealth management services with over 200 years of experience. Working here means joining a collaborative, supportive team. We value your diverse perspective to help us innovate the next wave of products and solutions for our clients. As a Risk Summer Analyst in Asset & Wealth Management, you'll have the resources you need to succeed, including training, mentorship from senior leaders, and engaging projects. Our nine-week program begins with a week of induction, providing training and orientation to our businesses. You'll gain the technical and practical knowledge needed to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. You'll work alongside top-tier professionals, shaping decision-making and developing models that manage our financial reputation and regulatory performance. You'll also help mitigate and manage risk, building critical capabilities that allow the firm to manage any kind of market. Job Responsibilities: * Collaborate with industry experts to identify, assess, and manage risks facing the Bank and our clients. * Make meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment. * Contribute your diverse perspective to help us innovate the next wave of products and solutions for our clients. * Work under the guidance of mentors and a supportive team to help you learn and grow. * Develop innovative ideas to help our business. * Network with industry leaders, access best-in-class training, and learn how our businesses work together to provide excellent customer service. * Sharpen your technical skills, and finance and accounting principles. Opportunities Available With the Following Groups: * Credit Risk (Columbus, OH and San Francisco, CA): Oversees risk to earnings or capital arising from a borrower's failure to meet the terms of a loan agreement. Analysis of client financial statements is key in determining credit risk. * Wealth Management Investment Risk & Analytics (Columbus, OH): Oversees investment, fiduciary, and suitability risks in offering investment solutions to Wealth Management clients. * Asset Management Risk (New York, NY): Oversees and monitors investment, counterparty, and liquidity risks relating to client investments. Required Qualifications, Capabilities, and Skills: * Pursuing a Bachelor's or Master's degree. * Graduation date of December 2027 - June 2028 * To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Our Locations: * Columbus, OH * New York, NY * San Francisco, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $100k-100k yearly Auto-Apply 12d ago
  • 2027 Asset & Wealth Management Risk Summer Analyst Program

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Are you an analytical thinker eager to tackle complex challenges, drive innovation, and make an impact in risk management? Join us as a 2027 Asset & Wealth Management Risk Summer Analyst at J.P. Morgan, an industry leader in providing asset and wealth management services with over 200 years of experience. Working here means joining a collaborative, supportive team. We value your diverse perspective to help us innovate the next wave of products and solutions for our clients. As a Risk Summer Analyst in Asset & Wealth Management, you'll have the resources you need to succeed, including training, mentorship from senior leaders, and engaging projects. Our nine-week program begins with a week of induction, providing training and orientation to our businesses. You'll gain the technical and practical knowledge needed to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. You'll work alongside top-tier professionals, shaping decision-making and developing models that manage our financial reputation and regulatory performance. You'll also help mitigate and manage risk, building critical capabilities that allow the firm to manage any kind of market. **Job Responsibilities:** + Collaborate with industry experts to identify, assess, and manage risks facing the Bank and our clients. + Make meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment. + Contribute your diverse perspective to help us innovate the next wave of products and solutions for our clients. + Work under the guidance of mentors and a supportive team to help you learn and grow. + Develop innovative ideas to help our business. + Network with industry leaders, access best-in-class training, and learn how our businesses work together to provide excellent customer service. + Sharpen your technical skills, and finance and accounting principles. **Opportunities Available With the Following Groups:** + **Credit Risk (Columbus, OH and San Francisco, CA):** Oversees risk to earnings or capital arising from a borrower's failure to meet the terms of a loan agreement. Analysis of client financial statements is key in determining credit risk. + **Wealth Management Investment Risk & Analytics (Columbus, OH):** Oversees investment, fiduciary, and suitability risks in offering investment solutions to Wealth Management clients. + **Asset Management Risk (New York, NY):** Oversees and monitors investment, counterparty, and liquidity risks relating to client investments. **Required Qualifications, Capabilities, and Skills:** + Pursuing a Bachelor's or Master's degree. + Graduation date of December 2027 - June 2028 + To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. **Our Locations:** + Columbus, OH + New York, NY + San Francisco, CA **Join us** At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. **What's next?** Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. **Base Pay/Salary** Columbus, OH $80,000.00 - $80,000.00 New York, NY $100,000.00 - $100,000.00 / year San Francisco, CA $100,000.00 - $100,000.00 / year
    $100k-100k yearly 21d ago
  • 2027 Asset Management Product Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210691737 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $100,000.00-$100,000.00; San Francisco,CA $100,000.00-$100,000.00; New York,NY ; $100,000.00-$100,000.00; Columbus, OH $100,000-$100,000 USD Are you curious about portfolio management and investment strategies? We're looking for energetic, creative talent to join our global team of experts in evaluating new investments for a diverse base of clients. You will have the opportunity to start in New York to gain insights into business strategies before joining an investment products team. As a Summer Analyst in the 2027 Asset Management Product Program, you will collaborate with industry experts to develop investment solutions for institutional investors, mutual funds, ETFs, and other large-scale clients-including corporations, governments, and not-for-profit organizations-worldwide. You'll work with client portfolio managers, traders, research analysts, marketers and client advisors to analyze and execute investments strategies. These solutions will give you exposure to the various asset classes, including equities, fixed income, real assets, hedge funds and private equity. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage your skills. Job Responsibilities: * Collaborate with mentors and a supportive team to learn and grow. * Develop innovative ideas to enhance our business. * Undertake assignments that directly impact clients, helping them achieve their business goals. * Network with industry leaders and access best-in-class training. * Sharpen technical skills and finance and accounting principles. Required Qualifications, Capabilities, and Skills: * Pursuing a Bachelor's or Master's degree (No MBA). * Attending a college/university in the U.S. * Expected graduation date of December 2027 - June 2028. * Excellent communication and presentation skills. * Strong quantitative skills and a passion for investing. * Exceptional organizational skills and multitasking ability. * Strong initiative, energy, and confidence. * Good judgment and discretion with confidential information. Preferred Qualifications, Capabilities, and Skills: * Background in financial accounting, financial analysis, or mathematics is a plus. * Genuine interest in financial markets, investing, and macro-level economics. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations Locations and teams you may join: * Equities - New York * Global Fixed Income Currencies and Commodities - New York * Global Fixed Income Currencies and Commodities - Columbus * Global Fixed Income Currencies and Commodities - Leveraged Credit Team - Indianapolis * Alternatives: Hedge Funds - New York Alternatives: Private Equity - New York * Alternatives: Real Estate - New York * Alternatives: Real Estate - Los Angeles * Alternatives: Private Credit / Special Situations - New York * Global Liquidity - New York * Multi Asset Solutions - New York * Multi Asset Solutions - Columbus * ETFs - New York * Quantitative / Research - New York Team preference and location will be taken into consideration on your application. You will not be reviewed for teams that you do not list as a preference. Once your application is submitted, you cannot change your team and location preferences. Learn more about our teams below: * Equities: We manage a broad range of equity investment strategies globally with dedicated portfolio managers, research analysts and traders who have expertise in helping clients of all sizes. * Global Fixed Income Currencies and Commodities: We manage global bond strategies that invest across a broad range of sectors including government, corporate, securitized, and emerging market debt. Our solutions are available to individual clients through our active mutual fund and ETF offerings as well as institutional clients. Our team includes portfolio managers, research analysts, investment specialists, traders, and risk management. * Leveraged Credit: Our team manages over $70 billion in assets with a strong history of long-term performance. We combine portfolio management, credit research, and trading to deliver innovative investment solutions for a diverse range of clients. You'll work with senior professionals to evaluate high yield bonds, leveraged loans, and private credit, gaining hands-on experience and actively contributing to the investment process. * Alternatives: Explore a diverse range of alternative investment opportunities across hedge funds, private equity, real estate, and private credit in key financial hubs like New York and Los Angeles. * Hedge Funds: We manage hedge fund portfolios for institutional and high net worth individuals, offering a broad range of products and capabilities to help investors reach their objectives. * Private Equity: We build and maintain the private equity portfolios for our clients. * Real Estate: Where innovation meets opportunity. We come up with innovative ways to invest in real estate. * Global Liquidity: We help clients invest within a range of currencies, risk levels and durations, including taxable and tax-free money market funds, short-term fixed income funds and separately managed accounts. * Multi-Asset Solutions: We manage multi-asset portfolios investing across equities, fixed income, alternatives, and FX. Our strategies are informed by the insights of our quantitative and fundamental research teams and access the investment solutions from across JPMorgan Asset Management. Clients access MAS's strategies through active mutual funds, model portfolios, and custom institutional accounts. Our team includes portfolio managers, quantitative research analysts, fundamental macroeconomic strategists, investment specialists, and risk management. Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. J.P. Morgan Asset Management designed a YouTube video series to help future talent better understand what is Asset Management and why it's so important. Click here to view the series. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $100k-100k yearly Auto-Apply 18d ago
  • Solutions Analyst III - Emerging Technologies

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Join our dynamic team to revolutionize how technology intersects with business. As a Solutions Analyst III at JPMorgan Chase within the Enterprise Technology in Employee Compute, you will leverage your analytical expertise and technical fluency to drive innovation and enable strategic product development. You will collaborate with product owners, business stakeholders, and technology teams to elicit and document requirements, translate them into actionable solutions, and support rapid experimentation. Your adaptability and problem-solving skills will help navigate complex projects and manage dependencies, while your strong communication abilities will foster alignment and effective collaboration across diverse teams.. **Job Responsibilities** + Collaborate with internal business stakeholders, product teams and technology to understand internal roadmaps and key problems/opportunities; translate into innovative and strategic solution concepts that can be evaluated for viability and inform long-term product strategy. + Collaborate across cross-functional teams to develop and document business and technology requirements, ensuring alignment with product owners, technical teams and stakeholders. + Support evaluation of internal build vs. external buy of a solution, including engaging with third-party technology providers to understand their offerings and assessing applicability. + Manage dependencies and navigate ambiguity in complex projects supporting rapid experimentation and solution validation through discovery, assessments and prototypes. + Ensure all solutions adhere to firm wide governance, compliance, and security requirements, working closely with functional partners (Technology, Risk, Controls, Legal, Compliance, Third-Party Oversight, Sourcing, etc.) for internal and/or external solutions when needed. + Bridge the gap between product owners and software engineers by leveraging your technical fluency and strong analytical reasoning skills in support of strategic and tactical planning. + Foster clear, concise communication and collaboration across diverse stakeholder groups to drive alignment and successful outcomes. + Facilitate innovation forums, events and information sharing sessions showcasing emerging technologies to drive innovation across our organization. + Continuously enhance technical knowledge and stay current with industry trends, ensuring the application of emerging and innovative solutions to address evolving business needs. **Required Qualifications, Capabilities, and Skills** + Formal training or certification on business analysis concepts and 3+ years applied experience. + Experience in technical program delivery, product management, solutions analysis, or related field. + Strong technical writing and documentation skills for diverse stakeholder audiences, from engineers to executives. + Experience supporting innovation frameworks, including rapid assessments, prototyping, and proof-of-concept initiatives. + Ability to work collaboratively in cross-functional teams and drive alignment across business, product and technology groups. + Strong problem-solving and quantitative analysis skills. + Excellent verbal and written communication skills. + Familiarity with Agile methodologies and product-oriented organizations. **Preferred qualifications, capabilities, and skills** + Strategic mindset with ability to envision ways to use technology to solve business problems, translate them into quantifiable costs and benefits, and critical thinking skills to drive sound decision making and recommendations. + Track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership. + Technical program delivery, innovation, program/project management, product management or solutions analysis. + Understanding of agile product management and software development, with experience in translating business and technical requirements into JIRA stories for agile teams. + Proven ability to build strong stakeholder relationships and work with high-performing teams in complex environments. + Ability to create compelling presentations that summarize product attributes, strategy, technologies, etc. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $93k-116k yearly est. 11d ago
  • Solutions Analyst III - Emerging Technologies

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210683194 JobSchedule: Full time JobShift: Day : Join our dynamic team to revolutionize how technology intersects with business. As a Solutions Analyst III at JPMorgan Chase within the Enterprise Technology in Employee Compute, you will leverage your analytical expertise and technical fluency to drive innovation and enable strategic product development. You will collaborate with product owners, business stakeholders, and technology teams to elicit and document requirements, translate them into actionable solutions, and support rapid experimentation. Your adaptability and problem-solving skills will help navigate complex projects and manage dependencies, while your strong communication abilities will foster alignment and effective collaboration across diverse teams.. Job Responsibilities * Collaborate with internal business stakeholders, product teams and technology to understand internal roadmaps and key problems/opportunities; translate into innovative and strategic solution concepts that can be evaluated for viability and inform long-term product strategy. * Collaborate across cross-functional teams to develop and document business and technology requirements, ensuring alignment with product owners, technical teams and stakeholders. * Support evaluation of internal build vs. external buy of a solution, including engaging with third-party technology providers to understand their offerings and assessing applicability. * Manage dependencies and navigate ambiguity in complex projects supporting rapid experimentation and solution validation through discovery, assessments and prototypes. * Ensure all solutions adhere to firm wide governance, compliance, and security requirements, working closely with functional partners (Technology, Risk, Controls, Legal, Compliance, Third-Party Oversight, Sourcing, etc.) for internal and/or external solutions when needed. * Bridge the gap between product owners and software engineers by leveraging your technical fluency and strong analytical reasoning skills in support of strategic and tactical planning. * Foster clear, concise communication and collaboration across diverse stakeholder groups to drive alignment and successful outcomes. * Facilitate innovation forums, events and information sharing sessions showcasing emerging technologies to drive innovation across our organization. * Continuously enhance technical knowledge and stay current with industry trends, ensuring the application of emerging and innovative solutions to address evolving business needs. Required Qualifications, Capabilities, and Skills * Formal training or certification on business analysis concepts and 3+ years applied experience. * Experience in technical program delivery, product management, solutions analysis, or related field. * Strong technical writing and documentation skills for diverse stakeholder audiences, from engineers to executives. * Experience supporting innovation frameworks, including rapid assessments, prototyping, and proof-of-concept initiatives. * Ability to work collaboratively in cross-functional teams and drive alignment across business, product and technology groups. * Strong problem-solving and quantitative analysis skills. * Excellent verbal and written communication skills. * Familiarity with Agile methodologies and product-oriented organizations. Preferred qualifications, capabilities, and skills * Strategic mindset with ability to envision ways to use technology to solve business problems, translate them into quantifiable costs and benefits, and critical thinking skills to drive sound decision making and recommendations. * Track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership. * Technical program delivery, innovation, program/project management, product management or solutions analysis. * Understanding of agile product management and software development, with experience in translating business and technical requirements into JIRA stories for agile teams. * Proven ability to build strong stakeholder relationships and work with high-performing teams in complex environments. * Ability to create compelling presentations that summarize product attributes, strategy, technologies, etc.
    $93k-116k yearly est. Auto-Apply 14d ago
  • Solutions Analyst III - Emerging Technologies

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Join our dynamic team to revolutionize how technology intersects with business. As a Solutions Analyst III at JPMorgan Chase within the Enterprise Technology in Employee Compute, you will leverage your analytical expertise and technical fluency to drive innovation and enable strategic product development. You will collaborate with product owners, business stakeholders, and technology teams to elicit and document requirements, translate them into actionable solutions, and support rapid experimentation. Your adaptability and problem-solving skills will help navigate complex projects and manage dependencies, while your strong communication abilities will foster alignment and effective collaboration across diverse teams.. Job Responsibilities Collaborate with internal business stakeholders, product teams and technology to understand internal roadmaps and key problems/opportunities; translate into innovative and strategic solution concepts that can be evaluated for viability and inform long-term product strategy. Collaborate across cross-functional teams to develop and document business and technology requirements, ensuring alignment with product owners, technical teams and stakeholders. Support evaluation of internal build vs. external buy of a solution, including engaging with third-party technology providers to understand their offerings and assessing applicability. Manage dependencies and navigate ambiguity in complex projects supporting rapid experimentation and solution validation through discovery, assessments and prototypes. Ensure all solutions adhere to firm wide governance, compliance, and security requirements, working closely with functional partners (Technology, Risk, Controls, Legal, Compliance, Third-Party Oversight, Sourcing, etc.) for internal and/or external solutions when needed. Bridge the gap between product owners and software engineers by leveraging your technical fluency and strong analytical reasoning skills in support of strategic and tactical planning. Foster clear, concise communication and collaboration across diverse stakeholder groups to drive alignment and successful outcomes. Facilitate innovation forums, events and information sharing sessions showcasing emerging technologies to drive innovation across our organization. Continuously enhance technical knowledge and stay current with industry trends, ensuring the application of emerging and innovative solutions to address evolving business needs. Required Qualifications, Capabilities, and Skills Formal training or certification on business analysis concepts and 3+ years applied experience. Experience in technical program delivery, product management, solutions analysis, or related field. Strong technical writing and documentation skills for diverse stakeholder audiences, from engineers to executives. Experience supporting innovation frameworks, including rapid assessments, prototyping, and proof-of-concept initiatives. Ability to work collaboratively in cross-functional teams and drive alignment across business, product and technology groups. Strong problem-solving and quantitative analysis skills. Excellent verbal and written communication skills. Familiarity with Agile methodologies and product-oriented organizations. Preferred qualifications, capabilities, and skills Strategic mindset with ability to envision ways to use technology to solve business problems, translate them into quantifiable costs and benefits, and critical thinking skills to drive sound decision making and recommendations. Track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership. Technical program delivery, innovation, program/project management, product management or solutions analysis. Understanding of agile product management and software development, with experience in translating business and technical requirements into JIRA stories for agile teams. Proven ability to build strong stakeholder relationships and work with high-performing teams in complex environments. Ability to create compelling presentations that summarize product attributes, strategy, technologies, etc.
    $93k-116k yearly est. Auto-Apply 14d ago
  • Asset Management - Municipal Research Analyst - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210699286 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $200,000.00-$350,000.00 The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies. As a Municipal Research Analyst in the Municipal Fixed Income Research team, you will work closely with a global team of Analysts, Portfolio Managers, and Investment Specialists to evaluate municipal securities for investment opportunity and ongoing management. Job Responsibilities * Provide and maintain buy and/or sell investment recommendations via credit discussions and written credit reports for municipal securities for assigned sectors. * Perform independent credit risk on issuers to identify relative value and investment opportunities with an entrepreneurial mindset. * Perform due diligence, pre- and post-issuance, by engaging municipal issuers and investment bankers and making site visits (some domestic travel required). * Actively monitor market themes and sector trends. * Communicate investment recommendations, market themes and sector trends to portfolio managers, internal stakeholders and clients. * Build and maintain relationships with investment bankers and analysts, the broker-dealer community, rating agencies, and legal professionals, among other market participants. Required qualifications, capabilities and skills * Minimum of 10 years of experience in credit analysis. * Bachelor's degree in related field * Critical Technical Skills * Demonstrated ability to evaluate municipal issuer credit risk, determine relative value, and communicate concisely under typically stringent time constraints. * Working knowledge or interest in municipal market technicals and identification of primary and secondary market opportunities. * Proficient accounting and financial analysis skill with excellent cash flow modeling and revenue/expense forecasting and advanced knowledge of GAAP/GASB accounting. * Ability to read and evaluate complex bond documents and structures with attention to detail. * Strong written and oral communication and interpersonal skills; team-oriented. * Demonstrated experience common business software packages/applications. Preferred qualifications, capabilities and skills * CFA or CFA candidate preferred. * Degrees specializing in data science, finance and/or economics preferred.
    $65k-91k yearly est. Auto-Apply 12d ago
  • Asset Management - Shareholder Services - Analyst

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    If you are a collaborative team member, solutions orientated and deliver premier client service, J.P. Morgan is the place for you! As a Shareholder Services Analyst within Asset Management Client Service, you will be responsible for delivering high quality service and support to financial advisors and investors of J.P. Morgan Funds. You will participate in a thorough training program covering all service and technical aspects of mutual funds and 529 college savings plans. By being a part of one of the largest and most respected Asset Managers, you will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry. The Asset Management Client Service division manages over 1800 clients across Institutional, Sub Advisory, and Alternatives sectors, focusing on maintaining client relationships and expanding market reach to achieve business goals. The team collaborates with Sales, Investments, Technology, Legal, and Operations to enhance processes and drive change. Job Responsibilities Participate in problem resolution for client accounts Process trades and information requests for clients Educate clients about JPMorgan products and value add resources Work towards and obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses Required qualifications, capabilities and skills Possess high energy, a great attitude and exceptional service skills Bachelor's Degree or equivalent client service experience Industry knowledge Strong written and oral communication skills Relationship building and problem solving skills Attention to detail Obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses within 120 days of starting in position
    $65k-91k yearly est. Auto-Apply 60d+ ago
  • Asset Management - Securitized Credit Research Analyst - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210675764 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $170,000.00-$285,000.00 The Global Fixed Income Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies. The Securitized Credit Research team within Global Fixed Income, Currency & Commodities is responsible for fundamental investment research and analysis across $80+bn in securitized credit AUM across the spectrum of the securitized credit assets, including ABS, CMBS, non-agency RMBS, and CLOs. As a research analyst on the Securitized Credit team, you will conduct fundamental research and drive investment performance across the various securitized credit sectors for GFICC's strategies using both quantitative and qualitative analysis. Job Responsibilities * Conduct thorough sector and issuer due diligence, tracking trends, performance, and macroeconomic drivers to formulate investment recommendations for sectors and individual securities * Formulate buy/sell recommendations in both new issue and secondary markets and effectively communicate them to the broader investor community, including through written credit opinions * Actively monitor market themes and sector trends to identify investment opportunities * Conduct surveillance and monitoring to identify risks to holdings while also enhancing surveillance tools and processes * Develop models to enhance investment analysis and forecast performance for consumer or real-estate related assets * Aggregate and analyze large sets of data to develop and test investment opinions * Build and maintain relationships with both internal and external participants, including portfolio managers, investment specialists, issuers, rating agencies, and broker-dealers Required qualifications, capabilities and skills * 5+ years of securitized credit experience across one or more sub-sectors * Knowledge of one or more securitized sectors including ABS, CMBS, RMBS and CLO * Knowledge of Intex and/or Trepp * Strong written and verbal communication skills, with the ability to communicate concisely under typically stringent time constraints * Demonstrated ability to work effectively in a team-oriented environment and manage multiple tasks Preferred qualifications, capabilities and skills * Programming skills are a plus * Ideal experience as a research analyst, portfolio manager, banker, structurer, or trader
    $65k-91k yearly est. Auto-Apply 60d+ ago
  • Asset Management - Shareholder Services - Analyst

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    If you are a collaborative team member, solutions orientated and deliver premier client service, J.P. Morgan is the place for you! As a Shareholder Services Analyst within Asset Management Client Service, you will be responsible for delivering high quality service and support to financial advisors and investors of J.P. Morgan Funds. You will participate in a thorough training program covering all service and technical aspects of mutual funds and 529 college savings plans. By being a part of one of the largest and most respected Asset Managers, you will have the opportunity to develop a challenging career in the Investment Management and Financial Services industry. The Asset Management Client Service division manages over 1800 clients across Institutional, Sub Advisory, and Alternatives sectors, focusing on maintaining client relationships and expanding market reach to achieve business goals. The team collaborates with Sales, Investments, Technology, Legal, and Operations to enhance processes and drive change. **Job Responsibilities** + Participate in problem resolution for client accounts + Process trades and information requests for clients + Educate clients about JPMorgan products and valueadd resources + Work towards and obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses **Required qualifications, capabilities and skills** + Possess high energy, a great attitude and exceptional service skills + Bachelor's Degree or equivalent client service experience + Industry knowledge + Strong written and oral communication skills + Relationship building and problem solving skills + Attention to detail + Obtain Securities Industry Essentials, Series 6 and Series 63 securities licenses within 120 days of starting in position JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $65k-91k yearly est. 60d+ ago
  • Asset Management - Financial Advisor Services - Analyst

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them. As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of responsibilities. These include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals. **Job Responsibilities** + Partner with internal and external Client Advisors to generate revenue growth and client retention, including: + Prospect, close business, build relationships and promote JPMorgan mutual funds + Answer incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services + Create client presentations; develop prep and follow up materials for client meetings + Assist Financial Advisors with JPMorgan Funds web site questions + Liaise with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and the Product Strategy drive for tracking and Compliance purposes + Create proposals and illustrative models for key sales representatives as needed + Collaborate with team members, internal partners and investment professionals throughout the firm on projects spanning all asset classes. **Required Qualifications, Skills, and Capabilities** + 4-year degree (BA/BS) + 2+ years of financial services experience including strong knowledge of: JPMorgan Funds' products and services, and all aspects of the distribution channels through which they are sold + Specialized knowledge of JPMorgan's Insights programs - i.e. Guide to the Markets, Guide to Retirement and Portfolio Insights + Able to communicate effectively (verbal and written) with a wide variety of stakeholders - e.g. external and internal partners + Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities and high pressure environment + Exceptional time management and organization skills; able to produce high quality work in a deadline driven environment + Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite + FINRA/NASAA licenses - Series 7; Series 63 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $65k-91k yearly est. 55d ago
  • 2027 Asset & Wealth Management Risk Summer Analyst Program

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Are you an analytical thinker eager to tackle complex challenges, drive innovation, and make an impact in risk management? Join us as a 2027 Asset & Wealth Management Risk Summer Analyst at J.P. Morgan, an industry leader in providing asset and wealth management services with over 200 years of experience. Working here means joining a collaborative, supportive team. We value your diverse perspective to help us innovate the next wave of products and solutions for our clients. As a Risk Summer Analyst in Asset & Wealth Management, you'll have the resources you need to succeed, including training, mentorship from senior leaders, and engaging projects. Our nine-week program begins with a week of induction, providing training and orientation to our businesses. You'll gain the technical and practical knowledge needed to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. You'll work alongside top-tier professionals, shaping decision-making and developing models that manage our financial reputation and regulatory performance. You'll also help mitigate and manage risk, building critical capabilities that allow the firm to manage any kind of market. Job Responsibilities: Collaborate with industry experts to identify, assess, and manage risks facing the Bank and our clients. Make meaningful professional contributions while developing your expertise and technical skills in a dynamic team environment. Contribute your diverse perspective to help us innovate the next wave of products and solutions for our clients. Work under the guidance of mentors and a supportive team to help you learn and grow. Develop innovative ideas to help our business. Network with industry leaders, access best-in-class training, and learn how our businesses work together to provide excellent customer service. Sharpen your technical skills, and finance and accounting principles. Opportunities Available With the Following Groups: Credit Risk (Columbus, OH and San Francisco, CA): Oversees risk to earnings or capital arising from a borrower's failure to meet the terms of a loan agreement. Analysis of client financial statements is key in determining credit risk. Wealth Management Investment Risk & Analytics (Columbus, OH): Oversees investment, fiduciary, and suitability risks in offering investment solutions to Wealth Management clients. Asset Management Risk (New York, NY): Oversees and monitors investment, counterparty, and liquidity risks relating to client investments. Required Qualifications, Capabilities, and Skills: Pursuing a Bachelor's or Master's degree. Graduation date of December 2027 - June 2028 To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Our Locations: Columbus, OH New York, NY San Francisco, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $65k-91k yearly est. Auto-Apply 13d ago
  • Asset Management - Financial Advisor Services - Analyst

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them. As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of responsibilities. These include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals. Job Responsibilities Partner with internal and external Client Advisors to generate revenue growth and client retention, including: Prospect, close business, build relationships and promote JPMorgan mutual funds Answer incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services Create client presentations; develop prep and follow up materials for client meetings Assist Financial Advisors with JPMorgan Funds web site questions Liaise with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and the Product Strategy drive for tracking and Compliance purposes Create proposals and illustrative models for key sales representatives as needed Collaborate with team members, internal partners and investment professionals throughout the firm on projects spanning all asset classes. Required Qualifications, Skills, and Capabilities 4-year degree (BA/BS) 2+ years of financial services experience including strong knowledge of: JPMorgan Funds' products and services, and all aspects of the distribution channels through which they are sold Specialized knowledge of JPMorgan's Insights programs - i.e. Guide to the Markets, Guide to Retirement and Portfolio Insights Able to communicate effectively (verbal and written) with a wide variety of stakeholders - e.g. external and internal partners Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities and high pressure environment Exceptional time management and organization skills; able to produce high quality work in a deadline driven environment Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite FINRA/NASAA licenses - Series 7; Series 63
    $65k-91k yearly est. Auto-Apply 57d ago
  • Financial Analyst

    American Express 4.8company rating

    Remote

    As a Financial Analyst, you will be instrumental in helping us interpret complex financial information, identify trends, and provide actionable insights. Your work will directly contribute to smarter business decisions and the overall financial health of our organization. Bachelor's degree in Finance, Accounting, Business, Economics, or related field. 2+ years of experience in a financial analysis or similar role (industry experience a plus). Advanced proficiency in Microsoft Excel; experience with financial planning tools (e.g., Hyperion, SAP, Oracle) is advantageous. Strong analytical, organizational, and problem-solving skills. You will: Conduct detailed financial analysis, forecasts, and modeling to support strategic planning. Prepare monthly, quarterly, and annual financial reports for management and stakeholders. Analyze budgeting, forecasting, and variance trends to inform operational and executive decisions. Track key performance indicators (KPIs) and develop ad hoc financial models as needed.
    $71k-109k yearly est. Auto-Apply 60d+ ago

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