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Assistant Vice President jobs at U.S. Bank

- 77 jobs
  • Assistant Vice President; Corp Inv Portfolio Analyst

    Bank of America Corporation 4.7company rating

    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: * Optimize portfolios to meet risk appetite, management objectives, regulatory constraints, balance sheet, and earnings goals. * Interact with market participants through trade execution and meetings with external strategists and traders. * Estimate risk premia and return distributions. * Conduct scenario analysis of portfolio and prospective investments. * Generate proposals for portfolio rebalancing. * Understand the impact of various investment strategies on Enterprise Risk Management measures and limits. * Partner with Quantitative Finance ("QF") and Balance Sheet Management ("BSM") to enable best-practice NII and OCI modeling techniques. * Comply with and complete enterprise, Treasury, and regulatory oversight routines. * Maintain horizontal relationships with BSM and additional internal business partners such as Enterprise Capital Management ("ECM"), Global Liquidity Management ("GLM"), Strategic Asset Liability Management (""SALM""), and Compliance. * Recognize impacts of different products on various hedge accounting strategies. * Leverage knowledge of interest rate markets, and pricing and risk management of interest rate derivatives in the context of enterprise risk hedging. * Perform financial and statistical analysis by utilizing Excel spreadsheets and Bloomberg, and producing presentation materials to communicate findings. * Perform financial transaction execution activities to manage interest rate risk. * Collaborate with partner teams to ensure the timely completion of required documentation prior to transaction execution. * Remote work may be permitted within a commutable distance from the worksite. Required Skills & Experience: * Master's degree or equivalent in Finance, Mathematics, Statistics, 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: * Leveraging knowledge of interest rate markets, and pricing and risk management of interest rate derivatives in the context of enterprise risk hedging; * Performing financial and statistical analysis by utilizing Excel spreadsheets and Bloomberg, and producing presentation materials to communicate findings; * Performing financial transaction execution activities to manage interest rate risk; and, * Collaborating with partner teams to ensure the timely completion of required documentation prior to transaction execution. 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
    $105k-131k yearly est. Easy Apply 11d ago
  • Assistant Vice President; Corp Inv Portfolio Analyst

    Bank of America 4.7company rating

    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:** + Optimize portfolios to meet risk appetite, management objectives, regulatory constraints, balance sheet, and earnings goals. + Interact with market participants through trade execution and meetings with external strategists and traders. + Estimate risk premia and return distributions. + Conduct scenario analysis of portfolio and prospective investments. + Generate proposals for portfolio rebalancing. + Understand the impact of various investment strategies on Enterprise Risk Management measures and limits. + Partner with Quantitative Finance ("QF") and Balance Sheet Management ("BSM") to enable best-practice NII and OCI modeling techniques. + Comply with and complete enterprise, Treasury, and regulatory oversight routines. + Maintain horizontal relationships with BSM and additional internal business partners such as Enterprise Capital Management ("ECM"), Global Liquidity Management ("GLM"), Strategic Asset Liability Management (""SALM""), and Compliance. + Recognize impacts of different products on various hedge accounting strategies. + Leverage knowledge of interest rate markets, and pricing and risk management of interest rate derivatives in the context of enterprise risk hedging. + Perform financial and statistical analysis by utilizing Excel spreadsheets and Bloomberg, and producing presentation materials to communicate findings. + Perform financial transaction execution activities to manage interest rate risk. + Collaborate with partner teams to ensure the timely completion of required documentation prior to transaction execution. + Remote work may be permitted within a commutable distance from the worksite. **Required Skills & Experience:** + Master's degree or equivalent in Finance, Mathematics, Statistics, 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: + Leveraging knowledge of interest rate markets, and pricing and risk management of interest rate derivatives in the context of enterprise risk hedging; + Performing financial and statistical analysis by utilizing Excel spreadsheets and Bloomberg, and producing presentation materials to communicate findings; + Performing financial transaction execution activities to manage interest rate risk; and, + Collaborating with partner teams to ensure the timely completion of required documentation prior to transaction execution. 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.
    $105k-131k yearly est. Easy Apply 10d ago
  • Threat Manager , Vice President

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210692555 JobSchedule: Full time JobShift: Variable Base Pay/Salary: New York,NY $142,500.00-$200,000.00 The Threat Manager is vital to the Global Security Threat Management team, managing complex threat cases and improving workplace violence prevention. This role requires autonomy, expert decision-making, and specialized threat management knowledge. The Threat Manager oversees cases, leads projects, and influences key business aspects within Global Security. Responsibilities include managing security concerns, participating in the On-Call Schedule, and conducting Joint Threat Review meetings. The role also supports team development and ensures continuous improvement, safeguarding the firm's employees and assets worldwide. As a Threat Manager within Global Security, you will provide continued support to employees through partnership with other key cross-functional partners as required. Utilize your strong technical skills to help enhance the global team's risk and controls initiatives. Reporting to a Threat Management Director, you will provide support functions for escalated threat cases throughout their entire lifecycle; support functions will include acknowledgement of case details & distribution, case management system input, process updates for TM workflow, supplemental case investigations, organization of interviews, and consult of case management and adjudication. This lifecycle will include information gathering, initial threat assessment, consultation of stakeholders, incorporation of mitigation strategies, continued monitoring and regular reviews of persons of concern. Job responsibilities: * Actively respond, manage and maintain cases of all case-types to include report writing and record retention * Conduct witness interviews and provide assessments as required * Provide program support for other GS/TM partners (Global Intelligence, Insider Risk) * Serve as liaison support for cross-functional partners * Provide case support for peer TMs as needed and based on caseload/on-call support * Support the development of best practice documents and standard response protocols * Utilize internal databases to execute long-term monitoring of persons of concern * Leverage partnerships to continuously monitor persons of concern * Support data integrity, TM case metrics, and trends analysis * Leverage technical skills (Microsoft office suite, ServiceNow, ArcGIS, Sales Force, Pega, Tableau, Power Bi, etc.) to enhance teams operational excellence Required qualifications, capabilities, and skills: * 5+ years' experience in a threat management, law enforcement, intelligence analysis, and/or corporate security role * BA or BS Degree in History, Criminal Justice, Intelligence, or Political Science or equivalent years of relevant experience * Proficiency in MS office suite * Ability to think quickly and make decisions while under pressure * Ability to work within a team environment and achieve buy-in from stakeholders * Strong communication skills * Strong organization skills * Available to travel 10% * Able to work extended hours to include nights, weekends, and on-call as needed
    $142.5k-200k yearly Auto-Apply 4d ago
  • Vice President, B2B Client Solutions Specialist

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210691925 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $104,500.00-$170,000.00; New York,NY $118,750.00-$197,000.00 Are you looking to revolutionize traditional retail and online experiences? If so, you've found the right team! As a B2B Payables Client Solution Specialist in the Commercial Bank's Payments organization, you are an integral part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership with Sales. You are responsible for acting as the voice of the customer by understanding their needs and communicating feedback to the Product teams. Job responsibilities * Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients' needs and objectives * Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients' needs and current industry trends * Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials * Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap Required qualifications, capabilities and skills * 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products, with a focus on commercial card and payables product set * Strong technical expertise, payments industry knowledge and consultative experience to support complex solutioning and design sessions with clients and prospects * Strong executive level presentation skills, including ability to consult and sell at the C-level * Exceptional ability to understand client and prospect needs and turn needs into mandated business through solution-based selling that clearly articulates operational and financial benefits * Ability to generate ideas to help coverage teams identify and drive the development of new business * Excellent selling and negotiation skills always ensuring the full value of J.P. Morgan is clearly communicated * Strong writing and analytical skills to support RFP responses, presentation content and ROI analysis development * Demonstrated prior experience working in a highly matrixed and complex organization Preferred qualifications, capabilities, and skills * Applicable market/industry experience * Diligence to maintain up-to-date and accurate pipeline reports. * Team-oriented with the ability to develop strong working relationships with clients, peers, and cross-functional partners.
    $118.8k-197k yearly Auto-Apply 5d ago
  • U.S. Private Bank - Private Banker - Executive Director or Vice President (Columbus, OH)

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    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
    $139k-221k yearly est. Auto-Apply 60d+ ago
  • Risk Management - Risk Oversight Lead for International Payments - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210689177 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $119,700.00-$195,000.00 Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As the Oversight Lead for International Payments Vice President in the Consumer 2nd Line of Defense (2LOD) Risk Management organization, you will play a pivotal role in safeguarding our cross-border payments, including wires and blockchain transactions. You will be responsible for identifying, assessing, and mitigating risks associated with cross-border payments, such as fraud, scams, compliance, and operational vulnerabilities. The ideal candidate will develop and implement comprehensive risk management strategies, ensure adherence to international regulations, and serve as a key advisor to senior leadership on potential threats and opportunities in an evolving global landscape. In this role, you will provide independent oversight, guidance, and challenge to the first line of defense (front-line business units) to ensure that risks associated with wires and blockchain payments are effectively managed and remain within the organization's risk appetite. Responsibilities include reviewing product and feature designs, developing and implementing robust risk management frameworks and policies tailored to the unique complexities of both traditional fiat and digital assets. You will also partner with Legal, Compliance, and Controls teams to address emerging issues and provide timely, actionable guidance. Additionally, you will communicate critical product challenges and risk insights to senior leadership, helping to shape strategic decisions and drive continuous improvement in our risk management practices. Job Responsibilities * Look for ways payment use cases can potentially facilitate fraud and scam scenarios, as well as operational and reputational risk * Evaluate new payment features or modifications to existing services to ensure that the Product team has identified all the risks and has included appropriate controls to mitigate risks * Know the international payment flows you oversee just as well as the Product team * Have a working knowledge of cross-border controls that are used to mitigate inherent risk in Digital and Blockchain * Collaborate with the business to solve problems but escalates within the risk management framework when the business exposes the bank to risk in an unsafe way * Work effectively as an individual contributor and collaborative team member on simultaneous projects * Possess excellent verbal and written communication skills and the ability to interact professionally with executives, managers, and subject matter experts * Deconstruct and explain complex concepts and issues in a business-friendly manner to senior/executive management Required qualifications, capabilities, and skills * A minimum of 6+ years of experience in risk management, specifically within the payments, banking, or financial services industry with international exposure. * A Bachelor's degree in Finance, Business Administration, Economics, or a related field * Deep understanding of international payment systems (e.g., Swift, remittances, real time payments) and digital asset protocols, as well as relevant global regulatory landscapes. * Excellent problem-solving, decision-making, and communication skills, with the ability to influence and build relationships across global teams. * Ability to defend positions and influence with quantitative analysis developed with an analytical team. Preferred qualifications, capabilities, and skills * Master's degree or MBA preferred To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., 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).
    $119.7k-195k yearly Auto-Apply 18d ago
  • J.P. Morgan Wealth Management - Central Supervisory Vice President Annuity Manager - Columbus, OH, Plano, TX and Tempe, AZ

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210689641 JobSchedule: Full time JobShift: Day : Join a team where your expertise shapes the future of financial services and client experiences. As a Central Supervisory Manager, you will play a key role in ensuring the integrity and suitability of our annuity and insurance offerings. Your insights and leadership will help us deliver exceptional service and maintain our reputation for excellence. Be part of a collaborative environment that values innovation, continuous improvement, and professional growth. Make a difference for our clients, our team, and your career. As a Central Supervisory Manager in the Central Supervision team, you ensure the suitability and compliance of annuity and insurance products for our clients. You collaborate with colleagues across the organization to resolve supervisory issues and drive process improvements. You help train new team members and influence positive change. Together, we create solutions that make lives better and build long-term relationships with our clients. Job Responsibilities * Conduct suitability reviews for a variety of annuity and insurance products * Escalate supervisory issues and recommend appropriate actions * Partner strategically with field Supervisory Managers and registered personnel to resolve exceptions * Review work items escalated internally by junior team members * Deliver training to newly hired team members * Identify and drive process improvements * Influence stakeholders and align them to final resolutions * Complete project work and additional tasks as assigned * Articulate findings and recommendations clearly to management * Maintain strong organization and attention to detail * Meet service level agreements and project deadlines through effective time management Required Qualifications, Capabilities, and Skills * Minimum 7 years of experience in the securities and investment industry * Deep understanding of advisory services, products, and complex client accounts * Working knowledge of US financial regulations, including FINRA rules * Proven ability to make sound, risk-based decisions independently * Strong research, analytical, and problem-solving skills * Excellent interpersonal, verbal, and written communication skills * Ability to collaborate across multiple levels of supervision * Active and valid FINRA Series 7 license * Active and valid FINRA Series 66 (or 63 and 65), 9/10 (or 4, 24, 53), and State Life & Health Insurance license, or ability to obtain within 120 days of hire * Strong organization skills and attention to detail * Demonstrated ability to work in a dynamic, evolving team environment Preferred Qualifications, Capabilities, and Skills * Bachelor's degree * Experience delivering training and mentoring team members * Experience driving process improvements and change initiatives * Advanced analytical skills for identifying trends and patterns * Experience influencing stakeholders and aligning teams to resolutions * Strong project management skills * Familiarity with digital solutions in wealth management
    $90k-119k yearly est. Auto-Apply 13d ago
  • J.P. Morgan Wealth Management - Vice President Supervisory Manager - Columbus, OH

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Join J.P. Morgan Wealth Management and help shape the future of our Global Supervisory team. Make a meaningful impact by leading a talented group, collaborating with business leaders, and driving operational excellence. This is your chance to develop your leadership skills, contribute to strategic initiatives, and advance your career in a supportive, growth-focused environment. Be part of a team that values innovation, mentorship, and continuous improvement. Your expertise will help us deliver sophisticated solutions to meet our clients' generational wealth management needs. As an SM Support Manager in the Global Supervisory team, you lead a team of associates providing essential administrative support for investment sales activities. You collaborate with Supervisory Managers, drive process enhancements, and ensure operational efficiency. Together, we foster a culture of excellence, professional development, and continuous improvement. You will have the opportunity to grow your expertise and make a meaningful impact across our business. Job Responsibilities Direct and oversee a team of associates, ensuring high-quality administrative support Collaborate with Supervisory Managers to coordinate and delegate tasks Identify and implement process improvements for greater efficiency Document and maintain administrative procedures to ensure compliance Set performance standards, monitor productivity, and hold team members accountable Recruit, hire, develop, and coach employees to build a high-performing team Lead training initiatives and onboard new team members effectively Deliver ongoing training and professional development for support staff Organize and prepare review materials for business units Represent the team in governance and change management meetings Provide regular updates to management on team progress and operational metrics Required Qualifications, Capabilities, and Skills 5 years of proven experience in team leadership and people management 7 years of experience in the securities or investment industry Advanced knowledge of securities industry rules, regulations, and guidelines Strong ability to synthesize insights and communicate effectively, both orally and in writing Demonstrated personal initiative and achievement of challenging goals Proficiency in MS Excel, Word, Access, PowerPoint, and SharePoint Strong organizational, communication, and interpersonal skills Experience in training, coaching, and developing staff Ability to identify and implement process improvements Experience in preparing business review materials and reporting to management Bachelor's degree or equivalent experience in a directly related securities industry position Preferred Qualifications, Capabilities, and Skills Experience in global or cross-functional teams Track record of entrepreneurial leadership Experience in change management initiatives Ability to manage special projects and contribute subject matter expertise Experience in governance meetings and strategic planning Advanced reporting and analytical skills Experience in mentoring and coaching in a fast-paced environment
    $90k-119k yearly est. Auto-Apply 4d ago
  • J.P. Morgan Wealth Management - Central Supervisory Vice President Annuity Manager - Columbus, OH, Plano, TX and Tempe, AZ

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Join a team where your expertise shapes the future of financial services and client experiences. As a Central Supervisory Manager, you will play a key role in ensuring the integrity and suitability of our annuity and insurance offerings. Your insights and leadership will help us deliver exceptional service and maintain our reputation for excellence. Be part of a collaborative environment that values innovation, continuous improvement, and professional growth. Make a difference for our clients, our team, and your career. As a Central Supervisory Manager in the Central Supervision team, you ensure the suitability and compliance of annuity and insurance products for our clients. You collaborate with colleagues across the organization to resolve supervisory issues and drive process improvements. You help train new team members and influence positive change. Together, we create solutions that make lives better and build long-term relationships with our clients. Job Responsibilities Conduct suitability reviews for a variety of annuity and insurance products Escalate supervisory issues and recommend appropriate actions Partner strategically with field Supervisory Managers and registered personnel to resolve exceptions Review work items escalated internally by junior team members Deliver training to newly hired team members Identify and drive process improvements Influence stakeholders and align them to final resolutions Complete project work and additional tasks as assigned Articulate findings and recommendations clearly to management Maintain strong organization and attention to detail Meet service level agreements and project deadlines through effective time management Required Qualifications, Capabilities, and Skills Minimum 7 years of experience in the securities and investment industry Deep understanding of advisory services, products, and complex client accounts Working knowledge of US financial regulations, including FINRA rules Proven ability to make sound, risk-based decisions independently Strong research, analytical, and problem-solving skills Excellent interpersonal, verbal, and written communication skills Ability to collaborate across multiple levels of supervision Active and valid FINRA Series 7 license Active and valid FINRA Series 66 (or 63 and 65), 9/10 (or 4, 24, 53), and State Life & Health Insurance license, or ability to obtain within 120 days of hire Strong organization skills and attention to detail Demonstrated ability to work in a dynamic, evolving team environment Preferred Qualifications, Capabilities, and Skills Bachelor's degree Experience delivering training and mentoring team members Experience driving process improvements and change initiatives Advanced analytical skills for identifying trends and patterns Experience influencing stakeholders and aligning teams to resolutions Strong project management skills Familiarity with digital solutions in wealth management
    $90k-119k yearly est. Auto-Apply 13d ago
  • Workforce Resiliency Lead - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210689110 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $109,250.00-$175,000.00; New York,NY $109,250.00-$175,000.00 Join JPMorgan Chase as a Vice President on the Workforce Resiliency Team and help coordinate employee support across the firm. As a Vice President on the Workforce Resiliency Team, you will promote the development and implementation of unified processes, governance, and playbooks to ensure a best-in-class, timely response to employees during crises and critical events. This team will coordinate and align incident response and employee support efforts across multiple groups, including HR, Global Security, Communications, Firmwide Resiliency, Supplier Services, and Location/Country Leads. The successful candidate will drive the development and implementation of unified processes, governance, and playbooks to ensure a best-in-class, timely response to employees during crises and critical events. Job responsibilities * Lead the review and alignment of incident response processes and playbooks across all key teams. * Establish a common workflow, governance structure, and oversight routines for incident management and employee support. * Develop detailed playbooks for a range of scenarios, including natural disasters, geopolitical events, active shooter situations, cyber/network incidents, and data privacy events. * Design and conduct simulations and training exercises for all event types to ensure teams are prepared to respond effectively during actual incidents. * Continuously assess and improve response strategies based on lessons learned from real events and exercises. * Partner across key groups like Global Security, Firmwide Resiliency, Communications, HR, Supplier Services, and Location/Country Leads to ensure seamless execution on crisis/incident events (e.g. Natural Disasters). * Implement and maintain governance routines to ensure consistency, efficiency, and accountability in incident response and employee support across all teams. * Develop and execute on employee support services by partnering with location/country leads Required qualifications, capabilities and skills * Strong proven leader with 7+ years of experience * Proven experience in crisis management, business resiliency, strategy or transformation within a large, complex organization. * Strong leadership, project management skills background with the ability to drive cross-functional alignment and collaboration. * Execution focus and change management. * Excellent communication, stakeholder management and influencing skills. * Experience developing and implementing processes, playbooks, and governance structures. * Ability to manage multiple priorities under pressure and adapt to rapidly changing situations.
    $109.3k-175k yearly Auto-Apply 12d ago
  • Risk Management - Business Banking Credit Forecasting - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210658668 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Vice President in Business Baking, you will manage the allowance process, ensuring effective risk assessment, performance tracking of the portfolio, and collaboration with stakeholders while mentoring junior analysts and providing strategic insights to senior management. Job Responsibilities: * Oversee forecasting and analytics for the BB portfolio to support allowance process. * Compile, interpret, and summarize data to provide information, prepare reports, and present findings, analyses, and recommendations to Senior Management. * Explain the model behavior and results, offering insights to support the outcomes from a business perspective. * Understand the credit forecast process, including the needs and rationale behind business decisions. * Coordinate interactions and partner with Controllers, Finance, P&A, Modeling, and MRGR to ensure consistency in the loss forecast. * Mentor and coach junior analysts to enhance their risk management skills and financial knowledge. * Implement and adhere to best practices, controls, and standards for all production processes. * Provide thought leadership on complex problems, guiding and influencing others to achieve results. Required qualifications, capabilities, and skills: * Master's degree in a quantitative discipline (e.g., Finance, Mathematics, Statistics, Economics) * Minimum 5+ years of related experience in Risk and/or Finance * Strong communication and interpersonal skills, essential for presenting to and collaborating with business partners and model end-users, including the ability to explain and present analyses * Strong analytical, interpretive, and problem-solving skills, with the ability to synthesize and analyze diverse information. * Experience managing complex processes that leverage data and models * Self-motivated and proactive, with the ability to work accurately under pressure to meet deadlines * Proven ability to communicate effectively within a team environment and interact across departments * Ability to clearly summarize and explain large and complex information to a wide range of audiences, including senior leaders, audit, controllers, finance, model developers, regulators, and controls * Proficiency in analytical languages (e.g., SAS, Python, R) To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co., 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).
    $98k-140k yearly est. Auto-Apply 18d ago
  • Analytic Associate Vice President

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Join a team that encompasses a variety of Data and Analytics disciplines, from data governance, data strategy and partnerships, reporting, data science, and machine learning. You will be critical in enabling the business to innovate through the strategic use of its data, while simultaneously ensuring that data is of good quality and well-protected and be responsible for data across different LOB's domains. **Job Responsibilities:** + Define and execute strategies for developing and delivering product data to support strategic objectives, business operations, advanced analytics, and reporting. + Develop a strong understanding of data usage within and across lines of business by collaborating with stakeholders such as Product Owners, LOB's, analytics leads, and business process owners. + Establish and maintain expectations for data accuracy, completeness, and timeliness; coordinate resources to deliver data quality and resolve issues promptly to maintain data consumer trust. + Direct the development and execution of processes to identify, monitor, and mitigate data risks, including data protection, retention, and quality, ensuring compliance with Firmwide policies and standards. + Build and maintain strong relationships with data delivery partners and consumers, including senior leaders. + Demonstrate governance by tracking and managing workstreams and initiatives, agreeing on KPIs, data quality, prioritizing deliverables, addressing risks, and ensuring successful delivery. + Develop insightful dashboards to provide actionable business intelligence and support decision-making, as well as any applicable reporting. + Apply strong analytical and problem-solving skills to interpret complex data sets. **Required Qualifications, Capabilities, and Skills:** + Bachelor's degree required; minimum 6 years of industry experience in a data-related field. + Proficiency in data querying and manipulation using technologies such as SQL and Python. + Demonstrated ability to manage tight delivery timelines across multiple workstreams and drive strategic change. + Design, deploy, and manage automation and analytical solutions using Python, Alteryx, SQL 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
    $106k-142k yearly est. 15d ago
  • U.S. Private Bank - Private Banker - Vice President or Executive Director

    Jpmorganchase 4.8company rating

    Cleveland, OH jobs

    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 47d ago
  • U.S. Private Bank - Private Banker - Vice President or Executive Director

    Jpmorganchase 4.8company rating

    Cincinnati, OH jobs

    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
    $139k-220k yearly est. Auto-Apply 60d+ ago
  • J.P. Morgan Wealth Management - Active Trade Desk - Vice President - Client Service

    Jpmorgan Chase & Co 4.8company rating

    Westerville, OH jobs

    JobID: 210692485 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $99,750.00-$158,000.00 Join the J.P. Morgan Wealth Management Service Center Team, where our investment professionals work in a team-based, call center environment. We assist clients and prospects with investment account service requests and inquiries over the telephone, serving as experts on our online brokerage platform. Our focus is on delivering quality interactions across a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank. As a Client Service Leader within the Active Trader Desk (ATD) of the J.P. Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission to deliver an exceptional client experience and guiding team members to excellence regarding trade execution and education of clients and advisors. Your responsibilities will include direct management of a team of Registered Representatives, where you will provide outstanding leadership and effective supervision. You will be part of a fun, engaging, empowered, and inclusive team environment where we value each other and every client we serve. Job Responsibilities * Cultivate a winning culture and exceptional employee experience, energizing the team and fostering daily engagement. * Manage all aspects of team operations, including coaching, timekeeping, performance reviews, recognition, disciplinary actions, and talent recruitment, onboarding, and development. * Oversee high-volume trading activities and complex inquiries across multiple lines of business, ensuring rigorous error monitoring and risk management to protect the firm. * Educate, mentor, and supervise staff on multiple trading platforms and products, ensuring technical proficiency, compliance, and the ability to provide client and advisor education on complex topics. * Serve as the subject matter expert for escalations, complex trades, SBL troubleshooting, multi-product inquiries, and act as the default escalation team during system outages and volume surges. * Foster partnerships across trade desks, product teams, and enterprise stakeholders, while upholding a robust risk-and-controls. * Required qualifications, capabilities and skills * Over 6 years in financial services or brokerage, including a minimum of 2 years trading multiple product types with deep investment acumen across equities, mutual funds, derivatives, IRAs, wrap accounts, and employee benefit plans. * FINRA Series 7 and 63 (or equivalent) required, with ability to register in all 50 states; Series 9/10 (or equivalent) held or commitment to obtain within 90 days of hire. * Recognized subject matter expert in trading and corporate actions, responsible for approving related WMA content. * Proven track record of networking, influencing senior stakeholders, and driving business initiatives. * Exceptional written and verbal communication skills, with experience presenting complex information and strong project management capabilities focused on risk mitigation and cross-functional problem solving. * Highly adaptable under pressure, skilled at managing competing priorities in fast-paced environments, and able to balance performance targets with robust risk and compliance controls. * Preferred Qualifications, capabilities and Skills * 1 or more years of leading people in the brokerage industry preferred. * Proven experience in a leadership capacity, ability to motivate and develop at an individual and team level. * Ability to embrace change and effectively guide employees through shifts in business needs or priorities. * Experience partnering with Product teams on new trading features, pilot launches, and urgent escalations
    $99.8k-158k yearly Auto-Apply 5d ago
  • Vice President; Operations Lead

    Bank of America Corporation 4.7company rating

    Chicago, IL 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 * Collaborate with others in the organization to ensure successful implementation of chosen problem solutions. * Analyze information obtained from management to conceptualize and define operational problems. * Prepare management reports defining and evaluating problems and recommending solutions. * Observe the current system in operation, and gather and analyze information about each of the component problems, using a variety of sources. * Track all client visits/meetings and ensure all client successes are logged for weekly reporting. * Drive proactive client communications through regular meetings, broker reviews, and calls. * Track and drive resolution (both strategic and tactical where necessary) of client requests. * Work with clients to educate on the firm's self-service tools and industry solutions. * Analyze effort and support across teams by individual client. * Coordinate and chair internal stakeholder meetings around client updates. * Analyze complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering. * Review and assess trade allocations, collateral movements and reconciliation of positions to facilitate workflow. * Improve clients' processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows. * Test implemented SAP solutions, including unit testing, integration testing and user acceptance test. * Work with GMI books and records platform and testing new functionality. * Remote work may be permitted within a commutable distance from the worksite. Required Skills & Experience * Bachelor's degree or equivalent in Operations Research, Mathematics, Economics, Finance, 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: * Analyzing complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering; * Reviewing and assessing trade allocations, collateral movements and reconciliation of positions to facilitate workflow; * Improving clients' processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows; and, * Working with books and records platform and testing new functionality. * In the alternative, the employer will accept a Master's degree and 3 years of experience. 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
    $99k-122k yearly est. Easy Apply 11d ago
  • Vice President; Operations Lead

    Bank of America 4.7company rating

    Chicago, IL jobs

    Chicago, Illinois **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** + Collaborate with others in the organization to ensure successful implementation of chosen problem solutions. + Analyze information obtained from management to conceptualize and define operational problems. + Prepare management reports defining and evaluating problems and recommending solutions. + Observe the current system in operation, and gather and analyze information about each of the component problems, using a variety of sources. + Track all client visits/meetings and ensure all client successes are logged for weekly reporting. + Drive proactive client communications through regular meetings, broker reviews, and calls. + Track and drive resolution (both strategic and tactical where necessary) of client requests. + Work with clients to educate on the firm's self-service tools and industry solutions. + Analyze effort and support across teams by individual client. + Coordinate and chair internal stakeholder meetings around client updates. + Analyze complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering. + Review and assess trade allocations, collateral movements and reconciliation of positions to facilitate workflow. + Improve clients' processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows. + Test implemented SAP solutions, including unit testing, integration testing and user acceptance test. + Work with GMI books and records platform and testing new functionality. + Remote work may be permitted within a commutable distance from the worksite. **Required Skills & Experience** + Bachelor's degree or equivalent in Operations Research, Mathematics, Economics, Finance, 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: + Analyzing complex query resolution from clients trading Futures and Options within Global Markets industry; queries span trades, position, lifecycle events, commission, reporting, product, and process offering; + Reviewing and assessing trade allocations, collateral movements and reconciliation of positions to facilitate workflow; + Improving clients' processes to STP by analyzing tableau metrics and their metric accuracy around trade and commission flows; and, + Working with books and records platform and testing new functionality. + In the alternative, the employer will accept a Master's degree and 3 years of experience. 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.
    $99k-122k yearly est. Easy Apply 10d ago
  • Card Loss Forecasting - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Ohio jobs

    JobID: 210684477 JobSchedule: Full time JobShift: : JPMorgan Chase & Co. is a global leader in financial services, offering investment banking, consumer and small business services, commercial banking, and asset management. Serving millions of consumers and top corporate clients, the firm operates under the J.P. Morgan and Chase brands. The Chase Consumer & Community Banking division provides a wide range of financial services, while the Credit Loss Forecasting team plays a crucial role in managing credit card portfolio health and risk assessment. Chase Consumer & Community Banking (CCB) serves consumers and small businesses with a broad range of financial services, including personal banking, small business banking and lending, mortgages, credit cards, payments, auto finance and investment advice. Consumer & Community Banking Risk Management partners with each CCB sub-line of business to identify, assess, prioritize and remediate risk. Types of risk that occur in consumer businesses include fraud, reputation, operational, credit, market and regulatory, among others. Within CCB Risk Management, our Credit Loss Forecasting team is responsible for forecasts of credit card delinquencies, charge-offs, and recovery of charge off accounts for budget planning, monthly outlook, and Investor Day based on various macroeconomic scenarios, and in partnership with P&A, collections, and risk strategy teams. This team is also responsible for monitoring the health of the credit card portfolio and updating stakeholders and senior management on emerging trends. As a professional within the Card Loss Forecasting team, you will be responsible for credit forecasting for the $220B credit card portfolio. This includes producing credit card delinquency and loss forecasts by portfolio segments and providing analytical insights to senior management. This role provides an exciting opportunity to develop your skills in a fast-paced environment. Financially, credit card represents the majority of Chase's consumer credit losses. As a result, forecasted credit card losses are a focus of senior leaders, regulators, and investors, as illustrated by the extensive coverage of card losses at Investor Day and quarterly earnings. Job responsibilities * Produce the credit card loss forecast for bank-wide budget, including forecasts for several discrete segments including policy losses, bankruptcy, deceased and recoveries and reversals * Build out, analyze and modify origination vintage and product level forecasts * Analyze and understand loss forecasting quantitative model output * Work with Finance, Modeling, and Risk Strategy teams to understand changes in the portfolio, model, or strategies and apply adjustments as needed * Create and deliver presentations and other summarizations for Executive Leadership * Create and run sensitivity scenarios based on economic conditions and management direction * Complete ah hoc analysis * Monitor and present delinquency and loss forecasts to key line of business partners * Create and validate regulatory reporting * Provide insight for senior management via regular risk deep dives * Demonstrate initiative and the ability to work on multiple projects with limited guidance, while mentoring and coaching junior analysts to develop their risk management skills and finance knowledge. Required qualifications, capabilities and skills * A Bachelor's or Master's Degree in a quantitative discipline (Finance, Accounting, Business, Stats, Economics, Math, Engineering) or equivalent work/training * Minimum 5 years of credit risk management, loss forecasting, statistical modeling, model execution and/or consulting experience * Minimum 7 years of related analytical experience * Proficiency in Microsoft Office suite of products (Advanced Excel, and PowerPoint) * Credit risk experience in one or more US consumer credit portfolios (i.e. U.S. Mortgage, Credit Card, Automotive, Business Banking, Wealth Management, Private Banking) preferred * Strong knowledge of Python, SAS, SQL preferred * Strong analytical, interpretive, and problem solving skills with the ability to interpret large amounts of data and its impact in both operational and financial areas * Excellent oral and written communication and presentation skills
    $98k-140k yearly est. Auto-Apply 18d ago
  • Analytic Associate Vice President

    Jpmorgan Chase & Co 4.8company rating

    Ohio jobs

    JobID: 210687803 JobSchedule: Full time JobShift: : Join a team that encompasses a variety of Data and Analytics disciplines, from data governance, data strategy and partnerships, reporting, data science, and machine learning. You will be critical in enabling the business to innovate through the strategic use of its data, while simultaneously ensuring that data is of good quality and well-protected and be responsible for data across different LOB's domains. Job Responsibilities: * Define and execute strategies for developing and delivering product data to support strategic objectives, business operations, advanced analytics, and reporting. * Develop a strong understanding of data usage within and across lines of business by collaborating with stakeholders such as Product Owners, LOB's, analytics leads, and business process owners. * Establish and maintain expectations for data accuracy, completeness, and timeliness; coordinate resources to deliver data quality and resolve issues promptly to maintain data consumer trust. * Direct the development and execution of processes to identify, monitor, and mitigate data risks, including data protection, retention, and quality, ensuring compliance with Firmwide policies and standards. * Build and maintain strong relationships with data delivery partners and consumers, including senior leaders. * Demonstrate governance by tracking and managing workstreams and initiatives, agreeing on KPIs, data quality, prioritizing deliverables, addressing risks, and ensuring successful delivery. * Develop insightful dashboards to provide actionable business intelligence and support decision-making, as well as any applicable reporting. * Apply strong analytical and problem-solving skills to interpret complex data sets. Required Qualifications, Capabilities, and Skills: * Bachelor's degree required; minimum 6 years of industry experience in a data-related field. * Proficiency in data querying and manipulation using technologies such as SQL and Python. * Demonstrated ability to manage tight delivery timelines across multiple workstreams and drive strategic change. * Design, deploy, and manage automation and analytical solutions using Python, Alteryx, SQL etc.
    $107k-142k yearly est. Auto-Apply 17d ago
  • Analytic Associate Vice President

    Jpmorganchase 4.8company rating

    Ohio jobs

    Join a team that encompasses a variety of Data and Analytics disciplines, from data governance, data strategy and partnerships, reporting, data science, and machine learning. You will be critical in enabling the business to innovate through the strategic use of its data, while simultaneously ensuring that data is of good quality and well-protected and be responsible for data across different LOB's domains. Job Responsibilities: Define and execute strategies for developing and delivering product data to support strategic objectives, business operations, advanced analytics, and reporting. Develop a strong understanding of data usage within and across lines of business by collaborating with stakeholders such as Product Owners, LOB's, analytics leads, and business process owners. Establish and maintain expectations for data accuracy, completeness, and timeliness; coordinate resources to deliver data quality and resolve issues promptly to maintain data consumer trust. Direct the development and execution of processes to identify, monitor, and mitigate data risks, including data protection, retention, and quality, ensuring compliance with Firmwide policies and standards. Build and maintain strong relationships with data delivery partners and consumers, including senior leaders. Demonstrate governance by tracking and managing workstreams and initiatives, agreeing on KPIs, data quality, prioritizing deliverables, addressing risks, and ensuring successful delivery. Develop insightful dashboards to provide actionable business intelligence and support decision-making, as well as any applicable reporting. Apply strong analytical and problem-solving skills to interpret complex data sets. Required Qualifications, Capabilities, and Skills: Bachelor's degree required; minimum 6 years of industry experience in a data-related field. Proficiency in data querying and manipulation using technologies such as SQL and Python. Demonstrated ability to manage tight delivery timelines across multiple workstreams and drive strategic change. Design, deploy, and manage automation and analytical solutions using Python, Alteryx, SQL etc.
    $107k-142k yearly est. Auto-Apply 17d ago

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