administrative assistant - investment banking and capital markets

administrative assistant, equity research

administrative assistant/scheduling coordinator - asset management firm (# 3515278)

executive assistant office manager Jobs in New York

executive assistant office manager

administrative assistant - investment banking and capital markets Jobs in New York

administrative assistant, equity research Jobs in New York

administrative assistant/scheduling coordinator - asset management firm (# 3515278) Jobs in New York

administrative manager

asset management investment grade credit portfolio manager executive director

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
The Global Fixed Income Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is a leading fixed income manager with over $1 trillion in assets and expertise across major sectors and niche markets. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. The Global Credit Team manages corporate bond portfolios utilizing a rigorous, disciplined investment process with emphasis on transparency, teamwork and close monitoring of risk. This process has helped us generate consistent alpha from sector and security selection over the longer term, across conservative buy and hold strategies, benchmarked accounts with differing alpha targets, and total return&ndash;focused portfolios, including those within our flagship multi-asset strategies.</p><p>
As the Investment Grade Credit Portfolio Manager within the Fixed Income team, you will have a proven track record of consistent alpha generation and a strong fiduciary mindset. You will report into the Head of US Credit and work closely with a team of deeply experienced portfolio managers, fundamental credit research analysts and traders. You will be based in New York and will coordinate with a large team of portfolio managers and credit analysts in NY, Columbus, and London, including the Global Head of Credit.
</p><p><b>Job Responsibilities</b></p><ul><li><b>
Translate investment process outputs into recommendations</b> and implement across portfolios</li><li><b>
Generate positive sector alpha</b> <b>and influence cross-sector discussions </b>by partnering with research to surface key developments and translate analyst insights into actionable positioning
</li><li><b>Identify trades, rotations, and relative value (RV) opportunities and size appropriately</b>, balancing return vs. risks and aligning it with portfolio objectives.</li><li><b>
Identify developing themes early</b> and recommend how to maneuver portfolios to benefit from them, including assigning appropriate risk to nascent themes.</li><li><b>
Adapt quickly when facts change and recommend concrete portfolio risk adjustments</b>
</li><li><b>Partner effectively with other PMs, research, traders, and risk/governance teams
</b></li><li><b>Maintain command of key portfolio metrics</b> and advanced risk measures</li><li><b>
Provide weekly thematic relative value/market-direction updates</b> that provide monetizable opportunities and present differing views with supporting evidence to challenge and strengthen team positioning.</li><li><b>
Contribute to platform content and articulate and advocate investment views</b> in regular forums, building clear, consistent arguments that help steer strategy across the platform and calibrate portfolio positioning.</li></ul><p>
</p><p></p><p><b>Required qualifications, capabilities and skills
</b></p><ul><li>Minimum of 10 years of credit investing / portfolio management experience</li><li>
Deep knowledge of fixed income and credit markets</li><li>
Strong fiduciary mindset</li><li>
Proven track record of delivering alpha through sector/security selection while taking into account macro strategy</li><li>
Collaborative investor that embraces a team based approached
</li><li>Clear and effective communicator willing to engage in lively investment discussions</li><li>
Familiarity with portfolio/risk management tools</li><li>
Proactive in adopting and leveraging new technologies to drive efficiency, enhance decision-making, and improve investment outcomes</li></ul><p>
</p><p><b>Preferred qualifications, capabilities and skills</b></p><ul><li>
CFA designation and/or a postgraduate degree a plus</li></ul><p>
</p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><p><br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</p></div>

Asset Management - Investment Grade Credit Portfolio Manager - Executive Director

<div><b>JOB DESCRIPTION</b><div><br>
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world&rsquo;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 investment grade credit, high yield, emerging market debt, unconstrained and aggregate strategies, long duration, stable value, FX, short duration, global bonds, structured products, mortgages and tax-aware strategies.</div><div>
</div><div>As an Investment Grade Trader on the Global Fixed Income, Currency and Commodities (GFICC) Trading Team, you will operate in a fast-paced environment, collaborating with portfolio managers across regions, our global research team, and the broader trading platform. The team supports approximately $250B in AUM and is active in both primary and secondary markets across the curve and all sectors. You will originate and execute trade ideas, articulate market views, and partner closely with PMs and research to drive investment implementation.
</div><p></p><div><b>Job Responsibilities</b></div><ul><li>
Actively generate, evaluate, and implement investment ideas in partnership with PM teams.</li><li>
Employ fundamental, technical, and relative valuation analysis to develop differentiated market views and inform portfolio positioning.</li><li>
Collaborate with portfolio managers and research teams to identify opportunities and contribute to investment decisions.</li><li>
Adhere to all internal trading policies and procedures, ensuring compliance and risk management.</li><li>
Present trade ideas, communicate market flows, and provide color and insights to investment teams.</li><li>
Build and maintain broker relationships; participate in broker performance reviews as needed.</li><li>
Represent trading capabilities to current and prospective clients, as well as internal stakeholders.</li><li>
Serve as an ambassador for the Global Fixed Income, Currency and Commodities trading platform.</li></ul><div><b>
Required Qualifications, Capabilities and Skills</b></div><ul><li>
Bachelor&rsquo;s degree required.</li><li>
Minimum 5 years of experience trading investment-grade credit.</li><li>
Demonstrated ability to generate investment ideas and contribute to portfolio outcomes.</li><li>
Strong communication skills, both verbal and written, with the ability to present findings and market views.</li><li>
Product knowledge of preferreds, hybrids and AT1 instruments.</li><li>
Derivatives experience across credit products including CDS and CDX.</li><li>
Proven ability to build and foster relationships internally and externally.</li><li>
Highly motivated and proactive, with the ability to work independently and take initiative.</li><li>
Organized, collaborative professional with meticulous attention to detail</li></ul><div>
</div><div><b>Preferred Qualifications, Capabilities and Skills</b></div><ul><li>
Degree in Finance, Accounting, Economics, Mathematics, or related field.</li><li>
Advanced technology skills, including proficiency in Tradeweb, Market Axess, Bloomberg, Excel, and PowerPoint.</li><li>
Programming experience (Python and/or other languages) and interest in applying AI to increase trading efficiency.</li><li>
Experience presenting to clients and investment teams.</li><li>
CFA designation or progress toward CFA, or other relevant certifications, is a plus.</li></ul><p>
</p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><p><br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</p></div>

Asset Management - Fixed Income Investment Grade Trader - Vice President

<div><b>JOB DESCRIPTION</b><p><br>
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.</p><p>
As an Executive Director in the Investment Banking &amp; Wholesale Credit Risk Executive Content team, you will support strategic projects that help our senior executives run a best-in-class Risk Management &amp; Compliance organization. You will be responsible for managing a team which delivers executive content for leadership meetings, planning, strategy offsites, and contributing to ongoing credit risk data analysis and presentations that inform decision-making. In addition to providing executive support, you will help set standards and promote best practices for developing clear, concise, and impactful presentations across Wholesale Credit Risk. You will have exposure to a diverse set of topics and credit risk areas, as well as opportunities to influence strategy, find creative solutions and build relationships with a wide range of stakeholders.</p><p><b>
Job Responsibilities
</b></p><ul><li>Own the end-to-end pipeline of wholesale credit risk executive content&mdash;from agenda setting to production, collaborating with senior stakeholders in the credit risk organization and data providers, ensuring materials are accurate, concise, and decision-oriented for Board and Risk Committees, and Sr. Executive forums.
</li><li>Maintain a forward calendar of all potential executive content updates required for Board and Risk Committees, and Sr. Executive forums in partnership with the committee secretaries.</li><li>
Extract and analyze wholesale credit data, translating analysis into executive content, narratives and infographics.</li><li>
Design and deliver executive content for major governance bodies and offsites, with precise informational content for senior leadership.
</li><li>Drive program management excellence across multiple concurrent deliverables, enforcing disciplined timelines and quality checks.</li><li>
Manage and develop team, provide coaching and feedback on how to craft strong executive-level presentations.
</li><li>Partner with a diverse network of stakeholders spanning across levels and businesses/functional groups in the credit risk organization, including LOB credit risk teams.</li><li>
Demonstrate exceptional judgement, problem solving skills, and resourcefulness.</li></ul><p><b>
Required qualifications, capabilities, and skills
</b></p><ul><li>12+ years in wholesale/credit risk, finance, or risk analytics in large financial institutions/ consulting; 5+ years leading executive reporting/ governance for senior forums.</li><li>
Deep Financial Services expertise in Credit Risk Management, Wholesale Banking products, Strategy or product/ process transformation</li><li>
Executive-level communicator and influencer (negotiation, presentation, analytical problem solving) who drives outcomes without formal authority.</li><li>
Sound judgment and independent decision-making, paired with trusted cross functional relationships and the courage to challenge and improve engagement models.</li><li>
Operational discipline: clear governance, deadlines, exceptional planning and time management across multiple priorities; proven program and change leadership, organizational effectiveness, and business resiliency.</li><li>
Proven ability to build strong partnerships and collaborate effectively with various stakeholders, including senior-level executives</li><li>
Strong, clear, and concise written and verbal communication skills, with the ability to collaborate effectively with senior leaders and other stakeholders, and prepare executive-level communications on complex, nuanced concepts</li><li>
Proficient in Microsoft Office and advanced skills in Excel and Teams, with expertise in PowerPoint and Pitch Pro for executive grade analysis and communication.</li></ul><p><b>
Preferred qualifications, capabilities, and skills
</b></p><ul><li>Understands the evolving market and operating environment, including key Risk Management &amp; Compliance concepts</li><li>
Proficient in cultivating strong relationships with internal partners and influencing stakeholders beyond direct management control.</li></ul><p>
</p><p></p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Executive Content Team - Investment Banking & Wholesale Credit Risk - Executive Director

Marathon Asset Management

<div>
 Marathon Asset Management is a leading global asset manager specializing in public and private credit with ~$24 billion in assets under management. Marathon is recognized as a distinguished leader with 27+ years of exceptional performance and partnership. Marathon&rsquo;s integrated global credit platform is driven by our specialized, highly experienced, and disciplined teams across Private Credit: Direct Lending, Asset Based Lending and Opportunistic Credit and Public Credit: High Yield, Leveraged Loans &amp; CLOs, Emerging Markets, and Structured Credit. Marathon&rsquo;s mission is to build lasting partnerships with an unwavering commitment to delivering best-in-class performance, service, and reliability on behalf of our clients.
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 <strong>
  Responsibilities
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 </strong>
 <ul>
  <li>
   Underwrite and size commercial real estate loans across multiple asset classes by analyzing financial statements, property cash flows, and market data.
  </li>
  <li>
   Conduct comprehensive due diligence, including gathering and reviewing documentation from borrowers, brokers, and third parties.
  </li>
  <li>
   Prepare and present detailed credit memorandums and financial models for investment committee review.
  </li>
  <li>
   Support the structuring, negotiation, and closing of investment transactions in coordination with deal teams, legal, and closing departments.
  </li>
  <li>
   Participate in deal pipeline management, early-stage deal screening, and ongoing portfolio monitoring and compliance reporting.
  </li>
  <li>
   Interface with borrowers and industry partners to ensure timely and accurate transaction execution
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s or Master&rsquo;s degree in Finance, Mathematics, Engineering, Statistics, Quantitative Finance, or related quantitative field preferred.
  </li>
  <li>
   Advanced proficiency in Excel and financial modeling as well as Power Point.
  </li>
  <li>
   Hands-on experience building, running, and interpreting complex financial models and large datasets for investment analysis.
  </li>
  <li>
   Proven skills in analytical thinking, risk assessment, and scenario analysis &ndash; ideally experience in CRE, fixed income, or credit risk roles.
  </li>
  <li>
   Thrive in fast-paced, high-stakes environments; hungry to learn, excel, and advance on a team of CRE investment experts
   <br/>
   <br/>
  </li>
 </ul>
 The average salary for this role is $125,000 - $150,000 base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, location, skills, training, certifications and education, and in addition we will also consider internal equity and market data.
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 No agencies please
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 <br/>
 Equal Opportunity Employer M/F/D/V
</div>


Investment Associate - Commercial Real Estate Team

<div><b>JOB DESCRIPTION</b><p><br>
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.</p><p>
As an Executive Director within the Credit Risk Measurement and Analytics Team (CRMA), you will be responsible for global oversight of (a) risk measurement of marketable securities that are pledged to secure loans, (b) risk measurement of derivatives transacted by clients, (c) global stress testing including multiple regulatory engagements, (d) market risk emanating from Global Private Bank (GPB) and JPMorgan Wealth Management activities including trade facilitation and balance sheet management. Risk measurement frameworks include the frameworks to establish margin requirements and lending values to secure credit exposure; stress frameworks to test for sufficient collateral, and establish reserves; and risk appetite frameworks. CRMA&rsquo;s key stakeholders include the global Credit Risk organization; Lenders, Investors and Finance.
</p><p>J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Risk Management helps the firm understand, manage and anticipate risks in a constantly changing environment. The work covers areas such as evaluating country-specific risk, understanding regulatory changes and determining credit worthiness. Risk Management provides independent oversight and maintains an effective control environment.
</p><p><b>Job Responsibilities
</b></p><ul><li>Evaluate markets to develop appropriate stress tests and risk analyses on securities, derivatives and collateral portfolios. Analyze and communicate results to credit officers and management.</li><li>
Perform and analyze regulatory and financial stress tests, e.g. CCAR (Comprehensive Capital Analysis and Review) and CECL (Current Expected Credit Losses).</li><li>
Review, manage and evaluate opportunities to improve Stress Testing framework and tools.</li><li>
Analyze new markets and/or products and recommend risk measurement framework and risk requirements to lend or trade.</li><li>
Support developments in /methodology, analytical tools and governance of Loss Given Default (LGD).</li><li>
Develop, review and evaluate opportunities to improve methodologies and challenge frameworks owned by first and second line of defense for Lending Value and Initial Margin requirements.</li><li>
Develop risk measurement solutions for complex client or transactional engagements.</li><li>
Partner with Credit Risk Officers, Business, Technology, Middle office and Finance in GPB and Firm-wide on projects relevant for risk measurement.</li></ul><p>
</p><p><b>Required Qualifications, Capabilities, and Skills
</b></p><ul><li>7+ years&rsquo; experience in risk management related to Securities-Based Lending, Market Risks, Derivatives, and Stress testing.</li><li>
Knowledge of risk drivers for Capital Markets and Alternative Investments.
</li><li>Excellent analytical skills including gap analysis, statistical modeling.</li><li>
Knowledge of Python, R Coding, Tableau, LLM, and statistical analysis.</li><li>
Excellent communication and interpersonal skills.</li><li>
Results driven and experienced with project planning and management.
</li><li>Undergraduate degree required,
</li></ul><p></p><p><b>Preferred Qualifications, Capabilities, and Skills
</b></p><ul><li>Graduate degree in Finance/Financial Mathematics/CFA a plus.</li></ul><p>
</p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.<br>
</div><div></div><br>
<div>Risk Management helps the firm understand, manage and anticipate risks in a constantly changing environment. The work covers areas such as evaluating country-specific risk, understanding regulatory changes and determining credit worthiness. Risk Management provides independent oversight and maintains an effective control environment.</div></div>

Risk Management - Credit Management & Analytics - Executive Director

<div><b>JOB DESCRIPTION</b><p><br>
JPMorgan Chase &amp; Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury &amp; Securities Services, Asset &amp; Wealth Management, Retail Financial Services and Card Services. The Portfolio Management Group (PMG) is the implementation engine for the Private Bank&rsquo;s discretionary investment business and manages more than $375 billion across more than 500,000 mandates, including individual client accounts, regulated funds (e.g. UCIT&rsquo;s, 40 Act, etc.) and other co-mingled investment vehicles (e.g. 3C7 funds).</p><p>
The Role The PMG model portfolio team is responsible for managing multi- and single-asset class discretionary portfolios. Each of our investment solutions reflects our vast market resources, broad global reach and rigorous risk management process as part of a boutique investment offering within JPMorgan Wealth Management Solutions.</p><p>
The Vice President, Investment Product Specialist will:</p><ul>
<li>Own the design, implementation, and ongoing management of security‑level model portfolios across a complex, diversified account base, accountable for outcomes versus benchmarks and risk parameters.</li>
<li>Lead portfolio construction in partnership with the CIO and PMG Asset Class Specialist teams; translate top‑down views into implementable models, trade lists, and rebalancing frameworks.</li>
<li>Define and govern allocation and performance measurement frameworks; oversee attribution analysis and present drivers of returns and risk to senior forums and governance committees.</li>
<li>Oversee trade monitoring, exceptions, and controls; sign off on releases/changes and ensure timely escalation and remediation where required.</li>
<li>Serve as a senior point of contact to Investors, Portfolio Specialists, and Manager Solutions; clearly articulate the managed platform value proposition and handle complex stakeholder escalations.</li>
<li>Drive audit and compliance readiness; coordinate materials for quarterly board meetings and support regulatory and internal review requests with audit‑ready documentation.</li>
<li>Maintain and enhance the control environment; ensure adherence to internal governance structures and risk management monitoring; lead issue management and sustainable fixes.</li>
<li>Mentor and provide direction to Associates/Analysts; set priorities, review outputs, and foster an inclusive, high‑performance culture.</li>
<li>Partner with Technology and Data teams to enhance tooling and analytics; define requirements for automation, model scalability, and production data quality; lead UAT as needed.</li>
<li>Contribute to platform roadmap and product development; evaluate new models, instruments, and implementation approaches to improve client outcomes and operational resiliency.</li></ul><p>
Qualifications</p><ul>
<li>7+ years of relevant experience in portfolio research, portfolio management, portfolio monitoring/risk, or quantitative analytics within wealth or asset management; experience with model portfolios strongly preferred.</li>
<li>Proven advanced Excel expertise; strong, demonstrated experience with Python or other scripting languages preferred.</li>
<li>Demonstrated leadership in multi‑stakeholder environments, including running governance routines and influencing senior stakeholders.</li>
<li>Strong understanding of investments with the ability to convert insights into clear executive narratives and recommendations.</li>
<li>3&ndash;5+ years of hands‑on data analytics experience; ability to build/maintain analytical processes that support portfolio oversight.</li>
<li>Post‑graduate degree indicating strong quantitative and technical ability preferred.</li>
<li>Private Banking experience a plus; CFA or FRM designation (or progress toward) preferred.</li>
<li>Excellent written and verbal communication skills; able to engage effectively with senior management, quants, technologists, and project managers.</li></ul>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Wealth Management Solutions, Investment Product Specialist - VP

Apollo

<div><p><b>Position Overview</b></p><p>
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of December 31, 2025, Apollo managed approximately $938 billion in assets.</p><p></p><p>
The Director, Digital &amp; AI Transformation will play a critical role in strengthening Apollo&rsquo;s enterprise capabilities in workflow diagnostics, AI deployment, and operating model redesign. This individual will apply rigorous, first-principles thinking to evaluate how work is performed across investment, operational, and corporate functions, and will architect AI-enabled solutions that materially improve efficiency, scalability, and decision quality. This position requires a strategic operator who combines analytical depth with execution discipline. The Director will partner with senior stakeholders and technology teams to identify high-impact opportunities, redesign core processes, and ensure measurable value realization from AI-driven transformation initiatives.</p><div></div><p><b>
Primary Responsibilities</b></p><ul><li><p>
Lead structured assessments of end-to-end workflows to identify inefficiencies, control gaps, and opportunities for automation and augmentation</p></li><li><p>
Apply artificial intelligence, advanced analytics, and process intelligence tools to analyze both structured and unstructured data in support of business process redesign</p></li><li><p>
Define target-state operating models that embed AI-enabled capabilities into core investment, operational, and support functions</p></li><li><p>
Develop transformation roadmaps with clear prioritization criteria based on impact, feasibility, risk, and change readiness</p></li><li><p>
Translate business requirements into scalable, production-ready AI solutions in collaboration with engineering and product partners</p></li><li><p>
Establish measurable performance baselines and value realization frameworks to track improvements in cycle time, quality, cost efficiency, and risk mitigation</p></li><li><p>
Drive disciplined program execution from concept through implementation, ensuring adoption and sustainability of redesigned workflows</p></li><li><p>
Build repeatable methodologies, governance standards, and best practices to institutionalize AI-enabled business process reengineering across the firm</p></li></ul><p></p><p><b>
Qualifications &amp; Experience</b></p><ul><li><p>
8-10 years of experience in digital transformation, AI strategy, operational excellence, management consulting, or related roles with enterprise-wide scope</p></li><li><p>
Demonstrated experience leading large-scale business process reengineering or operating model transformation initiatives</p></li><li><p>
Strong working knowledge of artificial intelligence concepts, including machine learning, natural language processing, automation frameworks, and data-driven decision systems</p></li><li><p>
Proven ability to influence senior stakeholders and drive alignment across business and technology functions</p></li><li><p>
Exceptional analytical and problem-solving capabilities, with experience structuring complex, ambiguous challenges</p></li><li><p>
Experience developing executive-level materials, including transformation strategies, business cases, and implementation plans</p></li><li><p>
Bachelor&rsquo;s degree from an accredited institution</p></li></ul><p></p><p><b>
Preferred</b></p><ul><li><p>
Advanced degree in business, engineering, data science, or a related discipline</p></li><li><p>
Experience within financial services, alternative asset management, or other complex, regulated environments</p></li><li><p>
Familiarity with enterprise data architecture and modern AI/ML tooling ecosystems</p></li><li><p>
Experience implementing governance frameworks and performance measurement systems for transformation initiatives</p></li></ul><p></p><p><b>
Pay Range</b></p>
$225,000 - $265,000<p>
Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.</p><p></p><p>
The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.</p><p></p><p>
The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.</p><p></p><p><i>
T</i><i>he base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm </i><i>performance. Compensation</i><i> ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.</i></p></div><p></p>

Director, Digital & AI Transformation

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