2026 equity research summer analyst new york, ny

business analyst

financial analyst

2-year analyst - alpinvest primaries Jobs in New York

2-year analyst - alpinvest primaries

2026 equity research summer analyst new york, ny Jobs in New York

account strategy director Jobs in New York

account strategy director

asset management value advantage equity research analyst vice president

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>This is an opportunity for a motivated individual to join J.P. Morgan's Equity Franchise Sales team in New York. The Equity Franchise Sales team is the distribution arm for equity and equity-linked product within the CIB. The team delivers equity research &amp; investment ideas, facilitates investor, corporate and analyst access, and markets equity issuance to its investor base.
</p><p>As a Vice President on the US Equities Franchise Sales team, you will serve as a quarterback for the firm, delivering &amp; monetizing J.P. Morgan resources in a thoughtful manner while building, strengthening, and maintaining relationships with the largest mutual funds and hedge funds in the world.
</p><p>Job Responsibilities:</p>
<ul><li>Senior salesperson focused on day-to-day coverage of existing client relationships as well as helping to build new relationships.
</li><li>Conduct close interactions with internal partners in Equity Research, Equity Capital Markets, Banking, Trading and Sales (Equity, Prime Brokerage, Derivatives).
</li><li>Practice strong intellectual curiosity, enjoy building relationships, and have deep understanding of markets and geopolitics, and an extremely high degree of attention to detail.
</li>Maintain a sense of urgency with a strong focus on organization will be critical.<br>
<li>
</li></ul><p><br>
Required qualifications, capabilities, and skills:</p>
<ul><li>+10 years of sales experience</li>
<li>Series 7 &amp; 63 license
</li><li>Team player: work well in small groups, partner well with internal teams</li>
<li>Deep knowledge of global markets</li>
<li>Critical thinking skills and willing to drive trade concepts and themes for investor clients</li>
<li>Effective communicator</li>
<li>Strong proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint</li>
</ul><b>ABOUT US</b><br>
<br>
<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'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' 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.</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'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>

Global Cash Equities - US Equity Industrials Sales - Vice President

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>As a Vice President in Equity Research covering SMid Technology, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector. You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.</p><p>
Job Responsibilities:
</p><ul><li>Build and maintain Excel-based models to forecast company financials and project industry dynamics</li><li>
Perform detailed valuation work to support stock recommendations</li><li>
Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage</li><li>
Write research notes on covered companies and sector reports and prepare presentations</li><li>
Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
</li><li>Fulfill client requests in a timely and thorough manner</li><li>
Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product</li></ul><p>
</p><p>Required Qualifications, Capabilities and Skills:</p><ul><li>
FINRA licenses Series 86 and Series 87</li><li>
Three to four years of experience in equity research and/or investment banking</li><li>
Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience</li><li>
Advanced level of proficiency in Excel</li><li>
Ability to multi-task and collaborate within a team environment as well as work independently
</li><li>High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment</li><li>
Passion for the markets and interest in the SMid Technology sector</li></ul><p>
</p><p>Preferred Qualifications, Capabilities and Skills:</p><ul><li>
CFA charterholder or progress towards CFA</li><li>
Some coding capabilities &ndash; e.g., VBA, Python</li></ul>
<b>ABOUT US</b><br>
<br>
<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'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' 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.</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'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>

US Equity Research - SMid Technology - Vice President

New York Genome Center

<div><p>The Vice President, Genome Technologies is responsible for providing scientific, strategic and operational leadership for the New York Genome Center&rsquo;s genome technology enterprise, encompassing high-throughput research sequencing, single-cell and spatial genomics, emerging multiomic technologies, laboratory automation, and technology innovation. This person will lead NYGC&rsquo;s genome technology strategy and operations, integrating cutting‑edge innovation with large‑scale, high‑throughput execution to enable transformative, collaborative science.</p><br>
<p></p>
<p>
The Vice President will develop and execute a long-term technology strategy that positions NYGC at the forefront of genome science while ensuring operational excellence in support of large-scale collaborative research, institutional initiatives, and externally funded programs. As a recognized scientific leader, the Vice President will contribute intellectually to the Center's research direction, foster strategic partnerships, and lead the development of innovative genomic technologies and research programs.</p>
<p>
Working closely with the Scientific Director &amp; CEO and other executive leaders, the Vice President will shape NYGC's scientific priorities, expand its national research portfolio, cultivate collaborations with academic, clinical, government, and industry partners, and help establish NYGC as a global leader in genome technologies and AI-enabled genomic research.</p>
<p>
This position serves as a member of the Executive Management Team and oversees the Center's Genome Technologies organization, including research sequencing, technology development, project management, laboratory operations, and associated scientific support functions.</p>
<p>
Responsibilities include:</p>
<h4 class="jobSectionHeader"><b>
Scientific Strategy, Leadership, and External Engagement</b></h4>
<ul>
<li><p>Provides scientific leadership and technical expertise to shape major institutional initiatives, partnerships, and collaborative research programs;</p>
</li>
<li><p>Serves as a scientific thought partner in defining NYGC&rsquo;s research direction, including emerging opportunities in genomics, sequencing technologies, and large-scale data generation;</p>
</li>
<li><p>Builds and sustains multi-institutional collaborations with academia, healthcare systems, nonprofit organizations, and industry;</p>
</li>
<li><p>Plays a central role in developing and leading NIH and other grant applications, serving as Principal Investigator (PI) or Co-PI on major proposals;</p>
</li>
<li><p>Represents the Center externally as a scientific leader to the genomics community, including NIH, other funding agencies, and key partners;</p>
</li>
<li><p>Contributes to the development of consortia, partnerships, and collaborative research programs that expand NYGC&rsquo;s scientific and funding footprint;</p>
</li>
<li><p>Advances a strategy focused on collaborative science and funded research, complementing service-based sequencing activities.</p>
</li>
<li><p>Develops a multi-year technology roadmap that anticipates emerging scientific opportunities and positions NYGC as a leader in genome technologies.</p>
</li>
<li><p>Identifies, evaluates, and implements transformative technologies spanning sequencing, single-cell, spatial, long-read, genome engineering, multiomic, and future genomic platforms.</p>
</li>
<li><p>Establishes strategic partnerships with biotechnology companies to provide NYGC investigators and collaborators with early access to emerging technologies.</p>
</li>
<li><p>Partners closely with computational scientists and AI researchers to develop datasets and technology platforms that accelerate AI-enabled genome interpretation and biological discovery.</p>
</li>
<li><p>Partners closely with NYGC faculty to align technology development with investigator‑initiated science and institutional priorities, ensuring strong integration between platform capabilities and internal research programs</p>
</li>
<li><p>Promotes high-impact collaborative publications that showcase NYGC's scientific and technological leadership.</p>
</li>
</ul><h4 class="jobSectionHeader"><b>Research Operations Strategy and Execution</b></h4>
<ul>
<li><p>Provides scientific and operational leadership for NYGC's genome technology platforms, ensuring they remain at the forefront of scientific innovation and support the Center's evolving research priorities.</p>
</li>
<li><p>Oversees technology evaluation, validation, implementation, and lifecycle management across all research platforms.</p>
</li>
<li><p>Ensures technology platforms are scalable, reproducible, cost-effective, and capable of supporting large collaborative projects.</p>
</li>
<li><p>Works closely with NYGC faculty to translate emerging biological questions into innovative technology solutions.</p>
</li>
<li><p>Leads development of programs involving our Institutional Founding Members (IFMs), hospitals, and research collaborators.</p>
</li>
</ul><h4 class="jobSectionHeader"><b>Operational Oversight</b></h4>
<ul>
<li><p>Develops annual operating and capital budgets for Genome Technologies.</p>
</li>
<li><p>Oversees strategic investments in instrumentation, automation, laboratory infrastructure, and technology platforms.</p>
</li>
<li><p>Establishes operational metrics and quality indicators to ensure scientific excellence, efficiency, and customer satisfaction.</p>
</li>
<li><p>Accountable for execution of sequencing operations in support of scientifically driven projects and grants;</p>
</li>
<li><p>Oversees prioritization and delivery of research projects, ensuring alignment with grant commitments and scientific objectives;</p>
</li>
<li><p>Drives improvements in efficiency, scalability, and quality of sequencing operations;</p>
</li>
<li><p>Oversees adoption and implementation of new sequencing technologies and methodologies;</p>
</li>
<li><p>Provides deep expertise in next-generation sequencing (NGS) and related technologies;</p>
</li>
<li><p>Optimizes laboratory capacity, resource allocation, and operational workflows to maximize efficiency, meet project timelines, and support institutional research priorities;</p>
</li>
<li><p>Partners with Finance to develop and maintain sustainable pricing and cost-recovery models for genomics services;</p>
</li>
<li><p>Monitors external market trends, competitive genomics capabilities, and emerging technologies to inform strategic planning and maintain operational excellence;</p>
</li>
<li><p>Negotiates strategic agreements with technology vendors, suppliers, and external partners to optimize cost, service quality, and access to innovative genomic technologies.</p>
</li>
</ul><h4 class="jobSectionHeader"><b>Grant Development and Research Funding</b></h4>
<ul>
<li><p>Plays a leading role in expanding NYGC&rsquo;s grant portfolio, particularly NIH and large-scale collaborative funding;</p>
</li>
<li><p>Contributes to and helps lead the Grant Development Group with scientific vision and strategic insight;</p>
</li>
<li><p>Provides leadership across all phases of proposal development, especially for multi-PI, center, and consortium grants;</p>
</li>
<li><p>Works closely with Research Administration to ensure high-quality, competitive submissions;</p>
</li>
<li><p>Helps build sustainable funding streams through programmatic, consortium-based, and investigator-initiated grants;</p>
</li>
<li><p>Represents NYGC in settings that advance funding, partnerships, and scientific visibility.</p>
</li>
<li><p>Identifies new strategic funding opportunities involving technology development, large-scale collaborative genomics, and national research infrastructure.</p>
</li>
<li><p>Develops programmatic initiatives that generate sustainable external funding while advancing NYGC's long-term scientific mission.</p>
</li>
</ul><h4 class="jobSectionHeader"><b>Team Leadership and Scientific Culture</b></h4>
<p>
The Vice President will recruit, develop, and inspire an exceptional multidisciplinary team of scientists, engineers, laboratory leaders, project managers, and operational professionals dedicated to advancing genome science.</p>
<ul>
<li><p>Building a culture of scientific rigor, innovation, collaboration, and continuous improvement.</p>
</li>
<li><p>Recruiting outstanding scientific and operational talent.</p>
</li>
<li><p>Developing future scientific leaders through mentoring, coaching, and succession planning.</p>
</li>
<li><p>Promoting collaboration across research, informatics, AI, operations, and clinical genomics.</p>
</li>
<li><p>Creating an inclusive, mission-driven organization focused on scientific excellence.</p>
</li>
</ul><p><b>Technology Innovation</b></p>
<ul>
<li><p>Develops and implements the Center's technology innovation strategy.</p>
</li>
<li><p>Evaluates emerging technologies and establishes pilot programs.</p>
</li>
<li><p>Partners with faculty to develop novel experimental platforms.</p>
</li>
<li><p>Builds collaborations with technology companies to accelerate innovation.</p>
</li>
<li><p>Positions NYGC as an early adopter and national demonstration site for next-generation genomic technologies.</p>
</li>
</ul><p><b>Requirements</b></p>
<ul>
<li><p>PhD or MD or MD/PhD required with strong scientific credentials</p>
</li>
<li><p>An internationally recognized scientific leader with an outstanding record of innovation in genomics, genome technologies, or related disciplines;</p>
</li>
<li><p>Demonstrated ability to translate scientific vision into scalable, high‑throughput operations, including oversight of large‑scale sequencing production, cost optimization, and delivery against project timelines;</p>
</li>
<li><p>Demonstrated success leading large multidisciplinary scientific organizations and complex collaborative research programs, including serving as PI or Co-PI on externally funded research programs (e.g., NIH grants);</p>
</li>
<li><p>Established record of high-impact scientific publications;</p>
</li>
<li><p>Demonstrated success developing strategic partnerships with academic institutions, government agencies, and industry;</p>
</li>
<li><p>Experience managing multimillion-dollar scientific programs and operating budgets;</p>
</li>
<li><p>Demonstrated ability to translate emerging technologies into scalable research platforms;</p>
</li>
<li><p>Deep knowledge of next-generation sequencing technologies and genomic analysis;</p>
</li>
<li><p>10+ years of management experience with a strong commitment to developing teams;</p>
</li>
<li><p>Exceptional ability to bridge scientific vision with operational execution;</p>
</li>
<li><p>Strong communication, collaboration, and influencing skills across scientific and administrative stakeholders;</p>
</li>
<li><p>Ability to thrive in a dynamic, evolving, and research-driven environment.</p></li></ul><br>
<p><b>
</b></p><p>Don&rsquo;t meet every single requirement? At NYGC we are dedicated to building a diverse, inclusive, and authentic workplace, so if you&rsquo;re excited about this role but your past experience doesn&rsquo;t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.</p><br>
<p></p>
<p><b>
Competencies</b></p>
<ul>
<li><p>Strategic Leadership. Develops a compelling long-term vision and translates scientific opportunities into organizational priorities. Makes sound decisions in rapidly evolving scientific environments. Balances innovation with operational excellence and financial stewardship.</p>
</li>
<li><p>Technical and Professional Skills: Consistently demonstrates skills and knowledge relevant for current role; strives to expand the depth and breadth of technical and professional skills; works with a high level of integrity; exhibits focus and discipline; appropriately prioritizes, manages expectations and delivers on commitments.</p>
</li>
<li><p>Collaborative &amp; Communicative: Models collaboration and teamwork; brings out the best in others; effectively works with all levels, internally and externally; respects and embraces diversity of perspective; communicates clearly and listens carefully; uses good judgment as to what to communicate and when to do so.</p>
</li>
<li><p>Adaptable &amp; Innovative: Adaptable and embraces change; develops new insights and pursues improvements and efficiency; fosters exchange of new ideas and willing to challenge the status quo; takes initiative and is solution-oriented; engages in work with passion and curiosity.</p>
</li>
<li><p>Leader and Manager: Attracts, develops and retains diverse talent to achieve outstanding results; encourages professional development, coaches and regularly communicates expectations and feedback; aligns and inspires efforts toward our mission; translates organizational vision into action; responsibly utilizes NYGC&rsquo;s human and financial resources to ensure organizational and financial health; uses good judgment when making decisions; pushes boundaries and generates new ideas.</p></li></ul><br>
<p>
</p><p><b>Work Location &amp; Leadership Presence</b></p>
<p>
NYGC recognizes the value of workplace flexibility while fostering a highly collaborative, team-oriented scientific environment. As a member of the Executive Management Team, the Vice President, Genome Technologies is expected to maintain a regular on-site presence to provide visible leadership, strengthen collaboration, and support organizational culture.</p><br>
<p></p>
<p>
The successful candidate is expected to work on-site at least four (4) days per week, with limited remote work flexibility subject to approval by the Scientific Director &amp; CEO. Regular interaction with faculty, staff, institutional partners, and executive leadership is essential to the success of this role. Occasional evening and weekend work, as well as domestic and international travel, may be required.</p><br>
<p></p>
<p><b>
Salary &amp; Benefits</b></p>
<p>
The pay range for this position is $270,000-350,000 per year; the base pay offered may vary depending on job-related knowledge, skills, and experience.</p>
<p>
In addition, NYGC offers a full range of medical, financial, and other benefits as well as generous time off. This includes Medical/Dental/Vision for employees &amp; dependent(s); Vacation, Holidays, Sick, and Other Leave, including a paid winter break; a 401(k) match; Life Insurance; Flexible Spending Accounts; employee Tuition Reimbursement; flexible schedules and telework options for some positions; an Employee Assistance Program; and much more.</p><br>
<p></p>
<p><b>
About the New York Genome Center</b></p>
<p>
The New York Genome Center (NYGC) is an independent, nonprofit, academic research organization dedicated to advancing genomic research. NYGC scientists and staff are furthering new approaches to diagnosing and treating neurological diseases and cancer through their unique capabilities in whole genome sequencing, RNA sequencing, state-of-the art analytics, and the development of genomic tools. NYGC concentrates specifically on disease-based research in the following areas: neuropsychiatric disease (autism, schizophrenia, bipolar); neurodegenerative disease (ALS, Alzheimer&rsquo;s, Parkinson&rsquo;s, Huntington&rsquo;s), and cancer.</p><br>
<p></p>
<p>
Located in Lower Manhattan, the New York Genome Center was founded by and remains closely affiliated with the leading academic medical centers and research universities in the New York region, engaging in research projects with and for these institutions. Essential to our collaborative work is an outstanding faculty, whose members typically hold a joint appointment at NYGC and a partner university. They support our scientific mission by conducting independent research in areas of mutual interest to us and the wider scientific community.</p><br>
<p></p>
<p><b>
Equal Opportunity</b></p>
<p>
We are committed to fostering a workplace environment that is welcoming and fair to all, ensuring that every employee has the opportunity to thrive. We believe that bringing together individuals with diverse backgrounds, experiences, and perspectives leads to greater collaboration, innovation, and discovery. Valuing and supporting each employee in reaching their full potential strengthens our organization and enhances our collective success. We recognize that creating an environment where all employees feel valued and included requires sustained effort and dedication from the entire organization.</p>
<p>
The New York Genome Center is a VEVRAA Federal Contractor. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, creed, color, gender, religion, national origin, sexual orientation, age, disability, genetic predisposition or carrier status, protected veteran or military status, domestic violence victim status, partnership status, caregiver status, alienage or citizenship status, marital status, or any other characteristic protected by applicable law. NYGC takes affirmative action in support of its policy to hire and advance in employment individuals who are protected veterans and individuals with disabilities.</p>
<p>
FLSA Status &ndash; Exempt</p>
<p>
This position is eligible for visa sponsorship and relocation assistance.</p></div>

Vice President, Genome Technologies

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>Shape how systematic credit risk is taken across a growing wealth platform. Join a foundational team building new decisioning frameworks and scalable first-line controls across bank and broker-dealer lending products.</p><p>
Introductory marketing language</p><p>
Shape how systematic credit risk is taken across a growing wealth platform. Join a foundational team building new decisioning frameworks and scalable first-line controls across bank and broker-dealer lending products.</p><p>
Job summary</p><p>
As a Vice President in the JPMorgan Wealth Management Credit Decisioning Unit (a First Line Unit), you will help build and operationalize an innovative Marginal Decisioning Framework (MDF) to balance risk and reward across securities-based lending, margin, and other credit exposures. This individual contributor role partners closely with front line teams, Product, Independent Risk (2LOD), Technology, and support functions to strengthen portfolio decisioning, analytics, solutions structuring, and governance.</p><p>
Job responsibilities</p><ul><li>
Support lending portfolio risk-taking and decisioning using the Marginal Decisioning Framework (MDF)</li><li>
Help manage the margin adequacy framework, coordinating market coverage and market-driven actions with 1LOD and 2LOD partners</li><li>
Design and/or extend quantitative models, frameworks, and metrics, including governance as needed</li><li>
Maintain analytics quality to ensure credibility and robustness of decisioning frameworks</li><li>
Partner with front line teams and 2LOD to structure innovative credit solutions and support non-standard asset lending requests</li><li>
Support front line teams with complex queries, learning forums, and client discussions; publish market-facing commentary and research as needed</li><li>
Produce compliant documentation and reporting; support governance, escalations, and presentations to relevant forums</li></ul><p>
Required qualifications, capabilities, and skills</p><ul><li>
Undergraduate degree</li><li>
6+ years in an analytical, technical, trading, or research-oriented role in capital markets</li><li>
Broad financial product knowledge</li><li>
Practical Python experience and familiarity with data analytics packages in a professional environment</li><li>
Practical experience with Tableau or other BI/data visualization tools and Microsoft Office (Excel, PowerPoint, Word)</li><li>
Strong communication and interpersonal skills, including explaining technical capital markets concepts to non-technical audiences</li><li>
Team-oriented mindset with a strong sense of ownership</li></ul><p>
Preferred qualifications, capabilities, and skills</p><ul><li>
Academic concentration in a technical discipline</li><li>
Graduate degree and/or professional designations</li><li>
Background in (or experience with) financial mathematics, financial engineering, quantitative risk methodologies, and/or data science</li><li>
Experience in credit risk/market risk, derivatives/hedging strategies, and/or credit portfolio management/lending businesses</li></ul>
<b>ABOUT US</b><br>
<br>
<br>
<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><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><p></p><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' 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.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
<br>
<div>Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.<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>

J.P. Morgan Wealth Management - Vice President, Wealth Management Credit Decisioning Unit

Newmark

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 The
 <strong>
  Newmark Debt, Equity &amp; Structured Finance
 </strong>
 team is looking to bring on an Analyst to join the New York office with a primary focus on hospitality transactions. The group is comprised of a deep team of real estate investment banking professionals from various real estate equity and finance backgrounds. The Analyst will be joining the preeminent team in the market that has executed over $180 billion of transactions since 2019, including more than $21 billion of hotel transactions.
 <br/>
 <br/>
 The Debt &amp; Structured Finance team is focused on the placement of debt and equity capital for commercial real estate investors. While the broader team executes transactions across all property types, including office, retail, industrial, data centers, and alternative assets throughout North America, the Analyst will primarily support the team&rsquo;s hospitality practice, which advises on hotel property and portfolio/platform level transactions. Analysts are involved in every stage of a transaction including underwriting, market research, property tours, preparation of pitch materials and offering memoranda, marketing of transactions, term sheet negotiations, closings, and client meetings and events. The position will be based in-office and work in a high-energy and fast-paced environment.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <strong>
  Primary Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Prepare pitch materials and offering memoranda for commercial real estate transactions, including research, financial modeling, and writing transaction narratives.
  </li>
  <li>
   Responsible for complex financial modeling of property level cash flows and debt/equity structures utilizing market information, appraisals, and comparable data to quickly and accurately underwrite a variety of transactions.
  </li>
  <li>
   Must review and understand relevant documents (financial statements, loan documents, joint venture agreements, appraisals, etc.) to quickly identify relevant information.
  </li>
  <li>
   Network within the industry through meetings, events and involvement in real estate trade organizations.
  </li>
  <li>
   Participate in weekly pipeline meetings to discuss deal flow, deal status, market conditions and review new client leads.
  </li>
  <li>
   Track and maintain database of transaction executions and help identify new business opportunities.
  </li>
  <li>
   Other duties as assigned.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <strong>
  Experience Required
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   0-2 years of hospitality real estate experience (capital markets, acquisitions, development, asset management) in an analytically rigorous environment. Real estate investment banking or commercial real estate lending/investing experience is preferred.
  </li>
  <li>
   Hospitality finance background (including specific experience with hotel P&amp;L&rsquo;s and STR reports) and good understanding of appraisal and valuation principles.
  </li>
  <li>
   Self-motivated, team oriented , and strong time management skills to prioritize tight deadlines.
  </li>
  <li>
   Strong research, analytical, and problem-solving skills. Ability to analyze qualitative and quantitative information.
  </li>
  <li>
   Ability to be proactive, anticipate demands and accomplish tasks with minimal direction and oversight.
  </li>
  <li>
   Exceptional organizational, interpersonal, quantitative, writing and communication skills; able to interface with clients including their top-level executives.
  </li>
  <li>
   Strong writing skills with ability to communicate analytical and marketing data effectively.
  </li>
  <li>
   Ability to work independently while being a team player.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Education
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s Degree in Hospitality Management , Real Estate, Finance, Accounting, Economics or related discipline or an equivalent combination of education and experience.
  </li>
  <li>
   Candidates from a hotel or hospitality program a plus .
  </li>
  <li>
   Proficiency in Outlook, Excel, Word and PowerPoint.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Salary Range Language
  <br/>
  <br/>
 </strong>
 The expected base salary for this position ranges from $145,000 to $150,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement plan with employer matching), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
 <br/>
 <br/>
 <strong>
  Working Conditions:
 </strong>
 Normal working conditions with the absence of disagreeable elements.
 <br/>
 <br/>
 <strong>
  Note:
 </strong>
 The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
 <br/>
 <br/>
 Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
</div>


Analyst

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>Be a part of the Commercial Banking (CB) Finance team for an exciting opportunity to provide financial analytics and reporting to influence business decisions for CB which is sub line of business within Global Banking. Our team partners with business managers, strategy and other finance teams, and leads the business and financial analytics for CB and each of its segments and industries. In addition, we provide analyses that lead to public disclosure associated with the business' strategy, financial performance, and industry trends for the Firm's presentations at Investor Day, Earnings, and industry conferences.
</p><p>As a Vice President in the CB Finance team, you will be responsible for running business and financial analytics and reporting for senior members of the CB sub line of business. In this role, you will be expected to create, maintain and review financial models and conduct deep dive analyses on key drivers impacting the business to help drive the strategic vision forward.</p>
<p><b>Job responsibilities</b></p>
<ul><li>Lead the dialogue with senior business leadership as well as stakeholders across the Commercial Bank to provide information on the business trends, financial performance, market strategy, competitive landscape and industry trends</li>
<li>Develop and present insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed</li>
<li>Prepare presentation materials and financial analytics for senior management for financial reporting meetings, quarterly business reviews, and budget</li>
<li>Create, maintain and review financial models and analyses (both recurring and ad-hoc)</li>
<li>Conduct deep dive analyses on key issues impacting clients/business to determine root cause and propose solutions</li>
<li>Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the &ldquo;so what, now what?&rdquo; dialogue</li>
<li>Drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support</li>
<li>Lead and manage a team
</li></ul><p></p><p><b>Required qualifications, capabilities and skills</b></p>
<ul><li>Bachelor's degree in Finance, Economics, or Accounting</li>
<li>7+ years of experience in Management Consulting, Corporate Finance, Planning &amp; Analysis and/or Accounting</li>
<li>Experience in corporate financial analytics with an understanding of a Bank's balance sheet, P&amp;L and key drivers</li>
<li>Strong analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker</li>
<li>Excellent verbal &amp; written communication and relationship management skills, strong executive presence, and ability to tell a story with data</li>
<li>Strong technical and analytical skills, including Excel, PowerPoint</li>
<li>Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately</li>
<li>Strong work ethic; work well in a fast-paced environment</li>
<li>Proactive and sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines</li>
<li>Self-starter and seeks to break the status-quo and initiate improvements where necessary</li>
<li>Experience with managing/leading a team</li>
</ul><p></p><p><b>Additional Information</b></p>
<ul><li><i>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 &amp; 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).</i></li>
</ul><p></p><b>ABOUT US</b><br>
<br>
<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'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' 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.</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'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>

Financial Analysis Vice President - Commercial Banking

Nomura

<div></div><div><div><div><div><div>Job Code: 13422
</div></div></div></div><div><div><div><div>Country: US
</div></div></div></div><div><div><div><div>City: New York
</div></div></div></div><div><div><div><div>Skill Category: Internal Audit
</div></div></div></div><div><div><div><div>Description:
<div><b>Corporate Title: </b>Vice President
</div><div><b>Department: </b>Internal Audit
</div><div><b>Location: </b>New York, NY
</div> <p>The pay range for this position at commencement of employment is expected to be between $180K and $200K/year* .</p><br>
<div></div><div><b>Company overview</b></div>
<div>Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East &amp; West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.</div><br>
<div></div><div>Aon&rsquo;s Benefit Index&reg;, Nomura&rsquo;s benefits <b>rank</b> <b>#1</b> amongst our competitors</div><br>
<div></div><div><b>Department overview:</b></div>
<p>The Internal Audit department is a key part of Nomura&rsquo;s corporate governance and the department&rsquo;s primary objectives are to review the company's control environment and report any weaknesses identified to the Audit Committee and senior management.
</p><p>The Internal Audit department has over 190 staff that are located in major cities around the world. The Nomura Global Wholesale Internal Audit department in the Americas comprises 40 professionals, split across Trading, Sales and Investment Banking businesses as well as Technology, Risk Management, Legal and Compliance and Finance specialists, reporting to the Americas Head of Internal Audit.
</p><p>The Internal Audit (IA) department adopts an integrated audit approach, and the Global Markets Technology audit team works closely with business auditors on complex and global audits. The Global Markets team covers all major asset classes &ndash; Equities (including Instinet), Securitized Products, Rates, Credit, and FX - covering both vanilla and structured trading.</p><br>
<div></div><div><b>Responsibilities:</b></div>
<div>Reporting into the Americas Global Markets Audit Technology Portfolio Director who is responsible for the Global Equities and Securitized Products IT audit portfolio globally, the Global Markets Technology auditor responsible for delivering the audits plan in relation to Global Markets applications &ndash; in particular for Global Equities and Securitized Products - as well as delivering risk assessments, continuous monitoring, and issue validation.</div><br>
<div></div><p><b>Key Responsibilities:</b></p>
<ul><li>Primary responsibility for leading, managing and executing Global Markets technology audits in accordance with departmental standards. This includes planning through to report issuance, as well as risk assessments, continuous monitoring, and issue follow up / validation. Ensure consistent delivery of assignments on time and to quality.</li>
<li>Continually seek to improve the Global Markets IT audit and departmental processes for impactful results.
</li><li>Support Internal Audit&rsquo;s strategic initiative for Data Analytics by being an active supporter and contributor to this initiative. Utilize data analysis to improve and enhance the audit approach..</li>
<li>Maintain strong independent working relationships with senior technology management, identifying emerging risks, and raising important value adding control improvements to senior management.</li>
<li>As a seasoned professional applies solid understanding of internal audit standards, policies, rules and regulations to provide timely and comprehensive audit assurance.
</li><li>Direct and carry out pre-implementation reviews, special projects, ad hoc investigations and advisory work where required to complete the department&rsquo;s audit plan.</li>
<li>Assist non-technical assurance colleagues in understanding technology risk and controls and its impact to the audit.</li><br>
</ul><div></div><div><b>Skills, experience, qualifications and knowledge required:</b></div>
<ul><li>Min of 6 years of experience in IT audit within an investment bank.</li>
<li>Strong background and experience of managing and executing IT application audits within an investment bank. Experience should include: risk assessment, IT general controls, and auditing of data integrity to provide an audit opinion on the completeness, accuracy and timeliness of system-based processing.</li>
<li>Good knowledge of Global Markets businesses and associated IT activity covering Equities (including execution services) and Securitized Products. Has an in-depth knowledge of IT concepts to be able to guide and direct scoping decisions with a risk focus.
</li><li>Experience in successfully managing complex regional and global audit projects, as well as managing multiple audits concurrently ensuring assurance activities are coordinated and resources optimized for productivity. Strong background and experience of leading, managing and executing IT application audits within an investment bank.</li>
<li>Strong understanding of trading systems (Credit, FX, Rates, Securitized Products and Equity) and supporting processes gained through a combination of education and work experience in a global financial institution that is subject to global regulatory standards and mandates.</li>
<li>Has good knowledge and understanding of the Global Markets sales and trading business areas and product lines as well as technology architecture and systems supporting these areas.</li>
<li>Strong analytical skills, exercise appropriate professional skepticism with the ability to identify key risks and control improvements and to agree control improvements with senior stakeholders.
</li><li>Strong communication skills, both oral and written particularly as it relates to audit reports and Management / Committee presentations.</li>
<li>Strong time and project management skills, consistently delivering to deadlines (budget and time).
</li><li>Strong leadership and management skills: Has a proven track record of demonstrating maturity and leadership, acts as a role model and holds self and others to high standards of excellence. Able to motivate, coach and develop high performing staff to achieve departmental and personal objectives.</li>
<li>Relationship Management: Has proven ability to build strong relationships with auditees and can effectively manage upwards at senior levels. Able to network and manage relationships at senior levels across the organization and in the wider financial services industry.
</li><li>Sound judgement on the criticality and impact of issues identified, with a risk and commercial focus.</li>
<li>A bachelor&rsquo;s degree or higher qualification in Computing, Sciences, or Engineering, supported by work experience as a Technology Audit lead in a financial services firm, Consulting or Big 4 firm.
</li><li>CISA/CISM/CISSP or equivalent technical qualification preferred.</li>
<li>Knowledge of general auditing principles, and best practices and standards.
</li><li>Knowledge of coding e.g. using Python and other languages, to provide insight into risks and/or controls, would be beneficial.</li>
<li>Knowledge of data science / artificial intelligence tools and prompt engineering would also be an advantage.</li><br>
</ul><p></p><p><b>Nomura Leadership Behaviors</b></p>
<p><b>Explore Insights &amp; Vision</b></p>
<ul><li>Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.</li>
</ul><p><b>Making Strategic Decisions</b></p>
<ul><li>Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.</li>
</ul><p><b>Inspire Entrepreneurship in People</b></p>
<ul><li>Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.</li>
</ul><p><b>Elevate Organizational Capability</b></p>
<ul><li>Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
</li></ul><p><b>Inclusion
</b></p><ul><li>Foster a culture of inclusion and psychological safety in the workplace and cultivate a &quot;Risk Culture&quot; (Challenge, Escalate and Respect).</li><br>
</ul><p></p><ul><li>base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.</li></ul><br>
<p></p><p>If hired, employee will be in an &ldquo;at-will position&rdquo; and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors&rdquo;.</p><br>
<p></p><p><i>Nomura is an Equal Opportunity Employer</i></p><br>
</div></div></div></div><p></p><p><br>
<b>Nearest Major Market: </b>Manhattan
<br>
<b>Nearest Secondary Market: </b>New York City</p></div>

Global Markets Technology Auditor - Vice President

Explore 320+ Asset management value advantage equity research analyst vice president in New York this July. Find roles across top companies and apply now to boost your career.