investment associate

Zarea.pk

<p><b>Job Title:</b> Investment Associate</p><p><b>Location:</b> Lahore Cantt. (On-site)</p><p><b>Company:</b> Zarea Limited</p><p><b>About Us:</b></p><p>Zarea Limited is Pakistan's largest and fastest-growing digital marketplace for physical commodities. We deliver end-to-end solutions across commodities trading, logistics, warehousing, financing, data &amp; analytics, and a seamless digital experience. Our commitment to innovation, transparency, and operational excellence enables us to create long-term value for our stakeholders.</p><p><b>The Role:</b></p><p>We are seeking a motivated and analytical Investment Associate to support the company&rsquo;s investment activities, financial analysis, and portfolio monitoring. The ideal candidate will be a CA Finalist with relevant experience in investment analysis or corporate finance, capable of working closely with senior management in evaluating opportunities and supporting strategic financial decisions.</p><p><b>Key Responsibilities:</b></p><ul><li>Assist in analyzing and evaluating potential investment opportunities through financial and business analysis.</li><li>Prepare financial models, forecasts, and investment summaries to support decision-making.</li><li>Support portfolio monitoring by tracking performance and preparing periodic reports.</li><li>Conduct market, industry, and competitor research to identify trends and insights.</li><li>Assist senior management in investment planning, strategy execution, and performance review.</li><li>Support due diligence processes, including financial review and documentation.</li><li>Coordinate with internal teams and external stakeholders such as auditors, consultants, and financial institutions.</li><li>Ensure compliance with internal financial policies and regulatory requirements.</li><li>Maintain accurate financial records and support reporting requirements related to investments.</li></ul><p><b>Qualifications and Requirements:</b></p><ul><li>CA Finalist (mandatory).</li><li>6 to 7 years of relevant experience in investment analysis, corporate finance, advisory, or related financial roles.</li><li>Working knowledge of financial modeling, valuation, and financial statement analysis.</li><li>Basic understanding of investment principles, portfolio analysis, and risk management.</li><li>Proficiency in MS Excel and financial analysis tools.</li><li>Good analytical and problem-solving skills.</li><li>Ability to work independently and collaboratively in a team environment.</li><li>Strong communication skills with attention to detail and deadlines.</li></ul><p><b>Salary:</b></p><p>Competitive and based on experience.</p><p><b>Work Timing:</b></p><p>9:00 AM &ndash; 6:00 PM (Monday to Friday)</p><p>10:00 AM &ndash; 4:00 PM (Saturday)</p><p><b>How to Apply:</b></p><p>Interested candidates are encouraged to share their updated CV at hr@zarea.pk</p><p>Job Type: Full-time</p><p>Work Location: In person</p>

Investment Associate

BroadLight Capital

<div>
 <p>
  BroadLight Capital is a venture and growth equity firm investing across AI and internet. Our LP base and network &ndash; including leading artists, athletes, and entertainers &ndash; give us a unique distribution advantage that opens doors for founders. Our portfolio includes category-defining companies like ElevenLabs, Black Forest Labs, EvenUp, Function Health, Perplexity and Higgsfield.
 </p>
 <p>
  <br/>
 </p>
 <p>
  As we continue to build our platform, we're looking for an Associate to join our investment team. This is a role for someone who wants real ownership over their work and is ready to operate with the autonomy and accountability of a more senior investor from day one.
 </p>
 <p>
  <br/>
 </p>
 <p>
  What you'll do
 </p>
 <ul>
  <li>
   Source and evaluate investment opportunities across AI infrastructure, AI applications, and consumer internet
  </li>
  <li>
   Lead primary research and competitive analysis to support diligence on active deals
  </li>
  <li>
   Build financial models and prepare investment memos for partnership review
  </li>
  <li>
   Support portfolio companies with market intelligence, hiring, and strategic introductions
  </li>
  <li>
   Assist with fundraising process and investor communications for Fund II
  </li>
  <li>
   Represent BroadLight at industry events, conferences, and founder dinners
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  What we're looking for
 </p>
 <ul>
  <li>
   2&ndash;4 years of experience in investment banking or venture capital
  </li>
  <li>
   Strong analytical foundation with a track record of rigorous, independent thinking
  </li>
  <li>
   Genuine intellectual curiosity about AI and the consumer internet landscape
  </li>
  <li>
   Exceptional written and verbal communication skills; ability to distill complex ideas clearly
  </li>
  <li>
   High agency and ownership mentality
  </li>
  <li>
   Existing network in tech, media, sports, or entertainment is a plus, not a requirement
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Why BroadLight
 </p>
 <ul>
  <li>
   Exposure to the full investment lifecycle &ndash; sourcing through exit
  </li>
  <li>
   Access to a unique and strategic LP network of artists, athletes, and entertainers with real platform and reach
  </li>
  <li>
   A lean, high-conviction team that moves fast and trusts each other
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  To apply:&nbsp;Send a brief note and your resume to careers@broadlightcapital.com.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Compensation range: $150k-300k.
 </p>
</div>


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.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </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.
 <br/>
 <br/>
 No agencies please
 <br/>
 <br/>
 Equal Opportunity Employer M/F/D/V
</div>


Investment Associate - Commercial Real Estate Team

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<div>
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.<br>
</div><div></div><br>
<div>As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.</div><div><br>
<br>
</div><div><b>Job responsibilities</b></div><div>
<ul><li>Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades</li>
<li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation</li>
<li>Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports</li>
<li>Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires</li>
<li>Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)</li>
<li>Prioritize daily work, track progress for current work, and consistently meet deadlines</li>
<li>Maintain and foster team culture
</li></ul></div><div><b>Required qualifications, capabilities, and skills</b></div><div>
<ul><li>A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment</li>
<li>If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam</li>
<li>A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment</li>
</ul></div><div><br>
INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div>
<br>
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</div><div>
<br>
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</div><div><br>
<br>
</div><b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;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&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></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
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&rsquo;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.</div>

J.P. Morgan Wealth Management - Private Client Investment Associate - Tempe, AZ

<div><b>JOB DESCRIPTION</b><p><br>
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.<br>
</p><p></p><br>
<p>As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.</p><p><br>
</p><p><b>Job responsibilities</b></p><ul>
<li>Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades</li>
<li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation</li>
<li>Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports</li>
<li>Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires</li>
<li>Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)</li>
<li>Prioritize daily work, track progress for current work, and consistently meet deadlines</li>
<li>Maintain and foster team culture
</li></ul><p><b>Required qualifications, capabilities, and skills</b></p><ul>
<li>A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment</li>
<li>If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam</li>
<li>A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment</li></ul><p><br>
INVESTMENT AND INSURANCE PRODUCTS ARE:</p><p><br>
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</p><p><br>
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</p><p>
</p><b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;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&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></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><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&rsquo;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.</div><div><br>
<br>
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

J.P. Morgan Wealth Management - Private Client Investment Associate-Wheeling WV

<div><b>JOB DESCRIPTION</b><br>
<div>
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div><br>
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.</div><div><br>
</div><div><b>Job responsibilities</b></div><div><ul><li>
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades</li><li>
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation</li><li>
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports</li><li>
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires</li><li>
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)</li><li>
Prioritize daily work, track progress for current work, and consistently meet deadlines</li><li>
Maintain and foster team culture
</li></ul></div><div><b>Required qualifications, capabilities, and skills</b></div><div><ul><li>
A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment</li><li>
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam</li><li>
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment</li></ul></div><div><br>
INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div><br>
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</div><div><br>
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</div>
<b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;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&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></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><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&rsquo;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.</div><div><br>
<br>
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

J.P. Morgan Wealth Management - Private Client Investment Associate - Neenah, WI

<div><b>JOB DESCRIPTION</b><br>
<div>
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.<br>
</div><div></div><br>
<div>As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.</div><div><br>
<br>
</div><div><b>Job responsibilities</b></div><div>
<ul><li>Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades</li>
<li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation</li>
<li>Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports</li>
<li>Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires</li>
<li>Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)</li>
<li>Prioritize daily work, track progress for current work, and consistently meet deadlines</li>
<li>Maintain and foster team culture
</li></ul></div><div><b>Required qualifications, capabilities, and skills</b></div><div>
<ul><li>A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment</li>
<li>If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam</li>
<li>A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment</li>
</ul></div><div><br>
INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div>
<br>
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</div><div>
<br>
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</div><div><br>
<br>
</div><b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;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&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></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><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&rsquo;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.</div><div><br>
<br>
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

J.P. Morgan Wealth Management - Private Client Investment Associate - Dallas, TX

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Investment Associate

Investment Associate - Commercial Real Estate Team

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