administrative assistant - investment banking and capital markets

administrative assistant, equity research

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

analyst / associate, credit & multi-asset solutions, fundraise management

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

ai enablement business analyst, senior Jobs in New York

ai enablement business analyst, senior

analyst / associate, credit & multi-asset solutions, fundraise management Jobs in New York

senior asset manager

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
The Analyst will be an active member of the Value Advantage Portfolio Team responsible for contributing to the investment process by researching companies across various sectors and market capitalizations with the objective of producing actionable investment recommendations.
</p><p><b>Job responsibilities:</b></p><ul><li>
Develop analytical and valuation framework for covered stocks and for ensuring the quality and consistency of the investment team&rsquo;s research process.</li><li>
Identify fundamental risks for each stock in regard to macro, industry and company-specific events.
</li><li><p>Perform independent fundamental analysis of a company&rsquo;s business by analyzing historical financial statements and SEC filings, interviewing corporate executives, and leveraging proprietary and AI-driven research tools to identify sources of competitive advantage and understand the company&rsquo;s business model.</p></li><li><p>
Build and maintain financial models to estimate future cash flows and sustainable earnings power.
</p></li><li><p>Maintain written and verbal communication with the Portfolio Manager.
</p></li><li><p>Collaborate on investment theses and monitor against company updates.</p></li><li><p>
Utilize valuation techniques to estimate firm value.</p></li></ul><p><b>
Required qualifications, skills and competencies;
</b></p><ul><li>Bachelor Degree</li><li>
4+ years experience.</li><li>
Generalist
</li><li>Must be detail-oriented and highly numerate with creative problem-solving abilities, a strong interest in financial markets and an ability to multi-task.</li><li>
Requires independent thinking and the ability to perform research with limited oversight.</li><li>
Must possess strong interpersonal skills and be a team player.
</li></ul><p><b>Preferred qualifications, skills and competencies;
</b></p><ul><li>Preferably a degree with a concentration in economics, finance, and/or CFA designation.
</li><li>Key focus on Financials, Energy, Technology sectors; research experience in any of these areas is preferred, but not necessary.</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 - Value Advantage Equity Research Analyst - Vice President

Goldman Sachs

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 About Goldman Sachs
 <br/>
 <br/>
 At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it&rsquo;s all about bringing together people who are curious, collaborative and have the drive to make things possible for our clients and communities.
 <br/>
 <br/>
 Asset and Wealth Management
 <br/>
 <br/>
 <strong>
  Goldman Sachs Asset &amp; Wealth Management provides advice, investing and execution for institutions and individuals across public and private markets.
  <br/>
  <br/>
 </strong>
 Our Asset Management business is one of the world&rsquo;s leading asset managers with over $2 trillion in assets under supervision. As a primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals.
 <br/>
 <br/>
 Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra- high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save.
 <br/>
 <br/>
 Job Responsibilities
 <br/>
 <br/>
 <ul>
  <li>
   Support the oversight of ~200+ Administrative Assistants across Asset &amp; Wealth Management Americas
  </li>
  <ul>
   <li>
    Partner closely with AWM Leadership and Admin Manager to support performance management, development, and engagement across the AWM Americas Administrative Assistant population.
   </li>
   <li>
    Work with Admin Manager to allocate and assign assistant coverage in coordination with Business Unit COOs.
   </li>
   <li>
    Build relationships across various internal stakeholders including Business Unit Managers and Business Unit COOs, acting as a trusted partner advising on coverage models, headcount and contingent labor needs, and assistant talent decisions aligned to business priorities.
   </li>
   <li>
    Drive project management related to event planning, including but not limited to townhalls, year-end, milestone achievements, etc.
   </li>
   <li>
    Own onboarding and integration strategy for all new joiners (both full-time employees and contract workers), partnering with business stakeholders to deliver customized training programs.
   </li>
   <li>
    Build and maintain training programs for administrative assistant population across the division to enhance knowledge of existing resources, new resources and divisional subject matter, including the development of best practice and procedure documents for relevant firm platforms.
   </li>
   <li>
    Support the end-to-end recruiting efforts for Administrative Assistants across full-time and contract hiring pipelines, including sourcing strategy, interview coordination and offer approval processes.
   </li>
   <li>
    Champion efforts to uplift talent capabilities, enhance engagement, and strengthen organizational health.
   </li>
   <li>
    Manage staff augmentation and contingent worker budgets, including forecasting, tracking spend, approvals, and reporting; manage vendor/agency coordination.
   </li>
   <li>
    Coordinate with contingent worker management to lead recruitment, feedback process, contract extension and conversion process
   </li>
   <li>
    Organize regular catchups and touchpoints with assistant population across the division, provide support for ad-hoc queries.
   </li>
   <li>
    Develop strategic communication plan with administrative assistant population to enhance connectivity.
   </li>
   <li>
    Own various operational functions including time management approvals and reporting management systems.
    <br/>
   </li>
  </ul>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Strong proactive team player able to work efficiently and effectively in handling multiple tasks
  </li>
  <li>
   Excellent organizational and communications (written and verbal), skills
  </li>
  <li>
   Innovative thought processes and proactive time management
  </li>
  <li>
   Competitive spirit with the ability to lead, motivate and build relationships with internal stakeholders
  </li>
  <li>
   Ability to handle sensitive, confidential information with the utmost discretion
  </li>
  <li>
   Familiarity with RMS, Cyborg, Anaplan, Fieldglass and related internal systems is required
  </li>
  <li>
   Advanced proficiency in platforms such as Smartsheet, Sharepoint, Microsoft Word, Excel and Power Point
  </li>
  <li>
   Bachelor&rsquo;s degree
  </li>
  <li>
   3-5 years of relevant work experience
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Salary Range
  <br/>
  <br/>
 </strong>
 The expected base salary for this New York, New York, United States-based position is $100000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 <br/>
 <br/>
 <strong>
  Benefits
  <br/>
  <br/>
 </strong>
 Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
</div>


Asset & Wealth Management, Administrative Assistant Manager, Associate, New York

Crowe LLP

<div><p><b>Your Journey at Crowe Starts Here:</b></p><p>
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you&rsquo;re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That&rsquo;s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.</p><p></p><p><b>
Job Description:</b></p><p>
Crowe is growing tremendously. We are looking for future leaders, which means a <b>partner</b> <b>career</b> <b>path or growth opportunities.</b> At Crowe, there is the opportunity to transition between different industry verticals within Audit &amp; Assurance that align with your professional goals. Are you up for the challenge?</p><p>
We&rsquo;re looking for Audit Senior Associates with experience in the Asset Management industry vertical.</p><p></p><p>
As an <b>Audit Senior Associate</b>, you will further learn to lead, gain deep industry insight, and grow relationships. With access to many resources and team support, this is what of your work includes:</p><ul><li><p>
Running client engagements from start to finish. This includes all aspects of financial statement preparation, internal staffing of engagements, project scheduling and budgeting, planning of the engagement, and related administrative functions.</p></li><li><p>
Supervising, training, and mentoring staff and interns on audit process and assess performance of staff for engagement reviews.</p></li><li><p>
Maintaining an outstanding relationship with clients to increase customer happiness and working with client management and staff at all levels to perform audit services.</p></li><li><p>
We promote partnership and working together, so work with your audit team to identify and resolve client issues discovered during the audit process. We encourage creativity, to grow your expertise, which could make a difference at our firm.</p></li><li><p>
Researching and analyzing financial statements and audit issues using electronic databases, and employing audit software to review and compile financial information.</p></li><li><p>
Engage with key client management to collect information, resolve audit-related problems, and make recommendations for business and process improvements.</p></li></ul><p></p><p><b>
Qualifications:</b></p><ul><li><p>
2+ years of recent and relevant public accounting external audit experience.</p></li><li><p>
A background with experience in external audit working with</p><p>
Private Equity, Asset Management and Fintech clients.</p></li><li><p>
Organization, social, technical, and accounting and auditing skills to work efficiently with clients and staff as well as build positive relationships.</p></li><li><p>
Experience with engagement management, reviews, and staff supervision.</p></li><li><p>
Being able to multi-task since planning, executing, and wrapping up various engagements may have to be performed concurrently.</p></li></ul><p></p><p><b>
Additional Qualifications:</b></p><ul><li><p><b>
Bachelor's degree required</b>. This position requires meeting the education requirement for CPA certification in your aligned home office state. (150 eligible credit hours)</p></li><li><p>
Masters in Accounting, Finance, or related focus is preferred.</p></li><li><p><b>
CPA strongly preferred, or pursuing CPA licensing in your state of residence</b></p></li><li><p>
Ability to work additional hours as needed and travel to various client sites.</p></li></ul><p></p><p>
#LI-Hybrid</p><p>
#LI-Onsite</p><p></p><p><b>
About the Team:</b></p><p>
The Audit &amp; Assurance team at Crowe provides traditional attestation services as well as accounting and consulting on applying accounting principles. Audit &amp; Assurance professionals demonstrate deep specialization through an understanding of the market and business challenges their clients face and a dedication to audit quality. Though Crowe has various business units, Audit &amp; Assurance is one of the largest practices. <i>Learn more about our Audit &amp; Assurance team!</i></p><p></p><p>
We expect the candidate to uphold Crowe&rsquo;s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.</p><p></p><p>
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.</p><p></p>
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $70,600.00 - $139,800.00 per year.<p></p><p><b>
Our Benefits:</b><br>
Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!<br>
<br>
<b>How You Can Grow:</b><br>
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!<br>
<br>
<b>More about Crowe:</b><br>
Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.<br>
<br>
Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.</p><p></p><p>
Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.</p><p></p>
Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws.<p></p><p>
Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.</p><p></p><p>
We are committed to a merit-based hiring process, evaluating all candidates consistently using objective, job-related criteria such as relevant experience, demonstrated skills, measurable impact, and alignment with the role&rsquo;s responsibilities, and making employment decisions in a fair and inclusive manner free from discrimination.</p><p></p><p>
If you are interested in applying for employment with Crowe and are in need of an accommodation or require special assistance to navigate our website or to complete your application, please visit our Applicant Assistance and Accommodations page for more information: https://careers.crowe.com/crowe-applicant-assistance-and-accommodation</p></div>

Audit Senior Associate - Asset Managment

<div><b>JOB DESCRIPTION</b><p><br>
Join a core product team at JPMorganChase, where your expertise in Asset Servicing will shape the future of securities services across the US and LATAM. As a key leader, you will define and deliver an integrated custody asset servicing roadmap, collaborating with internal stakeholders, vendors, and industry groups to drive innovation and operational excellence.</p><p><br>
As the Asset Servicing Product Lead, you will own product definitions and drive the integrated roadmap for custody asset servicing, including corporate actions, proxy voting, and securities litigation. You will partner closely with stakeholders to streamline processes, enhance efficiency, and ensure a competitive offering for clients in the US and LATAM markets.</p><p><b>
Job responsibilities</b></p><ul><li>
Drive execution of an integrated product roadmap, platform, and target operating model for asset servicing in the US and LATAM markets, partnering with product, operations, and technology teams.</li><li>
Own US and LATAM market Asset Servicing product definitions supporting strategic technology transformation initiatives.</li><li>
Identify and implement opportunities to streamline operating models, define new standards, and digitize processes to reduce cost, enhance efficiency, and reduce risk.</li><li>
Engage with key clients to ensure competitive offerings and robust operating models.</li><li>
Manage proactive reviews with clients, vendors, and industry utilities to develop future asset servicing strategy.</li><li>
Lead risk, control, balance sheet, and business enablement initiatives for Asset Servicing products.</li><li>
Represent JPMorganChase at industry forums and partner with vendors on product roadmap and new opportunities, including service and pricing negotiations.</li></ul><p><b>
Required qualifications, capabilities, and skills</b></p><ul><li>
Strong project execution skills, strategic thinking, and ability to drive change across a large organization.</li><li>
Deep operational expertise in custody asset servicing event lifecycles, infrastructure, and risk elements; ability to define target-state operating models and re-engineer processes at scale.</li><li>
U.S. market knowledge, including transfer agency functions, DTCC Asset Servicing product suite, and post-trade infrastructure.</li><li>
Client-focused mindset, developing client operating models and synthesizing user experience reviews into change strategy.</li><li>
Proven ability to drive change and standardization in the industry through forums such as SIFMA, STA, AGC, or ISITC.</li><li>
Strong working knowledge of technology for asset servicing.</li><li>
Strong communication skills, able to present concepts, influence, and partner with stakeholders across the organization.</li></ul><p><b>
Preferred qualifications, capabilities, and skills</b></p><ul><li>
Demonstrated ability to thrive in a large, global, matrixed organization and cultivate strong cross-functional teams.</li></ul><p><br>
</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>

Securities Services - Asset Servicing Product Lead - Vice President

<div><div><div><div><div><div><div><p><b>Goldman Sachs Asset &amp; Wealth Management:</b></p>
<p>
A career with Goldman Sachs Asset &amp; Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world&rsquo;s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset &amp; Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.</p>
<p><b>
Our Impact</b></p>
<p>
Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a global, multi-product platform that offers clients the advantages that come with working with a large firm, while maintaining the benefits of a boutique. GSAM is one of the pre-eminent investment management organizations globally. Critical to the success of GSAM is our ability to leverage a global team of talented professionals to define solutions and lead change across the operational infrastructure. GSAM Client Solutions Group (CSG) works to develop and execute thoughtful investment solutions for institutional clients across the globe. Our diverse institutional client base includes corporate and public pension funds, foundations and endowments, insurers, financial institutions and governments.</p>
<p>
CSG markets GSAM's investment products and services to institutions, financial intermediaries and advisors. The focus is on building and maintaining long-term client relationships and communicating key themes from the firm's leading investment professionals. CSG provides investment solutions across all major asset classes (e.g., fixed income, equities and alternatives) and products including mutual funds, ETFs, separate accounts and alternative investments.</p>
<p><b>
Description:</b></p>
<p>
This professional will be responsible for working collaboratively to create, implement, and manage an industry leading suite of business development programs for the GSAM Client Solutions Group (CSG) in the Bank, Independent Advisor, Broker-Dealer, RIA, Retirement, Institutional, and International Channels. This position reports to GSAM&rsquo;s CSG Global Head of Business Strategy and represents the opportunity to work closely with CSG external/internal sales professionals/managers and financial professionals in a consultative and collaborative fashion.</p>
<p>
Qualified candidates should have a proven track record of successfully developing and implementing professional development, practice management, and training programs for financial advisors and financial intermediary sales professionals. Candidates must possess strong interpersonal skills, experience delivering engaging educational content, workshops, and presentations, and the ability to concurrently manage multiple initiatives and projects that involve a variety of disciplines. The candidate should be a self-starter and have an entrepreneurial spirit.</p>
<p><b>
Responsibilities:</b></p>
<ul><li>
Work collaboratively with the Business Strategy Team to develop, refine, and manage the suite of practice management programs, team development programs, and sales development programs for financial advisors/professionals and institutional clients. These clients are located in the US, EMEA, &amp; Asia.</li><li>
Coordinate with internal/external CSG sales/service to source new business and coordinate with client-advisors to ensure timely completion of projects and deliverables.</li><li>
Assist in conducting training/coaching programs for select GSAM intermediary clients designed to help them be better practitioners and professionals e.g., grow their business, better serve clients, enhance their skills.</li><li>
U.S. based.</li></ul>
<p><b>
Qualifications:</b></p>
<p>
REQUIRED EXPERIENCE/SKILLS:</p>
<ul><li>
Strong interpersonal and business analysis skills</li><li>
Understanding of business practices materials used by financial advisors and institutions</li><li>
Wealth management industry experience (10-15+ years), particularly working with financial advisors and institutions affiliated with Independent firms, Bank/Trust organizations, RIA, and Broker-Dealer firms.</li><li>
Strong public speaking skills</li><li>
Bachelor's degree</li></ul>
<p>
PREFERRED EXPERIENCE/SKILLS:</p>
<ul><li>
Experience as a financial advisor, or internal/external Sales professional</li><li>
Experience as an Executive Coach</li><li>
Direct coaching experience with financial professionals</li><li>
Industry-recognized designation: CFA, CFP, CIMA, ICF Coach</li></ul>
<p><b>
Characteristics:</b></p>
<ul><li>
Effective communication skills with all levels of firm personnel</li><li>
Self-starter</li><li>
Organized, detail-oriented and meets deadlines</li><li>
Results-oriented</li><li>
Team player</li><li>
Willing to travel (~50%) throughout the United States</li></ul></div></div></div></div></div></div><p></p><div><div><div><div><div><b><br>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Vice President
OFFICE LOCATION(S)
New York
JOB FUNCTION
Sales Support
DIVISION
Asset &amp; Wealth Management
SALARY RANGE
USD 125,000 - 290,000</p>

Asset & Wealth Management, Client Solution Group (CSG), Business Strategist, Vice President

<div><b>JOB DESCRIPTION</b><p><b><br>
About Global Real Estate at JPMorganChase Asset Management</b></p><p>
JPMorganChase Asset Management is a global leader in alternatives. Our Global Real Estate platform&mdash;investing since 1970&mdash;manages approximately USD 81 billion with 290+ professionals across the Americas, Europe, and Asia Pacific.</p><p>
</p><p><b>Role overview</b></p><p>
As a <b>Business Strategy &amp; Transformation Vice President</b> within Global Real Estate, you will partner directly with the Global Real Estate Business and Management Team to shape and deliver the platform&rsquo;s highest-priority strategic and operating initiatives. This role is built for someone who thrives in ambiguous problem spaces, can create an executive-grade fact base quickly, and can drive decisions and implementation across senior stakeholders.</p><p>
You will own a portfolio of initiatives spanning strategy, operating model, process improvement, performance management, and change adoption&mdash;from hypothesis through execution.</p><p>
</p><p><b>What you&rsquo;ll do</b></p><ul><li><b>
Lead high-impact transformation initiatives end-to-end</b>: define the problem statement, build the fact base, align stakeholders, set success metrics, and drive delivery against timelines and measurable outcomes.</li><li><b>
Structure and solve ambiguous business problems</b>: develop hypotheses, prioritize analyses, synthesize insights, and translate them into clear recommendations and executable plans.</li><li><b>
Influence senior decision-making</b>: craft compelling executive narratives, business cases, and recommendations; present to platform leadership with clarity and precision.</li><li><b>
Build business cases and quantify trade-offs</b>: lead financial modeling, scenario analysis, and risk assessment to support investment and operating decisions.</li><li><b>
Drive cross-functional execution</b>: coordinate work across investment teams and key partner functions (e.g., Product, Operations, Finance, Technology), proactively removing roadblocks and maintaining momentum.</li><li><b>
Establish performance management disciplines</b>: define KPIs, dashboards, and governance cadences; monitor benefits realization and course-correct as needed.</li><li><b>
Enable leadership communications</b>: prepare briefing materials and talking points for critical internal and external engagements, translating complex topics into crisp, stakeholder-ready messaging.</li></ul><p>
</p><p><b>Who you are
</b></p><ul><li><p><b>Required</b></p><ul><li>
4&ndash;6+ years in top-tier strategy consulting, corporate strategy, transformation, or equivalent experience with ownership of workstreams and senior stakeholder management. Engagement Manager / Project Lead level experience desired.</li><li>
Demonstrated ability to structure problems, build a defensible fact base, and deliver executive-ready storylines (PowerPoint) and analytical outputs (Excel).</li><li>
Strong business judgment with experience developing business cases (modeling, scenarios, risks, benefits).</li><li>
Proven ability to manage multiple priorities in a fast-paced environment and deliver through influence (without direct authority).</li></ul></li><li><p><b>
Preferred</b></p></li><li><p>
Experience in real assets / real estate, private markets, or asset management (investment platforms, fund structures, client/product considerations).</p></li><li><p>
Advanced degree (MBA/Master&rsquo;s) a plus.</p></li></ul><p>
</p><p><b>What success looks like (first 6&ndash;12 months)</b></p><ul><li>
Establish a clear view of the platform&rsquo;s top strategic priorities and translate them into a sequenced roadmap with governance, milestones, and measurable KPIs.</li><li>
Deliver 2&ndash;4 material initiatives (e.g., operating model/process redesign, KPI/performance management, decision governance, technology-enabled improvements) with demonstrable impact and senior stakeholder buy-in.</li><li>
Become a trusted partner to leadership known for clarity, pace, and high-quality output.</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><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>

Global Real Estate - Business Strategy & Transformation - Vice President

<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

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