Global Investment Banking Planning jobs at Jpmorgan in United States, New York
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471 jobs found
18.09.2025
JPM
JPMorgan US Private Bank - Investment Specialist Vice President United States, New York
Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products. Develop investment policy statements and advise on asset allocation. Closes sales...
Gather, analyze and present data and findings to facilitate decision making and business progression. Collaborate across product partners, sales teams and business managers to identify client opportunities to help execute...
Support day-to-day client requests and needs. Understand market drivers, market moves, and cross-asset implications. Independently resolve P&L reconciliation issues. Ensure all relevant parties are informed of key developments. Cultivate an...
Serve as a liaison across corporate functions, Controllers, Firm wide Planning & Analysis, Tax, HR Finance, and other relevant teams to execute on the CCAR, Risk Appetite, and Resolution and...
Develops a product strategy and product vision that delivers value to customers. Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap. Owns,...
Plan, execute and document audit reports, including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure while ensuring audits are completed timely...
Coordinating broader Family Investment Firm coverage with Investment Banking, Commercial Banking and Private Banking partners. Driving the sourcing of new Investment Banking transactions, across Mergers & Acquisitions, debt and equity...
Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products. Develop investment policy statements and advise on asset allocation. Closes sales...
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