Investment Banking - Grade Finance Analyst jobs at Jpmorgan in United States, New York

As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• 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 of complex investment products
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Provide guidance to junior staff

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Seven plus years of experience in Private Banking or Financial Services industry
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA preferred
• Prior experience providing complex investment solutions to individuals
• In depth experience and/or knowledge of hedge funds, private equity and alternative investments
• Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Job responsibilities

• 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 business plans
• Coordinate of the client agenda – client selection and coverage, prioritization, relationship status, growth opportunities, and performance metrics
• Coordinate financial management including: pipeline oversight and projections, forecasts, annual budgets, revenue reconciliation and expense management
• Influence production of financial reporting and ad hoc financial analytics and data modeling
• Own and manage materials for global business reviews, all hands calls, townhalls for Subsidiary Banking

Required Qualifications, Capabilities, and Skills:

• Minimum 5 years of post-grad experience in finance, project management, or business management roles.
• Strong analytical skills with the ability to articulate results to diverse audiences.
• Team-oriented and flexible, with project ownership skills.
• Ability to structure and build quantitative and qualitative analysis.
• Professionalism, discretion, and decision-making skills for interacting with senior executives.

Preferred Qualifications, Capabilities, and Skills:

• Degree in Finance or General Management.
• Understanding of business drivers and modeling.

Job Responsibilities:

• Assist in the execution of international bond transactions, including preparing marketing materials and proposals.
• Gather and process market information for client presentations.
• Analyze and compare financing alternatives in various currencies.
• Prepare deal-related and non-deal related marketing material.
• Analyze credit and financial conditions of corporate clients.
• Collaborate with third parties during bond issue execution stages.
• Help build company cash flow and liability management models.

Required Qualifications, Capabilities, and Skills:

• Complete Spanish and English fluency (Verbal and Written); Portuguese speakers welcomed.
• Strong analytical and corporate finance background.
• Basic understanding of fixed income.
• Thorough knowledge of macroeconomic principles and current events.
• Microsoft Office experience with strong research and presentation skills.
• Team player with a positive attitude.
• Resourcefulness and ability to excel in fast-paced environments.
• Strong attention to detail and unwavering work ethic.

Preferred Qualifications, Capabilities, and Skills:

• Well-rounded individual with strong communication skills.
• Quantitative thinkers with a passion for macroeconomics and Latin American politics.

Job Responsibilities

• 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 capital markets products
• Focusing as an Investment Banking lead in joint coverage of Family Investment Firms with both senior bankers (Global Chairs and/or Vice Chairs) and junior bankers
• Acting as the primary day-to-day client point of contact and lead banker on deals
• Reviewing and coordinating the analytical work of junior bankers to move marketing / execution process forward
• Refining marketing / execution materials for maximum client impact
• Overseeing the creation of financial projection models in a financing and/or strategic capacity
• Leading client negotiations, Q&A process and broader diligence with family investment firms and their portfolio companies as part of transactions

Required Qualifications, Capabilities & Skills

• Prior work experience in an Investment Banking front office role, including strong historical client interaction
• Ability to comfortably liaise and communicate with clients in a professional and mature manner
• Extensive self-starter, who is highly proactive and focused on both client idea generation and sourcing of Investment Banking transactions
• Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
• Very strong quantitative and analytical skills (including Excel modeling and valuation work)
• Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
• Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
• Experience in training junior bankers
• Excellent understanding of financial, legal and reputational risks facing large, globally integrated investment banks in today’s environment

Job responsibilities

• Assist with daily P&L reporting and month-end close processes
• Provide detailed analysis and reporting on the financials to desk heads, business managers, and senior finance management
• Partner with the business to drive forth and implement robust controls and new business initiatives
• Drive coordination across various front & back office support functions to ensure resolution of control and reporting issues in an accurate and timely manner
• Serve as an analytical and project support resource for product control
• Handle various ad-hoc requests on a daily basis

Required qualifications, capabilities, and skills

• 1+ years within Product Control, Financial Control, Accounting, or related area
• Experience doing P&L and month end close process
• Bachelor’s degree in Accounting, Finance, Business or related area
• Strong analytical skills and attention to detail including a strong control focus
• Excellent communication skills and ability to develop strong working relationships

Preferred qualifications, capabilities, and skills

• Solid understanding of financial products

Job Responsibilities:

• Assist in the portfolio management efforts across all discretionary investment programs, including actively maintaining investment plans for portfolios in close partnership with other portfolio managers
• Monitor and analyze current portfolio positioning and performance across discretionary portfolios, ensuring they remain in line with guidelines
• Manage the trade execution, reporting, and data oversight processes for discretionary investment programs, balancing the need for robust and effective controls with timely, accurate, and transparent reporting for clients
• Collaborate with the Head of Private Investments Portfolio Solutions to lead independent research and analysis to inform portfolio construction, asset allocation, and potential positioning shifts

Required Qualifications, Skills and Capabilities:

• 4+ years of experience in private markets investing, with a focus on portfolio management or investment due diligence
• Robust analytical proficiency, particularly in Excel, with the ability to perform complex financial modeling and analysis
• Bachelor's degree in Finance, Economics, or a related field; advanced degree or CFA designation preferred

Preferred Qualifications, Skills and Capabilities:

• Experience with semi-liquid evergreen solutions preferred
• Advanced degree or CFA designation preferred