Investment Analyst jobs in United States, Florida, Miami

Job responsibilities

• Deliver end-to-end data pipeline solutions on cloud infrastructure leveraging the latest technologies and the best industry practices

• Use domain modeling techniques to allow us to build best in class business products.

• Structure software so that it is easy to understand, test and evolve.

• Build solutions that avoid single points of failure, using scalable architectural patterns.

• Develop secure code so that our customers and ourselves are protected from malicious actors.

• Promptly investigate and fix issues and ensure they do not resurface in the future.

• Make sure our releases happen with zero downtime for our end-users.

• See that our data is written and read in a way that's optimized for our needs.

• Keep an eye on performance, making sure we use the right approach to identify and solve problems.

• Ensure our systems are reliable and easy to operate.

• Keep us up to date by continuously updating our technologies and patterns.

• Support the products you've built through their entire lifecycle, including in production and during incident management

Required qualifications, capabilities & skills

• Formal training or certification on data engineering concepts and applied experience

• Recent hands-on professional experience as a Senior Data Engineer

• Experience in coding in a recent version of the Python programming language

• Experience in designing and implementing effective tests (unit, component, integration, end-to-end, performance, etc.)

• Excellent written and verbal communication skills in English

• Experience with cloud technologies and distributed systems

• Experience with data transformation frameworks and data pipeline orchestration tools

• Experience with managing large volumes of data and optimizing data processing

• Understanding of event-base architecture, data streaming and messaging frameworks

• Coach other team members on coding practices, design principles, and implementation patterns that lead to high-quality maintainable solutions.

• Manage stakeholders and effectively prioritize work across multiple work streams.

• Understanding distributed query engines

Preferred qualifications, capabilities & skills

• Experience in working in a highly regulated environment / industry

• Experience with data governance frameworks

• Experience with AWS cloud technologies

• Understanding of incremental data processing and versioning

• Understanding of RESTful APIs and web technologies

As an Investment Professional in the International Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.

Job Responsibilities

• Execute brokerage trades, including: placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
• Create mandates for discretionary accounts
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
• Work with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing
• Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

Required Qualifications, Capabilities, and Skills

• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Bachelor’s Degree required
• One plus years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise

Preferred Qualifications, Capabilities, and Skills

• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
• Experience and interest in financial markets and concepts
• Excellent interpersonal skills
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

Job responsibilities

• Manage Global Distributed Operating Model
• Participate in the management and oversight of offshore hubs and other business partners
• Coordinate and monitor fund administration group activities in calculating periodic and annual distribution requirements, performing monthly expense projections and accruals, monthly calculation of asset-based fees, disbursement analysis, and audit/shareholder report preparation support
• Identify and provide guidance to global hubs, supervisor staff on treatment of complex financial transactions and arrangement to ensure proper recording of expenses
• Act as the primary contact for client inquiries, requests and ad hoc projects on treasury issues
• Assist in developing and adjusting department procedures and systems enhancements
• Participate in and / or lead departmental initiatives, training and projects

Required qualifications, capabilities, and skills

• Ability to deliver amidst continuous change and in an agile work environment
• Advanced analytical skills with the ability to anticipate issues and proactively drive initiatives to achieve results
• Control focus with a thorough understanding of operational risk
• Interview candidates and provide detailed feedback
• Strong Microsoft Excel skills and general system acumen
• 5 plus years in the mutual funds industry, with a minimum of 3 plus in financial reporting, compliance, tax, fund administration, or fund accounting
• Bachelor’s degree or equivalent experience

Preferred qualifications, capabilities, and skills

• Ability to initiate and champion change
• Strong organizational skills, ideally with project and program management experience

Job Summary

As an Associate in our Equity Capital Markets (“ECM”) team, you will be a key player in driving our platform’s growth and execution. You will participate in the "full cycle" of transaction execution including preparing marketing materials, reviewing and formulating financial analyses, presenting both internally and externally to clients, and driving day-to-day transaction execution. You will play a leadership role in the capital markets execution function working alongside J.P. Morgan’s Analysts and Associates, as well as senior bankers. You will develop strong functional skills in the major areas of investment banking and capital markets and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class within ECM, working with a broader team of over 100 Analysts and Associates in the region on real-time transactions that may include frequent travel.

Job Responsibilities

• Develop content for strategic meetings with clients regarding ECM and capital markets transactions.
• Interact with senior team members and client management teams on a daily basis to execute ECM transactions and discuss strategic alternatives.
• Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses.
• Defining, guiding and reviewing detailed combination and other financial analyses in the context of pitch situations or M&A transactions.
• Develop and maintain active dialogue with buyside investor clients.
• Provide leadership, mentorship, and supervision to Associates and Analysts.
• Participate in graduate recruiting.

Required qualifications, capabilities, and skills

• Minimum 3 years of work experience in an investment banking or related front office role.
• Bachelor’s degree in Accounting, Economics, Finance and/or related field.
• Knowledge of the ECM execution function and the next steps / processes to drive transactions forward.
• Creative capital markets mindset and knowledge to deliver clients with relevant and actionable advice with respect to their capital markets options.
• Willingness to develop buyside investor relationships.
• Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business.
• Self-directed, highly motivated, and able to work independently and accurately across multiple ongoing executions and projects.

About the program

Our New Analyst Program is a full-time program for final year undergraduate and graduate students. As a new analyst, you will learn about our businesses, develop important relationships, and build career-enhancing skills.

As a participant, you will:

• Learn about the firm and how we do business
• Gain the skills and knowledge necessary to support our businesses
• Have unlimited access to the training and guidance to help you prepare for the next level
• Build your professional network and interact with colleagues across the firm

About the program

Our New Analyst Program is a full-time program for final year undergraduate and graduate students. As a new analyst, you will learn about our businesses, develop important relationships, and build career-enhancing skills.

As a participant, you will:

• Learn about the firm and how we do business
• Gain the skills and knowledge necessary to support our businesses
• Have unlimited access to the training and guidance to help you prepare for the next level
• Build your professional network and interact with colleagues across the firm

Job Summary:

As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of the trust. You will assume the primary responsibility for the settlement of a trust including daily interaction with clients, internal partners, and outside intermediaries. This role provides an opportunity to work with a diverse team and engage in problem-solving and risk management activities.

Job Responsibilities:

• Oversee the settlement of the trust, including distributions and coordination with investments, tax and operations.
• Interpret and apply the terms of the governing trust instrument to identify the individuals entitled to the funds.
• Determine the appropriate form of settlement to adequately protect the Bank, including the review of legal documents and accountings. Work with internal and/or trust counsel to resolve any legal issues that may arise.
• Communicate with interested parties. Address questions raised by remaindermen, co-trustees, trust counsel, counsel for remaindermen, and financial advisors for remaindermen.
• Work with remaindermen on any planning issues that may arise.
• Identify and avoid or minimize any unusual risk that might be incurred in connection with the terminating event consistent with applicable policies and procedures.
• Oversee investment decisions, including working with Investors.
• Work with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax.
• Identify and pursue potential cross-selling opportunities working with Trust Officers, Bankers and Investors.
• Participate on projects relating to Trust & Estates internal practices and procedures.
• Participate in other projects and assignments as needed.

Required qualifications, capabilities and skills:

• Relevant years of trust administration or settlement experience with direct client interactions
• Bachelor's degree required and JD preferred
• Technical Knowledge - strong understanding of fiduciary, legal, accounting, tax and investments concepts
• Problem Solving/Risk Management - takes initiative, decisive, accountable, exhibits critical analysis and judgment
• Client Servicing - client knowledge, gains the trust and confidence of clients
• Teamwork/Personal Effectiveness - clear and concise communication, time management, adaptability, ability to delegate, coach and train
• Cross Selling