Investment Advisor jobs in United States, New Jersey, Jersey City

As a Control Manager - Senior Associate within the Treasury/Chief Investment Office, you will be in the first line of defense, collaborating with business executives and process owners to identify risks, assess impacts, design sustainable controls, and monitor their effectiveness. You will support the execution of the Control and Operational Risk Evaluation (CORE) program for the Treasury/Chief Investment Office, with a focus on the Finance function, supporting the Investment Portfolio and Treasury Funding teams.

Job responsibilities:

• Maintain the CORE Process, Risk and Control inventory, and related risk impact and control effectiveness ratings to provide an accurate reflection of the business’ operational risk profile
• Partner with the central testing utility to assess the results of control design and performance evaluations
• Lead top-down risk analysis, real time control issue detection, escalation, root cause analysis and remediation; work with a sense of urgency on emerging issues
• Perform lessons learned analyses on internal and/or external risk events and assess potential weaknesses / identify opportunities for improvement
• Identify meaningful metrics (KRIs/KPIs) as indicators of the operational risk and control environment; escalate control deficiencies based on key reporting indicators; Facilitate change management reviews with Process Owners
• Execute against the requirements of various other firm control and compliance programs, which may include but not be limited to: SOX and CCAR CFO Attestation Program, NBIA/business change management, Office of Legal Obligations, Estimations and Model Risk Management, User Tool, and Intelligent Solutions Control Frameworks
• Partner with colleagues from the LOBs and Functions such as Compliance, Risk, Legal, HR, and Technology to drive consistent and rigorous operational risk and control practices; partner with regional business and other control partners in an effort to create consistency in the control environment and underlying processes globally
• Respond timely to challenges and recommendations from the 2nd Line of Defense (Compliance Conduct & Operational Risk) and 3rd Line of Defense teams (Internal Audit) teams
• Support Regulator and other reviews and escalate inquiries and findings as necessary; contribute items for escalation to the T/CIO Control Committee
• Serve as a trusted controls partner to the Business and act as their go-to for all controls related matters

Required qualifications, capabilities, and skills:

• Bachelor’s degree required
• 5+ years of experience in financial services industry with background in controls, audit, SOX, quality assurance, operational risk management, or bank financial reporting
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

Preferred qualifications, capabilities, and skills:

• Understanding of financial, capital and liquidity reporting including, but not limited to, 10K/Q, FR Y-14, FR Y-9C, LCR, NSFR
• Subject matter expertise in portfolio management, treasury, and related financial and regulatory reporting
• Understanding of banking regulations
• Familiarity or experience with Alteryx or similar data manipulation and workflow automation tools
  

As a Senior Internal Audit Associate on the Commercial and Investment Banking Finance Audit team, you will be involved in all stages of the audit lifecycle. You will be executing program of audit coverage over Commercial and Investment Bank’s financial controls, including assessment of integrity of financial statements and compliance with various external/regulatory reporting requirements. You will also be assessing controls supporting adequacy of inputs into capital planning processes, as well as accuracy of management, legal entity and liquidity reporting.

Job responsibilities

• Participate in all stages of audit cycle, including audit planning, audit testing execution, control evaluation, audit workpapers documentation, drafting of audit issues and audit reports, and follow-up on and verification of issue closure. Ensure audit tasks are completed timely and within budget.
• Work closely with global Audit colleagues in the early identification of emerging control issues and reporting them timely to Audit management and business stakeholders.
• Establish strong working relationships with stakeholders and other control groups, while maintaining independence.
• Stay up to date on evolving industry, accounting, and regulatory developments impacting CIB Finance, and take initiative to seek out opportunities for continued learning.
• Take ownership of self-development, including stretch assignments, to prepare for greater responsibilities and career growth.
• Recognize the confidential nature of Internal Audit communications and access to information; be disciplined in protecting the confidentiality and security of information in accordance with firm’s policy.

Required qualifications, capabilities and skills

• 5+ years of internal or external auditing or operational risk experience, could be in combination with relevant business experience
• Bachelor's degree
• Experience with internal audit methodology and applying concepts in audit delivery and execution
• Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls
• Great interpersonal and influencing skills, with the ability to establish credibility and create partnerships with senior business and control partners
• Advanced analytical skills
• Understanding of financial risks and controls
• Adaptable to changing business priorities and able to multitask in a constantly changing environment

Preferred qualifications, capabilities and skills

• Prior experience with Big 4 accounting firm or internal audit department in financial services industry
• Exposure to capital planning (CCAR), broker-dealer and bank regulatory reporting, and Treasury/liquidity reporting processes
• CPA
• Experience with data analytics, Alteryx and advanced excel functionality

Job responsibilities:

• Serve as a trusted controls partner to the Business and act as their go-to for all controls related matters
• Support the execution of the Control and Operational Risk Evaluation (CORE) program for T/CIO, with a focus on the Global Execution Middle Office function, supporting the Investment Portfolio and Treasury Funding teams:
  • Maintain the CORE Process, Risk and Control inventory, and related risk impact and control effectiveness ratings to provide an accurate reflection of the business’ operational risk profile
  • Partner with the central testing utility to assess the results of control design and performance evaluations
  • Lead top-down risk analysis, real time control issue detection, escalation, root cause analysis and remediation; Work with a sense of urgency on emerging issues
  • Perform lessons learned analyses on internal and/or external risk events and assess potential weaknesses / identify opportunities for improvement
  • Identify meaningful metrics (KRIs/KPIs) as indicators of the operational risk and control environment; escalate control deficiencies based on key reporting indicators
  • Facilitate change management reviews with Process Owners
• Execute against the requirements of various other firm control and compliance programs, which may include but not be limited to: SOX and CCAR CFO Attestation Program, NBIA/business change management, Office of Legal Obligations, Estimations and Model Risk Management, User Tool, and Intelligent Solutions Control Frameworks
• Partner with colleagues from the LOBs and Functions such as Compliance, Risk, Legal, HR, and Technology to drive consistent and rigorous operational risk and control practices; partner with regional business and other control partners in an effort to create consistency in the control environment and underlying processes globally
• Respond timely to challenges and recommendations from the 2nd Line of Defense (Compliance Conduct & Operational Risk) and 3rd Line of Defense teams (Internal Audit) teams; support Regulator and other reviews and escalate inquiries and findings as necessary; contribute items for escalation to the T/CIO Control Committee

Required qualifications, capabilities, and skills:

• Bachelor’s degree required
• 5+ years of experience in financial services industry with background in controls, audit, quality assurance, operational risk management, or compliance
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

Preferred qualifications, capabilities, and skills:

• Subject matter expertise in portfolio management, treasury, and/or trading operations processes
• Understanding of banking regulations
• Familiarity or experience with Alteryx or similar data manipulation and workflow automation tools

2026 Commercial & Investment Banking Payments Summer Analyst Programs

As a 2026 Commercial & Investment Bank Payments Summer Analyst in JPMorgan Chase & Co., you will have the opportunity to gain hands-on experience across the exciting, innovative landscape of global payments. You will be part of a collaborative, motivated, and supportive team, working on challenging projects that use all your skills. We value your insight, creativity, and the diverse viewpoint you bring to the work you do, helping us innovate the next wave of products and solutions for our clients.

Locations we hire for:

• Jersey City

Job Responsibilities:

• Help enable organizations of all sizes to execute transactions efficiently and securely
• Transform the movement of information, money and assets
• Engage in challenging projects that use all your skills
• Develop from the training and mentorship of senior leadership in the Payment business

Required qualifications, capabilities and skills:

• Attend college/university in the U.S.
• Fluency in English
• Expected graduation date of December 2026 – June 2027 from Bachelors or Master’s program
• If you are pursuing a Master’s Degree, it must be completed within 2 years of your Bachelor’s Degree
• Authorization to work permanently in the U.S.
• All majors eligible to apply
• To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)

Preferred qualifications, capabilities and skills:

• Exceptional analytical, research and project management skills
• Familiarity with business fundamentals
• Ability to quickly solve problems on your own and with a team
• Enthusiasm, energy and a drive to succeed
• A collaborative mindset and willingness to partner and work on a team
• Passionate about being part of a transformative and/or sales solution based industry
• Minimum preferred cumulative GPA of 3.2 on a 4.0 scale

About The Process:
To be considered for the Commercial & Investment Banking Summer Analyst Programs, you must complete the following steps:

1. Complete this application including program preference and city preference
   • Make sure your program and city preferences align as noted in the descriptions above
2. If you meet the minimum criteria for the Insight Program application, you will receive an invitation to complete HireVue.
   • Note, applications will be reviewed on a rolling basis, we strongly encourage you to complete your HireVue video(s) within 1 week of receiving.
3. If selected, our team will reach out to you with final details.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Job responsibilities

• Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
• Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
• Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
• Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
• Contributes to software engineering communities of practice and events that explore new and emerging technologies
• Adds to team culture of diversity, opportunity, inclusion, and respect

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and formal applied experience
• Hands-on developer responsible for building and supporting services for our market-leading analytics and trading solutions
• Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
• Perform technical analysis of client requirements, participate in estimation, planning, code reviews, architecture design sessions and retrospectives
• Overall knowledge of the Software Development Life Cycle
• Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
• Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
• Must be a passionate and well-rounded technologist, willing to continuously learn and improve your skills

Preferred qualifications, capabilities, and skills

• Familiarity with modern front-end technologies
• Exposure to cloud technologies
• Excellent understanding of Java fundamentals, OO programming paradigms, multi-threading, messaging technologies and computer networks
• Experience in building high-performance latency-sensitive Java applications
• Experience in maintaining and troubleshooting software running in Linux environment, familiarity with containers and cloud architectures and services
• Experience working with numerous globally distributed engineers and stakeholders, strong interpersonal and communication skills
• Understanding of full software development lifecycle and agile approach
• Familiarity with Python, front-end technologies
• Practical experience with the FIX messaging protocol and QuickFIX/J
• Familiarity with Hazelcast or other distributed computing platforms

As a P&A Vice President within the Client Profitability Planning and Analysis team, you will be a strategic leader dedicated to advancing solutions in Financial Planning & Analysis. You will work closely with cross-functional teams, such as Sales, Finance, and Business Management, to create and execute client profitability models that support our business goals. Your expertise will be crucial in influencing our pricing strategies and enhancing client relationships. Situated at the crossroads of Product and Client segments, you will play a key role in developing the overall Payments Strategy.

Job responsibilities

• Design and implement a fair and transparent profitability framework for Payments clients in collaboration with stakeholders.
• Identify causes of negative client profitability and drive initiatives to improve outcomes. Enhance transparency and efficiency in month-end processes.
• Stay informed about industry trends and best practices, applying this knowledge to enhance our framework.
• Lead additional one-off and repeatable analyses as required by senior management and support various projects related to client profitability.
• Lead monthly reconciliations of client profitability results, perform variance analysis, and prepare financial reporting deliverables for senior management.
• Explore and collaborate with various teams on client profiling, regional and country dynamics, and other considerations.
• Able to summarize potentially complex problems and questions into they key arguments to facilitate discussion and to demystify processes/approaches for wider audiences.

Required qualifications, capabilities and skills

• Bachelor's Degree in Accounting, Finance, Economics, or related field
• Qualified accountant or MBA with 6+ years of experience in the Financial Services industry or FP&A experience
• Advanced Microsoft Office skills (Excel & PowerPoint in particular). Expertise in Microsoft Excel
• Deep understanding of revenue and expenses. Familiarity with allocation rules and principles e.g. fixed/variable determination
• Exceptional analytical, problem-solving, critical thinking, and project management skills with a proven track record of execution against deliverables
• Excellent oral and written communication and relationship management skills
• Ability to present complex matters to senior management and stakeholders
• Strong team-building and communication skills
• Detail-oriented and able to multi-task in a fast-paced environment with frequently changing priorities and to meet deadlines under pressure
• Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary

Preferred qualifications, capabilities and skills

• Proficiency with tools like Cognos, Alteryx, and Tableau
• Knowledge on capital allocations

Job Description:

This job will be open and accepting applications for a minimum of seven days from the date it was posted.

As aFinancial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you

•Build a successful careerat Bank of America through world-class training and on-boarding programs that set you up for success.

•Get training and one-on-one coachingfrom Academy managers who are invested in your success.

•Grow your business knowledgeby using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

•Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses(63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

•Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

•Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

•. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Desired Qualifications:

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Bilingual Mandarin.

• Advisory

• Account Management

• Client Experience Branding

• Customer and Client Focus

• Oral Communications

• Issue Management

• Client Solutions Advisory

• Pipeline Management

• Active Listening

• Attention to Detail

• Risk Management

• Policies, Procedures, and Guidelines

• Client Management

• Causation Analysis

• Written Communications

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

Monday-Friday, some Saturdays required.