Private Equity jobs in United States, New Jersey, Jersey City
JPMorgan Equity & Deferred Comp Strategy Innovation Vice President United States, New Jersey, Jersey City
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As the Vice President of Equity & Deferred Comp Strategy & Innovation, you will work closely with the Head of Equity & Deferred Comp Strategy to drive systemic solutions that support key business initiatives. Your role will involve collaborating with Product, HR Global Ops, and Technology teams to provide requirements and process flows, review system designs. You will also partner with QA to identify test cases and perform User Acceptance Testing. In addition, you will oversee the conversion efforts for the Employee Stock Purchase Plan (ESPP), ensuring seamless integration and an exceptional and engaging employee experience.
Job responsibilities
- Collaborate with the Head of Equity & Deferred Comp Strategy to drive the development and implementation of systemic solutions for key business initiatives that enhance equity compensation plans and align with overall business objectives.
- Partner with Product, HR Global Operations, and Technology teams to provide requirements and process flows, review system designs, identify test cases, and perform User Acceptance Testing.
- Manage complex calculations for share retention requirements, implementing a maker and checker process to ensure accuracy.
- Oversee the conversion efforts for the Employee Stock Purchase Plan (ESPP), ensuring seamless integration and functionality.
- Utilize Excel to manage and manipulate data, ensuring accuracy and completeness of data
- Reconcile data between systems, identifying and resolving discrepancies efficiently
- Test functionality of the stock plan system to ensure a smooth transition
- Document and retain new processes and controls developed during project implementations
- Prepare presentations and materials for communications and meetings with various stakeholders and levels of management
- Collaborate with cross-functional teams to address any issues that may arise while m
Required qualifications, capabilities and skills
- Strong knowledge of equity & deferred compensation plan products, including Restricted Stock Units (RSUs) and Employee Stock Purchase Plans (ESPP).
- Ability to translate equity & deferred comp business requirements into detailed documentation for Product and Technology teams to develop effective solutions.
- Ability to reconcile large sets of data using various tools including Microsoft Excel
- Strong attention to detail to ensure accuracy and completeness of data with strong written and verbal communication skills
- Ability to develop and execute comprehensive test cases for process validation while also proficient in auditing, testing and validating data
- Experience crafting clear and concise communications in Microsoft Word and PowerPoint to various stakeholders
- Ability to collaborate effectively with cross-functional teams
- Team player mindset, contributing to a positive and collaborative work environment
- Proven technical background with the ability to lead strategic technology initiatives with familiarity with relevant tools and technologies in data management and quality assurance
- Analytical mindset to identify issues and propose effective solutions and strategic thinking to align technology initiatives with business goals
- Flexible approach to handle evolving project requirements and priorities and ability to thrive in a dynamic and fast-paced work environment
Preferred qualifications, capabilities and skills
- Experience in leading technology-driven strategic initiatives within equity & deferred compensation or related fields.
- Familiarity with deferred compensation plans
- Strong presentation skills, with the ability to effectively utilize PowerPoint to communicate complex ideas and strategic initiatives to various audiences
- Experience in using generative AI to drive innovation and enhance processes within the equity & deferred compensation space
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JPMorgan Senior GenAI Engineering Lead - Private Bank United States, New Jersey, Jersey City
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As a senior ML and GenAI engineer (VP), you will will play a lead role as a senior member of our global team. Your responsibilities will entail hands on development of high-impact business solutions through data analysis, developing cutting edge ML and LLM models, and deploying these models to production environments on AWS or Azure.
You'll combine your years of proven development expertise with a never-ending quest to create innovative technology through solid engineering practices. Your passion and experience in one or more technology domains will help solve complex business problems to serve our Private Bank clients. As a constant learner and early adopter, you’re already embracing leading-edge technologies and methodologies; your example encourages others to follow suit.
Job Responsibilities
- Hands-on architecture and implementation of lighthouse ML and LLM-powered solutions
- Close partnership with peers in a geographically dispersed team and colleagues across organizational lines
- Collaborate across JPMorgan AWM’s lines of business and functions to accelerate adoption of common AI capabilities
- Design and implement highly scalable and reliable data processing pipelines and deploy model inference services.
- Deploy solutions into public cloud infrastructure
- Experiment, develop and productionize high quality machine learning models, services, and platforms to make a huge technology and business impact
Required qualifications, capabilities, and skills
- MS in Computer Science, Statistics, Mathematics or Machine Learning.
- Minimum 5 years development experience, preferably with 3+ years hands-on Machine Learning Engineering
- Proven leadership capacity, including new AI/ML idea generation and GenAI-based solutions
- Solid Python programming skills required; with other high-performance language such as Go a big plus
- Expert knowledge of one of the cloud computing platforms preferred: Amazon Web Services (AWS), Azure, Kubernetes.
- Experience in using LLMs (OpenAI, Claude or other models ) to solve business problems, including full workflow toolset, such as tracing, evaluations and guardrails. Understanding of LLM fine-tuning and inference a plus
- Knowledge of data pipelines, both batch and real-time data processing on both SQL (such as Postgres) and NoSQL stores (such as OpenSearch and Redis)
- Expertise in application, data, and infrastructure architecture disciplines
- Deep knowledge in Data structures, Algorithms, Machine Learning, Data Mining, Information Retrieval, Statistics.
- Excellent communication skills and ability to communicate with senior technical and business partners
Preferred qualifications, capabilities, and skills
- Expert in at least one of the following areas: Natural Language Processing, Reinforcement Learning, Ranking and Recommendation, or Time Series Analysis.
- Knowledge of machine learning frameworks: Pytorch, Keras, MXNet, Scikit-Learn
- Understanding of finance or wealth management businesses is an added advantage
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JPMorgan Private Client Banker - City NJ Waterfront Market United States, New Jersey, Jersey City
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As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
- Shares the value of Chase Private Client with clients that may be eligible
- Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
- Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
- Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
- 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
- Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
- Compliance with Dodd Frank/Truth in Lending Act*
- High school degree, GED, or foreign equivalent
- Adherence to policies, procedures, and regulatory banking requirements
- Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
- Excellent communication skills
- College degree or military equivalent
- Experience cultivating relationships with affluent clients
- Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
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JPMorgan Securities Services - Private Equity Fund Administration Ass... United States, New Jersey, Jersey City
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Job Summary:
As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
Job Responsibilities
- Manage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations
- Stay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks
- Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operations
- Ensure adherence to control framework including prescribed policies and procedures
- Lead and work on ad hoc client projects and internal initiatives
- Mentor and develop staff resources while providing oversight and supervision on technical topics and client-related issues
- Review fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence
Required qualifications, capabilities and skills
- A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity
- Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
- Bachelor’s Degree in Accounting, Finance or MBA
- Ability to work under pressure to meet tight deadlines and balance multiple priorities
- Strong leadership skills with attention to detail and a hands-on management style
- Team player with excellent problem solving, communication and client service skills as well as the ability to take ownership and manage projects
- Proficiency in Microsoft Office product suite and advance MS Excel skills
Preferred qualifications, capabilities, and skills
- Strong knowledge of Investran or similar integrated Private Equity system a plus
- Investment fund audit experience with a Big 4 firm a plus
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JPMorgan JP Morgan Wealth Management - Private Client Investment Asso... United States, New Jersey, Jersey City
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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
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JPMorgan JP Morgan Wealth Management – Private Client United States, New Jersey, Jersey City
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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JPMorgan Private Equity Fund Admin - Associate United States, New Jersey, Jersey City
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Job Summary:
As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables for Private Equity fund administration clients. Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also be in charge of managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a deep understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
Job Responsibilities
- Manage all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations
- Stay abreast industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks
- Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations and operations
- Ensure adherence to control framework including prescribed policies and procedures
- Lead and work on ad hoc client projects and internal initiatives
- Mentor and develop staff resources while providing oversight and supervision on technical topics and client-related issues
- Review fund governing documents, side letters and agreements to determine impact on reporting deliverables and ensure adherence
Required qualifications, capabilities and skills
- A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in an fund administration or related capacity
- Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
- Bachelor’s Degree in Accounting, Finance or MBA
- Ability to work under pressure to meet tight deadlines and balance multiple priorities
- Strong leadership skills with attention to detail and a hands-on management style
- Team player with excellent problem solving, communication and client service skills as well as the ability to take ownership and manage projects
- Proficiency in Microsoft Office product suite and advance MS Excel skills
Preferred qualifications, capabilities, and skills
- Strong knowledge of Investran or similar integrated Private Equity system a plus
- Investment fund audit experience with a Big 4 firm a plus
These jobs might be a good fit
Share
As the Vice President of Equity & Deferred Comp Strategy & Innovation, you will work closely with the Head of Equity & Deferred Comp Strategy to drive systemic solutions that support key business initiatives. Your role will involve collaborating with Product, HR Global Ops, and Technology teams to provide requirements and process flows, review system designs. You will also partner with QA to identify test cases and perform User Acceptance Testing. In addition, you will oversee the conversion efforts for the Employee Stock Purchase Plan (ESPP), ensuring seamless integration and an exceptional and engaging employee experience.
Job responsibilities
- Collaborate with the Head of Equity & Deferred Comp Strategy to drive the development and implementation of systemic solutions for key business initiatives that enhance equity compensation plans and align with overall business objectives.
- Partner with Product, HR Global Operations, and Technology teams to provide requirements and process flows, review system designs, identify test cases, and perform User Acceptance Testing.
- Manage complex calculations for share retention requirements, implementing a maker and checker process to ensure accuracy.
- Oversee the conversion efforts for the Employee Stock Purchase Plan (ESPP), ensuring seamless integration and functionality.
- Utilize Excel to manage and manipulate data, ensuring accuracy and completeness of data
- Reconcile data between systems, identifying and resolving discrepancies efficiently
- Test functionality of the stock plan system to ensure a smooth transition
- Document and retain new processes and controls developed during project implementations
- Prepare presentations and materials for communications and meetings with various stakeholders and levels of management
- Collaborate with cross-functional teams to address any issues that may arise while m
Required qualifications, capabilities and skills
- Strong knowledge of equity & deferred compensation plan products, including Restricted Stock Units (RSUs) and Employee Stock Purchase Plans (ESPP).
- Ability to translate equity & deferred comp business requirements into detailed documentation for Product and Technology teams to develop effective solutions.
- Ability to reconcile large sets of data using various tools including Microsoft Excel
- Strong attention to detail to ensure accuracy and completeness of data with strong written and verbal communication skills
- Ability to develop and execute comprehensive test cases for process validation while also proficient in auditing, testing and validating data
- Experience crafting clear and concise communications in Microsoft Word and PowerPoint to various stakeholders
- Ability to collaborate effectively with cross-functional teams
- Team player mindset, contributing to a positive and collaborative work environment
- Proven technical background with the ability to lead strategic technology initiatives with familiarity with relevant tools and technologies in data management and quality assurance
- Analytical mindset to identify issues and propose effective solutions and strategic thinking to align technology initiatives with business goals
- Flexible approach to handle evolving project requirements and priorities and ability to thrive in a dynamic and fast-paced work environment
Preferred qualifications, capabilities and skills
- Experience in leading technology-driven strategic initiatives within equity & deferred compensation or related fields.
- Familiarity with deferred compensation plans
- Strong presentation skills, with the ability to effectively utilize PowerPoint to communicate complex ideas and strategic initiatives to various audiences
- Experience in using generative AI to drive innovation and enhance processes within the equity & deferred compensation space
These jobs might be a good fit
