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JPM
JPMorgan JP Morgan Wealth Management – Investment Professional United States, Texas, Plano
Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage...
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...
Own and evolve the MMF clearing platform and associated off-balance sheet liquidity products with a client-first mindset. Lead the design and execution of product enhancements to support scale, automation, and...
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...
Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful...
Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account...
Continuous learning:You’ll develop the mindset and skills to navigate whatever comes next. Success as defined by you:We’ll provide the tools and flexibility, so you can make a meaningful impact, your...
Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage...
Are you an accounting professional with a head for numbers, critical thinking skills, and a knack for problem-solving? Expoint is looking for a motivated Investment Accountant to join its team.
The Investment Accountant responsibilities include preparing and analyzing financial statements, performing cash flow projections, reconciling the balance sheet, creating business plans, and assisting with clients’ investments and asset management activities. This role requires an individual with a keen eye for detail, advanced knowledge of accounting concepts, and prior experience in an accounting role. Your primary objective is to provide advisory services that support investment decisions and asset performance.
You will report to the Principal Accountant and will work with a team of investment analysts, client managers, financial advisors, and business consultants. Working with this team, you will help ensure the accuracy of the financial statements and ensure the clients' funds are invested according to their goals and risk preferences.
You have an excellent eye for detail and understand the importance of accuracy. Research and analysis plays an important role in your job. You feel comfortable working with large numbers and are committed to meeting deadlines. You need an understanding of accounting principles, financial statement analysis, and investment planning.
If you have the ability to think critically, are comfortable taking initiative, and are detail-oriented, then you could be a great addition to our team. By joining us, you will have an opportunity to develop your skills and be part of a team with a high level of commitment to success.