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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...
Agency & Institutional Capital - is an Agency lender, providing term lending solutions to Multifamily borrowers through Fannie Mae's Delegated Underwriting and Servicing Platform. Agency provides additional CRE lending products...
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...
Lead the analysis and allocation of public cloud costs, ensuring accurate and efficient financial management across the organization. Evaluate public cloud business opportunities, collaborating with internal teams to align financial...
Monthly production cycle for RWA calculation and reporting, including Basel 3 Advanced, Basel 3 Standardized, CCP, and Supplementary Leverage Ratio. Provide analysis in support of RWA trends and forecast-to-actual variances....
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...
Adhere to established QUALITY & QUANTITY SLAs consistently. Ensure 100% compliance with process-related policies, guidelines, and controls. Manage Deal Closing, Drawdowns, Rollovers, Repayments, and other financial processes efficiently. Support the...
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...
Expoint is the perfect platform for tech-savvy investment analysts who are looking to make a career move. Investment Analysts are responsible for making decisions about where to direct a company’s investments. It’s a challenging, yet rewarding job that calls for exceptional analytical skills and the ability to interpret complex data sets.
At Expoint, Investment Analysts will be required to conduct research related to investments, tracking the performance of various markets and analyzing legal documents. They will be responsible for preparing reports and presentations to support decisions they are making and to present findings to senior management and/or stakeholders.
In addition, Investment Analysts will be expected to liaise with various departments, providing assistance to teams on financial matters as needed. They should also be able to identify problems and develop strategies to resolve them. An Investment Analyst should also possess excellent communication and interpersonal skills, as they may need to collaborate with other members of their team and clients.
Investment Analysts at Expoint should have the capability to assess a large array of complex data and interpret it into meaningful information. They are expected to have hands-on experience with financial software systems and use their problem-solving skills to make fast and accurate decisions.
An Investment Analyst should also be familiar with investing regulations and the stock market. Knowledge of international markets and familiarity with the various asset types are both valuable assets that will help the analyst to make their best decisions.
Ultimately, a successful Expoint Investment Analyst should posses a high-level of professionalism, excellent problem-solving skills, a desire to learn and a keen eye for detail. With the right skills and experience, investing can offer an enjoyable and rewarding professional career.