Investment Banking - Shareholder Engagement jobs at Jpmorgan in United States, New York
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חברה (1)
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
United States
New York
עיר
נמצאו 304 משרות
18.09.2025
JPM
JPMorgan US Private Bank - Investment Specialist Vice President United States, New York
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...
Gather, analyze and present data and findings to facilitate decision making and business progression. Collaborate across product partners, sales teams and business managers to identify client opportunities to help execute...
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...
Assist in the portfolio management efforts across all discretionary investment programs, including actively maintaining investment plans for portfolios in close partnership with other portfolio managers. Monitor and analyze current portfolio...
Serve as a liaison across corporate functions, Controllers, Firm wide Planning & Analysis, Tax, HR Finance, and other relevant teams to execute on the CCAR, Risk Appetite, and Resolution and...
Execute equity-Linked origination: pricing and modeling of convertible and call spread transactions as well as preparing marketing materials for the same. Execute Transactions: support due diligence, document preparation, negotiation etc...
Acting as the primary day-to-day client point of contact and lead banker on deals. Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward. Refining marketing/execution...
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...
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