Product Finance

Product Finance Jobs

76 jobs found

Portfolio Manager or Senior Portfolio Manager, Income Property Group

KeyBank National Association Cleveland, OH Hybrid

1mo ago

$80k - $150k/yr Full time Manager Senior Asset Quality

Manager Senior Asset Quality

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Job Description

Location

Office address: 127 Public Square, Cleveland, Ohio

Working arrangement: Hybrid remote in Cleveland, Ohio 44115

Overview

The Portfolio Manager role delivers relationship management support for a defined portfolio of clients, including active commercial real estate owners, investors, and developers. This position works closely with Relationship Managers to provide comprehensive financial guidance and solutions that help clients achieve their objectives while leveraging Key's product platform. Portfolio Managers contribute to the team’s revenue and risk management goals through activities such as credit monitoring, file maintenance, ongoing covenant compliance verification, business development and lending and sales support, and operational support.

Essential Functions

Proactively manage the portfolio to maximize profitability and maintain strong asset quality, with timely identification and resolution of issues and accurate loan risk rating assignments. Assist in resolving out-of-balance and default situations within the portfolio.
Assist in structuring and delivering credit and non-credit product solutions while applying sound risk management to maximize risk-adjusted returns on shareholder capital; assess risk materiality and mitigate accordingly.
Support the asset generation strategy that balances risk and return. Contribute to the team’s consultative process to deepen existing relationships, onboard new ones, and exit unprofitable relationships. Participate in call preparation.
Serve as a trusted advisor to clients and prospects. Build credibility with internal and external stakeholders based on sound judgment and timely, accurate information sharing. Share constructive feedback with teammates and stakeholders.
Collaborate with Credit, Product Partners, Closers, Servicing, technical services, and other partners to identify cross-sell opportunities, deepen client relationships, and overcome obstacles to deliver seamless execution.
Analyze business and personal financial statements to identify strengths and weaknesses and inform deal structures, pricing, and terms.
Deliver timely completion of write-ups, loan recommendations, and structuring, along with analysis of financial statements and identification of transaction strengths and weaknesses.
Underwrite construction and interim loans in accordance with KeyCorp credit policy requirements.
Coordinate and complete annual reviews, loan renewals, quarterly portfolio reviews, and asset quality reports timely. Monitor adherence to approved loan requirements, manage past-due items, reminder ticklers, portfolio follow-up, and credit files. Work with Portfolio Services to facilitate annual reviews and property inspections, monitor covenant compliance, and secure the bank’s position to avoid losses.
Participate in community and professional organizations to enhance expertise and visibility.
Perform other duties as assigned; responsibilities may change or new ones may be added at any time with or without notice.
Adhere to all KeyBank policies and procedures, conduct business ethically, avoid conflicts of interest, and act in the best interests of Key and its clients.

Education and Experience

Education: Bachelor’s degree in accounting, finance or a related field is preferred, or equivalent experience is required.

Portfolio Manager experience: 1+ years of finance-related experience is preferred. Strong proficiency in MS Office, spreadsheets, Internet applications, and common business software; demonstrated ability to communicate effectively in writing and verbally (preferred).

Senior Portfolio Manager experience: Bachelor’s degree in accounting, finance or a related field or equivalent experience; at least 3+ years of commercial real estate underwriting and/or lending experience. Strong proficiency in MS Office, spreadsheets, Internet applications, and common business software; excellent written and verbal communication skills.

Preferred Qualifications

Master of Business Administration.
Broad knowledge of key product areas such as interim and permanent credit facilities, cash management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing, private banking, equipment finance, etc.
Experience in credit and/or workout teams.
Outstanding credit skills, analytical skills, and financial acumen.
Excellent communication and listening skills. Uses analytical approaches to identify issues, evaluate options, and implement effective solutions that support portfolio goals.
Rapidly absorbs new information and adapts to evolving tools, processes, and business priorities. Uses time effectively and can manage multiple tasks to keep projects moving forward when needed.
Makes timely and informed decisions by balancing data insights, stakeholder input, and business impact.
Prioritizes stakeholder needs and delivers solutions that enhance user experience and business value.
Leverages quantitative analysis and performance metrics to guide strategic portfolio recommendations.

Core Competencies

All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands

General Office environment with prolonged sitting, in-person or phone communications with teammates and clients, frequent use of PC/laptop, and occasional lifting/pushing/pulling of items up to 10 pounds.

Travel

Occasional travel to include overnight stays.

Work Location Category

Hybrid (3+ days in the office).

Compensation and Benefits

This position is eligible to earn a base salary in the range of $80,000.00 to $150,000.00 annually. Placement within the pay range may differ based on skills, experience, and geographic location. Compensation also includes eligibility for incentive compensation which may include production, commission, and discretionary incentives.

Compensation for this role also includes eligibility for benefits the position is entitled to. Key has implemented an approach to employee workspaces prioritizing in-office presence while offering flexible options where the role can be performed effectively in a mobile environment.

Job Posting Expiration Date: 04/15/2026

Equal Opportunity and Accommodations

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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Investment Banking - Media & Communications - Analyst

JPMorganChase New York, NY

1mo ago

$110k+/yr Full time Analyst Banking Capital Markets

Analyst Banking Capital Markets

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Job Description

Overview

We are seeking a highly skilled and experienced Investment Banking Analyst to join the Media & Communications Investment Banking team. This role offers an exceptional opportunity to contribute to high-profile transactions and help drive growth within a leading financial institution.

Location: New York, NY 10017

Responsibilities

Support all phases of transaction execution, including due diligence, document preparation, negotiations, and coordination with the client and other advisers such as accounting and legal teams.
Collaborate with J.P. Morgan product and sector teams to advance engagements.
Develop and apply sophisticated financial models, perform valuation analyses, and conduct analytical work.
Prepare presentation materials for M&A and capital markets transactions, including management presentations, Board materials, memoranda, and other client-ready decks for strategic discussions.
Stay informed about key market developments and build a solid understanding of target clients and relevant market dynamics.

Required qualifications, capabilities, and skills

Licensed to practice; SIE, Series 63, and Series 79.
Prior work experience in an investment banking front office or a related role.
Strong accounting, finance, quantitative, and business writing skills.
A well-rounded academic background from a top-tier educational institution.
Understanding of the transaction cycle and the steps in the process with an execution-oriented approach.
Excellent communication skills with the ability to interact effectively with senior professionals, clients, and stakeholders across lines of business.
Self-directed, highly motivated, and capable of working independently.

About Us

JPMorganChase is a long-established financial institution delivering innovative financial solutions to millions of consumers, small businesses, and many of the world’s most prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With more than 200 years of history, we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

We offer a competitive total rewards package including base salary determined by the role, experience, skill set, and location. Eligible employees may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, recognizing individual achievements and contributions. A range of benefits and programs are provided to meet employee needs based on eligibility, including 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.

We recognize that our people are our strength and that the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected by law. We also make reasonable accommodations for applicants and employees' religious practices and beliefs, as well as mental health or physical disability needs. For more information about requesting an accommodation, please refer to our FAQs. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments. Corporations, governments, and institutions worldwide rely on us in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and offers liquidity in markets around the world.

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Portfolio Underwriter Sr

HSB Hartford, CT

1mo ago

Full time Commercial Lines Financial Analysis Insurance

Commercial Lines Financial Analysis Insurance

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Job Description

Overview

Responsibilities

Oversee and grow HSB's portfolio offerings for the company's largest and most strategic client relationships, with a focus on driving profitability and growth.
Act as a catalyst for introducing new products and monitor the performance of existing client accounts.
Serve as a client thought leader, crafting innovative solutions by leveraging HSB's data, products, and services to strengthen partnerships.
Collaborate with Product Managers and the Underwriting Lead to apply diagnostic and predictive analytics that illuminate product performance and guide corrective actions, rate adequacy, price segmentation, and loss trend detection; review claims, engineering reports, expenses, exposure data and profile shifts, pure premium trends, and third-party data.
Develop and deliver externally facing client presentations that communicate financial results, data analyses, rate assessments, and evolving loss trends, establishing the Senior Portfolio Underwriter as the technical authority for clients and the Client Integration Team.
With binding authority, make underwriting decisions that directly influence the financial results and P&L of the assigned portfolio.

Education and Experience

Bachelor's degree or equivalent work experience required.
7+ years of property and casualty insurance or reinsurance experience required; 5+ years in underwriting preferred.
Demonstrated understanding of commercial and personal lines insurance and reinsurance coverage, concepts, exposures, and processes to drive profitable results.
Ability to translate large data analyses into actionable decisions.
Understanding of rate development (pure premium), price segmentation, and detecting leading loss trends.
Past experience with responsibility for achieving profit and growth targets for a book of business.
Demonstrated experience with negotiation and conflict resolution.
Exhibited ability to develop creative and unique solutions.
HSB product knowledge and previous familiarity with HSB is desired.

Knowledge and Skills

Financial statement (business finance) knowledge and analysis.
General insurance/reinsurance industry knowledge.
Presentation skills and strong interpersonal, written and verbal communication abilities.
Portfolio analysis and HSB product knowledge.
Organizational and time management capabilities.
Consultative and strategic negotiation skills; strong project management to handle multiple concurrent projects.
PC skills including Excel, PowerPoint, Power BI, and Word; detail oriented and action oriented.
Actuarial skills, statistical analysis, innovation, and the ability to persuade to influence change.
Curiosity and resourcefulness to identify issues, research, and propose underwriting solutions.

Diversity and Inclusion

Hartford Steam Boiler, a Munich Re subsidiary, views diversity and inclusion as a key driver for addressing opportunities and challenges in our markets. We strive to cultivate an inclusive culture and a workforce that reflects the customers and communities we serve, where every colleague feels respected, valued, and empowered to perform at their best each day.

Equal Opportunity Employer

We are an equal opportunity employer. Reasonable accommodations may be provided to assist individuals with disabilities in performing essential functions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Your Benefits

With us, you gain more than an exciting role. A broad set of employee benefits supports your wellbeing and professional development. Note that regional differences may apply.

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Finance Solutions Senior Manager

Citi Tampa, FL Hybrid

1mo ago

$130k - $150k/yr Full time Manager Senior Banking

Manager Senior Banking

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Job Description

Role Overview

Citibank, N.A. is seeking a Finance Solutions Senior Manager for its Tampa, Florida location. The role centers on applying mathematical and statistical methods to practical finance challenges such as derivative valuation, securities trading, risk management, and financial market regulation. You will research and develop analytical tools to support portfolio construction or optimization, performance measurement, attribution, profit and loss assessment, and pricing models. The position involves building core analytical capabilities or model libraries using advanced statistical, quantitative, or econometric techniques, and defining model specifications or data collection methods. You will create independent models or tools to verify the results of analytical systems and collaborate on the development or testing of new analytical software to ensure alignment with user requirements, specifications, or scope.

Key Responsibilities

Apply mathematical and statistical techniques to finance related issues, including derivative valuation, trading activities, risk management, and regulatory considerations.
Research or develop analytical tools for portfolio construction, optimization, performance measurement, attribution, P&L measurement, and pricing models.
Develop core analytical capabilities or model libraries using advanced quantitative methods and econometric techniques.
Define model specifications or data collection methods to support analytics work.
Develop independent models or tools to validate results produced by analytical systems.
Collaborate in the development or testing of new analytical software to ensure it meets user requirements, specifications, and project scope.
Engage with fellow financial engineers or analysts on trading strategies, market dynamics, and system performance to inform quantitative technique development.
Partner with product development teams to research, model, validate, or implement quantitative structured solutions for new or expanded markets.
Help prepare requirements documentation for use by software developers.
Contribute to the design, rollout, and governance of financial solutions across Citi businesses, products, functions, and locations.
Assist in establishing business and information architecture standards for Finance.
Support forums and governance frameworks to establish policies for global Finance processes.
Assist in incorporating changing business, regulatory, and market information into finance processes and applications.
Provide directional strategy through analysis of subject matter and its application to the business context.
Serve as a technical expert to advise on significant business or product decisions.
Implement policies and procedures as required.
Perform other duties as assigned and operate with limited direct supervision.
Exercise independent judgment and autonomy and serve as a subject matter expert for senior stakeholders and team members.
A telecommuting or hybrid work schedule may be permitted within a commutable distance from the worksite, in line with Citi policies and protocols.

Qualifications and Requirements

Education: A bachelor’s degree, or foreign equivalent, in Finance, Accounting, Business Administration, Project Management, or a related field. Experience: six years in the offered position or a related role performing UAT integration testing and providing financial analysis within the financial industry. The six-year requirement must include:

Performing global requirements and user acceptance testing for financial applications through Change Management to enable Finance Transformation.
Developing a requirements and UAT testing team across cultures and regions to ensure performance metrics and customer service quality.
Assessing risks in areas such as systems, data, models, procedures, regulatory requirements, governance, and analytics.
Identifying and addressing gaps in the requirements/UAT process to drive improvements and ensure adherence to policies and milestone timelines.
Establishing standardized KPIs, reporting metrics, and measurements for the global requirements/UAT process to monitor capacity, performance, productivity, and quality in alignment with Risk and Control requirements.
Identifying and implementing process improvements, standardization, or automation ideas to boost productivity and efficiency, shorten processing cycles, and reduce error rates by documenting workflows and creating process narratives.
Designing and implementing solutions to keep a large matrix network of team members informed, including building and maintaining SharePoint Online intranet sites, email newsletters, and communications via Microsoft Teams.

Work Arrangement

40 hours per week. A telecommuting or hybrid schedule may be permitted within a commutable distance from the Tampa worksite, in accordance with Citi policies and protocols.

Application Details

Interested applicants should submit their resumes at https://jobs.citi.com/. Please reference Job ID 26939034.

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Financial Planning & Systems Analyst

QTC Management, Inc. Reston, VA Hybrid

1mo ago

Full time Analyst Annual Operating Plan Budgeting

Analyst Annual Operating Plan Budgeting

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Job Description

Role Overview

QTC Management, Inc. is seeking a Financial Planning and Systems Analyst to join a collaborative, high-impact team. This role sits at the crossroads of finance, technology, and product strategy, and will drive financial analysis and planning across three core areas: migrating on premise systems to a cloud infrastructure, defining the go to market pricing for a new SaaS offering, and managing the operating budgets for the technology teams. You will partner with IT, Operations, and Growth to ensure financially sound decisions that maximize value. You will forecast and manage cloud costs using FinOps principles to support cost efficient cloud usage and develop data driven pricing models to strengthen market competitiveness and profitability. The ideal candidate has strong finance expertise paired with systems acumen to lead cost optimization, pricing strategy, and robust financial planning in support of growth and innovation. Location: Hybrid remote in Reston, VA 20190.

Primary Responsibilities

Lead the consolidation, analysis, and reporting of monthly and quarterly financial results for the QTC business area.
Direct a range of reporting activities including the flash, scorecard, flux report, MOR, MFR, QFSR, QBR, and IR reporting packages.
Drive internal timelines for the QTC lines of business, communicating requirements, templates, and guidance for the Quarterly Forecast, Continuous Forecast, Annual Operating Plan (AOP), and Long-Range Plan (LRP).
Own the cash flow, balance sheet, and CapEx forecast for the business area.
Help establish an entirely new rates management process to support QTC’s dynamic business architecture, analyzing expense pools and base behaviors and proposing rate adjustments where appropriate.
Represent the QTC Business Area in meetings with Sector and Corporate to address routine and ad hoc reporting requests.
Cultivate a culture emphasizing integrity, innovation, agility, collaboration, and commitment.
Perform other duties and responsibilities as assigned.

Required Qualifications

Hands on experience budgeting and forecasting processes (AOP, quarterly forecasting, continuous forecast) and communicating requirements and deliverables to business partners.
Strong analytical capabilities with aptitude for data analysis and data transformation/normalization.
Intermediate to advanced proficiency in Excel.
A minimum of 7 years of professional level experience in Finance or Accounting.
A Bachelor’s degree from an accredited college in Business Administration, with a focus on Finance, Accounting, or a related field/combined education.
Ability to successfully pass National Agency Check with Inquiries (NACI) background investigation.

Preferred Qualifications

Experience with QTC’s FP&A process, deliverables, and cadence.
Experience forecasting cash and balance sheet accounts.
Demonstrated experience consolidating and analyzing monthly and quarterly financial results, with the ability to prepare accurate financial reports and insight packages for leadership.
Background in healthcare technology finance or government contracting finance is a plus; knowledge of U.S. federal contracting regulations, VA programs, or medical services operations can help contextualize initiatives.
Proven ability to lead cross functional initiatives or projects. Experience collaborating with IT teams, procurement, and product development in a finance business partner role. A track record of driving process improvements and delivering results in a matrixed organization.
Acumatica, Tableau, PowerBI or other Power Platform application experience is a plus.

Additional Information

This role follows a hybrid work model and candidates must reside within a commutable distance of Reston, Virginia.

About QTC Health Services

QTC Health Services collaborates closely with government and non government customers to address current and future program needs within the health services domain. We specialize in disability focused medical examinations, independent medical exams and review services, occupational health services, diagnostic testing, and case management solutions. As innovators, we focus on advancing technologies that improve service delivery, with a particular emphasis on enhancing accessibility for examinees in rural communities. With a proven track record of continuous improvement and steady growth, we now handle over 2 million appointments annually. Visit www.qtcm.com for more information.

Compensation and Benefits

Pay and benefits are fundamental to any career decision. We offer meaningful and engaging careers that support your goals while promoting a healthy work life balance. Benefits include competitive compensation, health and wellness programs, income protection, paid leave, and retirement planning. More details are available here. This role may fall under the Service Contract Act (SCA), a federal law providing a minimum prevailing rate of pay and certain benefit levels as prescribed by the U.S. Department of Labor. Company provided benefit plans such as comprehensive leave, holiday, medical, dental, life, accident, disability coverage, retirement plan contributions, and other health and welfare programs are utilized to meet these obligations.

Commitment to Non-Discrimination

All qualified applicants will receive consideration for employment without regard to sex, race, ethnicity, age, national origin, citizenship, religion, physical or mental disability, medical condition, genetic information, pregnancy, family structure, marital status, ancestry, domestic partner status, sexual orientation, gender identity or expression, veteran or military status, or any other basis prohibited by law. QTC Health Services will also consider qualified applicants with criminal histories consistent with applicable laws. Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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Financial Analyst II

HealthTrust Nashville, TN

1mo ago

Full time Analyst Data Analysis Financial Analysis

Analyst Data Analysis Financial Analysis

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Job Description

Location: Nashville, TN 37203

Position overview

HealthTrust invites you to apply for the Financial Analyst II role. Our organization places colleagues first, supported by a commitment from HCA Healthcare of up to $300 million in programs over three years. As a Financial Analyst II, you will handle the financial aspects of sourcing events, including data cleansing, spend analysis, vendor proposal evaluation, and the creation of complex financial analyses. You will summarize and clearly communicate the financial results of these analyses to the Sourcing team.

Benefits

Comprehensive medical coverage that includes many common services at no cost or a low copay, with prescription drug and behavioral health coverage, free telemedicine services, and free AirMed medical transportation.
Additional options for dental and vision, life and disability coverage, flexible spending accounts, and supplemental health protection plans (accident, critical illness, hospital indemnity), plus auto and home insurance, identity theft protection, legal counseling, long-term care, moving assistance, pet insurance, and more.
Free counseling services and resources for emotional, physical and financial wellbeing.
401(k) Plan with a 100% match on 3% to 9% of pay based on years of service.
Employee Stock Purchase Plan with 10% off HCA Healthcare stock.
Family support through fertility and family building benefits with Progyny and adoption assistance.
Referral services for child, elder and pet care, home and auto repair, event planning and more.
Consumer discounts through Abenity and Consumer Discounts.
Retirement readiness, rollover assistance services and preferred banking partnerships.
Education assistance, including tuition, student loan and certification support, plus dependent scholarships.
Colleague recognition program.
Time Away From Work Program offering paid time off, paid family leave, long- and short-term disability coverage, and leaves of absence.
Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.
Learn more about Employee Benefits.

Note: Eligibility for benefits may vary by location.

Role responsibilities and qualifications

Prepare Request for Information (RFI) and Request for Proposal (RFP) documents.
Data cleansing of purchase histories obtained through RFI and internal data sources.
Conduct accurate and timely financial analysis of vendor pricing proposals.
Effectively communicate analysis results to the Sourcing team.
Support the Sourcing team throughout vendor negotiations.
Provide ongoing finance assistance related to the management of agreements.
Ensure accuracy and completeness of detailed pricing files for sourcing projects.
Compose financial memos summarizing the financial value of each project.
Create financial impact workbooks for members.
Evaluate price and product amendments to purchasing agreements.
Learn, understand, and adhere to the financial analytical standard methodology and processes.
Develop new methodologies for performing financial and opportunity analysis of proposals when necessary.
Provide recommendations to improve processes when necessary.
Help test tools for automation when necessary.
Complete ad hoc requests from management.
Ability to work independently and successfully in a dynamic, ambiguous environment.
Meet deadlines while managing the financial analysis for multiple projects.
Interact daily with both internal and external individuals.
Accept feedback and work to improve performance when needed.

Education and experience

Bachelor’s degree in finance, business, or a related field required.
3-5+ years of relevant experience.
Strong experience in MS Excel required.
Experience with Macros, Power Query, and Power Pivot preferred.
Effective verbal and written communication skills required.

Context and company information

In today’s challenging business environment of cost pressures, supply disruptions, and workforce shortages, providers must manage expenses efficiently and improve performance. HealthTrust, in collaboration with 1,800 hospitals and health systems, offers a specialized group purchasing organization (GPO) membership model designed to deliver immediate and sustainable cost savings. Their team provides tailored value acceleration engagements to address specific needs, delivering significant benefits. With nationwide purchasing power and a focus on total spending management, HealthTrust delivers strong pricing advantages on supplies, along with industry-leading benchmarks and best practices. The dedicated team guides and implements performance improvements in cost, quality, and outcomes.

HCA Healthcare has been recognized as one of the World’s Most Ethical Companies by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion on charitable care, uninsured discounts, and other uncompensated expenses.

Good people beget good people. - Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder

We are a family of 270,000 dedicated professionals. Our Talent Acquisition team is reviewing applications for the Financial Analyst II opening. Qualified candidates will be contacted for interviews. Submit your resume today to join our community of caring.

We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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Global Finance and Business Management - Corporate & Investment Bank - Fixed Income Financing Associate

JPMorganChase Brooklyn, NY

1mo ago

$101k - $145k/yr Full time Associate Balance Sheet Banking

Associate Balance Sheet Banking

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Job Description

A corporate and investment bank Finance and Business Management role supporting the Fixed Income Financing trading desk, with a dedicated focus on liquidity and balance sheet management. The position centers on delivering financial analysis to help the desk optimize its liquidity footprint in a fast-paced setting. You will join a truly global team and contribute to the broader Finance organization and the Fixed Income Financing business. As an Associate in Corporate & Investment Bank Finance & Business Management, you will act as a key partner to the business to inform strategic resource decisions. Additional opportunities include collaborating across CIB Treasury, Corporate Treasury, Technology, Operations, and other Finance & Business Management teams to drive significant firmwide and process improvement initiatives.

Location

Brooklyn, NY 11201

Responsibilities

Assist in producing monthly and quarterly Liquidity PnL reports and the drivers behind them, working closely with the CIB Treasury group.
Support the development and implementation of Treasury funding policy for the business.
Deliver detailed financial analysis and reporting to desk heads, senior finance management, and other key stakeholders.
Enhance the existing monthly financial and reporting MIS used across the organization.
Partner with the business to drive robust controls and new initiatives leveraging new technology.
Coordinate across front and back office support functions to resolve control and reporting issues accurately and promptly.
Collaborate with all Lines of Business across Markets on balance sheet and net funding allocations.
Handle a variety of ad hoc requests on a regular basis.

Required qualifications, capabilities, and skills

Minimum 2 years of experience in Product Control, Financial Control, Accounting, or a related area.
Proficient in Microsoft Excel (Pivot Tables, Macros, VBA) and experience with other Finance systems.
Bachelor’s degree in Accounting, Finance, Business, or a related field.
Strong analytical abilities with meticulous attention to detail and a solid control mindset.
Excellent communication skills and the ability to build strong working relationships.
Demonstrated experience with process improvements.

Preferred qualifications, capabilities, and skills

Strong team player who can also work independently when needed.
Ability to multitask and prioritize effectively while pursuing process enhancements.
Solid understanding of financial products such as repos, swaps, futures, and bonds in a trading environment.
Some background in a controller role (product control or financial control) is advantageous.
Experience with Liquidity and/or Balance Sheet activities is desirable.

Additional details

Note that sponsorship is not available for this position.

Compensation and benefits: base salary is determined based on the role, experience, skill set, and location. Eligible employees may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, in recognition of individual achievements and contributions. The organization also offers a comprehensive benefits package, including health care coverage, on-site health and wellness facilities, a retirement 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.

About us

JPMorgan Chase is a long-established financial institution delivering innovative solutions to millions of consumers, small businesses, and many of the world’s leading corporate, institutional, and government clients across more than 100 countries. Our history spans over two centuries, and we remain a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

About the team

JPMorgan Chase & Co. operates as an Equal Opportunity Employer, with a diverse workforce valued across the globe. The Commercial and Investment Bank group offers strategic advice, capital formation, risk management, and liquidity provision across markets worldwide.