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147 jobs found

1mo ago

Financial Analyst

Penske Truck Leasing and Logistics Reading, PA

Reading, PA

1mo ago

Full time Analyst Budgeting & Forecasting Financial Analysis

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Job Description

Position Summary

We invite you to join our Finance team as a Financial Analyst, based in Reading, PA 19607. This role is ideal for professionals looking to advance their career in finance. Penske offers competitive compensation, comprehensive benefits, tuition reimbursement, development opportunities, and more.

Responsibilities

Effectively plan and forecast financial results.
Analyze and interpret financial performance relative to the proforma or business plan, understanding its relationship to the P&L and the impact from scope and volume changes and inefficiencies.
Lead the process for identifying, specifying, and developing innovative financial strategies using PMT and LEAN principles (Process Improvements, Kaizen, etc.) to determine the optimum financial solution between leasing and buying.
Articulate Penske's value proposition to the field and to our customers by identifying the critical metrics that should be measured to determine Penske's performance.
Other projects as assigned.

Qualifications

At least 3 years of experience as an Analyst.
Bachelor's degree in Finance or Accounting required.
Regular, predictable, full attendance is an essential function of the job.
Intermediate to advanced Microsoft Office skills, primarily Excel, Outlook, PowerPoint, and Access.
Willingness to travel as necessary, work the required schedule and location, complete the Penske employment application, and submit to a background investigation (including past employment, education, and criminal history) and drug screening.

Physical Requirements

The physical and mental demands described are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the duties.
The associate will be required to read; communicate verbally and/or in writing; remember and analyze information; and understand instructions or guidelines.
While performing duties, the associate may stand, walk, and sit. The associate is frequently required to use hands to touch, handle, and feel, and to reach with hands and arms. The associate must be able to occasionally lift and/or move up to 25 lbs / 12 kg.
Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.

Penske is an Equal Opportunity Employer.

About Penske Logistics

Penske Logistics engineers state-of-the-art transportation, warehousing and freight management solutions that deliver powerful business results for market-leading companies. With operations in North America, South America, Europe and Asia, Penske and its associates help businesses move forward by increasing visibility and driving down supply-chain costs. Learn more at Penske Logistics.

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1mo ago

Risk Management - Commercial & Investment Bank Credit Risk Hedge Funds Analyst

JPMorganChase New York, NY

New York, NY

1mo ago

$100k - $120k/yr Full time Analyst Banking Commercial

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Job Description

Role overview

Join JPMorganChase within Risk Management and Compliance, where your expertise helps keep the firm resilient and supports responsible growth by anticipating emerging risks and applying sound judgment to real‑world challenges affecting the company, its clients, and communities. Our Risk Management and Compliance culture emphasizes innovative thinking, challenging the status quo, and pursuing best‑in‑class practices.

Responsibilities

Assess the creditworthiness of clients to determine appropriate credit ratings, including strategy and exposure analysis.
Perform client due diligence, prepare written credit approval memos, and conduct annual credit reviews.
Manage client portfolios, including limit sizing and maintenance, review of financial reporting, and monitoring of credit covenants.
Analyze exposure metrics such as VaR and stress scenarios to recommend risk mitigants like structural enhancements, credit covenants, and collateral requirements.
Develop understanding of trading agreements and related credit terms (e.g., ISDA).
Partner with colleagues from Sales & Trading, Coverage, Market Risk, Transition Management, and Legal.
Stay abreast of market developments and industry trends and assess their impact on client portfolios and strategies.
Meet development and training requirements as defined.

Required Qualifications, Capabilities and Skills

Undergraduate degree in finance or a related field.
Understanding of accounting, trading products, and an interest in markets.
Strong interest in client interaction and outstanding verbal and written communication skills.
Ability to multitask and perform well under pressure in a demanding team environment.
Highly proficient in Excel, PowerPoint, and Word.

Location

New York, NY 10017

Compensation and Benefits

We offer a competitive total rewards package including base salary determined by the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also provide a broad benefits program 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.

About Us

JPMorganChase, one of the oldest financial institutions, offers 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. Our history spans over 200 years, and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

Equal Opportunity and Diversity

We recognize that our people are our strength and that diverse talents contribute to our global success. We are an equal opportunity employer and highly value diversity and inclusion. We do not discriminate on the basis of any protected attribute.

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1mo ago

Home Lending - HL Portfolio Manager - Analyst

JPMorganChase Jersey City, NJ

Jersey City, NJ

1mo ago

$110k - $125k/yr Full time Manager Analyst Capital Markets

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Job Description

Overview

Join the Capital Markets Group within Chase Mortgage Banking to support Secondary Marketing Trading activities. Collaborate with senior leaders and cross-functional teams to expand mortgage origination volume, protect the fair market value of loans, and maintain Chase’s competitive pricing. This role suits individuals who excel in a dynamic market environment and are passionate about financial markets.

Responsibilities

Own Secondary Marketing P&L and assist with risk reporting and attribution.
Perform financial analysis of trade desk models and positions.
Assess traders’ daily positions and collaborate to optimize outcomes.
Maintain and operate proprietary models to maximize portfolio value.
Develop and implement strategies to optimize pooling of mortgage-backed securities.
Monitor and prioritize at‑risk loans for optimization.
Create and analyze reports to identify trends and forecast future performance.

Required qualifications, capabilities, and skills

Strong financial analysis and accounting capabilities.
Interest in markets, valuation, and how interest rates affect fixed income assets, particularly mortgages.
Bachelor’s degree.
Experience with evaluating model performance and reporting.
Ability to collaborate across cross-functional teams.
Analytical mindset with meticulous attention to detail.
Experience supporting risk reporting and attribution.

Preferred qualifications, capabilities, and skills

Leadership potential; self‑starter and task‑oriented.
Excellent written and verbal communication skills.
Root cause analysis capabilities.
Comfortable with programming logic and handling large data sets.

About Us

Chase is a leading financial services firm helping nearly half of America’s households and small businesses reach their financial goals through a broad range of financial products. Our mission is to build engaged, lifelong relationships and place customers at the center of everything we do. We also support small businesses, nonprofits and cities with tailored solutions.

We offer a competitive total rewards package, including base salary that is determined by role, experience, skill set, and location. In eligible roles, compensation may include commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, recognized for individual achievements and contributions. A comprehensive benefits suite is available based on eligibility, covering health care, on-site wellness resources, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Details about total compensation and benefits will be provided during the hiring process. We value diversity and inclusion and are an equal opportunity employer, with accommodations available for religious practices and mental health or disability needs. For accommodation requests, please refer to our FAQs.

About the Team

Our Consumer & Community Banking division serves Chase customers with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment

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1mo ago

U.S. Private Bank – Banker Professional - Associate

JPMorganChase Cleveland, OH

Cleveland, OH

1mo ago

$100k - $135k/yr Full time Account Administration Associate Banker

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Job Description

We are actively seeking highly capable professionals who are collaborative, confident, and motivated to deliver a first-class client experience within J.P. Morgan’s U.S. Private Bank. If you possess an entrepreneurial mindset and enjoy ongoing challenges, this is the ideal environment to advance your career. You’ll join a team of talented colleagues from across markets, businesses, and functions to help you grow professionally.

In the role of Banker Professional within the U.S. Private Bank, you will provide essential daily support to Client Advisors as they manage client relationships. You will collaborate with a team of professionals and other support groups, while handling the confidential nature of Private Banking clients with discretion.

Key responsibilities

Support Client Advisors with Know-Your-Client documentation, process adherence, and suitability assessments and reporting.
Assist in the account opening process and prepare internal materials to facilitate subsequent investments.
Monitor client accounts and maintain basic client information management.
Perform daily account administration tasks.
Serve as the point of contact with Account Opening teams, Supervisory Management, Risk Management, and Investor Support teams.
Coordinate with Operations and Client Service Specialist teams.
Monitor exceptions and collaborate with Client Advisors to conduct scenario-based analyses; partner with the Team Leader to track risk metrics across the team.

Required qualifications, capabilities, and skills

Series 7, Series 66, and Insurance licenses are required. Unlicensed candidates will be considered but must obtain licenses within 90 days of the start date.
Bachelor’s Degree is required.
At least 1 year of industry-related experience.
Exceptional follow-up and follow-through skills.
Proficiency with PowerPoint and Excel.

Preferred qualifications, capabilities, and skills

Familiarity with JP Morgan Private Bank systems such as Workstation, Connect, DDR/KYC, or the ability to learn proprietary software.
Experience and interest in financial markets and related concepts.
Excellent interpersonal skills.
Self-starter, highly organized, and detail-oriented with a strong commitment to accuracy.

Location

Cleveland, Ohio 44114

About us

JPMorganChase, one of the oldest financial institutions, delivers 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. Our history spans more than 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Compensation and benefits

We offer a competitive total rewards package with 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, based on individual achievements and contributions. Our benefits portfolio includes comprehensive health care coverage, on-site health and wellness facilities, 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.

Equal opportunity and diversity

We recognize that our people are our strength and 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 under applicable law.

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1mo ago

Asset Management - Financial Advisor Services - Analyst

JPMorganChase Columbus, OH

Columbus, OH

1mo ago

Full time Advisor Analyst Asset Management

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Job Description

Location

Columbus, Ohio 43240

Overview

As a Financial Advisor Services Analyst within JPMorgan, you will support prospecting opportunities, manage client relationships, educate clients on our products, and help identify top advisors through outreach, mail/email campaigns, and referrals.

Responsibilities

Collaborate with internal and external Client Advisors to drive revenue growth and strengthen client retention, including promoting JPMorgan mutual funds.
Answer incoming calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services.
Prepare client presentations; develop prep and follow-up materials for client meetings.
Assist Financial Advisors with JPMorgan Funds website questions.
Coordinate with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and contribute to the Product Strategy drive for tracking and compliance purposes.
Create proposals and illustrative models for key sales representatives as needed.
Collaborate with team members, internal partners and investment professionals across asset classes on various projects.

Required Qualifications, Skills, and Capabilities

4-year degree (BA/BS).
2+ years of financial services experience including strong knowledge of JPMorgan Funds’ products and services, and all aspects of the distribution channels through which they are sold.
Specialized knowledge of JPMorgan’s Insights programs – Guide to the Markets, Guide to Retirement and Portfolio Insights.
Effective communication (verbal and written) with a wide range of stakeholders, including external and internal partners.
Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities and a high-pressure environment.
Exceptional time management and organization skills; able to produce high-quality work in a deadline-driven environment.
Intermediate to advanced computer skills (e.g., Salesforce, Microsoft Suite).
FINRA/NASAA licenses - Series 7; Series 63.

About Us

JPMorgan Chase, one of the oldest financial institutions, delivers innovative financial solutions to millions of consumers, small businesses, and a broad spectrum of corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With a history spanning more than 200 years, we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. We are an equal opportunity employer and highly value the diversity and talents of our global workforce.

Compensation and Benefits

We offer a competitive total rewards package, with base salary determined by the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

In addition, a broad range of benefits is provided to meet employee needs, 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.

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1mo ago

VP, Financial Consultant- Campbell, CA

Charles Schwab Campbell, CA

Campbell, CA

1mo ago

$75k - $120k/yr Full time CA Campbell Charles Schwab

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Job Description

Overview

Position Type: Regular. Location: Campbell, CA 95008. Schwab’s branch team sits at the core of our commitment to helping clients own their financial futures. In this role, you’ll provide financial guidance to clients and cultivate relationships built on trust, respect, and shared goals. You’ll also have the chance to guide your own professional journey within a supportive, growth-oriented culture and a broad range of career opportunities.

Role Responsibilities

As a Financial Consultant, you’ll work with existing Schwab clients to deliver wealth management and financial planning guidance. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently hold your securities license, enjoy collaborating in a team environment, and share our passion for serving clients, this opportunity is for you.

Your qualifications

Required Qualifications

A valid and active FINRA Series 7 license
Working toward FINRA Series 66 (63/65) and Life & Health Insurance licensing during tenure

Preferred Qualifications

Ability to build strong relationships, foster trust, and deepen client engagement by applying focused client communication and exceeding expectations
Willingness to leverage the Schwab team of specialists, adhere to Schwab advice guidelines, apply market knowledge, and inspire action to help clients progress toward their goals
Capability to manage wealth on behalf of clients across Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Openness to adapt and implement change as market and business conditions evolve
Passion for community involvement to discuss market conditions, solid investing principles, and ideal wealth and long-term strategies for individual circumstances
Desire to deliver an outstanding investor experience while pursuing ongoing professional development in Wealth Management

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on development provide the tools you need to make a meaningful difference in the finance industry. We offer a competitive benefits package that supports you today and in the future:

Base salary
401(k) with company match and Employee Stock Purchase Plan
Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
Paid parental leave and family-building benefits
Tuition reimbursement
Health, dental, and vision insurance
Investment Professionals' Compensation | Charles Schwab

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

What’s in it for you (continued)

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family-building benefits
Tuition reimbursement
Health, dental, and vision insurance

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1mo ago

VP, Financial Consultant - New York, NY (Upper West Side)

Charles Schwab New York, NY

New York, NY

1mo ago

$65k - $100k/yr Full time Charles Schwab Client Relationship Management Consultant

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Job Description

Overview

Position Type: Regular. In addition to the salary range, this role is eligible for bonus or incentive opportunities. This is a Finance professional role within Schwab's branch network, where innovative thinking meets practical problem solving to challenge the status quo and drive transformation in the finance industry. The Schwab branch team is central to helping clients secure their financial futures. In this role you will deliver financial guidance to clients while building lasting relationships rooted in trust and shared goals. You will also have the opportunity to steer your own career path within our supportive, nurturing culture and diverse advancement options.

As a Financial Consultant at Schwab, you will work with the existing client base to provide wealth management and financial planning guidance. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and referrals. If you already hold your securities license, prefer a collaborative team environment, and are passionate about serving clients, this opportunity is for you.

Location: New York, NY 10012 (Upper West Side) • Salary range plus eligibility for bonus/incentive opportunities.

Your responsibilities

Partner with existing Schwab clients to deliver wealth management and financial planning recommendations.
Develop and expand your practice over time through asset consolidation, networking, and client referrals.
Collaborate with Schwab specialists and adhere to advice guidelines, leveraging your market knowledge to help clients progress toward their goals.
Operate within a supportive, team-focused culture while pursuing ongoing professional development.
If you currently hold a securities license, enjoy working in a team setting, and share a commitment to client service—this role fits you.

What you have

Required Qualifications

A valid and active FINRA Series 7 license is required.
Plan to obtain FINRA Series 66 (63/65) license and Life & Health Insurance during tenure on the job.

Preferred Qualifications

Ability to build strong relationships, foster trust, engage proactively, deepen client connections through focused communication, and consistently surpass client expectations.
Willingness to leverage Schwab’s team of specialists, Schwab advice guidelines, market knowledge, and the ability to inspire action to help clients reach their goals.
Openness to manage client wealth across Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
Ability to adapt and implement change as market conditions and business needs evolve.
Passion for community engagement, discussing market conditions, sound investing principles, and long-term wealth strategies tailored to individual circumstances.
Desire to deliver an exceptional investor experience while advancing your own professional development in Wealth Management.

What’s in it for you

At Schwab, you’re empowered to shape your future. We support your growth through meaningful work, ongoing learning, and a culture built on trust and collaboration—so you can develop the skills that create a lasting impact.

401(k) with company match and an Employee Stock Purchase Plan.
Paid time off for vacation and volunteering, plus a 28-day sabbatical after every 5 years of service for eligible positions.
Paid parental leave and family-building benefits.
Tuition reimbursement.
Health, dental, and vision insurance.