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CIB - TOI Portfolio Management Associate - Chicago

Job Description

J.P. Morgan is a leader in financial services, working in collaboration across the globe to deliver the best solutions and advice to meet our clients' needs, anywhere in the world.  We operate in 150 countries, and hold leadership positions across our businesses.  We have an exceptional team of employees who work hard to do the right thing for our clients and the firm, every day.  This is why we are the most respected financial institution in the world - and why we can offer you an outstanding career.
CIB-Tax Oriented Investments
Portfolio Management Associate

JPMorgan’s Tax Oriented Investments (TOI) group is responsible for investing the Firm’s own capital in earning assets that are tax-advantaged. Current TOI assets include investments in equipment leveraged leases, alternative energy projects, and affordable housing investments. The TOI group employs 120 professionals, is based in Chicago, and is part of the Corporate & Investment Bank.

This position will work within the TOI Portfolio Management Group. The candidate will be part of a functional area responsible for all aspects of monitoring, maintaining and reporting on a portfolio of structured lease investments.

 Analyze, run pricing system and monitor lease portfolio for changes in lease or portfolio status;
 Conduct portfolio risk analysis and generate reports using a proprietary system;
 Work with a deal team to evaluate portfolio risk, maximize its value and generate gains;
 Daily work scope is varied and will include cash flow analysis, investigation of accounting issues for modeling, and production of lease portfolio presentations;
 Maintain TOI’s SharePoint site;
 Provide analytical and technical support to colleagues;
 Analyze and summarize financial reports provided by lessees.

Required Skills

• Bachelor's degree
• Strong computer capabilities and willingness to learn – including proficiency in Excel and Word; Familiarity with SharePoint, PowerPoint, Bloomberg a plus
• Ability to manage multiple tasks and projects at once and remain organized
• Strong written and verbal communication skills
• Good judgment and business acumen
• Interest in projects requiring data entry and analysis
• Ability to define and manage processes

Req #: 160042117
Location: Chicago, IL US
Job Category: Investment Banking
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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