J.P. Morgan is a leading global
financial services firm with assets of $2.1 trillion and operations in more
than 60 countries. The firm is a leader in
The Portfolio Analyst is expected to be fully proficient with commercial real estate finance concepts/principles and their application to various property types. Incumbents must be able to complete annual reviews on complex properties and borrowers to derive appropriate risk ratings and evaluate expected future performance. Analysts will be expected to review annual property operating statements and rent roll/lease summary of properties secured by Chase commercial real estate loans, and then compare the results of the operating analysis to local market conditions and underwriting in order to determine the overall performance of the property within the market and to identify any potential risk of default. Analysts will also be expected to analyze Borrower and Guarantor personal financial statements to derive net worth and liquidity, and determine appropriate property, entity and guarantor risk ratings. Analysts are expected to document and support all concluded risk ratings. The Portfolio Analyst will interact with Borrowers, Credit Executives, and other parties, both internal and external to Chase, to obtain applicable data to perform a complete analysis. Portfolio Analysts are also responsible for review and approval of other analyst’s work.
The successful candidate for a Portfolio Analyst position will be expected to perform well in a fast-paced and dynamic environment. In addition to achieving and maintaining individual benchmarks for both quality and quantity, a Portfolio Analyst is also expected to excel in teamwork, including training of incoming analysts and acting as a liason for current analysts. Portfolio Analyst should be particularly proficient in Excel and have strong reporting skills.
Bachelor's Degree in
Finance, Real Estate, General Business or Accounting or equivalent work
* Minimum of 2 years of commercial real estate credit experience
* Excellent verbal and written communication skills
* Strong analytical and problem-solving skills
* Knowledge of loan documents
* Knowledge of current real estate market trends
* Proficiency in Microsoft desktop tools including Word, Excel, Access, Power Point.
Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.
The firm invites all interested and qualified candidates to apply for employment opportunities.
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