Credit Portfolio Group - Research - Associate

JPMorgan Chase • New York, NY

80d • $135,000 - $200,000

About The Position

We are seeking a credit trained, highly analytical, creative & self-motivated individual to join the NY based CPG Portfolio Management & Research team. We look for candidates who possess strong accounting, finance, quantitative and business writing/communication skills, as well as modelling, forecasting, and valuation experience. As an Associate in CPG, your primary role is to support the management of our loan portfolio through credit analysis alongside senior portfolio managers and traders, and to support the creation, management, and ongoing analysis of CPG originated SRTs (Synthetic Risk Transfers). Portfolio management will start with fundamental credit analysis and lead to the generation of trade ideas and strategies centered around the lending book and being the support function for portfolio managers and traders. Key tasks include formulating a credit and relative value views around positions in the portfolio, building and maintaining models that project future cash flows, performing valuation work, formulating portfolio management strategies, and communicating these strategies to portfolio managers and senior management.

Requirements

• A minimum of 2+ years of experience in a banking, research role, or accounting focused role.
• Proficiency in analyzing financial statements, financial modeling, and valuation.
• Intermediate-to-Advanced level of proficiency in Excel and Power Point.
• Strong written and oral communication skills.
• Demonstrated ability to cover multiple credits in a dynamic environment.
• Intellectual curiosity with a passion for the markets and an interest in investing.
• Strong Excel skills with a focus on data analysis, manipulation, and organization.

Nice To Haves

• Prior use of or knowledge of Python and Tableau.
• Knowledge of loan and CDS markets.
• A CFA, or progress toward a CFA.

Responsibilities

• Support the management of the loan portfolio through credit analysis.
• Assist in the creation, management, and ongoing analysis of CPG originated SRTs.
• Formulate credit and relative value views around positions in the portfolio.
• Build and maintain models that project future cash flows.
• Perform valuation work.
• Formulate portfolio management strategies.
• Communicate strategies to portfolio managers and senior management.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree