Equities - Financing Portfolio Optimization Trader - Executive Director

JPMorgan Chase & Co.•New York, NY

About The Position

Play a key role in advancing Prime Finance’s portfolio optimization by utilizing data-driven insights, cross-team collaboration, and developing innovative approaches to meet evolving liquidity and regulatory demands, driving measurable progress and positive outcomes. The Financing Portfolio Optimization Trader is a hands-on role within the Prime Finance business, focused on delivering innovative solutions and process improvements to optimize the firm’s financing portfolio. The position supports best-case outcomes across the Liquidity Coverage Ratio (LCR), internal stress tests, and other financial resource-related constraints. The ideal candidate is a resourceful, analytical professional with experience in structured funding, cross-asset financing, and resource optimization, who thrives in a collaborative environment and is eager to drive measurable improvements.

Requirements

Bachelor’s degree in a quantitative, business, or finance-related field.
4–7 years of experience in structured funding, financing, or resource optimization within a financial institution (or similar environment).
Experience contributing to financing strategies and products (secured, unsecured, synthetic, equity financing).
Strong analytical, problem-solving, and process improvement skills; able to develop scenario analyses and translate findings into actions.
Effective communication and interpersonal skills; collaborative, team-oriented working style.
Commitment to high ethical standards, responsible finance, and continuous learning/professional development.
Strong organizational skills with the ability to execute across multiple priorities and stakeholders.

Nice To Haves

Advanced degree and/or relevant certifications.
Relevant industry licenses (e.g., FINRA Series 7 & 63) or willingness to obtain as required.
Exposure to engineering or quantitative approaches applied to funding structures, collateral management, or resource optimization.
Demonstrated ability to drive measurable improvements through structured problem-solving and change delivery.

Responsibilities

Monitor and interpret changes in firmwide liquidity, funding, and resource management policies, ensuring Prime Finance activities remain aligned with evolving standards and expectations.
Identify and implement portfolio adjustments to improve outcomes under changing financial resource and regulatory constraints.
Perform in-depth analysis and build scenario models to assess impacts of new firmwide policies on products, client solutions, and resource utilization.
Support implementation of process, product, and system enhancements by partnering with technology, operations, and other support teams.
Proactively refine funding structures, collateral management, and client offerings to drive continuous improvement and alignment with organizational priorities.
Collaborate cross-functionally with risk, finance, and technology partners to ensure solutions are commercially effective and objectives are met.
Maintain strong governance, including adherence to compliance, risk management, and internal control standards across optimization activities.