J.P. Morgan Wealth Management - Vice President, Wealth Management Lending Portfolio Solutions
About The Position
JPMorgan Wealth Management is building a new first-line Lending Portfolio Solutions function as part of a Consumer & Community Bank initiative to manage systematic risk-taking across bank and broker-dealer credit products. The individual contributor will manage lending portfolios that include securities-based lending, margin trading, and other credit exposures originated through Self-Directed Investing, Chase Wealth Management, and JPMorgan Advisors. The role coordinates a comprehensive first line of defense capability and partners closely with Independent Risk, Product, Technology, and support functions to support disciplined growth. It calls for an entrepreneurial approach, comfort operating at the pace of markets, adaptability to changing priorities, and the ability to turn ambiguity into practical solutions. The Vice President will apply capital markets expertise, quantitative analysis, and partnership skills to manage portfolio risk, maintain margin adequacy, develop and govern quantitative frameworks, and advise partners on credit solutions. The role also contributes market commentary and research and supports governance, documentation, and committee reporting.
Requirements
- Undergraduate degree.
- At least 7 years in an analytical, technical, trading, or research-oriented role in capital markets.
- Broad financial product knowledge.
- Practical knowledge of Python and associated data analytics packages in a professional environment.
- Practical knowledge of Tableau or other business intelligence and data visualization tools.
- Proficiency in Microsoft Office, including Excel, PowerPoint, and Word.
- Excellent communication and interpersonal skills, including the ability to translate technical capital markets concepts to non-technical audiences.
- Demonstrated ability to manage and influence senior executive stakeholders and diverse partner teams.
- Strong sense of ownership and collaborative team orientation.
- Comfort working at the fast pace of markets and adapting to changing priorities.
Nice To Haves
- Academic concentration in a technical discipline.
- Graduate degree or professional designation.
- Academic background or professional experience in financial mathematics, financial engineering, quantitative risk methodologies, or data science.
- Professional experience in credit risk management, market risk management, derivatives, or hedging strategies.
- Professional experience in a credit portfolio management function or lending business.
- Experience with JPMorganChase proprietary risk methodologies, models, and frameworks.
- Experience building or scaling new processes and frameworks during a foundational build-out phase.
Responsibilities
- Manage risk-taking through the Marginal Decisioning Framework (MDF) across lending portfolios.
- Maintain the margin adequacy framework and drive margin factor changes as market and portfolio dynamics evolve.
- Coordinate market coverage and market-driven actions with first- and second-line-of-defense partner functions.
- Interpret evolving market and portfolio dynamics into actionable risk-reducing actions or lending opportunities.
- Design new models and quantitative frameworks and extend existing metrics with appropriate governance.
- Ensure the quality and credibility of analytics and quantitative frameworks.
- Partner with front-line teams and Independent Risk to structure innovative credit solutions and advise partners on complex portfolio queries.
- Publish market-facing commentary and research.
- Produce policies, procedures, and model documentation aligned with documentation guidelines.
- Manage governance, escalations, forum materials, and report production for Credit Decisioning Forums and related committees.
Benefits
- Competitive total rewards package, including base salary based on role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
