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Financial Services
Lead credit officer responsible for credit analysis, due diligence, structuring and approving transactions, portfolio monitoring, and risk rating. Engage with clients and internal partners, prepare credit memos, mentor junior staff, track industry developments, and support process improvement and inclusion initiatives to ensure responsible business growth aligned with firm risk appetite.
Financial Services
Support Payments Sales Managers by managing client relationships, identifying new business, coordinating KYC/onboarding, analyzing transactional and pricing data, and working cross-functionally to deliver payments and cash management solutions for financial institutions.
Financial Services
Manage and review private equity fund books and investor reporting, prepare NAV calculations, capital calls/distributions, financial statements, fee and carried interest calculations, respond to auditors/tax teams, and maintain control framework while meeting client timelines.
Financial Services
Maintain books and records for hedge/hybrid and private equity funds; set up and maintain fund structures in the accounting system; prepare and review NAVs, fees, capital activity, and investor reporting to SLA timelines; coordinate capital calls/distributions and partner with Investor Relations and internal stakeholders within the control framework.
Financial Services
Support Legal Entity Chief Risk Officers and Risk Managers across North America by preparing and leading risk governance meetings, analyzing legal entity risk profiles, preparing regulatory examination responses, supporting CFTC Swap Dealer and FCM rule requirements, and driving projects, reporting, and strategic initiatives to enhance legal entity risk management.
Financial Services
Prepare, review and oversee NAV files, daily P&L and investor/share class allocations; calculate management and performance fees; ensure controls, documentation and regulatory compliance; support client onboarding and queries; coordinate with internal teams; train and coach junior staff and improve operational processes.
Financial Services
Inside sales role responsible for outbound calling, self-sourced lead generation, and closing contracts to generate revenue. Maintain a healthy pipeline, respond to leads quickly, use Salesforce for tracking, prepare and collect contracts, advise prospects on value, and follow AML requirements. Reports to a Territory Manager.
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Financial Services
Serve as a payments product subject-matter expert for SMB and Mid-Market clients: recommend acquiring solutions, analyze system configurations, support sales and relationship teams, maintain product tools, capture customer feedback, lead demos, and travel to client sites (~20%).
Financial Services
Lead the Receivables product suite for Canada, acting as voice of the customer to launch and manage products, coordinate cross-functional teams, ensure onboarding and billing accuracy, maintain documentation, drive revenue through data analysis, and support compliance and continuous improvement.
Financial Services
Perform daily and monthly securities valuation and pricing control activities, troubleshoot exceptions, liaise with clients/vendors/auditors, implement process improvements and automation, cross-train team members, and present updates to management while maintaining strong controls and timely delivery.
Financial Services
Lead end-to-end supply planning and execution for hardware categories, manage supplier coordination, inventory health, logistics, and cross-functional improvement projects. Build KPIs, financial scenario models, and control plans; align with Finance, Procurement, Risk, and Operations to improve service, reduce cost-to-serve, and ensure SOX compliance.
Financial Services
Maintain books and records for private equity funds and GP vehicles; prepare and review NAVs, financial statements, management fee and carried interest calculations; handle capital calls and distributions, investor communications and portal reporting; manage year-end processes and auditor/tax requests; ensure SLA adherence, controls and timely client deliverables.
Financial Services
Manage day-to-day deliverables for Private Equity fund clients, including books and records, NAVs, financial statements, capital events, management fee and carried interest calculations, investor allocations and reporting, and year-end audit/tax coordination. Liaise with risk, audit, compliance and support functions, review governing documents and side letters, mentor staff, lead client projects, and improve operational efficiency and controls.
Financial Services
Manage day-to-day private equity fund administration deliverables including books and records, NAV, financial statements, capital events, management fee and carried interest calculations, investor reporting, year-end audit/tax coordination, client escalations, control adherence, stakeholder liaison, staff mentoring, and process improvement.
Financial Services
Manage day-to-day private equity fund accounting and investor reporting: maintain books, prepare NAVs, capital calls/distributions, financial statements, and support audits and tax. Liaise with clients and internal stakeholders to meet SLAs and controls.
