New York, New York, United States · On-site
$170k–$247k/yr
Job summary: As an Investment Specialist (Derivatives) within the Asset Management Derivatives team at J.P. Morgan Asset Management, you will actively engage in maintaining and developing relationships between the portfo…
Skills: Derivatives, Client Relationship Management, Financial Modeling, PowerPoint, Excel
New York, New York, United States · On-site
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Utica, New York, United States · Hybrid
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Skills: Strategic Planning, Fundraising, Grant Management, Board Development, Staff Management
New York, New York, United States · Hybrid
$130k–$159k/yr
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New York, New York, United States · On-site
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$100k–$250k/yr
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your c…
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New York, New York, United States · On-site
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New York, New York, United States · On-site
$137k–$158k/yr
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Skills: Pricing Strategy, Discount Strategy, A/B Testing, SQL, Excel
New York, New York, United States · On-site
The Supervisor III is Responsible for training, supervising, and evaluating administrative and other subordinate staff as applicable. Assists director in the creation of reports and projects as assigned. Strength through…
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New York, New York, United States · On-site
$125k–$135k/yr
Strategic Planning is looking to hire a dedicated, driven individual with a demonstrated commitment to excellence as a Senior Analyst in its gas and steam long-range planning group. To be successful the Senior Analyst mu…
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New York, New York, United States · Hybrid
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New York, New York, United States · On-site
Under the direct supervision of the Financial Coordinator Supervisor, Clinic Director and/or his or her designee, the Financial Coordinator is responsible for overseeing, coordinating and administering the financial reco…
Skills: Financial Record Keeping, Fee Collection, Insurance Verification, Medical Billing, Patient Registration
Town of Champlain, New York, United States · On-site
$54k–$70k/yr
This position will follow a Monday through Friday, 8:00AM to 5:00PM Eastern Standard Time schedule. This position oversees the import process, either directly or indirectly through direct reports, and ensures compliance …
Skills: Customs compliance, Team leadership, Tariff classification, Shipment tracking, Document preparation
New York, New York, United States · On-site
$28/hr–$39/hr
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity …
Skills: Client Service, Operational Marketing, Administrative Support, Account Opening, Money Movement
New York, New York, United States · Remote OK
LineSlip Solutions is currently recruiting for a Commercial Insurance Operations Manager to join our fast-growing team. This is the perfect role for individuals who have a strong background leading others in a commercial…
Skills: Team Leadership, Commercial Insurance, Operations Management, Process Improvement, Stakeholder Reporting
West Seneca, New York, United States · On-site
$19/hr–$21/hr
Facilities Department Administrative Coordinator The Facilities Department Administrative Coordinator provides administrative and operational support to the Facilities team by serving as a primary point of contact for te…
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New York, New York, United States · On-site
LOCATION: NYC or Melville SUMMARY: The Commercial Private Banker is a relationship-focused role responsible for building and managing a portfolio of commercial, corporate, and commercial real estate (CRE) clients. This r…
Skills: Commercial Lending, Portfolio Management, Treasury Management, Business Development, Commercial Real Estate
New York, New York, United States · Hybrid
Partner, Head of Rewards & Career Advisory, North America Role Overview As the Partner, Head of Rewards, North America, you will lead Aon's Rewards business across the region, shaping strategy, driving growth and deliver…
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New York, New York, United States · On-site
$110k–$125k/yr
Primary Responsibilities Prepare pitch materials and offering memoranda for commercial real estate transactions, including research, financial modeling, and writing transaction narratives. Responsible for complex financi…
Skills: Financial Modeling, Commercial Real Estate Underwriting, Market Research, Hospitality Finance, Valuation Principles
New York, New York, United States · Hybrid
$79k–$90k/yr
Warby Parker is on the lookout for a Senior Associate, FP&A to join our Financial Planning & Analysis team. In this role, you’ll be responsible for developing robust financial models, insightful analyses, and reporting o…
Skills: Financial Modeling, Corporate Finance, Microsoft Excel, Microsoft PowerPoint, Gross Margin Analysis
New York, New York, United States • On-site
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The role involves maintaining relationships between portfolio managers, external clients, and distribution teams to market derivatives investment strategies. Responsibilities include creating marketing materials, leading client pitches, and collaborating on portfolio construction and strategy.
Requires a bachelor's degree and 4+ years of client-focused experience with an understanding of derivatives. Candidates must obtain Series 3, 7, and 63 licenses within six months of hire and possess strong quantitative and presentation skills.
As an Investment Specialist (Derivatives) within the Asset Management Derivatives team at J.P. Morgan Asset Management, you will actively engage in maintaining and developing relationships between the portfolio managers, external clients and distribution teams. You will represent the investment team on business-related matters, including, but not limited to marketing investment strategies, servicing clients, creating and maintaining compelling marketing materials, product development and sales/retention strategy. You should share our passion for creating an exceptional client experience and managing our business within a team-based structure. Your role is to know the portfolios you represent as if you were the portfolio manager. You should be fully integrated with the investment team to ensure a deep understanding of portfolios can be distilled and translated to internal partners and external clients alike. You will collaborate closely with portfolio managers, sales channels, and various internal support and operations groups. Your success in this role will be driven by your excellent communication skills and teamwork.
Job Responsibilities:
Create and maintain client presentations, marketing materials, performance commentary, and other client communications in an evolving market environment.
Lead client meetings, both external (client pitches and portfolio reviews) and internal (product development and strategy meetings).
Serve as the primary point of contact with the client on markets, investment matters, ensuring timely and accurate information delivery.
Partner with client advisors to explore new business opportunities, representing derivatives capabilities in meetings, facilitating RFPs, developing pitch decks, and providing training.
Develop an in-depth understanding of derivative investment portfolios to effectively communicate strategies, positioning, and performance results.
Perform and support disciplined pipeline development, developing and cross-selling solutions to new sponsors and third parties.
Work with broader global PM team in portfolio construction discussions and team strategy meetings.
Actively represent the team's philosophy & process.
Work cross functionally to increase efficiencies and improve tools and processes.
Bachelor’s degree in relevant field.
Series 3, 7, and 63 within 6 months of hire.
4+ years of work experience in a client-focused role with an understanding of or interest in derivatives.
Strong knowledge of PowerPoint and advanced level of Excel.
Demonstrated track record in developing business across a range of investor segments.
Strong quantitative skills, including proficiency in basic financial calculations and a high aptitude with numbers.
Domestic travel required.
Advanced degree or certification, such as MBA or CFA preferred.
Ability to work proactively and creatively within a collaborative, global team
Strong work ethic, detail oriented, eagerness to take initiative.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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