Securitized Products Group - Portfolio Analyst

Job Description

Join our Housing Investments Group within Tax Oriented Investments (TOI) and help drive the financial performance and strategic management of affordable housing investments. As a Portfolio Analyst, you will play a key role in supporting asset managers and analytics leaders, analyzing portfolio trends, and identifying opportunities for value creation. If you are detail-oriented, analytical, and passionate about affordable housing, this is your opportunity to make a meaningful impact.

Job responsibilities:

• Assist in standardizing and consolidating portfolio reporting across all Housing investment types (SIF, MIF, SHI, AI).
• Prepare adhoc portfolio analysis to address questions/concerns of Risk Executives.
• Identify portfolio trends that Asset Management, Underwriting, Risk, etc. can leverage to make more informed decisions.
• Learn multiple facets of Asset Management duties, showing flexibility to help in various areas as needed.
• Expand scope and depth of analysis for Portfolio Management Committee reporting including quarterly updates and Annual Portfolio Review.
• Conduct financial analysis and evaluations associated with the monitoring of housing investments.
• Analyze financial statements (unaudited/audited) and complete the analytic sheet for assigned properties in their portfolio.

Required qualifications, capabilities, and skills:

• Bachelor’s degree in finance, business, economics, or real estate finance.
• Ability to analyze, understand, and identify issues in financial statements.
• Strong analytical and critical thinking skills.
• Detail oriented and accurate, with a strong desire to learn and excel.
• Ability to work independently and interact with various levels of management.
• Ability to prioritize workload and competing demands for time and attention.
• Strong communication skills (written and verbal).

Preferred qualifications, capabilities, and skills:

• Experience (e.g., internship) in real estate or related area, especially with multi-family properties.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.