Securitized Products Group - Portfolio Analyst
JP Morgan Chase
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. 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/VeteransJ.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. Full timePosting Date: 2026-08-05
$125k
...and the delivery of investment banking products and services to clients and prospects. Perform... ...to summer interns and less experienced Analysts.Responsibilities include but may not be... ..., and other strategic resource groups. We are committed to empowering our colleagues...SuggestedTemporary workSummer internship$93.93k - $117.54k
...Job Duties Provide new product development and product rationalization... ...in product positioning, portfolio performance by leveraging research... ...Management Product Analyst, Financial Product Specialist... ...Employee Resource & Affinity Groups If you receive and accept an...SuggestedTemporary workWork at officeImmediate startRemote workFlexible hours$93.93k - $117.54k
...Responsibilities Provide new product development and product rationalization... ...in product positioning and portfolio performance by leveraging... ...Management Product Analyst, Financial Product Specialist... ...employee resource & affinity groups. Remote work requests will be...SuggestedWork at officeRemote workFlexible hours- ...offices.As an Vice President, Investment Product Specialist in J.P. Morgan Wealth Management... ...advisor development Act as a speaker for Group Meeting Presentations and Zoom office... ...preferred Ability to understand complex portfolio data, and verbalize the message in a simple...SuggestedWork at officeRemote workFlexible hoursNight shift
- ...Department OverviewThe Global Product Organization (GPO) is defining... ...role sits within the Strategic Portfolio Management (SPM) team of the Unified Communications (UC) Group. We are unifying siloed voice... ...years of experience as a data analyst, financial analyst, strategy analyst...SuggestedFull timeShift work
$90k - $110k
...We are looking for a Portfolio Analyst, based in Chicago, IL Your Team The Chief Technical Office... ...technical functions including Pricing, Product Management, Underwriting Integrity,... ...is the center of expertise of Allianz Group, insuring mid-sized businesses, large enterprises...Permanent employmentFull timeContract workWork at officeLocal areaRemote workWorldwideVisa sponsorshipWork visaFlexible hours$70k - $130k
...of Alternative Investment Strategy.The Alternative Investments Product Consultant will be an integral member of alternative investment... ...Acumen, Critical Thinking, Financial Planning and Analysis (FP&A), Group Problem Solving, Interpersonal Relationship Management, Product...Full timeWork at officeFlexible hours- Chamberlain Group seeks an analyst to support financial planning and analysis for designated product lines from its Oak Brook, IL offices. You will collaborate with Revenue and Product Management to develop a financial perspective on performance and investment decisions...
- ...manages a diverse and broad portfolio of modern pet health brands and... ...is more than a financial product and build solutions to simplify... ...partner brands. Independence Pet Group (IPG), a subsidiary of IPH,... .... Role Overview The Product Analyst plays a key role in...Temporary workWork at officeFlexible hoursShift work2 days per week3 days per week
- ...valued, helping to innovate products for our clients. You'll receive... ...in one of the following groups:Credit Risk Team: Assess client... ...Track market events, perform portfolio analysis and provide risk advisory... ...FX, Rates, Equities, Credit, Securitized Products and Commodities...Summer workInternshipWork at officeImmediate startVisa sponsorship
$120k - $156.5k
...first mortgage financing, is actively recruiting a Senior Portfolio Analyst to join a group that manages a $4.4 billion portfolio. Ullico’s Real... ...quarterly portfolio statistics detailing geographic and product concentrations. Evaluate and recommend changes to reports...Permanent employmentWork at office$140k - $185k
...generated inline style */ Location Chicago/*generated inline style */ Group Investment Banking/*generated inline style */ Job description... ...seeks to hire an experienced Junior Associate or Senior Analyst for its Banks team within the Financial Institutions Group to be...Local area$175k
...and the delivery of investment banking products and services to clients and prospects. Perform... ...review and provide guidance to Analysts’ work.Build advanced financial models to... ...management, and other strategic resource groups. We are committed to empowering our colleagues...Temporary workWork experience placementSummer workSummer internship- ...The Innovation Development Program (IDP) is your gateway to leadership in financial services product management, blending technology, design, and strategy. As an IDP analyst, you'll rotate through teams in the Commercial and Investment Bank, working on impactful projects...Summer workImmediate start
- Join the Commercial Card - Business Intelligence team as a Data Analyst! Become a key player among other imaginative thinkers who share... ...current and future needsDefines the data target state of their product and drives achievement of the strategyDevelops secure, high-...
$89.3k - $148.9k
...including an understanding of the financial systemKnowledge of CME Group’s markets and service coupled with a particularly a strong... ...communication skillsPrimary Responsibilities Include:Support the product management and development of Long-Term Interest Rate Products &...Full timeWorldwide$88.38k - $117.11k
...Let’s see what we can achieve. Together.SummaryThe Practice Group Analyst, working in collaboration with and in support of the firm’s strategic... ...the performance of the practice group related to budgets, production, fees and revenue.Analyzes and communicates with both...Full timeWork at officeRemote workRelocationVisa sponsorshipRelocation packageFlexible hours$110k - $135k
Application Deadline:Address:320 S Canal StreetJob Family Group:Capital Mrkts Sales & ServiceThe salary range for this role is $110,... ...based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using...Full timeContract workPart timeLocal area$125k
...and the delivery of investment banking products and services to clients and prospects. Perform... ...to summer interns and less experienced Analysts.Responsibilities include but may not be... ..., and other strategic resource groups. We are committed to empowering our colleagues...Temporary workSummer internship$115k
...and the delivery of investment banking products and services to our biotechnology clients... ...invest in teaching subsequent classes of analysts, imparting best practices.Develop... ...management, and other strategic resource groups. We are committed to empowering our colleagues...Temporary workSummer internship$114.5k - $194.7k
...leading technology and exceptional service.Role Overview:The Portfolio Analyst will play a critical role in the implementation, monitoring,... ...portfolios, investment processes, and reporting.Support new product launches by providing subject‑matter expertise on portfolio construction...Full timeFlexible hours- ...Investment Banking Summer Associate Program - Chicago, Industrials Group Opportunity ID 1914 Region Americas Location Chicago... ...bankers on pitches and live deals while overseeing Summer Analysts' work product. Tasks go well beyond performing fundamental analysis and...Full timeSummer workInternshipWork at office
$145k - $165k
Position InformationHiring Manager:Associate DirectorDepartment:Global Product GroupDepartment OverviewThe Global Product Group (“GPG”) is a component of the Investor Partners Group (“IPG”) that is responsible for the investor product lifecycle, spanning product ideation...Full timeWork at office- ...the Mid-Cap Financial Sponsors Group, you will play a key role in... ...equity firms and their portfolio companies.Job ResponsibilitiesPartner... ...Group, sector coverage, and product bankers to prospect, pitch,... ...development and mentorship of Analysts on the teamRequired...
$260k - $420k
...SummaryDLA Piper is seeking an associate to join our growing corporate group in its Chicago office. The candidate must have experience... ...and responsive manner;Provide timely, accurate, and quality work product;Successfully meet deadlines, expectations, and perform work...Full timeWork at officeImmediate startRelocationRelocation package$60k - $70k
...reimagining investment in secondary markets. Job Description: As a Portfolio Analyst at Access Analytix, you'll play a crucial role in optimizing... ...in computer-related tasks, particularly in Microsoft Office Products (Excel, Word) Flexibility: Possess a flexible schedule that...Work experience placementWork at officeMonday to FridayFlexible hoursWeekend workAfternoon shift$65k - $85k
...Portfolio AnalystAltius Search Group is recruiting for a growing financial services company seeking a Portfolio Analyst to evaluate portfolio performance, identify emerging risks, and support sound credit and portfolio management decisions.This position will analyze the...$116.98k - $125.27k
...5%). Strong understanding of portfolio variance decomposition and the... ...from Morningstar equity analysts (5%). Remote work requests will... ...Multi Asset Research), Financial Product Specialist, or related... ...Employee Resource & Affinity Groups Morningstar's hybrid work environment...Temporary workFixed term contractWork at officeRemote workFlexible hours$70.3k
...their strategic financial goals. Investment Banking – Summer Analyst D.A. Davidson & Co., a leading full-service investment banking... ...Analyst positions working with the firm’s Investment Banking Group. The Investment Banking Internship Program is a 10-week program...Bi-weekly payPermanent employmentFull timeSummer workInternshipSummer internshipNight shiftWeekend work$70.3k
...investment banking firm with operations nationwide, is accepting applicants for full-time Summer Analyst positions working with the firm’s Diversified Industrials Investment Banking Group in Denver, CO. The Investment Banking Internship Program is a 10 week program that will...Bi-weekly payPermanent employmentFull timeSummer workInternshipSummer internshipNight shiftWeekend work
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