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
$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...SuggestedPermanent employmentWork at office$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- ...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
$93.93k - $117.54k
...Job Duties Provide new product development and product rationalization... ...in product positioning, portfolio performance by leveraging... ...Investment Management Product Analyst, Financial Product Specialist... ...Employee Resource & Affinity Groups If you receive and accept...SuggestedWork 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$100k - $170k
...Improvement (PEPI) -Technology Industry Group team. With more than 10,000 professionals... ...help improve operating results at their portfolio companies. The companies we assess are in... ...evaluation of, or initiatives related to product and technology functions across the deal...Part timeFlexible hours- ...leader in investment management software, seeks a Senior Business Analyst for the Portfolio Construction team. You will oversee development and enhancement of our flagship Portfolio Construction product and related features, collaborating with analysts and engineers to...
- ...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...Full timeShift work
$90k - $110k
...We are looking for a Portfolio Analyst, based in Chicago, IL Your Team The Chief Technical... ...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$65k - $90k
Job Summary The Financial Analyst is responsible for compiling, analyzing, and reporting on the firm's revenue, production, and financial performance metrics to support operational... ...Receivable, Billing, and practice group leadership to ensure complete and accurate...Permanent employmentWork at office- ...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
$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$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- ...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
$70k - $125k
Job Description As an Analyst on our Client Portfolio Manager (CPM) team within Fixed Income, you will be... ...of client engagement, marketing, and product development for our fixed income strategies... .... Conduct competitive analyses, peer group analyses, and overall market research...Full timeTemporary workPart time$70k - $160k
.... A key focus will be on partnering with advisor teams to drive product awareness and adoption, as well as utilizing a data-driven approach... ...during our recruiting process. Learn more: © The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal...Full timeTemporary workPart time- The Securitized Research Analyst role at LGIM America in Chicago provides high‑level support... ...have ABS research knowledge, experience with securitized products, and proficiency in Intex, Bloomberg, Excel, and PowerPoint, with strong #J-18808-Ljbffr Legal And General Group
- ...Overview A law firm seeks an Asset Finance & Securitization Associate to join their team in Chicago,... ...candidate will work with a dynamic group representing various market participants... ...transactions. Assist in creating complex products involving diverse asset classes and...Relocation package
- 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$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$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$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$110k
...seeking a Class of 2027 Investment Banking Analyst for our Healthcare IT & Services teams... ...advice and a differentiated, highly productive culture. Our investment banking clients... ...economic environment. Our investment banking group partners with corporate clients and...Full timeWork visa$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$87.5k - $130k
...Chicago and New York. Job Summary: The Analyst will be a key member of the Strategic Capital... ...Investment Committee and other periodic portfolio reviews. Build and maintain complex... ...analysis and improve accuracy of overall work product/deliverables Familiarity with operating...Full timeWork experience placementWork at officeLocal area$97.87k - $161.58k
The Department The Portfolio Management Group manages 140 ETFs with AUM totaling approximately $21 billion across multiple strategies. There are... ...launch additional funds in the near future. The Role The Analyst works closely with Portfolio Managers to implement passive...Full timeWork experience placementWork at officeFlexible hoursNight shift$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- ...Investment Banking AnalystArmory Group, LLC is a leading investment bank and financial... ...Armory is seeking both investment banking analysts and financial advisory analysts for our growing... ...ability to complete high-quality work products in high-pressure, client-critical,...Full timeWork at officeImmediate startRemote workFlexible hours
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