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Chase · 5 hours ago

Asset Management - Private Credit Investment Specialist - Vice President

390 Madison Ave, New York, NY, 10017, US

Full-time

Onsite

Senior Level

$170K/yr - $246K/yr

Chase is one of the oldest financial institutions, offering innovative financial solutions. They are seeking a Vice President to join their Investment Specialist team, serving as the main point-of-contact for clients and focusing on private credit accounts while developing marketing materials and strategies.

BankingFinancial Services

Responsibilities

Serve as a core member of coverage team for existing investor accounts

Contribute to strategy for individual client relationships including identifying opportunities for additional product opportunities

Drive the creation of materials for meetings with our existing institutional investor base

Produce and review regular reporting and commentary

Contribute to and take ownership of high-profile projects and business initiatives as needed

Work closely with product structuring, legal, compliance, operations and finance teams to create a seamless client service experience

Help support business development efforts by working closely with team leaders to develop compelling marketing presentations for both external and internal audiences

Respond to ad hoc client queries and formal Requests for Proposal

Qualification

Excel skillsPowerPoint skillsPrivate credit investmentsPython experienceInvestment risk understandingClient relationship managementProactive mindsetInterpersonal skillsProblem solvingAttention to detailWritten communicationVerbal communication