Credit Portfolio Group - Research - Vice President jobs in United States
cer-icon
Apply on Employer Site
company-logo

Chase · 1 day ago

Credit Portfolio Group - Research - Vice President

Chase is a leading financial institution offering innovative financial solutions. They are seeking a Vice President in Credit Portfolio Management & Research to support loan portfolio management through credit analysis and collaborate with portfolio managers and traders to generate trade ideas and strategies.

BankingFinancial Services

Responsibilities

Formulate credit and relative value views around positions in the portfolio
Build and maintain models to project future cash flows and perform valuation work
Develop and communicate portfolio management strategies to portfolio managers and senior management
Analyze financial statements, perform financial modeling, and conduct valuation analysis
Cover multiple credits in a dynamic environment, efficiently evaluating opportunities in response to news and market changes
Collaborate with and provide oversight to junior researchers, including training on credit analysis and reviewing work product
Assist in data analysis, manipulation, and organization using Excel and other tools

Qualification

Financial modelingValuation analysisCredit analysisExcel proficiencyCFA designationPortfolio managementTraining junior talentIntellectual curiosityPythonLoan market knowledgeCDS market knowledgeWritten communicationOral communicationSoft skills

Required

Minimum 6 years of experience in banking, research, or accounting-focused roles such as desk analyst, investment banking analyst, or other analytical positions
Proficiency in analyzing financial statements, financial modeling, and valuation; knowledge of relative value highly desired
Strong Excel skills for data analysis, manipulation, and organization
Strong written and oral communication skills
Demonstrated ability to cover multiple credits and efficiently evaluate opportunities in a dynamic environment
Experience managing and training junior talent, including both market and soft skills
Intellectual curiosity and passion for markets and investing

Preferred

Knowledge of loan and CDS markets
Progress toward or completion of CFA designation
Strong technical coding skills, including Python and other languages for data analysis and automation
Experience with relative value analysis
Experience in portfolio management or research roles

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
linkedin
leader-logo
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
linkedin
Company data provided by crunchbase