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
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
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
Recent News
2026-01-24
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