The Impact Finance team invests JPMC’s capital to advance its impact objectives across five areas of focus: Careers and Skills, Financial Health & Wealth Creation, Community Development, Business Growth & Entrepreneurship, and Environmental Sustainability.
Business Management (BM) optimizes business performances by helping to drive key strategic initiatives and priorities. We act as independent, trusted advisors and counterweight to Business/Group Heads and are responsible for identifying, escalating, and mitigating business risks.
As a Vice President on the IF BM team, you will be responsible for executing the primary Equity Portfolio Management functions and supporting the group in formulating business strategy, driving plans to optimize business performance, and managing business risks.
Job Responsibilities
Primary Portfolio Management support for Impact Finance Fund transactions
Review periodic financial reporting, perform valuation analyses, and input key financial data into systems of record
Utilize financial and business analyses to assess performance of investees, drive agenda formulation for investee check ins, and join investment team on investee calls
Identify portfolio insights and trends to influence future deployment or existing portfolio management strategy
Support execution of portfolio activity (capital calls, draws etc.) as required as well as other governance processes (e.g., setting agendas, creating/syndicating materials, upkeeping procedures, owning follow-ups)
- Lead execution of critical Business Management workstreams including but not limited to
Drive production of reporting and key performance metrics that support management reporting (including, but not limited to, the quarterly Portfolio Management Forum (PMF) and Executive Monthly Reporting (EMR)
Track and monitor pipeline transactions while managing the budgeting reporting including the value of potential and overall trends; review and report on expense trends and outlook; review vendor portfolio / relationships
Lead short-and-long term projects to:
Improve current processes or develop new ones
Partner with the business, Operations & Technology in the definition of future workflows and implementation of related technology projects
Partner with OCFO control team member with regards to required reporting, control checks, and testing / audits
Required qualifications, capabilities, and skills
- 7+ years of experience in the financial services industry coupled with experience in a business management related role
- A demonstrated passion for social enterprise, development finance, and/or environmental work
- Demonstrated experience in financial and valuation analyses with excellent accounting knowledge
- Familiarity with Venture Capital, Private Equity, Credit, Fund Investments and/or other Investment Banking products
- Ability to independently formulate business strategy, construct compelling narratives, and present to senior executives
- Demonstrated ability to exercise independent judgement and initiative, to prioritize and accurately complete multiple tasks, and to work under deadlines and changing priorities in order to drive results
- Ability to navigate a highly matrixed organization including ability to work across/with various functions
- Highly proficient in Excel and PowerPoint
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/Veterans
Skills Required
- 7+ years of experience in the financial services industry and in a business management related role
- Demonstrated passion for social enterprise, development finance, and/or environmental work
- Demonstrated experience in financial and valuation analyses with excellent accounting knowledge
- Familiarity with Venture Capital, Private Equity, Credit, Fund Investments and/or other Investment Banking products
- Ability to independently formulate business strategy, construct compelling narratives, and present to senior executives
- Demonstrated ability to exercise independent judgement, prioritize multiple tasks, and work under deadlines
- Ability to navigate a highly matrixed organization and work across various functions
- Highly proficient in Excel and PowerPoint
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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