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.
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
- 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
- Strong communication skills (written and verbal)
- Experience (e.g., internship) in real estate or related area, especially with multi-family properties
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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