Top Finance Jobs

Partner with Financial Advisors to create and implement goals-based financial plans for ultra-high-net-worth clients: gather client data, lead meetings, present recommendations, onboard clients to planning tools, coordinate with clients' advisor teams, and regularly review and update plans to identify new opportunities.

Lead identification, diligence, negotiation, and execution of strategic partnerships and investments to advance payments products. Conduct market research, build business cases, collaborate with cross-functional teams, support integration and legal/compliance alignment, monitor partnership performance, and assist with M&A and corporate development initiatives to drive commercial growth.

Independently manage a portfolio of corporate clients in middle markets, perform comprehensive credit analysis and financial modelling, support deal structuring, documentation, due diligence, and portfolio monitoring while mentoring junior staff and ensuring governance and data quality.

Manage day-to-day deliverables for Private Equity fund clients, including books and records, NAVs, financial statements, capital events, management fee and carried interest calculations, investor allocations and reporting, and year-end audit/tax coordination. Liaise with risk, audit, compliance and support functions, review governing documents and side letters, mentor staff, lead client projects, and improve operational efficiency and controls.

Support planning and automation for orderly wind down of trading and derivatives, prepare regulatory submissions, refine methodologies, automate analytics, and present results to senior stakeholders while collaborating across regions and technology teams.

Support origination and execution of equity capital markets transactions by conducting market and company research, preparing marketing and deal materials, performing financial analysis, and producing English/Korean translations. Work closely with investment banking professionals to assist broader ECM and investment banking activities.

Lead compliance reporting efforts: design, code and maintain rule logic for client investment mandates, resolve breaches with managers, develop solutions within the Compliance Reporting application, and stay current on regulatory and product changes. Requires strong knowledge of financial instruments including derivatives.

Provide holistic, goals-based financial planning to high-net-worth clients, partnering with advisors to create and present customized plans using J.P. Morgan's Wealth Plan software. Advise on asset allocation, trusts and estates, tax, insurance, philanthropy, retirement, cash flow, and concentrated positions. Educate integrated teams, develop business opportunities, and travel among branches as needed.

Design, validate, and monitor card fraud strategies using data analysis and analytics/ML. Partner with product, technology, and operations to develop, test, and implement fraud detection and treatment capabilities while balancing loss, costs, and customer impact.

Perform credit analysis and portfolio monitoring to identify risk trends, support underwriting guideline development, produce data-driven reports for leadership, recommend risk mitigation actions, operationalize credit strategy with cross-functional partners, lead special projects, and mentor junior analysts.