Top Finance Jobs

Provide comprehensive financial planning and investment advice to individuals and families; build and maintain client relationships, acquire new clients, deliver goal-based planning, and coordinate Chase partner referrals while promoting digital solutions.

Provide comprehensive financial planning and relationship-based investment advice to individuals and families. Build and grow a book of business, educate clients on digital tools, coordinate referrals across Chase partners, and deliver goals-based planning while maintaining required FINRA and insurance licenses.

Lead development and production of systematic liquidity provision and alpha strategies for US cash equities. Research, implement, and monitor trading signals, manage portfolio risk with models and optimizers, develop execution cost and risk-pricing models, track profitability of live strategies, and collaborate closely with quant researchers and CRB technology teams globally.

Provide comprehensive financial planning and investment advice to individuals and families, build and maintain client relationships, acquire new clients, deliver goals-based planning, and leverage digital tools and Chase partner referrals to deepen client relationships.

Support management of a loan portfolio through credit analysis, modeling, forecasting and valuation. Generate trade ideas, communicate portfolio strategies, cover multiple credits, collaborate with portfolio managers and traders, oversee and train junior researchers, and perform data analysis and automation to support CPG originated Synthetic Risk Transfers.

Maintain books and records for hedge, hybrid and private equity funds; review governing documents; prepare and review NAVs, management fee and carried interest calculations; manage capital calls/distributions and investor communications; coordinate with internal and external stakeholders to meet SLA timelines and control framework requirements.

Advise JPMorgan businesses on US information reporting and withholding: interpret IRS guidance, review new products and documentation, respond to internal tax questions, provide training, and guide year-end filings (Forms 1099, 1098, 1042-S).

Manage monthly financial consolidation and reporting, control post-close entries and adjustments, perform reconciliations and variance analysis, produce P&L and balance sheet commentary, maintain internal controls and evidence, resolve cash/settlement exceptions, support ad-hoc financial requests, and collaborate with business controllers, middle office, and operations to ensure accuracy of reporting.

Provide comprehensive financial planning and advice to individuals and families, build a book of business, deliver personalized investment solutions, educate clients on digital channels, coordinate Chase partner referrals, and foster strong client relationships while meeting goals-based planning requirements.

Manage a portfolio of client employee share plans, process operational transactions, maintain documentation and procedures, perform data reconciliation and reporting, identify system enhancements, support projects to improve operations, and act as a point of contact for client accounts while building partner relationships.