About the job
The IFA 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. Business Managers 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 IFA BM team, you will be responsible for developing a Portfolio Management function and supporting the group in formulating business strategy, driving plans to optimize business performance, and managing business risks.
Job Responsibilities
- Establish and lead Portfolio Management for IFA venture and 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
- Lead execution of critical Business Management workstreams including but not limited to
- Track and monitor pipeline transactions while owning the budgeting process for both the portfolio outlook and overall expense trends
- Drive production of reporting and key performance metrics that support management reporting (including the quarterly Portfolio Management Forum (PMF) and Executive Monthly Reporting (EMR)
- 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
- 6+ 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, or 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
- Highly proficient in Excel and PowerPoint
ABOUT US
We recognize that our people are our strength and the diverse talents and perspectives that 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
