Credit Portfolio Group - Lending - Senior Research Associate or Vice President

JPMorgan Chase & Co.; London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A global financial services leader in London is seeking a Senior Research Associate/VP for credit portfolio management. The ideal candidate will have extensive experience in banking and strong skills in credit analysis and financial modeling. This role offers the opportunity to work closely with senior portfolio managers, formulating strategies and managing loan portfolios, contributing to dynamic investment strategies.

Qualifications

• Extensive experience in banking, research, or accounting roles.
• Ability to evaluate multiple credits efficiently.
• Strong skills in analyzing financial statements and valuations.

Responsibilities

• Support the management of the loan portfolio.
• Create and analyze structured trades.
• Build models and perform valuations.

Skills

Credit analysis

Financial modeling

Data analysis

Excel

Python

Tableau

Bloomberg

Job description

Overview

Are you a credit-trained, highly analytical, and self-motivated individual ready to make an impact in the world of credit portfolio management? As a Senior Research Associate or VP in the Credit Portfolio Group (CPG), you will support the management of our loan portfolio through credit analysis and collaborate with senior portfolio managers and traders. Join JP Morgan Chase in London, where your expertise will contribute to the creation, management, and ongoing analysis of CPG structured trades, driving strategic portfolio management and trade ideas.

The Credit Portfolio Group (CPG) Lending team is responsible for managing the loan portfolio through fundamental credit analysis, generating trade ideas, and supporting portfolio managers and traders. The team focuses on formulating credit and relative value views, building models, performing valuations, and communicating strategies to senior management.

Job Responsibilities

• Support the management of the loan portfolio through credit analysis alongside senior portfolio managers and traders.
• Create, manage, and analyze CPG structured trades.
• Formulate credit and relative value views around positions in the portfolio.
• Build and maintain models projecting future cash flows and perform valuation work.
• Formulate portfolio management strategies and communicate them to portfolio managers and senior management.

Required Qualifications, Capabilities, and Skills

• Extensive experience in a banking, research role, or accounting-focused role, such as a desk analyst or investment banking analyst.
• Demonstrated ability to cover multiple credits in a dynamic environment, efficiently evaluating opportunities in response to news and market changes.
• Proficiency in analyzing financial statements, financial modeling, and valuation with knowledge of relative value.
• Strong Excel skills with a focus on data analysis, manipulation, and organization. Prior use of or knowledge of Python and Tableau are a plus; prior experience with Bloomberg is highly valued.

Preferred Qualifications, Capabilities, and Skills

• A passion for following financial markets and an interest in investing; in-depth knowledge of loans, CDS, bonds, equity, and structured products are a plus.
• Strong written and oral communication skills; prior experience in pitching trade ideas is a plus.
• A CFA, or progress toward a CFA, is a plus but not required.

This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world\'s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

About the Team

J.P. Morgan\'s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.