Credit Portfolio Group - Research - Vice President

J.P. Morgan; New York (NY); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Health care

Retirement plan

Tuition reimbursement

Job summary

J.P. Morgan, NY-based, seeks a Vice President for Credit Portfolio Management & Research. You will support loan portfolio management through credit analysis, modelling, and valuation, and generate trade ideas to assist portfolio managers and traders.

The role emphasizes collaboration, meticulous financial work, and ongoing analysis of CPG originated SRTs. Ideal candidates bring strong accounting, quantitative skills, and experience communicating complex ideas to senior leadership.

Qualifications

• Minimum 6 years of experience in banking, research or accounting‑focused roles.
• Strong credit analysis, financial modeling and valuation skills.
• Proficiency in Excel for data analysis and reporting.
• Excellent written and oral communication; ability to train junior staff.
• Progress toward CFA designation is preferred.
• Experience with portfolio management or research is advantageous.

Responsibilities

• Formulate credit and relative value views around positions in the portfolio.
• Build and maintain models to project cash flows and perform valuation.
• Develop and communicate portfolio management strategies to teams.
• Analyze financial statements, perform modeling and valuation analyses.
• Cover multiple credits in a dynamic market and assess opportunities.
• Oversee and coach junior researchers; support data analysis tasks.

Skills

Credit analysis

Financial modeling

Valuation

Excel

Communication

Training junior talent

CFA progress

Python

Portfolio management

Tools

Python

Excel

Job description

Overview

We are seeking a credit trained, highly analytical, creative & self-motivated individual to join the NY based CPG Portfolio Management & Research team. We look for candidates who possess strong accounting, finance, quantitative and business writing/communication skills, as well as modelling, forecasting, and valuation experience.

As a Vice President in Credit Portfolio Management & Research in the Credit Portfolio Group Lending team, your primary role is to support the management of our loan portfolio through credit analysis alongside portfolio managers and traders, and to support the creation, management, and ongoing analysis of CPG originated SRTs (Synthetic Risk Transfers). Portfolio management will start with fundamental credit analysis and lead to the generation of trade ideas and strategies centered around the lending book and being the support function for portfolio managers and traders.

Job responsibilities

• Formulate credit and relative value views around positions in the portfolio
• Build and maintain models to project future cash flows and perform valuation work
• Develop and communicate portfolio management strategies to portfolio managers and senior management
• Analyze financial statements, perform financial modeling, and conduct valuation analysis
• Cover multiple credits in a dynamic environment, efficiently evaluating opportunities in response to news and market changes
• Collaborate with and provide oversight to junior researchers, including training on credit analysis and reviewing work product
• Assist in data analysis, manipulation, and organization using Excel and other tools

Required qualifications, capabilities, and skills

• Minimum 6 years of experience in banking, research, or accounting‑focused roles such as desk analyst, investment banking analyst, or other analytical positions
• Proficiency in analyzing financial statements, financial modeling, and valuation; knowledge of relative value highly desired
• Strong Excel skills for data analysis, manipulation, and organization
• Strong written and oral communication skills
• Demonstrated ability to cover multiple credits and efficiently evaluate opportunities in a dynamic environment
• Experience managing and training junior talent, including both market and soft skills
• Intellectual curiosity and passion for markets and investing

Preferred qualifications, capabilities, and skills

• Knowledge of loan and CDS markets
• Progress toward or completion of CFA designation
• Strong technical coding skills, including Python and other languages for data analysis and automation
• Experience with relative value analysis
• Experience in portfolio management or research roles

Benefits

We offer a competitive total rewards package including base salary determined based on role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation. We also offer a range of benefits and programs such as 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.

E‑EO Statement

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. 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. 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.