Credit Portfolio Strategy & Research Associate

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Testing Site - JPMC is seeking an Associate in Credit Portfolio Management & Research to support loan portfolio management through fundamental credit analysis, modeling, and strategy development. You will work with senior portfolio managers and traders to create and analyze Synthetic Risk Transfers and communicate investment views.

You will help build models, evaluate credits, and support decision-making with rigorous financial analysis, Excel-based data work, and market insight in a

Qualifications

• 3+ years in banking, research, or accounting-focused roles such as desk analyst or investment banking analyst.
• Strong ability to analyze financial statements, perform modeling and valuation.
• Proficient Excel skills for data analysis, manipulation, and organization.
• Excellent written and oral communication abilities.
• Experience covering multiple credits in a dynamic market environment.
• Curiosity and passion for markets and investing.

Responsibilities

• Support loan portfolio management through credit analysis with senior portfolio managers and traders.
• Contribute to creation, management, and analysis of Synthetic Risk Transfers (SRTs).
• Formulate credit and relative value views around portfolio positions.
• Build and maintain models to project 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 and evaluate opportunities amid market changes.
• Assist in data analysis, manipulation, and organization using Excel and other tools.

Skills

Financial analysis

Excel

Financial modeling

Communication

Multi-credit coverage

Market knowledge

Python (coding)

Data analysis

Education

CFA designation (progress toward/completion)

Tools

Excel

Python

Job description

Testing Site - JPMC is seeking an Associate in Credit Portfolio Management & Research to support loan portfolio management through fundamental credit analysis, modeling, and strategy development. You will work with senior portfolio managers and traders to create and analyze Synthetic Risk Transfers and communicate investment views.

You will help build models, evaluate credits, and support decision-making with rigorous financial analysis, Excel-based data work, and market insight in a