VP, Credit Portfolio Research & Valuation

JPMorgan Chase & Co.; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Vice President to join the NY-based CPG Portfolio Management & Research team.

The role combines deep credit analysis with portfolio management support, forecasting, and valuation of SRTs, helping trading decisions and risk assessment. You will build and maintain models, analyze financial statements, and communicate strategies to portfolio managers and senior leadership.

Qualifications

• Minimum 6 years of experience in banking, research, or accounting-focused analytical roles.
• 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.

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.

Skills

Credit analysis

Financial modeling

Valuation

Excel data analysis

Written & verbal communication

Cover multiple credits

Mentoring junior talent

Market investing passion

Education

CFA designation (progress toward or completed)

Tools

Excel

Python

Data analysis tools

Job description

JPMorgan Chase & Co. in New York seeks a Vice President to join the NY-based CPG Portfolio Management & Research team.

The role combines deep credit analysis with portfolio management support, forecasting, and valuation of SRTs, helping trading decisions and risk assessment. You will build and maintain models, analyze financial statements, and communicate strategies to portfolio managers and senior leadership.