Become a Middle Office Portfolio Management Analyst in JPMorgan's Tax Oriented Investments (TOI) group and support our Energy product sector. Join a dynamic team at the forefront of renewable energy tax equity investments, contributing to a sustainable future. Enjoy a collaborative environment with opportunities for career growth and development.
As a Middle Office Portfolio Management Analyst within the Energy product team of the TOI group, you will be based in Chicago and play a crucial role in managing a portfolio of renewable energy tax credit transactions. Your responsibilities will include ensuring accurate model updates and analysis, working closely with various internal teams and external clients to comprehend and manage investment structures and risks. This role provides an opportunity to hone your skills in a dynamic, team-oriented environment. You will be involved in innovative projects that promote the growth of renewable energy investments. Collaborating with the TOI origination and asset management groups, you will enhance pricing models and systems, thereby contributing to the firm's leadership in the renewable energy market.
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Job Responsibilities:
- Manage a portfolio of renewable energy tax credit transactions, including model updates and risk analysis.
- Analyze partnership financial statements, tax returns, and monthly operating reports.
- Incorporate actual financial results and forecast changes quarterly; perform sensitivity analysis and update for annual tax return filings.
- Collaborate with TOI origination and asset management groups to understand deal-specific dynamics.
- Engage with outside clients (sponsors) to resolve issues related to assigned transactions.
- Work with TOI origination, asset management, and technology groups to automate pricing models and systems.
- Provide support and analysis for asset workouts, dispositions, and ad hoc requests.
- Develop an understanding of financial results for assigned transactions and communicate insights to management.
Required Qualifications, Capabilities, and Skills:
- Bachelor's degree in Accounting or Finance
- Strong analytical skills, including partnership tax and accounting knowledge.
- Proficiency in Microsoft Excel, including advanced formula composition skills.
- Excellent time management and multitasking abilities.
- Ability to interact effectively with colleagues and clients.
- Strong written and verbal communication skills.
- Flexibility and a desire to work in a team-oriented environment.
Preferred Qualifications, Capabilities, and Skills:
- CPA (Certified Public Accountant) preferred.
- Economic modeling experience is a plus.
- Experience in renewable energy investments or tax equity transactions.
- Familiarity with financial modeling software or tools.
- Knowledge of regulatory requirements related to renewable energy investments.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.