JPMorgan Chase Jobs

JPMorgan's Tax Oriented Investments (TOI) group is responsible for investing the Firm's own capital in earning assets that are tax-advantaged in the US. Current TOI assets include affordable housing investments, alternative energy projects, and equipment leases. Since 2003 the Energy Investments team has invested or raised from other institutional investors over $20 billion in wind, solar and geothermal projects, making JPMorgan a leading player in the rapidly growing market for renewable energy tax equity. The TOI group employs over 100 professionals, is based in Chicago, and is part of the Corporate & Investment Bank.

As a Client Service Analyst, within the Middle Office Portfolio Management Group, you will be supporting the Energy and Housing product areas within TOI. Your primarily focus will be on the Energy product, but you will also work with teams that are responsible for maintaining complex pricing models for each transaction, incorporating new data relative to accounting, taxes, operations, and cash flows, and analysis of the model results.

Job responsibilities :

• Responsible for a portfolio of renewable energy tax credit transactions, which include model updates, analysis, and an overall understanding of the investment structure and risks

• Analyze partnership financial statements, tax returns, monthly operating reports, and tracking models

• Incorporate actual financial results as well as forecast changes on a quarterly basis; perform sensitivity analysis for assigned transactions and update for annual tax return filings

• Work closely with TOI origination group and asset management group when analyzing investments to understand deal specific dynamics

• Work directly with outside clients (sponsors) on a regular basis to solve issues related to assigned transactions

• Work with TOI origination, asset management, and technology groups to implement new functionality to automate existing pricing models and systems

• Provide support and analysis related to asset workouts, dispositions, and other ad hoc requests

• Develop an understanding of the financial results for assigned transactions and be able to explain to management

Required qualifications, capabilities, and skills

• Bachelor's degree in Accounting or Finance, CPA preferred

• Strong analytical capacity (including partnership tax and accounting knowledge)

• Economic modeling experience is a plus

• Strong proficiency in Microsoft excel, including moderate/advance formula composition skills (i.e., extensive "if" statements and "look-up" formulas)

• Excellent time management and multi-tasking skills

• Ability to interact with a variety of colleagues and clients

• Strong written and verbal communications skills

• Willingness to be flexible and desire to work in a team oriented environment

Preferred qualifications, capabilities, and skills

• CPA preferred

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans