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J.P. Morgan Wealth Management - Vice President, Wealth Management Lending Portfolio Solutions

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 13 days ago

No clicks

**"VP, Wealth Management Lending Portfolio Solutions** at J.P. Morgan. Drive systematic risk management across wealth credit portfolios, balancing disciplined growth with capital markets expertise. Leverage Python, Tableau, and margin decisioning frameworks. Collaborate with cross-functional teams, manage stakeholder communications, and shape evolving market dynamics. Requires 7+ years of relevant experience, financial product knowledge, and proficiency in Microsoft Office. Strong influencers with entrepreneurial mindsets and agility in dynamic environments encouraged to apply."

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United States

Full Job Description

Location: Columbus, OH, United States

Help build a new, high-impact Lending Portfolio Solutions team that will shape how JPMorganChase takes systematic risk across wealth credit products using industry-leading market, credit, and ai analytics capabilities. You will apply deep capital markets expertise, quantitative thinking, and strong partnership skills while gaining meaningful career growth and mobility across a broad stakeholder ecosystem and product suite.

As a Quantitative AnalyticsVice President in JPMorgan Wealth Management Lending Portfolio Solutions you will help build a new first line function formed as part of a Consumer & Community Bank (CCB) wide initiative to manage systematic risk-taking across the full suite of bank and broker-dealer credit products. This individual contributor role will manage lending portfolios comprised of securities-based lending, margin trading, and other credit exposures originated through Self-Directed Investing (SDI), Chase Wealth Management (CWM), and JPMorgan Advisors (JPMA) channels. You will coordinate a comprehensive first line of defense (1LOD) capability and partner closely with Independent Risk (2LOD), Product, Technology, and support functions to deliver disciplined growth objectives. You will bring an entrepreneurial mindset, operate at the pace of markets, adapt to changing priorities, and turn ambiguity into practical solutions.

Job responsibilities

  • Manage risk-taking through the Marginal Decisioning Framework (MDF) across lending portfolios
  • Maintain the margin adequacy framework and drive margin factor changes as market and portfolio dynamics evolve
  • Coordinate market coverage and market-driven actions with first line of defense (1LOD) and second line of defense (2LOD) partner functions
  • Interpret evolving market and portfolio dynamics into actionable risk-reducing actions or lending opportunities
  • Design new models and quantitative frameworks and extend existing metrics with appropriate governance
  • Ensure analytics quality and credibility of quantitative frameworks 
  • Partner with front line teams and Independent Risk to structure innovative credit solutions  and advise partners on complex portfolio queries
  • Publish market-facing commentary and research 
  • Produce policies, procedures, and model documentation aligned with documentation guidelines
  • Manage governance, escalations, forum materials, and report production for Credit Decisioning Forums and related committees

Required qualifications, capabilities, and skills

  • Undergraduate degree
  • 7+ years in an analytical, technical, trading, or research-oriented role in capital markets
  • Broad financial product knowledge
  • Practical knowledge of Python and associated data analytics packages in a professional environment
  • Practical knowledge of Tableau or other business intelligence and data visualization tools
  • Proficiency in Microsoft Office including Excel, PowerPoint, and Word
  • Excellent communication and interpersonal skills with ability to translate technical capital markets concepts to non-technical audiences
  • Demonstrated ability to manage and influence senior executive stakeholders and diverse partner teams
  • Strong sense of ownership and collaborative team orientation
  • Comfort working at the fast pace of markets and adapting to changing priorities

 

Preferred qualifications, capabilities, and skills

  • Academic concentration in a technical discipline
  • Graduate degree or professional designation
  • Academic background or professional experience in financial mathematics, financial engineering, quantitative risk methodologies, or data science
  • Professional experience in credit risk management, market risk management, derivatives, or hedging strategies
  • Professional experience in a credit portfolio management function or lending business
  • Experience with JPMorganChase proprietary risk methodologies, models, and frameworks
  • Experience building or scaling new processes and frameworks during a foundational build-out phase

 

Lead strategic risk for wealth lending and broker dealer credit products within the Wealth Management Lending Portfolio Solutions Team

J.P. Morgan Wealth Management - Vice President, Wealth Management Lending Portfolio Solutions

Compensation

Not specified

City: Not specified

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

13 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**"VP, Wealth Management Lending Portfolio Solutions** at J.P. Morgan. Drive systematic risk management across wealth credit portfolios, balancing disciplined growth with capital markets expertise. Leverage Python, Tableau, and margin decisioning frameworks. Collaborate with cross-functional teams, manage stakeholder communications, and shape evolving market dynamics. Requires 7+ years of relevant experience, financial product knowledge, and proficiency in Microsoft Office. Strong influencers with entrepreneurial mindsets and agility in dynamic environments encouraged to apply."

Full Job Description

Location: Columbus, OH, United States

Help build a new, high-impact Lending Portfolio Solutions team that will shape how JPMorganChase takes systematic risk across wealth credit products using industry-leading market, credit, and ai analytics capabilities. You will apply deep capital markets expertise, quantitative thinking, and strong partnership skills while gaining meaningful career growth and mobility across a broad stakeholder ecosystem and product suite.

As a Quantitative AnalyticsVice President in JPMorgan Wealth Management Lending Portfolio Solutions you will help build a new first line function formed as part of a Consumer & Community Bank (CCB) wide initiative to manage systematic risk-taking across the full suite of bank and broker-dealer credit products. This individual contributor role will manage lending portfolios comprised of securities-based lending, margin trading, and other credit exposures originated through Self-Directed Investing (SDI), Chase Wealth Management (CWM), and JPMorgan Advisors (JPMA) channels. You will coordinate a comprehensive first line of defense (1LOD) capability and partner closely with Independent Risk (2LOD), Product, Technology, and support functions to deliver disciplined growth objectives. You will bring an entrepreneurial mindset, operate at the pace of markets, adapt to changing priorities, and turn ambiguity into practical solutions.

Job responsibilities

  • Manage risk-taking through the Marginal Decisioning Framework (MDF) across lending portfolios
  • Maintain the margin adequacy framework and drive margin factor changes as market and portfolio dynamics evolve
  • Coordinate market coverage and market-driven actions with first line of defense (1LOD) and second line of defense (2LOD) partner functions
  • Interpret evolving market and portfolio dynamics into actionable risk-reducing actions or lending opportunities
  • Design new models and quantitative frameworks and extend existing metrics with appropriate governance
  • Ensure analytics quality and credibility of quantitative frameworks 
  • Partner with front line teams and Independent Risk to structure innovative credit solutions  and advise partners on complex portfolio queries
  • Publish market-facing commentary and research 
  • Produce policies, procedures, and model documentation aligned with documentation guidelines
  • Manage governance, escalations, forum materials, and report production for Credit Decisioning Forums and related committees

Required qualifications, capabilities, and skills

  • Undergraduate degree
  • 7+ years in an analytical, technical, trading, or research-oriented role in capital markets
  • Broad financial product knowledge
  • Practical knowledge of Python and associated data analytics packages in a professional environment
  • Practical knowledge of Tableau or other business intelligence and data visualization tools
  • Proficiency in Microsoft Office including Excel, PowerPoint, and Word
  • Excellent communication and interpersonal skills with ability to translate technical capital markets concepts to non-technical audiences
  • Demonstrated ability to manage and influence senior executive stakeholders and diverse partner teams
  • Strong sense of ownership and collaborative team orientation
  • Comfort working at the fast pace of markets and adapting to changing priorities

 

Preferred qualifications, capabilities, and skills

  • Academic concentration in a technical discipline
  • Graduate degree or professional designation
  • Academic background or professional experience in financial mathematics, financial engineering, quantitative risk methodologies, or data science
  • Professional experience in credit risk management, market risk management, derivatives, or hedging strategies
  • Professional experience in a credit portfolio management function or lending business
  • Experience with JPMorganChase proprietary risk methodologies, models, and frameworks
  • Experience building or scaling new processes and frameworks during a foundational build-out phase

 

Lead strategic risk for wealth lending and broker dealer credit products within the Wealth Management Lending Portfolio Solutions Team