Top 58 Wealth solutions investment advisor Jobs in Columbus

Asset Management, Securitized Private Credit Analyst - Associate/Vice President
JPMorganChase —Columbus, OH
- $150,000 - $222,000 a year
- Urgently hiring
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Asset Manager (Multifamily Real Estate)
Huber Equity Group —Columbus, OH
- $80,000 - $95,000 a year
- Full-time
- Travel
- Mentoring
- In-person
- Health savings account
- Paid holidays
Quick Apply
7d
Senior Outside B2B Sales Executive
Wholesale Payments —Ohio
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
Financial Analysis, Associate
JPMorganChase —Columbus, OH
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Tuition reimbursement
Registered Investment Advisor
WealthBridge Financial Group —Columbus, OH
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Workplace Solutions - Quality Assurance Specialist (Service Desk)
JPMorganChase —Columbus, OH
- Full-time
- Hybrid work
- Bilingual
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Workplace Solutions - Customer Service Analyst
JPMorganChase —Columbus, OH
- Full-time
- Mid-level
- Finance
- Continuous improvement
- Health insurance
- Tuition reimbursement
Wealth Planning Advisor
WealthBridge Financial Group —Dublin, OH
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Senior Wealth Advisor
WealthBridge Financial Group —Bexley, OH
- $120,000 - $170,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Strategic Wealth Advisor
WealthBridge Financial Group —Powell, OH
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Finance & Business Management
JPMorganChase —Columbus, OH
- Full-time
- Microsoft Access
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Private Client Advisor - Powell, Ohio
JPMorganChase —Powell, OH
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Credit Risk Management and Analytics Senior Associate
JPMorganChase —Columbus, OH
- $92,150 - $151,000 a year
- Full-time
- Mid-level
- Office
- Math
- Health insurance
- Tuition reimbursement
10d
Asset Management Senior Accountant
JPMorganChase —Columbus, OH
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Tuition reimbursement
Wealth Advisor
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- 5 years
- Mid-level
- Finance
Quick Apply
Risk Management - Product & Transformation Team- Senior Associate
JPMorganChase —Columbus, OH
- $92,150 - $140,000 a year
- Full-time
- Computer science
- Computer Science
- Mid-level
- Health insurance
- Tuition reimbursement
Marketing Distribution Associate- Asset Management
JPMorganChase —Columbus, OH
- $133,000 - $190,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
3d
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Columbus, OH
- $63,750 - $106,250 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
7d
Senior Wealth Planning Associate - Columbus, OH
Janney Montgomery Scott LLC —Columbus, OH
- Full-time
- Research
- Mid-level
- Office
- Paid parental leave
- Paid time off
Trading Services Associate
JPMorganChase —Columbus, OH
- $66,500 - $91,000 a year
- Full-time
- Computer Science
- Computer literacy
- Mid-level
- Health insurance
- Tuition reimbursement
3d

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Asset Management, Securitized Private Credit Analyst - Associate/Vice President

JPMorganChase -
Columbus, OH

Apply Now

Job Details

Full-time
$150,000 - $222,000 a year

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Research

Full Job Description

JOB DESCRIPTION

JP Morgan Investment Management has an immediate need for a Securitized Private Credit Analyst in its Global Fixed Income, Currency, and Commodities Group. The position is part of the firm's Global Securitized Credit team, which collectively manages the firm's investments in Asset-Backed Securities, Collateralized Loan Obligations, Commercial Mortgage-Backed Securities, Non-Agency Residential Mortgage-Backed Securities, and Asset-Backed Commercial Paper across several strategies.

This person will help manage internal and external relationships involved in the investment and underwriting process including identifying investment opportunities across the Securitized Credit/Asset Based Finance space, across all securitized credit sectors. This person will be a key member of the investment team, working closely with the Private Credit Portfolio Managers and the Investment Committee on underwriting, due diligence and making relative value investment decisions. This person will work with team members across functions, including investment research, portfolio management, investment specialists and sales professionals; and will work across the firm to further develop and nurture relationships.

Job Responsibilities

Help manage and build relationships within and across JPMorgan, issuers, investment bankers, legal and other third party partners
Work closely with Portfolio Managers and Investment Committee to understand portfolio positioning, investment philosophy, process, credit culture and portfolio construction, and use that understanding to work on and facilitate transaction pipeline
Be a key member of investment teams, providing market and borrower insights to the investment process, helping drive the timeline and provide feedback along the way
Participate in the underwriting, structuring, negotiation, pricing and closing of private ABF transactions
- 3-5+ years of experience in an origination, credit, and/or capital markets role
Draft credit memorandums and construct credit models for new transactions
Monitor and produce surveillance reports on the performance of existing transactions in the portfolio
Analyze collateral performance data and corporate financial statements as part of transaction analysis

Preferred Qualifications, Capabilities and Skills

Prior experience in buy-side credit investing strongly preferred; or prior experience in investment banking
Strong understanding of ABF credit and legal terminology, markets, underwriting corporate/securitized credit, including experience in credit and legal documentation and covenant analysis
Strong communication and organizational skills
Strong Excel and PowerPoint skills; experience with coding as well as knowledge of Intex and/or Trepp a plus
Demonstrated team player, with experience working across functions
Preferred location either Columbus or New York; willingness to travel is important from either location

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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Apply Now

Refine Your Search

wealth solutions investment advisor jobs in columbus

Asset Management, Securitized Private Credit Analyst - Associate/Vice President

Asset Manager (Multifamily Real Estate)

Senior Outside B2B Sales Executive

Financial Analysis, Associate

Registered Investment Advisor

Workplace Solutions - Quality Assurance Specialist (Service Desk)

Workplace Solutions - Customer Service Analyst

Wealth Planning Advisor

Senior Wealth Advisor

Strategic Wealth Advisor

Finance & Business Management

J.P. Morgan Wealth Management - Private Client Advisor - Powell, Ohio

Credit Risk Management and Analytics Senior Associate

Asset Management Senior Accountant

Wealth Advisor

Risk Management - Product & Transformation Team- Senior Associate

Marketing Distribution Associate- Asset Management

Wealth Advisor - PNC Wealth Management

Senior Wealth Planning Associate - Columbus, OH

Trading Services Associate

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