Vice President – Impact Finance & Advisory Portfolio and Business Manager

Join the Business Management team supporting the Senior Impact Finance & Advisory (IFA) Business Manager, and lead the Equity Portfolio Management function focused on a portfolio of impact-driven venture and fund investments. The IFA team invests JPMC’s capital to advance its impact objectives across five areas of focus: Careers and Skills, Financial Health & Wealth Creation, Community Development, Business Growth & Entrepreneurship, and Environmental Sustainability. Business Management (BM) optimizes business performances by helping to drive key strategic initiatives and priorities. We act as independent, trusted advisors and counterweight to Business/Group Heads and are responsible for identifying, escalating, and mitigating business risks. 

As a Vice President on the IFA BM team, you will be responsible for executing the primary Equity Portfolio Management functions and supporting the group in formulating business strategy, driving plans to optimize business performance, and managing business risks. 

Job Responsibilities

• Drive production of reporting and key performance metrics that support management reporting, including the quarterly Portfolio Management Forum (PMF), Independent Valuation Review Forum (IVRF) and Executive Monthly Reporting (EMR)
• Review periodic financial reporting, assist with valuation analyses, and input key financial data into systems of record 
• Utilize financial and business analyses to assess performance of investees and join investment team on investee calls
• Identify portfolio insights and trends to influence future deployment or existing portfolio management strategy
• Support execution of portfolio activity (capital calls, draws etc.) as required
• Develop strategy and processes to continually improve the existing Portfolio Management function
• Lead execution of critical Business Management workstreams
• Track and monitor pipeline transactions
• Manage budget reporting including the value of potential and overall trends; review and report on expense trends and outlook
• Support governance processes (e.g., setting agendas, creating/syndicating materials, upkeeping procedures, owning follow-ups)

 

Required qualifications, capabilities, and skills

• At least 6 years of experience in the financial services industry coupled with experience in a business management related role
• A demonstrated passion for social enterprise, development finance, and/or environmental work
• Demonstrated experience in financial and valuation analyses with excellent accounting knowledge 
• Familiarity with Venture Capital, Private Equity, Credit, or Investment Banking products
• Ability to independently formulate business strategy, construct compelling narratives, and present to senior executives
• Demonstrated ability to exercise independent judgement and initiative, to prioritize and accurately complete multiple tasks, and to work under deadlines and changing priorities in order to drive results
• Ability to navigate a highly matrixed organization including ability to work across/with various functions
• Highly proficient in Excel and PowerPoint

 

Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options. 

 

 

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