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Keywords: Portfolio Transaction Analyst, Location: New York City, NY

Page: 3

Wealth Management, Managed Solutions Analyst

Job Category: Analysts Job Description: Are you curious about asset allocation, portfolio management and investment... ideas to advisors and clients; (d) executes trades. You'll collaborate with Portfolio Managers, Strategists and Due...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 31 Jan 2026

2026 Commercial & Investment Bank Risk Management Summer Analyst Program

on a counterparty/product Monitoring risk sensitivities across team member counterparties and the portfolio as a whole Building..., commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 28 Jan 2026

Finance Business Analyst - Level III

with a diverse portfolio of clients, including investment grade and high yield groups. This role requires excellent projection... to ensure efficient transaction turnaround. Develop and maintain strong relationships with partners and teams, including Risk...

Posted Date: 28 Jan 2026

Commodity Credit Analyst

. Responsibilities Managing a credit portfolio focusing primarily on energy (pipelines, utilities, oil/gas producers and IPPs.... Preparing succinct and high-quality credit analysis reports, including risk/reward decisions. Evaluation of transaction...

Company: RWE
Location: New York City, NY
Posted Date: 14 Jan 2026

Trading and Risk Control Analyst

also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio... recommendations, offer ways to reduce transaction costs, and handle remedies for any errors uncovered. Communicate with middle office...

Posted Date: 31 Dec 2025
Salary: $95000 - 110000 per year

2027 Markets Summer Analyst Program

with research, analysis, and preparatory work, monitor markets, develop trade ideas, conduct portfolio reviews, and learn..., analysis, and preparatory work Monitor markets and develop trade ideas Conduct portfolio reviews and learn about client...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 30 Dec 2025

2027 Commercial & Investment Bank Risk Management Summer Analyst Program

events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities..., Treasury and Corporate (CTC) Risk Team: Manage the risk of the retained portfolio generated from CTC businesses, including...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 30 Dec 2025

Analyst/Associate, Affordable Acquisitions & Development

detailed financial analyses and models including those for transaction underwriting and will provide key takeaways to business... Engagement, and Portfolio, Asset, and Property Management teams to ensure wholistic measures of success are executed in each deal...

Posted Date: 10 Dec 2025

FID, First-Line Credit Analyst - Derivatives Trading (Associate / Vice President)

recommendations, and articulate views clearly to senior stakeholders. Primary Responsibilities: Transaction Evaluation & Credit..., transaction structure, collateral/CSAs, exposure dynamics, stress outcomes, and key risks. Present and defend transaction...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 22 Nov 2025

Wealth Management, Private Bank, PLP Borrower Specialist, Analyst

excellent client experience. Act as primary owner of the existing loan portfolio while performing various aspects of sales.... Maintain client interaction reports across the Professional Loan Program (PLP) portfolio. Assist Private Bankers...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 21 Nov 2025

Analyst/Associate, Infrastructure, Power & Energy Project Finance, North America

also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio... as through ongoing monitoring and review of the group's lending portfolio. The position will be sector-agnostic, working...

Posted Date: 12 Nov 2025
Salary: $150000 - 200000 per year

Asset Management - MAS Credit Research - Executive Director

Job Category: Portfolio Management Job Description: The Multi-Asset Solutions (MAS) team at J.P. Morgan Asset... solutions for a broad spectrum of investors. Job summary: Job summary: As a Multi-Asset Solutions Credit Research Analyst...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 01 Feb 2026

Private Capital Strategist

–$500/hour or transaction-based earnings, depending on scope, deal size, and strategic engagement About Initio Sphere... deal flow, advisory mandates, and transaction-linked earning opportunities Build a verified Strategist Track Record...

Company: Initio Capital
Location: New York City, NY
Posted Date: 31 Jan 2026

Fund & Deal Mentor

committee support and execution readiness Portfolio advisory and operational value creation Analyst and deal scout...–$500/hour or transaction-based earnings, depending on scope, fund or deal size, and mentorship engagement About Initio...

Company: Initio Capital
Location: New York City, NY
Posted Date: 31 Jan 2026

Investment Operations Mentor

–$500/hour or transaction-based earnings, depending on scope, fund complexity, and advisory engagement About Initio Sphere... investment operations Support sponsors with post-close execution, reporting, and portfolio oversight Mentor analysts and deal...

Company: Initio Capital
Location: New York City, NY
Posted Date: 31 Jan 2026

Deal Execution Mentor

–$500/hour or transaction-based earnings, depending on scope, deal size, and execution involvement About Initio Sphere... pillar of the ecosystem—experienced transaction professionals who guide sponsors and analysts through real-world deal...

Company: Initio Capital
Location: New York City, NY
Posted Date: 31 Jan 2026

Capital Leadership Advisor

Deal structuring, IC readiness, and transaction leadership Portfolio company strategy and operational oversight Analyst...–$500/hour or transaction-based earnings, depending on scope, deal size, and advisory engagement About Initio Sphere...

Company: Initio Capital
Location: New York City, NY
Posted Date: 31 Jan 2026

Fund Analytics Associate

managers and institutional investors with fund-level analysis, portfolio monitoring, and reporting, alongside transaction... scenario analysis Portfolio concentration and risk analysis Deal & Diligence Support Transaction modeling...

Company: Initio Capital
Location: New York City, NY
Posted Date: 31 Jan 2026

Capital Strategy Associate

Certified Contractor Roles: Analyst · Lead · Senior Initio Sphere Private Capital Ecosystem – https://initiosphere.org... Compensation: $50–$200/hour (based on Analyst Rating Score, credentials, and approvals) About Initio Sphere Initio Sphere...

Company: Initio Capital
Location: New York City, NY
Posted Date: 30 Jan 2026

Private Capital Strategy Associate

to investment theses, portfolio decisions, and execution planning Build a verified deal track record and Analyst Rating Score....org Compensation: $50–$200/hour (based on Analyst Rating Score, credentials, and approval scope) About Initio Sphere...

Company: Initio Capital
Location: New York City, NY
Posted Date: 30 Jan 2026