Apply Now    

Asset & Wealth Management - AWM Treasury Asset & Liability Management - Associate

Req #: 170094622
Location: New York, NY, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 3000 US Dollar (USD)
J.P. Morgan Asset & Wealth Management, with client assets of $2.3 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
With more than 160 years of experience, J.P. Morgan Wealth Management (WM) is a global wealth management leader that delivers the quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging our products and solutions.
The Asset & Liability Management (ALM) Associate will be a key member of a team that is responsible for Treasury and ALM across the Wealth Management business. The candidate will assist the ALM team with interest rate risk management, funding/investment decisions, and portfolio analytics of the deposit, wholesale loan, and mortgage portfolios.  This position will provide an opportunity to make an impact to the bottom line and provide exposure to senior management.
Key responsibilities include:
  • Analyzing and decomposing the WM deposit book with a key focus on predicting client interest rate sensitivity
  • Partnering with Corporate Treasury to review and understand AWM’s earnings at risk and basis point value (bpv) exposure in various interest rate scenarios
  • Interacting with Finance, Corporate Treasury, and the Chief Investment Office to drive investment and funding decisions as well as developing portfolio strategies across the firm
  • Assess the balance sheet impact of new business initiatives of Asset & Wealth Management
  • Prepare presentations and develop actionable reports for senior management
  • Discuss ALM risk management, market conditions and fixed income hedge activities/strategies with senior management
  • BA degree, required
  • 2-6 years of experience; ALM, Fixed Income, Mortgage and Deposits experience a plus
  • Strong analytical skills
  • Strong experience with Excel, familiarity with Access & VBA a plus
  • Ability to work with large data sets a plus
  • Ability to work independently in a fast-paced and intellectually-demanding environment
  • Team oriented and strong work ethic
Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.