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Impact Finance Business Manager - Vice President
senior · Corporate Finance
The Impact Finance 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 IF 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
Primary Portfolio Management support for Impact Finance Fund transactions
Review periodic financial reporting, perform valuation analyses, and input key financial data into systems of record
Utilize financial and business analyses to assess performance of investees, drive agenda formulation for investee check ins, 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 as well as other governance processes (e.g., setting agendas, creating/syndicating materials, upkeeping procedures, owning follow-ups)
- Lead execution of critical Business Management workstreams including but not limited to
Drive production of reporting and key performance metrics that support management reporting (including, but not limited to, the quarterly Portfolio Management Forum (PMF) and Executive Monthly Reporting (EMR)
Track and monitor pipeline transactions while managing the budgeting reporting including the value of potential and overall trends; review and report on expense trends and outlook; review vendor portfolio / relationships
Lead short-and-long term projects to:
Improve current processes or develop new ones
Partner with the business, Operations & Technology in the definition of future workflows and implementation of related technology projects
Partner with OCFO control team member with regards to required reporting, control checks, and testing / audits
Required qualifications, capabilities, and skills
- 7+ 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, Fund Investments and/or other 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