Asset Management - Special Situations Credit Analyst- Executive Director

Location: New York, NY, United States

Job Family: Portfolio Management

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a rich history of innovation and client-focused solutions. The Asset Management division plays a pivotal role in delivering superior investment outcomes for institutional and high-net-worth clients worldwide. We are seeking an Executive Director to join our Special Situations Research Team in New York, NY, reporting directly to the Head of Research. This role within the Portfolio Management category offers the chance to drive strategic credit analysis in dynamic, high-reward environments, leveraging JP Morgan's unparalleled resources and market intelligence to uncover opportunities in special situations such as restructurings, mergers, and distressed assets. As an Executive Director Credit Analyst, you will lead the charge in dissecting complex credit profiles, building robust models to assess risks and returns, and providing critical insights that inform portfolio decisions. Your work will involve close collaboration with portfolio managers, investment committees, and cross-functional teams across JP Morgan Chase's global network. Expect to engage deeply with market events, from monitoring macroeconomic shifts to evaluating company-specific catalysts, all while adhering to our rigorous standards of integrity and compliance. This position demands a seasoned professional who thrives in ambiguity and can translate nuanced financial data into compelling narratives for senior leadership. Joining JP Morgan Chase means becoming part of a culture that values excellence, diversity, and continuous growth. In this role, you will contribute to innovative strategies that have defined our leadership in asset management, while benefiting from world-class professional development and a supportive community. If you have a passion for special situations investing and a proven ability to navigate the intricacies of credit markets, this opportunity at the forefront of finance awaits you in the heart of New York.

Key Responsibilities

• Conduct in-depth research and analysis on special situations credit opportunities, including distressed debt, event-driven strategies, and opportunistic investments
• Develop comprehensive credit models and valuation assessments to support portfolio management decisions within JP Morgan Chase's Asset Management division
• Collaborate with the Head of Research and portfolio managers to identify and evaluate high-conviction investment ideas in volatile market conditions
• Monitor ongoing credit risks and market developments, providing timely updates and recommendations to senior stakeholders
• Prepare detailed reports, presentations, and investment memos for internal committees and client communications
• Engage with external parties, including company management, legal advisors, and other financial institutions, to gather insights on special situations
• Contribute to the development of research methodologies and tools to enhance the team's situational analysis capabilities
• Support due diligence processes for potential investments, ensuring compliance with JP Morgan Chase's risk and regulatory standards
• Mentor junior analysts and contribute to knowledge sharing within the research team

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or advanced degree preferred
• Minimum of 10+ years of experience in credit analysis, special situations investing, or distressed debt within asset management or investment banking
• Proven track record in analyzing complex credit scenarios, including restructurings, bankruptcies, and special situations in public and private markets
• Strong understanding of financial modeling, valuation techniques, and risk assessment in the financial services industry
• Experience working in a high-stakes research environment at a major financial institution
• Ability to obtain necessary regulatory licenses (e.g., Series 7, Series 63) if not already held
• U.S. work authorization without sponsorship

Preferred Qualifications

• CFA charterholder or progress toward CFA designation
• Prior experience at a bulge-bracket bank like JP Morgan Chase or similar in asset management
• Knowledge of global markets and emerging market special situations
• Advanced proficiency in financial databases such as Bloomberg, Capital IQ, or S&P Capital
• Experience leading small teams or mentoring junior analysts in credit research

Required Skills

• Advanced financial modeling and Excel proficiency
• Credit analysis and risk assessment expertise
• Valuation techniques including DCF and comparable company analysis
• Knowledge of distressed debt and bankruptcy processes
• Proficiency in Bloomberg and other financial research tools
• Strong analytical and quantitative skills
• Excellent written and verbal communication abilities
• Attention to detail and accuracy in high-pressure environments
• Ability to synthesize complex information into actionable insights
• Team collaboration and interpersonal skills
• Time management and prioritization in fast-paced settings
• Understanding of regulatory frameworks in asset management
• Research and data interpretation capabilities
• Problem-solving and critical thinking
• Adaptability to evolving market conditions

Benefits

• Competitive base salary and performance-based bonus structure aligned with JP Morgan Chase's compensation philosophy
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible compensation
• Paid time off including vacation, sick days, and parental leave policies
• Professional development opportunities through JP Morgan's internal training programs and tuition reimbursement
• Wellness programs including gym memberships, mental health support, and employee assistance services
• Flexible work arrangements and hybrid options for eligible roles in New York
• Access to exclusive employee perks such as discounted financial services and cultural event tickets

JP Morgan Chase is an equal opportunity employer.