Portfolio Manager [Multiple Positions Available]
for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)
- Use - for lists
- Use
for prose
- Do NOT repeat job title as heading (the page already shows it)
- Do NOT put Job ID/requisition numbers as headings
- Preserve ALL substantive information
- Remove boilerplate (EEO, equal opportunity, scam warnings, application instructions)
- Include section ONLY when posting has real specific content
- Never emit heading followed by filler/placeholder text
- Never create Pay/Schedule/Benefits unless posting actually states them
- Output ONLY HTML fragment, no html/body, no markdown code fences
Let me structure this:
1. About the role - there's a description paragraph before duties? Actually the posting starts with "Description JOB DESCRIPTION Duties:" then lists duties. There's also "About Us" and "About The Team" sections. I should include an "About the role" or "About the team" section? The rules mention "About the role" as example heading. The posting has "About Us" and "About The Team". I'll include an "About the team" section with that content.
2. Responsibilities - the duties list (5 bullet points)
3. Qualifications - the education/experience requirements (two alternatives)
4. Skills - the skills required list (5 items with 2 years experience each)
5. Pay - salary range given
6. Schedule - Full-Time
7. Location - could be part of a "Details" or "Schedule" section? The rules mention Schedule as heading example. Location is not explicitly listed but could be included in a "Details" section or folded into a short
. The rules say "fold minor metadata into a short
or drop it". Job location is substantive though. I'll include a "Location" heading? Not in the example list. The example headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Location not listed. I'll include location in a short
maybe under a "Details" heading? But the rule says only include sections when real content. I'll create a "Details" section with location and schedule? Or include schedule and location in a "Schedule" section? The schedule is "Full-Time". Location is separate. I'll create a "Details" heading? Not in examples. Better to include location in a short
at the top or bottom. The rules: "fold minor metadata into a short
or drop it". Job location is not minor. But the example headings don't include Location. I'll include a "Location" heading? The rules say "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)". The "e.g." suggests those are examples, not exhaustive. But also "Prefer a few substantive sections over many thin ones." I'll include location in a "Details" section with schedule? Or just a
before sections.
Let me think: The posting has "Job Location: 270 Park Ave, New York, NY 10179. Full-Time. Salary: $200,000.00-$275,000.00 per year." That's three pieces of metadata. I'll create a "Details" section with a
or ? The rules say use
- for any list of duties/requirements/benefits, and
for prose. For metadata, maybe a
with li for each? But not a list of duties. I'll do a short with location, schedule, and salary? But salary should be in Pay section. Schedule in Schedule section. Location maybe in a "Location" heading? I'll create a "Location" heading with a
. That seems appropriate.
But the rules: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state them. So Pay and Schedule sections are warranted. Location is stated, but not in example headings. I'll include a "Location" heading.
Alternatively, I could combine Schedule and Location into a "Schedule & Location" section. But the example headings are separate. I'll do separate.
Now, the "About Us" and "About The Team" sections: The rules say "About the role" as example. The posting has "About Us" and "About The Team". I'll include an "About the team" section with that content (the paragraph about Consumer & Community Banking). The "About Us" is more company boilerplate but includes benefits info. The benefits are described in "About Us": "We offer a competitive total rewards package including base salary... Those in eligible roles may receive commission-based pay... We also offer a range of benefits and programs... 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." That's substantive benefits content. So I should include a Benefits section with that list.
But note: The rules say "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate". The EEO paragraph is boilerplate. The "About Us" includes EEO statement at the end. I should remove that EEO paragraph. The benefits list is before that. I'll extract the benefits list.
Also, the "About Us" includes "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 will be provided during the hiring process."
That's good for Benefits section. I'll list those benefits as
- .
Now, the "About The Team" paragraph: "Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction." That's good for "About the team" section.
Now, the duties are listed as bullet points? In the text, they are separated by line breaks. I'll make them
- .
Qualifications: two alternatives. I'll present as a list or prose? The rules: use
- for any list of duties/requirements/benefits. Qualifications are requirements. I'll make a list with two items (the two alternatives). But each alternative has multiple components. Could be two
- each containing the full alternative. Or a nested list. I'll do two
- with the full text.
Skills Required: list of 5 skills, each requiring 2 years experience. I'll make a
- for each skill.
Pay: salary range. I'll put in a
under Pay heading.
Schedule: Full-Time.
under Schedule.
Location: address.
under Location.
Now, ensure no duplicate headings. The job title is not repeated.
Now, write HTML fragment.
Let me draft:
About the team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Responsibilities
- Provide oversight of the originate-to-securitize warehouse, including maintaining mark-to-market valuations using pricing spreads and cashflow assumptions.
- Shape and refine origination strategy by evaluating product profitability and execution economics through secondary-market pricing and outcomes.
- Serve as an external representative of the business, communicating lending and servicing practices, transaction execution, and ongoing loan performance.
- Lead analytics development, setting requirements and priorities in partnership with Operations and Technology teams.
- Own portfolio management for the Auto business, including asset-liability management, funding considerations, and securitization pool selection.
Qualifications
- Master's degree in Finance, Economics, Mathematics, Statistics or related field of study plus 3 years of experience in the job offered or as HL Portfolio Manager, Associate Research Analyst, Treasury/CIO, ALM Strategy and Research Associate, or related occupation.
- Alternatively, a Bachelor's degree in Finance, Economics, Mathematics, Statistics or related field of study plus 5 years of experience in the job offered or as HL Portfolio Manager, Associate Research Analyst, Treasury/CIO, ALM Strategy and Research Associate, or related occupation.
Skills
- Two (2) years of experience performing asset-liability management for bank balance sheets using Alteryx.
- Two (2) years of experience deploying treasury strategies to optimize capital, liquidity, and balance sheet interest rate risk.
- Two (2) years of experience issuing and valuing structured products including asset-backed securities (ABS) using fixed-income math and Intex.
- Two (2) years of experience analyzing and pricing auto loans and leases to support pooling, securitization, and trading strategies using Tableau.
- Two (2) years of experience using Python programming with datasets for financial analysis, including debugging and performance optimization.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
Pay
$200,000.00–$275,000.00 per year
Schedule
Full-Time
Location
270 Park Ave, New York, NY 10179
Check: Did I include everything? The "About Us" also mentions "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..." That's more about compensation structure. Could be included in Pay section or Benefits. I'll add a sentence in Pay section about commission and equity? The rules: preserve ALL substantive information. The Pay section currently only has salary range
for prose - Do NOT repeat job title as heading (the page already shows it) - Do NOT put Job ID/requisition numbers as headings - Preserve ALL substantive information - Remove boilerplate (EEO, equal opportunity, scam warnings, application instructions) - Include section ONLY when posting has real specific content - Never emit heading followed by filler/placeholder text - Never create Pay/Schedule/Benefits unless posting actually states them - Output ONLY HTML fragment, no html/body, no markdown code fences Let me structure this: 1. About the role - there's a description paragraph before duties? Actually the posting starts with "Description JOB DESCRIPTION Duties:" then lists duties. There's also "About Us" and "About The Team" sections. I should include an "About the role" or "About the team" section? The rules mention "About the role" as example heading. The posting has "About Us" and "About The Team". I'll include an "About the team" section with that content. 2. Responsibilities - the duties list (5 bullet points) 3. Qualifications - the education/experience requirements (two alternatives) 4. Skills - the skills required list (5 items with 2 years experience each) 5. Pay - salary range given 6. Schedule - Full-Time 7. Location - could be part of a "Details" or "Schedule" section? The rules mention Schedule as heading example. Location is not explicitly listed but could be included in a "Details" section or folded into a short
. The rules say "fold minor metadata into a short
or drop it". Job location is substantive though. I'll include a "Location" heading? Not in the example list. The example headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Location not listed. I'll include location in a short
maybe under a "Details" heading? But the rule says only include sections when real content. I'll create a "Details" section with location and schedule? Or include schedule and location in a "Schedule" section? The schedule is "Full-Time". Location is separate. I'll create a "Details" heading? Not in examples. Better to include location in a short
at the top or bottom. The rules: "fold minor metadata into a short
or drop it". Job location is not minor. But the example headings don't include Location. I'll include a "Location" heading? The rules say "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)". The "e.g." suggests those are examples, not exhaustive. But also "Prefer a few substantive sections over many thin ones." I'll include location in a "Details" section with schedule? Or just a
before sections. Let me think: The posting has "Job Location: 270 Park Ave, New York, NY 10179. Full-Time. Salary: $200,000.00-$275,000.00 per year." That's three pieces of metadata. I'll create a "Details" section with a
- or
- for any list of duties/requirements/benefits, and
for prose. For metadata, maybe a
- with li for each? But not a list of duties. I'll do a short
- .
Now, the "About The Team" paragraph: "Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction." That's good for "About the team" section.
Now, the duties are listed as bullet points? In the text, they are separated by line breaks. I'll make them
- .
Qualifications: two alternatives. I'll present as a list or prose? The rules: use
- for any list of duties/requirements/benefits. Qualifications are requirements. I'll make a list with two items (the two alternatives). But each alternative has multiple components. Could be two
- each containing the full alternative. Or a nested list. I'll do two
- with the full text.
Skills Required: list of 5 skills, each requiring 2 years experience. I'll make a
- for each skill.
Pay: salary range. I'll put in a
under Pay heading. Schedule: Full-Time.
under Schedule. Location: address.
under Location. Now, ensure no duplicate headings. The job title is not repeated. Now, write HTML fragment. Let me draft:
About the team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Responsibilities
- Provide oversight of the originate-to-securitize warehouse, including maintaining mark-to-market valuations using pricing spreads and cashflow assumptions.
- Shape and refine origination strategy by evaluating product profitability and execution economics through secondary-market pricing and outcomes.
- Serve as an external representative of the business, communicating lending and servicing practices, transaction execution, and ongoing loan performance.
- Lead analytics development, setting requirements and priorities in partnership with Operations and Technology teams.
- Own portfolio management for the Auto business, including asset-liability management, funding considerations, and securitization pool selection.
Qualifications
- Master's degree in Finance, Economics, Mathematics, Statistics or related field of study plus 3 years of experience in the job offered or as HL Portfolio Manager, Associate Research Analyst, Treasury/CIO, ALM Strategy and Research Associate, or related occupation.
- Alternatively, a Bachelor's degree in Finance, Economics, Mathematics, Statistics or related field of study plus 5 years of experience in the job offered or as HL Portfolio Manager, Associate Research Analyst, Treasury/CIO, ALM Strategy and Research Associate, or related occupation.
Skills
- Two (2) years of experience performing asset-liability management for bank balance sheets using Alteryx.
- Two (2) years of experience deploying treasury strategies to optimize capital, liquidity, and balance sheet interest rate risk.
- Two (2) years of experience issuing and valuing structured products including asset-backed securities (ABS) using fixed-income math and Intex.
- Two (2) years of experience analyzing and pricing auto loans and leases to support pooling, securitization, and trading strategies using Tableau.
- Two (2) years of experience using Python programming with datasets for financial analysis, including debugging and performance optimization.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
Pay
$200,000.00–$275,000.00 per year
Schedule
Full-Time
Location
270 Park Ave, New York, NY 10179
Check: Did I include everything? The "About Us" also mentions "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..." That's more about compensation structure. Could be included in Pay section or Benefits. I'll add a sentence in Pay section about commission and equity? The rules: preserve ALL substantive information. The Pay section currently only has salary range
- for each skill.
Pay: salary range. I'll put in a
- .
Qualifications: two alternatives. I'll present as a list or prose? The rules: use
with location, schedule, and salary? But salary should be in Pay section. Schedule in Schedule section. Location maybe in a "Location" heading? I'll create a "Location" heading with a
. That seems appropriate. But the rules: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state them. So Pay and Schedule sections are warranted. Location is stated, but not in example headings. I'll include a "Location" heading. Alternatively, I could combine Schedule and Location into a "Schedule & Location" section. But the example headings are separate. I'll do separate. Now, the "About Us" and "About The Team" sections: The rules say "About the role" as example. The posting has "About Us" and "About The Team". I'll include an "About the team" section with that content (the paragraph about Consumer & Community Banking). The "About Us" is more company boilerplate but includes benefits info. The benefits are described in "About Us": "We offer a competitive total rewards package including base salary... Those in eligible roles may receive commission-based pay... We also offer a range of benefits and programs... 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." That's substantive benefits content. So I should include a Benefits section with that list. But note: The rules say "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate". The EEO paragraph is boilerplate. The "About Us" includes EEO statement at the end. I should remove that EEO paragraph. The benefits list is before that. I'll extract the benefits list. Also, the "About Us" includes "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 will be provided during the hiring process." That's good for Benefits section. I'll list those benefits as
- .
Now, the "About The Team" paragraph: "Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction." That's good for "About the team" section.
Now, the duties are listed as bullet points? In the text, they are separated by line breaks. I'll make them
? The rules say use