Asset Management - Growth Equity Partners Investment Associate Analyst jobs at Jpmorgan in Israel

As an Innovation Economy Payments Sales Analyst within the Israel HQ, you will play a crucial role in managing and growing client relationships across Israel. You will collaborate with Innovation Economy bankers to deliver financial solutions, contributing to the success of our clients and their growth. Your role will involve working closely with internal partners to develop comprehensive Treasury solutions and support the Payments line of business.

Job responsibilities

• Support the Payment Sales Manager with their portfolio of clients
• Understand the clients' cash management structure and objectives, including their account structure, cash flow, and product usage
• Develop knowledge and an understanding of the JPMorgan Payments products, pricing, and billing process/procedures
• Assist with call preparation/follow-up, pre-meeting customer research & client pitch books and lead the preparation of account plans, business strategy reviews, briefing memos and relationship reviews
• Coordinate with product partners deliver best-in-class solutions for JPMorgan’s global clients and assist in the write-up of presentations/memos for various committee meetings/deal approval forums
• Help the team grow by contributing to sales and revenue goals through identification of product extensions and growth opportunities for non-complex sales situations, as well as supporting Payments Sales Managers and Bankers on new bids
• Help our clients navigate the JPMorgan ecosystem and be accountable as part of the client relationship team
• Review and analyse data to identify key trends or risk issues and provide overall summary and actionable recommendations regarding volume fluctuations, data variances, etc.
• Coordinate new client onboardings, KYC and new business implementation to ensure a smooth process for the client and ongoing high level of service support

Required qualifications, capabilities, and skills

• Demonstrate excellent verbal and written communication skills both in English and in Hebrew
• Demonstrate high degree of diligence and personal ownership/accountability
• Have a winning mindset and be goal-oriented, with the ability to show innovation and critical thinking to solve problems
• Manage projects/meetings and coordinate follow-ups with senior stakeholders
• Demonstrate time management, organizational and planning skills
• Build relationships with key stakeholders and mobilize internal networks/resources to deliver results effectively
• Navigate and collaborate across the organization to optimise product and service delivery whilst developing, maintaining and enhancing client relationships.
• Work under pressure to tight timeframes and on own initiative, prioritizing accordingly
• Use various PC and internet-based systems to manage portfolio, must be proficient in Excel, Word and PowerPoint

Preferred qualifications, capabilities and skills

• Banking/ Financial Institute experience

As a Client Service Associate you will be the single point of contact and subject matter expert for onboarding new customers and managing KYC records renewals. Aligned with a designated Front Office team, you will facilitate KYC execution across all teams, ensuring an exceptional client onboarding experience. Your role requires building strong relationships with internal and external customers, managing expectations, and providing timely updates on onboarding progress.

Job Responsibilities:

• Manage the KYC book of work for your designated Front Office sub-Line of Business, prioritizing active requests and providing status updates.
• Build and develop strong partnerships, identifying challenges and eliminating roadblocks with all internal partners.
• Work with Front Office teams to obtain necessary supporting evidence for KYC due diligence.
• Ensure all client information is accurate, complete, and compliant with regulatory requirements.
• Coordinate case prioritization, capacity planning, and assignment with back office teams.
• Stay updated on process changes, regulatory changes, and communicate impacts to business partners.
• Manage personal workload and priorities, escalating key risks/issues to management as needed.
• Identify and execute process improvements, providing guidance on key process and technology initiatives.
• Serve as a role model to peers, driving training and sharing of best practices.

Required Qualifications, Capabilities, and Skills:

• Minimum 3 years of experience in banking / finance sector.
• Working knowledge of KYC/Compliance/AML standards.
• Strong written and oral communication skills with experience in conflict resolution.
• Resilient interpersonal skills, with the ability to influence and negotiate effectively with business partners and senior managers.
• Client-focused with a strong controls mindset.
• Hands-on approach with attention to detail and strong organizational skills.
• Full proficiency in English and Hebrew.
• Proactive and flexible approach to workload and team targets.
• Effective time management and organizational skills for maximum productivity.

Preferred Qualifications, Capabilities, and Skills:

• Sound understanding of the Financial Industry.
• Knowledge of multiple client types and legal structures.

As an Israel HQ Corporate Payments Sales Analyst within the Corporate & Investment Banking team, you will play a crucial role in managing and growing client relationships across Israel. You will collaborate with corporate and investment bankers to deliver customized financial solutions, contributing to the success of our clients and the wider community. Your role will involve working closely with internal partners to develop comprehensive Treasury solutions and support the Payments line of business.

Job responsibilities

• Support the Payment Sales Managers with their portfolio of clients
• Understand the clients' treasury and cash management structure and objectives, including their account structure, cash flow, and product usage
• Assist with Request for Information (RFP) / Request for Proposal (RFI) responses and coordinate with internal teams to complete any ad-hoc analysis (including cost/benefit analysis, pricing and profitability models, etc.)
• Develop knowledge and an understanding of the JPMorgan Payments products, pricing philosophy, and billing process/procedures
• Assist with call preparation/follow-up, pre-meeting customer research & client pitch books and lead the preparation of account plans, business strategy reviews, briefing memos and relationship reviews
• Coordinate with product partners to develop and deliver best-in-class solutions for JPMorgan’s global clients and assist in the write-up of presentations/memos for various committee meetings/deal approval forums
• Understand and stay up-to-date on industry topics and market themes, including developing an understanding of the competition's products and positioning with the client
• Help the team grow by contributing to sales and revenue goals through identification of product extensions and growth opportunities for non-complex sales situations, as well as supporting Payments Sales Managers and Bankers on new bids
• Help our clients navigate the JPMorgan ecosystem and be accountable as part of the client relationship team
• Review and analyse data to identify key trends or risk issues and provide overall summary and actionable recommendations regarding volume fluctuations, data variances, etc.
• Coordinate new client onboardings, KYC and new business implementation to ensure a smooth process for the client and ongoing high level of service support

Required qualifications, capabilities, and skills

• Demonstrate excellent verbal and written communication skills (English is essential)
• Demonstrate high degree of diligence and personal ownership/accountability
• Have a winning mindset and be goal-oriented, with the ability to show innovation and critical thinking to solve problems
• Manage projects/meetings and coordinate follow-ups with senior stakeholders
• Demonstrate time management, organizational and planning skills
• Build relationships with key stakeholders and mobilize internal networks/resources to deliver results effectively
• Navigate and collaborate across the organization to optimise product and service delivery whilst developing, maintaining and enhancing client relationships.
• Work under pressure to tight timeframes and on own initiative, prioritizing accordingly
• Use various PC and internet-based systems to manage portfolio, must be proficient in Excel, Word and PowerPoint

Preferred qualifications, capabilities and skills

• Hebrew preferred