Latin America Merger Acquisitions - Business Management – Associate jobs at Jpmorgan in Mexico, Mexico City

JP Morgan’s Commercial Bank delivers extensive industry knowledge, local expertise, and seamless global capabilities to clients—including corporations, municipalities, financial institutions, real estate investors and owners, and not-for-profit organizations. We offer a comprehensive set of financial products and services including credit, asset-based lending, real estate finance, payments, investment banking, and asset management services.

Job responsibilities:

• Lead a team of bankers, driving a culture focused on high employee engagement and retention
• Develop and implement business strategy, through effective relationship management across a wide network of partners
• Lead client coverage, with a focus on delighting clients through JPM products and service. Shape where and how the CDB local coverage and product teams drive impact and results.
• Identify opportunities for new products, enhancements to meet industry-specific needs
• Influence and distribute key industry information including industry financial comparisons, market leaders, competitor insight, regulatory issues and impacts
• Actively participate, syndicate, innovate and support process, policy and technology initiatives designed to mitigate risk; improve speed, quality and overall client satisfaction

Required qualifications, capabilities, and skills:

• 15+ years affordable housing, community development and management experience
• Bachelor's Degree or equivalent
• Skills should include experience in structuring, underwriting, closing, and administering commercial real estate construction loans for affordable multifamily housing, deep industry relationships with borrowers and real estate centers of influence
• Demonstrated experience leading cross functional teams within a business development environment
• Extensive knowledge of mortgage products, financial services, lending, and real estate compliance in addition to sales management techniques
• Divergent managerial skills including delegation, coaching and demonstrated leadership abilities among peers, team members and senior executives

As a Business Assistant within Commercial and Investment Banking, you will provide diverse administrative and executive support for a team of bankers at varying levels, requiring confidentiality, a strong work ethic and common-sense approach. Your support requirements will vary from day-to-day dependent on the business covered. You should have a solid PA/EA background and skillset with a strong degree of flexibility given the demanding nature of this role.

A friendly professional, you will be 100% relied upon to manage and take responsibility for your stakeholders’ diaries and everyday needs, effectively and proactively prioritizing tasks to ensure the bankers we support are able to seamlessly serve the needs of our clients. You will require minimal direction whilst utilising your strong attention to detail to navigate the needs of the team. You will work in a great network of Business Assistants based throughout the Nordic region supporting one another as well as providing coverage during absence / holidays.

Job responsibilities

• Manages daily activities: advanced, complex, proactive diary management, facilitating swift set-up of client and internal business partner meetings, complex and high-volume email management, professional telephone manner
• Greets clients: internal and external client handling, hosting local client meetings, organize internal events and client events, partnership with marketing teams in Europe
• Sets up meetings, conference calls, video conferences - internally and externally
• Finalizes complex travel arrangements: co-ordination of flights, check in, VISAs, accommodations, and ground transportation logistics. Manage a multitude of frequent changes at short notice and prepare travel itineraries
• Manages expense reimbursement processing, system functionality expert - utilize internal systems, complete accurate data entry and reports; create Excel sheets, Word files, PowerPoint presentations and other files needed for preparation for client meetings, arrange printing, binding and distribute presentations for your bankers in preparation for their meetings
• Becomes integral part of business, understand group priorities and Banker expectations on live deals
• Assists with staff on-boarding and off-boarding, which includes requesting equipment setup and systems access, lead and coordinate on ad hoc projects as requested

Required qualifications, capabilities, and skills

• Administrative experience, ideally experienced supporting at mid-level Director (or equivalent) or above
• Advanced ability to organize; can handle deadlines efficiently
• Tact and good judgment in confidential situations, and proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Strong proficiency in Microsoft Office
• Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management
• Can demonstrate pro-activity and ownership within a role
• Is a strong team player and solution orientated, has potential to act as a role model to peers

The Client Service Account Manager will ensure clients' needs and expectations are formally discussed and analyzed to maintain the agreed quality standards, managing efficiently incoming telephone calls, emails and paperwork relating to account maintenance.

Roles and Responsibilities:(include specific functions/tasks/performance objectives but not limited to)

• Provide the client with support/information regarding interest claims and billing enquiries.
• Act as escalation point for large money movements and escalated transactional enquiries.
• Liaise with Relationship, Product and Operations Managers regarding service issues.
• Understand clients’ business to help identify solutions, client efficiencies and cross sell opportunities.
• Identify opportunities for product development and enhancement, and process improvements.
• Eliminate exceptional and manual processes.
• Run Service Quality Reports and use the data to understand and analyze client's payment activities, patterns of client enquiries, opportunities for increasing client's straight-through rates.
• Advise clients on and assist with incremental account set up and operational procedures and liaise with Implementations to ensure these account set ups are correct.
• Manage risk through close attention to client overdrafts, unpaid bills etc. and, escalate risk related issues to appropriate parties as required.
• Record client interactions in Navigator (e.g. calls, issues, proactive communications etc.).
• Participate in and support TS initiatives as needed.
• Build solid working relationships with customers and internal partners.
• Attend meetings and training as required to continue development and to enhance knowledge of cash management products, processes and technologies.
• Attention to detail and accuracy is an essential requirement as there are a number of varied processes that are undertaken across the group, adaptability and flexibility are also key skills for this role.

Education/ Experience

• Graduate of any Business course.
• Cash Management and Treasury Services experience/knowledge preferred.
• Client contact experience preferred.
• Fluent written and spoken in English and Spanish.

Functional Skills/ Knowledge

• Proven client service experience.
• Cash management/Treasury product knowledge preferred
• Keen attention to detail.
• Strong verbal, written, and interpersonal communication skills, with proven ability to negotiate.
• Ability to manage multiple tasks and prioritize effectively.
• Ability to work in a fast-paced environment.
• Ability to adapt to a changing environment including changes or adjustments to work schedule and overtime.
• Strong organizational and decision-making skills.
• Ability to work on multiple applications while working under minimal supervision.
• Exhibit ability to work effectively in a team environment.
• Excellent interpersonal skills.
• Demonstrates cultural sensitivity and awareness.

Technical/ Application Skills

• Proficient in various desktop and internet-based applications.
• Proficient in MS Office Tools: Outlook, Excel and Word.

As an Associate I within the Bank Loan Administration team, you will play a crucial role in managing the trade instruction capture, settlements, and lifecycle events for bank loan assets within our Fund Services division. You will work closely with a network of internal and external partners, including fund accounting, client services, fund managers, and agent banks, to ensure seamless operations and exceptional client service.

Job responsibilities:

• Understand of all aspects of loan or deal administration functions (including all aspects of funding).
• Be responsible for the bank loan life cycle events including paydown, drawdown, interest rate resets, payment-in-kind interest calculations, delayed compensation accruals / calculations and trade settlements
• Develop a thorough knowledge of our client base and building relationships with Investment Managers and other related third parties. Work closely with your clients to resolve queries and providing first level account service
• Create, maintain and update procedures for client specific deliverables
• Review of daily controls and communication of any new training or procedural changes to the team; ensure that all controls and procedures outlined in the procedures manual and general company policies are complied with across all groups
• Ensure all scheduled work is completed by agreed deadlines, checklists are signed and files contain all required documentation; work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness
• Assist in testing and implementation of system enhancements as required

Required qualifications, capabilities, and skills:

• Bachelor’s degree, with minimum 2 years relevant work experience in bank debt / leveraged loan operations
• Excellent communication and relationship/partnership-building skills both with team members as well as other business partners
• Strong attention to detail with a control mindset, time management, planning skills and the ability to handle multiple competing priorities
• Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment
• Strong decision-making skills, ability to identify problems and propose solutions. Exhibit initiative to raise issues to appropriate/relevant parties when needed.

Preferred qualifications, capabilities, and skills:

• Knowledge of LSTA/LMA standard documents, such as Trade Confirmations
• Knowledge of financial data providers such as Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity funds, etc.)
• Strong understand of accounting principles, specifically how bank debt transactions impact financial statements
• Bachelor’s degree, preferably Finance, Accounting, or Economics