Treasury Management Officer - Multinational Corporations jobs at Jpmorgan in United States, Indianapolis

Job Responsibilities:

• Work directly with senior sector analysts to generate and present investment recommendations grounded in proprietary fundamental credit research
• Conduct due diligence by engaging with management teams, industry participants and competitors as well as sell-side analysts
• Develop and maintain financial models for covered companies
• Monitor market themes and sector trends, and undertake ongoing surveillance of held investments
• Assess business fundamentals, model financial results, and evaluate new investment opportunities
• Present and debate investment ideas
• Respond to client requests

What to Expect:

• Work directly with senior investment professionals and gain an understanding of corporate bond, leveraged loan and private credit markets
• Leverage insights of industry/sector experts across JP Morgan Asset Management
• Develop innovative ideas to drive returns for our clients
• Network with industry leaders and access best-in-class training

Required Qualifications, Capabilities and Skills:

• Bachelor’s degree in a related field
• Excellent communication, presentation, and interpersonal skills
• Strong quantitative, analytical, and organizational skills
• Proficient in Microsoft Excel and financial analysis
• Genuine interest in financial markets and investing
• Authorization to work permanently in the U.S

Preferred Qualifications, Capabilities and Skills:

• Background in financial accounting, financial analysis or mathematics
• CFA Charter-holder or CFA candidate preferred

As a Business Relationship Manager I, Officer in the Military Pathways Direct Hire Program, you will build, manage, and retain a portfolio of business clients, providing customized banking solutions tailored to their financial needs. You will have the opportunity to develop relationships with clients and internal partners, ensuring a seamless client experience while adhering to risk management protocols.

Military Pathways Direct Hire Program, Business Banking, Business Relationship Manager I, Officer

• Induction training and acclimation support in your first month on the job
• 12-months of program support, coaching and career development
• Networking opportunities with your Pathways colleagues
• Exposure to senior members
• Professional skills training throughout the year

To ensure continuous development throughout the program, you will receive mentorship, guidance, and support from your individual manager, program manager, veteran sponsor and many other influential business partners across the firm.

Job Responsibilities

• Build, manage, and retain a portfolio of 100 - 115 business clients after an initial training phase, with annual revenue of $1 - $5 million for your assigned branches; provide deposit and cash management solutions and manage credit opportunities up to approximately $500,000
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses. Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Work within risk parameters that protect the bank. Seek out expertise of others to enhance existing knowledge and ensure a positive client experience
• Provide the best in client advice and service while developing the relationship to ensure a seamless client experience throughout Chase. Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting your assigned branches
• Protect the firm by following sound risk management protocols and adhering to regulatory requirements. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Regularly review processes and strategies with manager, making adjustments as needed

Required qualifications, capabilities, and skills

• Enlisted/Junior Officer background with minimum of 4 years of Military experience
• Up to 7 years of separation from military service

Preferred qualifications, capabilities, and skills

• Bachelor’s degree or equivalent work experience
• General business knowledge and understanding of core business products and services
• Strong communication skills with individuals at all levels, internally and externally. Ability to build relationships with clients and internal partners
• Ability to travel occasionally for key business meetings and training

Job Responsibilities

• Utilize excellent credit analysis and financial modeling skills to underwrite and structure new transactions and work independently on the assigned credit portfolio. Appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics.
• Form well thought out, independent views and be able to voice your opinion in a clear, concise manner and to defend that position with partners and senior leadership.
• Lead complex transactions including negotiations and legal documentation for bilateral and syndicated finance structures.
• Work proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving.
• Act with a sense of urgency and drive execution to meet both internal and client deadlines.
• Partner effectively to develop fulsome client relationships, including being looked to as an expert on Structuring and Credit Policy and will be viewed as the “go-to” person for credit by both internal partners and clients.
• Provide leadership in the market by being a positive contributor to the team, including being a mentor to less experienced team members, embracing change and participating in various projects or improvement exercises for the benefit of the organization.
• Demonstrate excellent communication skills both internally and externally and use those communication skills to effectively solve problems.

Required Qualifications, Skills and Capabilities

• BA/BS/BBA degree is required
• Completion of a major corporate or commercial bank credit training program (or the equivalent corporate banking/corporate finance experience) and a thorough understanding of bank credit policies and procedures
• At least 5 years’ experience in commercial banking/lending including extensive credit analysis, structuring and loan documentation experience
• Significant accounting and finance knowledge and superior financial modeling skills
• Strong working knowledge of credit agreements and other loan documentation along with solid negotiation skills
• Demonstrated excellent verbal and written skills, interpersonal skills, and analytical and problem-solving skills
• Excellent organizational and project management skills; able to manage competing priorities under tight deadlines
• Proven ability to collaborate and build strong partnerships.
• Intellectual curiosity with a proven ability to learn quickly
• High degree of initiative, self-direction, and ability to work well under pressure