Commercial Banker - Middle Market Banking Vice President jobs at Jpmorgan in United States, Minneapolis

As ain CBB- field performance area , you will play a key role in bringing transformation in how we report and analyze Financial, Operational and Behavioral Data across Consumer Banking and Business Banking with in CCB. Your day to day responsibilities would include but not limited to discover, source, design and deliver the data domains into the Databricks powered Data Mart that brings together essential data categories to enable the Finance function to support their analytical and reporting needs. You will have to understand the need of Finance and make data discoverable and available for analytical and reporting needs.

Job Responsibilities

• Conduct comprehensive data discoveries, sourcing, and maintenance of Financial and Operational data to support Field Performance Reporting and analytical needs.
• Develop detailed Data Requirement documentation that aligns with overall data strategies and models.
• Collaborate with the Technology team to develop and test data wrangling workflows, ensuring validation of business logic and outcomes.
• Perform thorough integration and regression testing of data components, providing evidence to ensure compliance and control measures are in place.
• Proactively identify and resolve issues/challenges, highlighting potential risks to leadership.
• Engage closely with end-users and IT during the UAT phase to validate that production results meet business requirements and expectations.
• Serve as a subject matter expert in these areas, providing support and guidance to other team members as needed.

Required qualifications, capabilities and skills:

• Bachelor’s degree in MIS, Computer Science, Mathematics, Engineering, Statistics, or a related quantitative field.
• Over 10 years of experience in financial solutions (techno-functional), data engineering, data science, or business intelligence within the financial services domain.
• Proven experience in building data models that accurately represent business requirements and ensure data integrity. Strong understanding of data governance principles, policies, and practices to maintain data quality, security, and compliance.
• Expertise in database queries, including SQL and NoSQL. Proficient in ETL techniques for data extraction, transformation, and loading.
• Solid understanding of data warehousing concepts and design principles. Experience in reporting development and testing, with the ability to interpret unstructured data and draw objective inferences.
• Deep industry or business domain knowledge relevant to the organization. Proficiency in tools such as Databricks/Snowflake, Alteryx, Tableau/ThoughtSpot.
• Awareness of technologies and frameworks for handling large data volumes (e.g., Hadoop, Spark, R, Unix/Linux, SAS) and familiarity with analytical tools.
• Demonstrated ability to think beyond raw data, understand the business context, and identify business opportunities within data.
• Strong written and oral communication skills, with the ability to effectively engage stakeholders across technology, data, and business functions.
• Capacity to identify and solve data-related challenges, anticipate future needs, and recognize trends. Ability to work under pressure and meet tight deadlines. Highly motivated and self-directed.
• Must be able to work physically in our Bangalore office 4 days a week, with the option to work remotely from home 1 day per week, as determined by direct management.

As a Vice President in Technology M&A, you’ll have experience developing strong relationships with corporates and financial institution clients. You’ll work on executing mergers, acquisitions, divestitures, carve-outs and leveraged buyouts, and will play a key role in marketing to prospective new clients.

Job Responsibilities

• Acting as the primary day-to-day client point of contact and lead banker on deals
• Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
• Refining marketing/execution materials for maximum client impact
• Overseeing the creation of financial projection models and customer cubes
• Identifying and managing all risks in a given deal
• Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
• Leading client negotiations, Q&A process and management interviews
  

Required qualifications, capabilities, and skills

• Bachelors degree in Finance, Accounting, Business, or a related discipline
• Prior work experience in an investment banking front office role
• Experience working with clients in the Technology industry, including but not limited to IT Services, Software, FinTech
• Experience in training junior bankers
• Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
• Very strong quantitative and analytical skills (including Excel modelling and valuation work)
• Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
• Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
• Ability to comfortably interact with clients in a professional and mature manner
• Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

As a Market Executive in Emerging Middle Market Banking you will hire and direct team members in their business development efforts to grow and retain profitable banking relationships with Middle Market companies. In this role you will be expected to maintain a portfolio of your own while leading the banking team however the portfolio size is typically smaller in recognition of management responsibilities. Your team will typically include four to six bankers with indirect oversight over an underwriting staff, a sales/marketing assistant, treasury sales officer and client service professionals.

Job Responsibilities

• Champion a culture of innovation and a customer centric mindset
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

Required Qualifications, Capabilities and Skills

• Minimum of ten years account relationship management experience with a focus on business relationships
• Understanding of Commercial Banking products and services with knowledge of the region with the ability to mobilize internal networks and resources
• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
• Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client relationships
• Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
• Creative solution and problem solving abilities and excellent business judgment with the ability to multitask
• Capable of managing multiple work streams and projects simultaneously, ensuring all tasks are completed on time and to the highest standard

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training preferred
• Strong technology experience; digital background preferred
• Excellent organizational, influencing and interpersonal skills
• Self-directed, proactive, and creative: use sound judgment and navigates ambiguity to get things done