Meeting Coordinator jobs at Jpmorgan in United States, New York

Job Responsibilities:

• Coordinate and track the Global DCM Bridge Book, managing excess and underwritten debt commitments across all regions.
• Collaborate with DCM, Capital Markets, and Credit Risk teams to run severe stress models for all DCM transactions.
• Oversee preferred and common equity fundings within the DCM Merchant Bank portfolio.
• Reconcile observed fees on bridge transactions with the WLS Fee Team and Finance & Business Management teams.
• Serve as the primary resource for inquiries on individual bridge deal details.
• Conduct regular reporting on underwritten positions.
• Participate in projects to automate and enhance reporting processes.

Required Qualifications, Capabilities, and Skills:

• Undergraduate degree or equivalent experience with a minimum of 3 years in Syndicated Loan experience.
• Extensive knowledge of the loan product/Syndicated Loan business.
• Proven ability to influence and partner with team members and senior management.
• Strong leadership, time management, and organizational skills.
• Excellent oral and written communication skills.
• Ability to operate in a challenging and rapidly changing environment.
• Critical decision-making abilities and strong organizational skills.

Preferred Qualifications, Capabilities, and Skills:

• Experience in coordinating global loan commitments.
• Familiarity with DCM transactions and stress modeling.
• Ability to manage complex deal structures and reconcile financial data.
• Experience in process automation and enhancement.

The corporate access coordinator is responsible for arranging corporate & expert access events for institutional investor & corporate client partners. In this role, you will work directly with research, sales, banking & events team to understand their needs, select venues, coordinate logistics, manage budgets and ensure the successful execution of J.P.Morgan events. Experienced self-starter that can quickly begin to contribute and manage events independently. Access events can include investor tours, conference meetings and non-deal roadshows.

Job Responsibilities:

• Collaborate with Corporate Meetings & Events teams to promote events, manage registration & client communications around investor meetings.
• Meet with JPMorgan event hosts/sponsors to understand their objectives, requirements, and budget.
• Research and select appropriate venues (in-house or external), negotiate contracts, and manage relationships with vendors.
• Develop and manage event budgets, ensuring cost-effectiveness and adherence to financial constraints and following required expense management procedures.
• Manage communications with corporate and investor clients to organize investor meetings.
• Manage all logistics associated with events: obtaining compliance approval, transportation, catering, audiovisual equipment, and other necessary services.
• Liaise with company management teams, research, and institutional sales to develop and execute corporate access events.
• Effectively market Corporate Access events internally to research sales and sales trading.
• Work closely with research sales and sales trading to monetize Corporate Access events.
• Conduct post-event evaluations to gather feedback and assess the success of the event, making recommendations for future improvements.
• Ensure all events follow J.P. Morgan legal, compliance and expense policies.
• On-site staffing of events to ensure seamless execution and manage client inquiries and requests.

Require qualifications, capabilities, and skills:

• Experience in meeting management at an investment bank required.
• Strong front office experience and knowledge across markets business preferred.
• Detail oriented and self-motivated.
• Excellent communication skills, both verbal and written, can engage and influence partners and stakeholders.
• Thrive in a fast-paced environment of real-time market pressures and easily remain focused on client needs.
• Microsoft Excel, PowerPoint and MS Word proficiency
• Demonstrate good judgment - decision-making is your strongpoint.
• Strong interpersonal skills - you listen and communicate in a direct, succinct manner.
• Experience with virtual and hybrid event planning.

Preferred qualifications, capabilities, and skills:

• Experience with event management platforms such as BTS is ideal.
• Ability to travel as needed for site visits and event execution.
• Flexibility to work evenings and weekends as required by event calendar.

Job Responsibilities:

• Develop and implement strategic event plans that enhance client relationships and promote J.P. Morgan's brand.
• Partner with JPMorgan event hosts/sponsors to define objectives, requirements, and budgets, ensuring alignment with business goals.
• Research and select venues, negotiate high-value contracts, and manage strategic relationships with vendors.
• Develop and oversee event budgets, ensuring cost-effectiveness and adherence to financial constraints, while optimizing resource allocation.
• Direct communications with corporate and investor clients to organize investor meetings, ensuring high-level engagement and satisfaction.
• Manage all logistics associated with events, including compliance approval, transportation, catering, audiovisual equipment, and other necessary services.
• Collaborate with company management teams, research, and institutional sales to design and execute innovative corporate access events.
• Strategically market Corporate Access events internally to research sales and sales trading, driving participation and engagement.
• Work closely with research sales and sales trading to monetize Corporate Access events, identifying opportunities for revenue generation.
• Conduct post-event evaluations to gather feedback, assess success, and implement strategic improvements for future events.
• Ensure all events adhere to J.P. Morgan's legal, compliance, and expense policies, maintaining the highest standards of integrity.
• Provide on-site support during events to ensure seamless execution and address client inquiries and requests.

Required Qualifications, Capabilities, and Skills:

• Substantial experience in meeting management at an investment bank, with a proven track record of strategic planning.
• Strong front office experience and knowledge across markets business
• Exceptional communication skills, both verbal and written, with the ability to engage and influence partners and stakeholders.
• Thrive in a fast-paced environment of real-time market pressures, with a focus on strategic client engagement.
• Proficiency in Microsoft Excel, PowerPoint and the ability to leverage technology for strategic planning.
• Demonstrate excellent judgment and decision-making skills, with a focus on strategic outcomes.
• Strong interpersonal skills, with the ability to listen and communicate in a direct, succinct manner.
• Experience with virtual and hybrid event planning, with the ability to innovate and adapt to changing environments.

Preferred Qualifications, Capabilities, and Skills:

• Experience with event management platforms such as BTS, with the ability to leverage technology for strategic advantage.
• Ability to travel as needed for site visits and event execution, with a focus on strategic client engagement.
• Flexibility to work evenings and weekends as required by event calendar, with a commitment to strategic outcomes.

As a Syndicated Loan Transaction Coordinator within the Leverage Finance and Debt Capital Markets team, you will support the execution and closing of complex loan transactions. You will manage a pipeline of active syndicated transactions and assist with inquiries from Borrowers, Lenders, and Arrangers.

Job Responsibilities:

• Support execution and closing of complex loan transactions, including new deals, refinancing, and amendments.
• Collect and review legal loan documentation for operational feasibility and risk mitigation.
• Review internal loan-related spreadsheets for accuracy and advise on funding mechanics.
• Coordinate pre-closing requirements with internal and external clients.
• Initiate and coordinate trade settlement processes for Institutional Term Loan transactions.
• Assist with inquiries related to the closing process and schedule conference calls.
• Participate in projects to enhance performance and efficiency.

Required Qualifications, Skills, and Capabilities:

• Undergraduate degree or equivalent experience with a minimum of 3 years in Syndicated Loan experience.
• Knowledge of Syndicated Loan products and business, including Credit Agreements and deal structures.
• Experience in collecting and reviewing pre-syndicated loan documentation.
• Ability to collaborate with team members and senior management with strong communication skills.
• Ability to operate in a challenging environment and learn new systems quickly.
• Critical decision-making abilities and strong organizational skills.
• Proficiency with Microsoft Office Suite and ability to work as part of a team.

Preferred Qualifications, Skills, and Capabilities:

• Experience in investment banking or financial services.
• Familiarity with trade settlement processes and regulatory requirements.
• Strong analytical capability and attention to detail.

As a Relationship Banker , you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

Job responsibilities

• Delivers an exceptional customer experience by acting with a customer-first attitude
• Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
• Influences, educates, and connects customers to technology
• Possesses initiative and knowledge to provide financial options for customers using a consultative approach
• Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
• Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required qualifications, capabilities, and skills

• 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
• High school degree, GED, or foreign equivalent
• Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
• Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
• Ability to work branch hours including weekends and some evenings

Preferred qualifications, capabilities, and skills

• College degree or military equivalent
• Professional, thorough, and organized with strong follow-up skills
• Exude confidence with clients when sharing product knowledge and solutions
• Experience adhering to policies, procedures, and regulatory banking requirements

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

Job Summary:

As a Transaction Coordinator in the Corporate Investment and Commercial Banks team, you will manage and maintain a portfolio of active leveraged and high-grade loan transactions, supporting Leveraged Finance and Debt Capital Markets with execution and closing of complex loan transactions.

Job Responsibilities:

• Manage and maintain a portfolio of active leveraged and high-grade loan transactions.
• Support Leveraged Finance and Debt Capital Markets with execution and closing of complex loan transactions.
• Collect and review legal loan documentation for operational feasibility and risk mitigation.
• Review internal loan-related spreadsheets for accuracy and completeness.
• Liaise and coordinate pre-closing requirements with internal and external clients.
• Review and advise on funding mechanics and operational requirements.
• Initiate and coordinate trade settlement process for Institutional Term Loan transactions.
• Coordinate internal KYC review and Flood due diligence.
• Assist with ad-hoc inquiries from Borrowers, Lenders, and Arrangers.
• Schedule internal conference calls to ensure pre-closing requirements are met.
• Execute best practices and control, risk mitigation, and escalation.

Required Qualifications, Capabilities, and Skills:

• Undergraduate degree with a minimum of 1 year of Syndicated Loan experience or equivalent.
• Knowledge of the Loan product/Syndicated Loan business.
• Understanding of financial services within Investment Banking.
• Experience with pre-syndicated loan documentation.
• Ability to collaborate with team members and senior management.
• Strong oral and written communication skills.
• Ability to operate in a challenging and rapidly changing environment.
• Critical decision-making abilities.
• Strong organizational and time management skills.

Preferred Qualifications, Capabilities, and Skills:

• Experience with cross-border transactions.
• Familiarity with trade settlement processes.
• Knowledge of KYC and regulatory requirements.
• Experience in project participation and performance enhancement.

The Executive Director of Corporate Access is responsible for the strategic leadership and execution of corporate and expert access events for institutional investor and corporate client partners. In this role you will be expected to deliver on J.P. Morgan's business objectives and enhance client engagement. You will be a thought leader with the ability to innovate and elevate J.P. Morgan's corporate access offerings. Access events can include investor tours, conference meetings, and non-deal roadshows.

Job Responsibilities:

• Help guide the direction for Corporate Access events, ensuring alignment with J.P. Morgan's global business objectives and client needs.
• Collaborate with senior stakeholders, including event hosts/sponsors, to establish objectives, requirements, and budgets, driving strategic outcomes.
• Lead the research and selection of venues, negotiate high-value contracts, and cultivate strategic relationships with vendors to optimize event execution.
• Develop and oversee comprehensive event budgets and resource allocation.
• Direct high-level communications with corporate and investor clients to organize investor meetings, ensuring exceptional engagement and satisfaction.
• Oversee all logistics associated with events, including compliance approval, transportation, catering, audiovisual equipment, and other necessary services, ensuring seamless execution.
• Partner with company management teams, research, and institutional sales to design and execute innovative corporate access events that drive business growth.
• Strategically market Corporate Access events internally to research sales and sales trading, maximizing participation and engagement.
• Collaborate with research sales and sales trading to monetize Corporate Access events, identifying and capitalizing on opportunities for revenue generation.
• Conduct post-event evaluations to gather feedback, assess success, and implement strategic improvements for future events, driving continuous innovation.
• Ensure all events adhere to J.P. Morgan's legal, compliance, and expense policies, maintaining the highest standards of integrity and governance.

Required Qualifications, Capabilities, and Skills:

• Extensive experience in meeting management at an investment bank.
• Strong front office experience and knowledge across markets business, with the ability to drive significant business growth through events.
• Exceptional communication skills, both verbal and written, with the ability to engage, influence, and lead senior partners and stakeholders.
• Thrive in a fast-paced environment of real-time market pressures, with a focus on client engagement and organizational impact.
• Demonstrate excellent judgment and decision-making skills
• Strong interpersonal skills, with the ability to listen, communicate, and lead in a direct, succinct manner at the executive level.
• Experience with virtual and hybrid event planning, with the ability to innovate and adapt to changing environments.

Preferred Qualifications, Capabilities, and Skills:

• Experience with event management platforms such as BTS.
• Ability to travel as needed for site visits and event execution.
• Flexibility to work evenings and weekends as required by event calendar.