דרושים Commercial Banker - Middle Market Banking Vice President ב-גיי פי מורגן ב-United States, Boston

As a Trade Lifecycle Manager III within JPMorganChase, you will be a key player in managing the operations of the pre- and post-trading life cycle across all asset classes. Your role will involve complex tasks such as coordinating cash movements in and out of client accounts, preparing funding for managed demand deposit accounts, and collaborating with other business lines to ensure proper funding. You will leverage your deep understanding of trade lifecycle principles and practices to make impactful decisions that affect our operations and financial management. Your advanced skills in areas such as process improvement, automation, and project management will be crucial in driving efficiency and innovation in our operations. As a leader, you will manage a diverse team, fostering a culture of continuous improvement and excellence. Your ability to influence and manage internal stakeholders will be key to achieving our strategic objectives.

Job responsibilities

* Lead the execution of complex tasks involving cash movements in and out of client accounts, leveraging advanced knowledge of trade lifecycle principles and practices.

* Drive the development and implementation of process improvement strategies, utilizing advanced proficiency in automation and project management to enhance operational efficiency.

* Oversee the operations of the pre- and post-trading life cycle across all asset classes, ensuring all trades are processed on respective platforms.

* Utilize advanced market product knowledge to maintain compliance with current industry practices and regulations, and to inform strategic decision-making.

* Manage a diverse team, foster a culture of continuous improvement, and leveraging advanced skills in change management to navigate organizational shifts.

* Possess strong analytical and numerical skills

Required qualifications, capabilities, and skills

* 7+ years of experience or equivalent expertise in managing operations functions of the pre- and post-trading life cycle across various asset classes, with expertise in coordinating complex cash movements and preparing funding for managed demand deposit accounts.

* Proven track record in process improvement and automation initiatives to enhance operational efficiency, alongside advanced skills in stakeholder management to influence and drive strategic objectives.

* Extensive experience in managing diverse teams, fostering a culture of continuous improvement and excellence, and understanding the impact of trade support actions on other infrastructure groups like Finance, Market Risk, and Legal.

* Strong communication skills, enabling effective collaboration, as well as attention to detail and a sense of ownership in high-pressure, dynamic environments.

* Comprehensive understanding of key elements in infrastructure groups such as Credit Risk, Operational Risk, and Collateral, recognizing the impact of trade support team actions on these areas.

Preferred qualifications, capabilities, and skills

• Strong financial markets product knowledge and understanding of transaction lifecycle in Markets and/or subject matter expertise in Fixed Income, Equities, OTC/ETD and/or Mutual Funds.
• Strong relationship management and partnership with a large array of constituents; ability to manage by influence to promote change and proactively identify and escalating issues.

Job responsibilities

• Acts as the primary point of contact for security-related issues for product and development teams, running applications, platform, and infrastructure services.
• Engages technical teams and business stakeholders to discuss and propose technical approaches to meet current and future cybersecurity needs.
• Defines the technical target state of their cybersecurity product and drives achievement of the strategy.
• Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall cybersecurity of software applications and systems.
• Leads evaluation sessions with external vendors, startups, and internal teams to drive continuous improvement and assess cybersecurity design and technical credentials for use in existing systems and architecture.
• Conducts security architecture reviews and threat models to identify vulnerabilities and recommend solutions.
• Performs smart contract audits and provides remediation recommendations aligned to Blockchain/Web3 best practices.
• Leads communities of practice to drive awareness and use of new and leading-edge cybersecurity technologies
• Evaluate current and emerging technologies to recommend the best solutions for the future state architecture

Required qualifications, capabilities, and skills

• Formal training or certification on software/systems engineering concepts and 5+ years applied experience.
• Experience with Blockchain security and different threats applicable to private , private-permissioned, and public Blockchains
• Proficiency at least at one cybersecurity domain, and working knowledge in multiple, e.g., Identity and Access Management, Network Security, Application Security.
• Good familiarity with various threat modelling methodologies, e.g., STRIDE, PASTA, attack trees
• Demonstrated experience utilizing OWASP Top 10, MITRE ATT&CK, STIX, etc. to assess the impact and severity of vulnerabilities and weaknesses to the business.
• Strong understanding of smart contracts, smart contract common vulnerabilities, and security development patterns applied to smart contracts.
• Hands-on practical experience delivering enterprise-level cybersecurity solution architecture and recommending appropriate compensating controls.
• Background in conducting threat models or risk assessments for Web3/Blockchain projects.
• Experience with one or more scripting or programming languages, e.g., Bash, Python, Go, Kotlin, Java
• Proficiency in all aspects of the Software Development Life Cycle
• Practical cloud native experience, such as AWS Services

Preferred qualifications, capabilities, and skills

• Good knowledge of Ethereum and EVM-compatible networks (both permissioned and public networks)
• Proficiency in Go and/or Rust with in-depth expertise on the languages, their internal and pitfalls, as well as their tooling ecosystem for security tooling automation and enhancements
• Familiarity with ZKP concepts and relevant protocols, e.g., ZKSNARKS, ZKSTARKS, Bulletproofs
• Automated testing proficiency is desired, e.g., experience working with fuzzers, including building harness, rules. Advanced understanding of agile methodologies such as continuous integration and delivery, application resiliency, and security

Job Posting

As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst’s performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.

Job Responsibilities

• Help devise customized financial strategies for existing and prospective clients
• Prepare pitch books and meeting materials
• Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives
• Become an expert in a range of proprietary models to provide recommendations on tailored solutions
• Conduct research and analysis; assist with product development and prospecting efforts
• Research client inquiries and manage follow up communication and materials

• Work directly with clients as you continue to progress in your role

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree with a minimum overall GPA of 3.2
• No more than two years of work experience following completion of undergraduate program
• Demonstrated aptitude for sales and client relationship management
  

Preferred Qualifications, Capabilities, and Skills

• Superior multi-tasking and organizational skills
• Excellent communication skills and poise giving presentations
• Genuine interest in financial markets and macro-level economic trends
• Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions

Job Responsibilities

• Utilize excellent credit analysis and financial modeling skills to perform due diligence in order to structure and recommend new transactions while maintaining an appropriate balance between risk and reward
• Lead complex and time-sensitive leveraged finance transactions and LBOs, including the negotiation of legal documentation for bilateral, pro-rata, broadly syndicated, and direct lending structures
• Independently manage the assigned credit portfolio on an ongoing basis while ensuring data integrity
• Assess and process risk rating changes in a timely manner
• Use critical reasoning to develop well-considered credit views, taking into account company-specific and industry risks
• Clearly and concisely communicate and defend credit views to internal stakeholders and senior leadership
• Serve as an effective challenge to the banking team in your role as second line of defense
• Utilize strong time management skills and act with a sense of urgency to meet expectations and deadlines, driving deals to closure
• Work with internal and external stakeholders in a proactive, constructive, and responsive manner to effectively manage and execute transactions
• Convey a thorough understanding of credit policy and procedures
• Contribute to the broader objectives of the Risk organization, including developing junior talent and participating in various projects and efficiency exercises
• Demonstrate excellent communication skills

Required Qualifications, Capabilities, and Skills

• BA/BS/BBA degree is required
• Completion of a major corporate or commercial bank credit training program (or equivalent corporate banking/corporate finance experience) with a thorough understanding of bank credit policies and procedures
• Minimum 7 years’ experience in middle market and mid-corporate lending, including extensive credit analysis, structuring of leveraged finance transactions, and negotiation of loan documentation
• Experience working with portfolio companies of private equity firms
• Significant accounting and finance knowledge with superior financial modeling skills
• Strong working knowledge of credit agreements and other loan documentation, along with solid negotiation skills
• Demonstrated ability to problem-solve and think both critically and analytically
• Proven ability to collaborate and build strong partnerships
• Excellent organizational and project management skills with the ability to manage competing priorities under tight deadlines
• Intellectual curiosity with a proven ability to learn quickly
• Demonstrated ability to take initiative, self-direct, and work well under pressure
• Excellent verbal, interpersonal, and written communication skills
• Proficient with Microsoft Office, including Excel and PowerPoint

Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work on-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.

As a Vice President, Wealth Planner within J.P. Morgan Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be able to communicate that knowledge in a simple, non-technical way, both to communicate with our clients and also to communicate to our advisors and field leadership. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across USWM in order to identify issues and opportunities to engage with clients. You will partner with field management to solidify regional strategies and subsequently advise the field on how to execute on the strategies. You must demonstrate a natural curiosity for people as well as planning and for the wealth management industry overall, must demonstrate independent initiative and must be responsive.

Job Responsibilities:

• Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics
• Serve as a resource to the USWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning
• Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice
• Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus
• Promote J.P. Morgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
• Work with Advisors to develop business opportunities with new and existing clients
• Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients
• Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
• Actively participant in team discussions to proactively propose planning ideas and industry trends that can be shared with the field
• Travel to local and out of state branches, as needed

Required qualifications, capabilities, and skills:

• 4-year college degree and either CFP, CPA, J.D. or LLM
• Self-starter with natural curiosity for individual planning and people
• Excellent attention to detail with strong written and oral communication skills
• Strong team player with a predisposition to service function
• Ability to drive business results with broad background in trust and estate planning issues
• A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager
• Strong presentation skills in one on one and group meetings
• Experience and ability in understanding clients’ financial situations and personal circumstance
• Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
• Individual with high ethical standards who never sacrifices integrity and works in the clients’ best interest

Preferred qualifications, capabilities, and skills:

• Series 7 & 66 required (may be fulfilled within 6 months of assuming role)
• Strong working knowledge of Microsoft Office suite