דרושים North America Energy Scheduling Vice President ב-גיי פי מורגן ב-United States, Houston

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 Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you’ll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You’ll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.

Job Responsibilities

• Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• 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. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
• Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
• Demonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Balance needs of clients with associated risks and interests of the firm

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience
• Minimum of 3 years’ managing clients >$10+MM revenue
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

As a Vendor Risk Management Vice President within Global Real Estate, you will maintain the strength and resilience of our compliance framework. Your insights will help us manage and mitigate corruption risks effectively, ensuring our employees adhere to anti-bribery and anti-corruption laws worldwide. Our culture is centered around innovation and collaboration, striving to be best-in-class. In this role, you will support the Third-Party Intermediary workstream, where your expertise in employee conduct and compliance will be vital in enhancing our risk-related controls.

Job Responsibilities

• Provide Client Service Associates with guidance and resources for delivering high quality, high touch tailored service to Private Banking clients and internal teams
• Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing compliance policies and procedures
• Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, bankers, product partners, branch/operations areas, and other partners in a timely and professional manner
• Participate in the continuing strategic development of the Client Service operating model and help validate proposed ideas/plans prior to implementation
• Evaluate staff performance and provide continuous feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process

Required qualifications, capabilities, and skills

• 5+ years of leadership experience
• FINRA Securities Industry Essentials, Series 7, Series 24 and Series 63 licenses required for the position; unlicensed candidates considered but required to obtain licenses within 180 days of start date
• Strong leadership and management abilities; must be able to think strategically
• Spanish language proficiency required

Preferred qualifications, capabilities, and skills

• College degree or equivalent preferred

Job Summary

As an Analyst Engineer in the Technical Transaction Team in Energy, you will be a key player in our business strategy and execution. You will participate in the full cycle of transactional execution including preparing marketing pitches, reviewing, and formulating financial analysis through engineering software, preparing, and presenting internal committee memoranda and client presentations. You will play a role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. Working with a broader team in the region, you will be provided opportunities to be involved real-time in transactions that may include travel.

Job Responsibilities:

• Advise oil & gas clients on a variety of projects including M&A, A&D, and capital markets transactions.
• Perform technical analysis and resource / valuation assessment for oil & gas assets across North America
• Perform economic modelling including production forecasting, type curve creation, inventory assessment, LOS analysis and review of commercial assumptions and construct and maintain economic modeling software such as ARIES or PHDwin
• Perform a variety of technical analyses on completion trends, rig activity, depletion risk, well decline analysis, etc.
• Conduct market research from various platforms including Enverus, Woodmac, and Factse and maintain and update petroleum economics and reserves softwares and databases.

Required qualifications, capabilities and skills:

• Petroleum Engineering undergraduate degree
• Perform technical evaluations of oil and gas assets across lower 48 conventional and unconventional play types
• Perform full field economic analysis leveraging prior experiences with cash flow analysis software (ARIES) and able to navigate software programs such as Spotfire, Tableau, Excel, ArcGIS, QGIS and Microsoft Access
• Conduct fundamental reservoir engineering analysis such as decline curve analysis, LOE & commercial marketing analysis, type curve creation and competitor analysis and perform technical data reviews un-assisted (e.g. PDP forecasting, inventory assessment, type curves, LOS evaluations, geologic assessments)
• Working knowledge of sub-surface geologic characteristics and showcase the ability to perform geologic assessments alongside the A&D team’s geologists.
• Assist and guide the development of key marketing materials and execution of mandates and design, prepare and administer data room presentations and exhibit the ability to manage virtual data rooms.

Preferred qualifications, capabilities and skills:

• Petroleum Engineering experience conducting A&D evaluations and lower 48 un-conventional reservoir evaluation experience
• Deep level of economic understanding of development field economics: Type Curve & production forecasting, commercial LOS analysis, economic inputs and resulting outputs.
• ARIES and Spotfire experience required, working understanding of PHDwin and Tableau welcomed.

J.P. Morgan Chase’s Community Development Banking (CDB) business is a national leader in community development finance for affordable housing and economic development projects. Through our resources, CDB offers financing for projects of any size and complexity, including construction financing, bridge loans, acquisition loans, letters of credit to support bond transactions, and long-term permanent financing for Low Income Housing Tax Credit developments and bond purchases. CDB's clients include: For-profit and not-for-profit developers; Government entities engaged in housing and economic development; and Community-based organizations.

Job Responsibilities:

• Identify and proactively pursue appropriate debt and deposit opportunities
• Appropriately assess transactional risk via thorough knowledge of sponsor, financial, legal, construction management and market issues
• Represent the Bank in negotiation of acceptable credit terms and structure for complicated transactions
• Work with a dedicated underwriting team to insure the timely completion of due diligence and preparation of comprehensive credit approval packages
• Work with closing staff and legal counsel to insure that the documentation for each transaction is accurate, appropriate, and consistent with the terms of credit approval
• Communicate with the loan administration unit to maintain awareness of construction progress, appropriateness of draw requests, adequacy of debt and equity sources, time delays, cost overruns, usage of contingency funds and compliance with legal documents
• Surface issues as they arise with the client to ensure good customer service and adequate protection of the bank
• Represent the Bank professionally at industry-related conferences and other such events

Required qualifications, capabilities, and skills:

• Five plus years’ experience in the affordable housing industry
• Five plus years’ experience structuring, underwriting, closing, and administering commercial real estate construction loans for affordable multifamily housing
• Demonstrated success serving clients in the affordable housing industry
• Understanding and knowledge of standard bank credit policies and loan administration procedures
• Ability to work independently and with minimal supervision and direction
• Ability to interact favorably in person and on the telephone with prospects, clients, consultants, government agency staff, legal counsel, and team members
• Ability to collaborate with the team and adjust priorities to achieve team, as well as individual, goals
• Excellent written and verbal communication skills
• Strong analytical and PC skills; proficient in MS Word, Excel, and PowerPoint
• Valid driver’s license for periodic overnight domestic travel
• Bachelor’s degree required

Preferred qualifications, capabilities, and skills:

• MBA degree and formal credit training preferred
• Strong familiarity with the market