דרושים Relationship Banker - 9th Market Branch Wilmington De ב-גיי פי מורגן ב-United States, Wilmington

You will be involved in daily client interactions where you will manage expectations, balance multiple priorities and work in a team setting to deliver accurate and timely reporting to clients and investors.
Job Responsibilities:

• Set-up/maintain the books and records of Private Equity funds, including GP vehicles where applicable, in accounting database in line with terms and conditions of governing documents
• Prepare and/or review periodic Net Asset Valuations and financial reporting packs consisting of financial statements, management fee and carried interest calculations, and investor allocations and capital account statements
• Prepare and/or review capital call and distribution calculations including investor notices and reconcile call proceeds and distribution payments
• Manage release of capital notices and quarterly reporting on investor reporting portal
• Work closely with manager, team and internal stakeholders to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests
• Adhere to control framework including internal policies and procedures
• Manage year-end process and handle requests from external auditors and tax teams

Required qualifications, capabilities, and skills

• Bachelor’s Degree in Accounting, Finance or related field
• 3+ years’ experience in an accounting role, preferably at a Big 4, PE firm or fund administrator
• Knowledge of US GAAP for Investment Funds and familiar with Private Equity fund structures
• Analytical thinker and problem solver with attention to detail
• Ability to work under pressure and balance multiple priorities
• Team Player with excellent interpersonal, communication and client service skills as well as the ability to see projects to completion
• Proficiency in Microsoft Office product suite and strong MS Excel skills

Preferred qualifications, capabilities, and skills

• Professional accounting qualification (CA, CPA) a plus
• Experience with Investran or similar integrated Private Equity system a plus

The Relationship Management Sr. Associate plays a critical role in bridging marketing strategy and execution within the Card Marketing Activation and Transformation (CMAT) organization. As part of the Activation team, you will serve as the day-to-day relationship owner for a defined area of marketing strategy, ensuring seamless alignment between strategic priorities and execution readiness.

Job responsibilities

• Serve as day-to-day point of contact for a specific marketing team (e.g. customer marketing, brand, cobrand, acquisition), ensuring alignment across strategy, CMAT (Card Marketing Activation and Transformation), and downstream partners
• Build strong relationships with strategy marketing stakeholders while collaborating closely with internal execution and transformation teams
• Partner with data and analytics teams to establish partnership health dashboards and metrics, providing clear narrative insights and recommendations
• Identify bottlenecks and risks that impact campaign activation and work across teams to develop solutions and communicate impacts
• Contribute to cross-area initiatives (e.g. automation tools, new processes, reporting improvements) that strengthen execution across the organization
• Proactively identify and recommend process improvements that enhance effectiveness across marketing execution
• Stay current on new capabilities, tools, and processes, helping educate partners on their implications for campaign planning and execution
• Communicate effectively with senior leaders, distilling complex issues into clear, concise updates and recommendations
• Learn and support across other business units as needed, developing a broad understanding of how marketing strategy partnerships operate and flexing into adjacent workstreams with priority shifts

Required qualifications, capabilities, and skills

• Bachelor’s degree required
• 5+ years of business experience, minimum 2 years of relationship management
• Thrives in ambiguity and able to create structure and process from blank space
• Excellent communication skills with strong interpersonal skills in both verbal and written communication
• Experience in marketing operations, marketing strategy, project/program management, or consulting
• Strong organizational and problem-solving skills with the ability to manage multiple projects simultaneously
• Demonstrated ability to communicate effectively with senior stakeholders in both written and verbal formats
• Comfort working in fast-paced environment with flexibility to navigate ebbs and flows of workload
• Proven self-starter with the ability to operate independently, adapt to ambiguity, and ramp up quickly
• Creative and proactive mindset for identifying process improvements and driving adoption

Preferred qualifications, capabilities and skills

• Strong collaboration skills with the ability to influence across teams without direct authority
• High degree of self-awareness, resilience, and a proactive, solution-oriented approach
• Experience creating and presenting in PowerPoint and Tableau
• Strong attention to detail with the ability to manage multiple priority initiatives concurrently

A typical day consists of assisting customers and performing transactions. You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships. Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees. This results in the business is adhering to control expectations.