As an analyst on the Global Corporate Banking team, you will be a central part of the firm's plans to further expand its successful international banking franchise. The Global Corporate Bank offers exciting opportunities as a place to work.
Working in a team environment, you will have access to senior officers of the firm and senior clients. You will be challenged to perform at the highest levels of excellence and will be rewarded for their achievements in a demanding environment. You will be required to work alongside other professionals: as a team, and draw from the full spectrum of the firm's resources to develop customized financial solutions that meet the unique needs of each client in the portfolio.You will be supporting assigned Bankers with sales and relationship management activities (marketing, execution and general client requests). You will also assume responsibility for managing internal processes for deal execution, internal approvals and business aspects of regulatory reporting.Job Responsibilities:Assisting Regional Subsidiary Bankers in managing existing client relationships and developing new client base to drive revenue growth
Engaging and coordinating with partners across the firm to develop proficiency across all products within the scope of Banking, Payments, Markets, Asset Management, Credit, DCM, FX, Rates, Commodities, Asset Management and Investor Services
- Prepare customized pitch books and other marketing materials to help generate new business as well as review existing relationships and setups; understand clients’ cash management structure and objectives to anticipate their needs.
- Partner with Bankers and Payments Sales Managers on new bids (including RFPs), lead with pricing and profitability models, and assist with the finalization of the sale through documentation negotiation and smooth handoff to the implementation and service teams.
- Prepare internal approval documents such as credit memos and balance sheet committee models; support credit approval and documentation process and coordinate implementation of required facilities.
- Maintain internal reports; monitor revenue trend reporting on a monthly basis to identify crucial upward and downward portfolio trends; work with Finance and Business Management teams to ensure deals are tracked accurately for reporting.
- Help with industry, credit, and company analysis (review financial statements, listen to and summarize investor presentations) to detect trends and themes and communicate them effectively.
- Conduct pricing analyses and support the development of pricing strategy/recommendations, especially as it relates to Requests for Proposal (RFPs) and new client requests.
- Help maintain existing business through a high level of customer satisfaction.
- Partner with Relationship Management Professionals (RMPs) on the client onboarding and KYC process to ensure the Firm’s adherence to legal, regulatory, and compliance requirements.
- Lead ad-hoc projects and analyses as requested.
Require qualifications, capabilities, and skills:
- Bachelor's degree with outstanding academic credentials
At least 2 years of professional experience (experience in Corporate Banking, Investment Banking, Credit or Payments is a plus, but not required)
Self-starter with high level of motivation, dependability, intelligence & a team player mentality
Excellent verbal and written communication skills with the ability to synthesize complex problems into concise conclusions
Strong time management, organization and planning skills - Ability to build and mobilize internal networks and resources
Strong quantitative, analytical and computer skills including PowerPoint and Excel-based modeling
Familiarity with J.P. Morgan processes and products a plus
Proficiency with research tools including Bloomberg and FactSet
Preferred qualifications, capabilities, and skills:
- SIE, Series 63 & 79 license holders preferred