Job Responsibilities:
- Support CCBSI on select deal and pitch processes
- Assist with pitch pages such as team page, public market overview, debt trading levels, benchmarking, financing menu/timeline pages, etc. and standard pages/sections in deal marketing materials, and assist in internal memo preparation (Balance Sheet Committee, briefing memos, account plans, etc.)
- Conduct client analysis, which could include: Weekly key industry/client news, Earnings call summaries on key clients, Maintenance of profiles (i.e., company, industry, capitalization, and shareholder overviews), basic profitability exercises, ad-hoc know your customer tasks
- Coordinate loan closing process in partnership with deal team and serve as liaison for internal closing partners and post-loan closing items such updating trackers, closing dinners and deal lucites
- Collaborate with Analysts and credit underwriting team for basic loan requests including the creation of credit packages
- Maintain and spread comps, league tables, and other market pages
- Collect and organize ‘data room’ style work and assist with deal management process including creating and managing approval/reporting processes and ensuring all components are completed in efficient and timely manner
Required qualifications, capabilities and skills:
- Bachelor’s Degree required
- Highly organized, detail-oriented and has impeccable oral communication and writing skills to effectively interact with Banking professionals
- Self-directed, highly motivated, and able to work independently
- Time management and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
- Highly proficient in Microsoft Office (PowerPoint, Excel and Word)
- Demonstrates the ability to understand Banking products, proper workflow management, and knowledge of analyzing company financials
- Understands transaction cycle and the steps in the process and is execution oriented
Preferred qualifications, capabilities, and skills:
- Accounting and Finance background is a plus
- Familiarity with internal JPMC systems is a plus