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JPMorgan Banking Support - Corporate Client Analyst 
United States, Texas, Dallas 
760004583

11.08.2024

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