Job Description
Working in a team environment, the Analyst will have access to senior officers of the firm and clients. You will be challenged to perform at the highest levels of excellence and are rewarded for your achievements in a fast-paced and demanding environment. The analyst would be required to work with other professionals as a team drawing from the full spectrum of the firm's resources to develop customized financial solutions to meet the needs of clients. The Analyst will work with Managing Directors, Executive Directors, Vice Presidents, Associates and Analyst worldwide, assisting them with all client activities (marketing, execution and on-going relationship management). The analyst will assume responsibility for managing internal processes for deal executions, internal approvals, business aspects of regulatory reporting and ongoing management of client relationship.
Core Responsibilities:
- Supporting Subsidiary Bankers in client coverage across products such as Credit, Cash Management, Trade, Markets among other.
- Assisting Subsidiary Bankers in managing existing client relationship and developing new Multinationals client base.
- Preparing internal approval documents such as pricing/rate approvals and set-ups, credit memos, balance sheet committee models, etc.
- Help with industry and credit analysis (review financial statements, listen to and summarize investor presentations, and support credit approval and documentation process)
- Conduct industry and company research
- Maintain internal reports including deal tracking, pipeline reports, and balance sheet memos
- Assist in the preparation of pitch books and other marketing materials to help generate new revenue, in line with HQ and Regional Bankers
- Initiate Implementation Requests for maintenance and new products added (Payments)
- Compile information for relationship reviews and account planning (e.g., credit structure, account schematics, account analysis statements, etc.)
- Support ad-hoc requests (e.g., billing inquiries, list inquiries, mailing lists)
- Help with projects as requested
Qualifications
- Bachelor's degree with outstanding academic credentials
- High level of motivation, dependability, intelligence & a team player
- Excellent MS Office skills, specifically Excel based modelling and PowerPoint
- Excellent verbal and written communication skills, in English and Spanish
- Strong quantitative, analytical and computer skills including PowerPoint and Excel based modelling
- Proficiency with research tools including Bloomberg
- Relevant experience in the financial industry is valued
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Investment banking is about more than offering industry-leading advice and financial expertise. Teams serve clients by building long-term, trusted partnerships that put their needs first. The world's largest corporations, institutions and governments rely on the in-depth industry knowledge and market insights provided, knowing their goals are our top priority.
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What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.
Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.
©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.