Middle Market Banking & Specialized Industries, Relationship Manager/Banker Analyst

Posted 2 Days Ago
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Philadelphia, PA
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Middle Market Banking Analyst, you'll support a team by developing financial models, assisting in credit approvals, and preparing marketing materials. You'll engage in business development and client management while learning about banking solutions for healthcare, higher education, and non-profit sectors during a 2.5-year rotational program.
Summary Generated by Built In

Job Description
You are customer focused and enjoy learning about financial solutions for middle market clients. A role as a Middle Market Banking Analyst is for you.
As Healthcare, Higher Education and Not for Profit Analyst in Middle Market Banking Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients. As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management.
The Middle Market Banking Specialized Industry Analyst Program is a 2.5 year rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis with client-facing work, as well as extensions of these functions through strategic project work and more. Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry.
Job Responsibilities

  • Work on financial models to support financing transactions
  • Assist in the completion of credit approval memos
  • Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
  • Learn how to identify treasury product solutions to benefit clients' long-term planning
  • Develop an understanding of the full breadth of J.P. Morgan products and service offerings
  • Conduct client and prospect research to support business development effort


Required Qualifications, Capabilities and Skills

  • Minimum GPA 3.2 required
  • Superior analytical, leadership, interpersonal and written/verbal communication skills
  • Keen attention to detail and creative mindset
  • Proven ability to multi-task and meet deadlines in a fast-paced environment
  • Exhibit sound judgement, agility, and the ability to work as a team player


Preferred Qualifications, Capabilities and Skills

  • Some exposure to credit fundamentals and/or previous client exposure is a plus
  • Knowledge of the market dynamics and its business environment preferred
  • 1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus
  • Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered)


This role is not eligible for employer sponsored immigration support of any kind.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

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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