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Finance & Business Management – Corporate Banking Business Manager, Associate
Join our dynamic Corporate Banking Latin America team as a Business Manager and play a pivotal role in promoting key initiatives, shaping business strategy, and optimizing performance across the organization. Business Management optimizes business performance by helping to drive key initiatives. We act as trusted advisors and counterweight to Business and Group Heads, and are responsible for identifying, escalating, and mitigating business risks. The role of a business manager is dynamic and can vary from business to business, in line with the priorities of the different lines of business.
Job responsibilities
- Influence strategic agenda and deliverables for Corporate Banking Latin America leadership and senior Finance & Business Management (F&BM) management. Gather, analyze and present data and findings to facilitate decision making and business progression
- Coordinate financial management including: pipeline oversight and projections, forecasts, annual budgets, revenue reconciliation and expense management
- Analyze the market position to develop growth strategies for Treasury Services, Corporate Finance, Markets, Securities Services and other wholesale banking products
- Collaborate across product partners, sales teams and business managers to identify client opportunities to help execute business plans
- Coordination of the client agenda – client selection and coverage, prioritization, relationship status, growth opportunities, and performance metrics
- Influence production of financial reporting and ad hoc financial analytics and data modeling
- Act as trusted advisor and counterweight to Corporate Banking North America bankers
Required qualifications, capabilities, and skills
- 5+ years of relevant financial services industry experience, ideally coupled with financial and business management experience
- Strong analytical and project management skills, with the ability to synthesize and articulate results to a diverse audience. Knowledge of banking and payments products is a plus
- Team oriented and flexible, with an ability to take ownership over projects and proactively move them forward
- Structuring and building quantitative and qualitative/conceptual analysis. Understanding of business drivers and modeling
- Excellent oral and written communication skills
- Professionalism, sensitivity, discretion and sound decision-making skills with the ability to interact with senior executives
- Robust Excel and Powerpoint skills required
- Fluent in English, Spanish is a plus
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.
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.JOB DESCRIPTION
As a Banking Support Analyst in Corporate Client Banking you are an integral member of the banking deal team, which is responsible for acquiring, developing and managing client relationships. The position is primarily geared to providing support to deal teams and analysis for pitch book preparation, transaction execution, ongoing client management, and supporting ad-hoc requests in coordination with front-office Analysts, Associates, Relationship Managers and other internal partners.
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.)
- 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, & 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, & skills
- Accounting and Finance background is a plus
- Familiarity with internal JPMC systems is a plus
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
