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Banking Support

3 months ago

Dallas, Texas, United States JPMorganChase Full time

Job Description
You enjoy data driven analytics with desire to work closely with client data and active deals. Join our Bank Support Analyst team and provide integral support to our Corporate Client Banking deal team.
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.)
  • 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

About Us
JPMorgan Chase & Co., 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. 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
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide 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 nonprofit organizations.