Banking Support - Corporate Client Banking - Analyst

Aumni

Aumni

IT, Customer Service
Dallas, TX, USA
Posted on Jul 4, 2024

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