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CIB F&BM NA Investment Banking Technology Coverage Business Manager - Vice President

Req #: 170074248
Location: San Francisco, CA, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 5000 US Dollar (USD)

The role involves providing comprehensive business management support to the North American Head of the Technology Investment Banking Industry Group and to the sector heads of five defined business segments (Systems; Semis/Alt Energy; Software; Services and Internet Digital Media). The role will also support the global Technology agenda.


The Business Manager will support the bankers in San Francisco as well as New York and Boston, with the majority based in San Francisco.


The Business Management function is responsible for the coordination and delivery of all required finance and business support.  In order to do this, partnership with numerous other US and global functional support areas is necessary, including Compliance, Legal, Tax, Audit, Events, Marketing, Expense Management, Office Management, Client Onboarding, as well as Product BMs.


Responsibilities include:

  • Drive strategic agenda and deliverables for group heads, senior management, and F&BM.  Ensure execution of key initiatives and provide relevant analysis for decision making.
  • Work directly with industry and sector heads on monthly/quarterly business performance reviews, sector reviews, target deal reviews, global industry reviews/offsites, credit and balance sheet reviews, weekly meetings, etc.
  • Analyze industry stats and data for industry trends, competition and areas of opportunity. Identify areas of focus relative to our competition and overall market opportunities.
  • Coordinate and drive all financial management including: annual budgets, quarterly/monthly forecasts, revenue reconciliation, pipeline oversight and projections, expense management (e.g. approval, escalations, budgeting for departmental invoices).
  • Manage the people agenda including: headcount planning, optimize org structure, evaluation processes, productivity reporting, group meetings and communications.
  • Drive best practices and help ensure adherence to firm policies. Coordinate with relevant partners to ensure proper communication, execution, escalation, and follow-up.
  • Assist with ongoing client management including:  account planning, account coverage reviews, coordination with groups such as the Global Corporate Bank (GCB) and Commercial Bank (CB).
  • Assist with/enforce Compliance and Controls agenda – policy communication, rules adherence, registration and training follow-up, annual compliance updates and general queries
  • Project representation/ownership of broader business deliverables (e.g., regulatory workstreams, technology workstreams, strategic analyses).
  • Coordinate with Office Management function on the delivery of all administrative assistant, technology, real estate, operational and other services to the banking teams.
  • Ad hoc reporting/analysis and projects.
  • VP with business management, finance or related experience
  • Ability to think/act strategically
  • Exceptional analytical, problem solving, and project management skills, with the ability to synthesize and articulate results to a diverse audience
  • Ability to manage multiple projects and processes with frequently changing priorities and deadlines
  • Team oriented and flexible, with an ability to take ownership over projects and proactively move them forward
  • Comfortable working in influencing role
  • Excellent written and verbal communication skills
  • Organizational skills (ability to coordinate across multiple LOBs and a broad array of tasks)
  • Understanding of Investment Banking Products and Securitized Products a plus
  • Familiarity with JPM client & credit systems (e.g. Aqueduct, iBanker, Client Central) a plus


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