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Wealth Management – Lending Solutions - Business Management – Analyst

Req #: 170101215
Location: New York, NY, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 0 US Dollar (USD)
About J.P. Morgan:  J.P. Morgan is a global leader in financial services, working in collaboration across the globe to deliver the best solutions and advice to meet our clients’ needs. We operate in 100 countries, and hold leadership positions across our different lines of businesses. We have an exceptional team of employees who work hard to do the right thing for our clients and the firm. This is why we are the most respected financial institution in the world – and why we can offer you an outstanding career.
About Global Wealth Management: With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets by leveraging the Private Bank’s products and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.
Role and Responsibilities: As a Lending Solutions Business Management Analyst you will partner with not only the Global Head of Lending Solutions and Regional Practice Leads on a wide variety of projects and analysis with components of strategy, project management, data gathering/analysis, and management reporting, but also with an integrated team including bankers, global investment specialists, lending advisors, and trust and estate experts to execute on various project and priorities to serve new clients and existing clients. This position provides significant exposure to Private Banking senior management and front office advisors.
  • Drive enhancements to sales management processes and tools
  • Develop and present content and strategic insights to communicate regional strategy and results to a variety of audiences (town halls, offsites, business reviews for senior management, etc.) 
  • Analyze business drivers such as flows, pipeline, new and lost clients, and referrals. Manage processes to gather and maintain data inputs for these drivers.
  • Own the coordination and follow-up for frequent ad hoc data requests from management
  • Analyze client’s needs and objectives through balance sheet and cash flow analysis
  • Provide lending solutions to assure that pricing carefully balances market, return, and overall client objectives
  • Coordinate and manage ongoing reporting of capital advisory programs including product marketing,  pipeline progress, banker scorecards
  • As you progress in your role, you will assume significant responsibility by interacting frequently with senior management
Qualifications: We seek candidates with a unique blend of interpersonal and analytical skills. Private Banking Analysts efficiently leverage both qualitative and quantitative resources to understand complex financial situations and present solutions. Specific qualifications include:
  • Relationship management and communication skills
  • Experience using Microsoft office programs including excel, power point and Adobe PDF
  • Superior multi-tasking and organizational skills
  • Excellent communication skills and poise giving presentations
  • Have a working knowledge of accounting principles
  • Strong initiative, energy and confidence completing projects with limited supervision
  • Good judgment and discretion working with highly confidential information
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