Job Description

Job Description

Join our Global Banking team as a Deal Services Associate, where you'll collaborate with Product and Coverage teams to oversee and optimize Investment Banking transactions, playing a crucial role in deal lifecycles, regulatory reviews, and strategic pipeline management.

Job Description

As a Deal Services Associate within the Global Banking team, you will collaborate with Product and Coverage teams to manage and supervise operational processes of Investment Banking transactions across Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, and Lending. You will play a pivotal role in key milestones of the deal lifecycle, assist in audit/regulatory reviews, and resolve control issues while reporting. Additionally, you will engage in meetings with Bankers to proactively manage deal pipelines, identify opportunities, and address potential roadblocks.

Job Responsibilities:

• Serve as the primary point of contact for bankers to coordinate & complete key transactional tasks  
• Facilitate of operational client and business queries
• Partner with coverage and product bankers, Wholesale KYC Operations (WKO) Client Office and Compliance teams in region to meet local or product specific KYC and AML requirements for Clients and transactions. Coordinate the launch and progress of KYC process
• Coordinate collection of non-KYC regulatory documentation during transaction execution
• Conduct analysis and dispositioning of Sanctions, Anti-Corruption, Environmental and Social risks on clients and transactions
• Participate in bankers’ regional meetings to proactively identify  operational opportunities or roadblocks
• Monitor deal controls to ensure milestones are met & achieved in a timely manner
• Participate in global process enhancements

Required Qualifications, Capabilities, and Skills: 

• 5+ years previous experience & sound knowledge of investment banking products (Acquisition and Leveraged Finance, Debt Capital CM, M&A,ECM) as well as Global Corporate Banking products & processes
• Excellent verbal, written and interpersonal communication skills
• Strong decision making capabilities and the ability to identify problems and drive to resolution
• Ability and drive to take full ownership of processes
• Strategic Thinking skills: ability to approach problems logically and make informed decisions based on the data
• Ability to perform analysis to assess the quality and meaning of data 
• Preparing reports stating trends, patterns, and predictions using relevant data
• Proficiency in Microsoft Excel and PowerPoint required to represent data in a visual format that's easy to understand via dashboards and reports using tools like Tableau and Alteryx to communicate insights to stakeholders. 
• Proactive/self-starter with the ability to deliver value-added support to business partners and clients in a dependable, timely and accurate manner
• PowerPoint skills are required to structure presentations for team’s senior management and senior stakeholders
• Project management skills: planning, time management, strong communication, problem solving, negotiation, organization, critical thinking, decision making skills and conflict resolution

Preferred Qualifications, Capabilities, and Skills:

• Comfortable dealing with clients/senior executives on a regular or ad hoc basis
• Highly self-motivated to work independently and on broad based teams that cross Lines of Business
• Strong partnership and coordination skills
• Strategic Thinking skills: ability to approach problems logically and make informed decisions based on the data
• Flexibility to handle multiple tasks and changing priorities.
• Proactive/self-starter with the ability to deliver value-added support to business partners and clients in a dependable, timely and accurate manner
• Sound judgment and decision making ability to execute and resolve under pressure during tight deadlines

About Us

JPMorganChase, 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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