Commercial Bank - Banking Support Analyst - Corporate Client Banking & Specialized Industries - Dallas Commercial Bank - Banking Support Analyst -  …

in Dallas, TX, United States
Permanent, Full time
Last application, 16 Aug 19
in Dallas, TX, United States
Permanent, Full time
Last application, 16 Aug 19
Commercial Bank - Banking Support Analyst - Corporate Client Banking & Specialized Industries - Dallas
About J.P. Morgan's Commercial Bank
Commercial Banking offers clients the convenience and vast banking network of Chase, combined with the thought leadership and global financial capabilities of J.P. Morgan. We deliver extensive industry knowledge, local expertise and dedicated service to more than 24,000 clients, including corporations, municipalities, financial institutions and not-for-profit organizations with annual revenue generally ranging from $20 million to $2 billion. We offer a comprehensive set of financial products and services including credit, equipment finance, real estate finance, treasury services and provide clients with access to the investment services of J.P. Morgan.

Corporate Client Banking & Specialized Industries ("CCBSI")
The Corporate Client Banking & Specialized Industries group is part of Commercial Banking at JPMorgan Chase and focuses on companies typically with revenues of over $500 million which require traditional banking services in addition to investment banking products. Our competitive advantage is that we cover this market in a truly unique way - through a partnership between our corporate bankers and investment bankers who together build relationships with our clients and offer customized financial solutions. Our investment bankers bring strategic ideas to clients, which are executed with investment banking products. Our corporate bankers provide commercial banking products and structure loan facilities for our clients. This approach brings together integrated financial services ranging from cash management to raising capital and partners closely with Investment Banking, Corporate Derivatives Marketing, Treasury Services and Asset and Wealth Management, among others.

Banking Support Analyst
The Banking Support Analyst is an integral member of the banking deal team, which is responsible for gaining, managing and maintaining 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 Analysts, Associates, Relationship Managers and other internal partners.

Primary Responsibilities include:
  • 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.
    • Assist with standard pages/sections in deal marketing materials
  • Maintain and spread comps, quals, and other market pages
  • Collect and organize 'data room' style work
  • Assist in internal memo preparation (Balance Sheet Committee, briefing memos, account plans, etc.)
  • Client analysis
    • Send weekly key industry/client news
    • Earnings call summaries on key clients
    • Maintenance of profiles (i.e., company, industry, capitalization, and shareholder overviews)
    • Run 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
  • Coordinate post-loan closing items such updating trackers, closing dinners and deal lucites
  • Collaborate with Analyst and credit underwriting team for basic loan requests including the creation of credit packages
  • Assist with deal management process including creating and managing approval/reporting processes and ensuring all components are completed in efficient and timely manner
  • Bachelor's Degree required
  • Demonstrates the ability to understand Banking products, internal procedures and proper workflow management
  • Understands transaction cycle and the steps in the process and is execution oriented
  • Knowledge of analyzing company financials
  • Strong quantitative and business writing skills
  • Impeccable communication details with the ability to effectively interact with Banking professionals
  • Highly organized and detail-oriented
  • 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)
  • Accounting and Finance background is a plus
  • Familiarity with internal JPMC systems is a plus
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