Banker Analyst - Commercial & Specialized Industries - Analyst

JPMorgan Chase
Washington, DC
On-site

Who this role is best for

A natural match if you have experience in financial services or accounting and are looking to develop a hybrid banking/treasury skillset.

Best fit for

  • Candidates with a background in financial services or accounting and a desire for rotational exposure to banking and treasury functions
    — “rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis”
  • Individuals who enjoy client interaction and have a passion for financial solutions for middle market clients
    — “You are customer focused and enjoy learning about financial solutions for middle market clients”

Things to consider

  • This role requires a strong academic background with a minimum GPA of 3.2
    — “Minimum GPA 3.2 required”
  • Candidates should be prepared for a mix of independent and team-based responsibilities
    — “work both independently and as part of a team”

How to stand out

  • Highlight experience with financial modeling and credit analysis in your resume and interviews
    — “Work on financial models to support financing transactions”
  • Include examples of client research or marketing material preparation in your application materials
    — “Prepare marketing materials for use in client meetings”
  • Emphasize your ability to multi-task and meet deadlines in a fast-paced environment
    — “Proven ability to multi-task and meet deadlines in a fast-paced environment”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • supporting Bankers and Treasury officers through business development, deal execution and client management
  • learning how to identify treasury product solutions to benefit clients’ long-term planning
Typical background
Bachelor's degree in Business, Finance & Accounting1+ years relevant experience post-college graduation

Skills & requirements

Required

Financial AnalysisCredit AnalysisClient ManagementBusiness DevelopmentDeal ExecutionTeamwork

Preferred

Financial ServicesAccountingCredit FundamentalsClient Exposure

Stack & domain

Financial ModelsCredit Approval MemosMarketing MaterialsTreasury Product SolutionsJ.P. Morgan Products And Service OfferingsClient And Prospect ResearchAnalyticalLeadershipInterpersonalWritten/verbal CommunicationAttention To DetailCreative MindsetMulti-taskingJudgementAgilityTeam PlayerFinanceBankingTreasuryCredit Analysis

About the role

Original posting from JPMorgan Chase

You are customer focused and enjoy learning about financial solutions for middle market clients. A role as a Commercial & Specialized Industries Banking/Treasury Analyst is for you.

 As an Analyst in Commercial & Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients. As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management. 

 The Commercial & Specialized Industries Analyst Program is a rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis with client-facing work, as well as extensions of these functions through strategic project work and more. Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry. 

 Job Responsibilities

Work on financial models to support financing transactions

Assist in the completion of credit approval memos

Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)

Learn how to identify treasury product solutions to benefit clients’ long-term planning

Develop an understanding of the full breadth of J.P. Morgan products and service offerings

Conduct client and prospect research to support business development effort

Required Qualifications, Capabilities and Skills

Minimum GPA 3.2 required

Superior analytical, leadership, interpersonal and written/verbal communication skills

Keen attention to detail and creative mindset

Proven ability to multi-task and meet deadlines in a fast-paced environment

Exhibit sound judgement, agility, and the ability to work as a team player

Preferred Qualifications, Capabilities and Skills

1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus

Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered)

Some exposure to credit fundamentals and/or previous client exposure is a plus

Knowledge of the market dynamics and its business environment preferred

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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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

Source: JPMorgan Chase careers

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