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Commercial Bank - Banking Support Analyst - Dallas

Dallas, Texas
Job Type
2 Sep 2022
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 $500mm 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 acquiring, developing and managing 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 front-office 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
  • Assist in internal memo preparation (Balance Sheet Committee, briefing memos, account plans, etc.)
  • Client analysis, which could include:
  • Weekly key industry/client news
  • Earnings call summaries on key clients
  • Maintenance of profiles (i.e., company, industry, capitalization, and shareholder overviews)
  • 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 Analysts and credit underwriting team for basic loan requests including the creation of credit packages
  • Maintain and spread comps, league tables, and other market pages
  • Collect and organize 'data room' style work
  • 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
  • Highly organized and detail-oriented
  • Impeccable communication details with the ability to effectively interact with Banking professionals
  • Strong quantitative and business writing skills
  • 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)
  • 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
  • Accounting and Finance background is a plus
  • Familiarity with internal JPMC systems is a plus

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans
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  • Job Reference: 702613708-2
  • Date Posted: 2 September 2022
  • Recruiter: JPMorgan Chase Bank, N.A.
  • Location: Dallas, Texas
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent