Corporate Banking Coverage - Investor Client Management - Executive Director

About the role

Help shape how strategic asset management and insurance clients engage with JPMorganChase—bringing together corporate finance, lending, markets and payments capabilities to deliver integrated solutions across the platform.

Job Responsibilities

• Oversee a global portfolio of strategic asset management and insurance clients and lead day-to-day relationship coverage.
• Drive senior-level client engagement across a wide array of JPMorganChase products and services, including Corporate Finance, SLF, Lending, Markets, Platform Sales and Global Payments, in partnership with coverage and product teams.
• Partner across regions and product teams to deliver coordinated coverage and high-quality execution for clients.
• Versed on key topics relevant to clients (e.g. market landscape, corporate finance, capital structure, commercial real estate, capital markets, rates and FX, and payments).
• Understand client's business, industry, and relationship with JPM.
• Structure, analyze, and execute complex credit and financing transactions on behalf of the related client base.
• Manage related credit portfolio oversight including underwriting, risk assessment, and ongoing credit monitoring across lending and financing exposures.
• Cook up regulatory, KYC, compliance, legal, risk, and operational requirements supporting this client segment in partnership with internal stakeholders.
• Analyze, present and manage client profitability.

Required Qualifications, Capabilities, And Skills

• Bachelor's Degree in Finance or related field
• Strong coverage background across Corporate Finance, Treasury, and Markets businesses, with seasoned analytical, structuring, and transaction execution skills.
• Essential credit background and experience across Corporate Finance, DCM, Lending, Global Payments, platform sales, hedging and markets-related activities.
• Demonstrated sales and relationship-management experience with asset management and other financial institutions clients.
• Proven ability to originate, position, and deliver products and solutions across DCM, SLF, lending, hedging, corporate advisory, Global Payments, and platform sales capabilities.
• Strong collaboration and communication skills, including the ability to align cross-functional stakeholders and clearly communicate complex concepts to senior audiences.
• Strong knowledge of loan operations, KYC, credit documentation/agreements, and relevant legal, risk, and regulatory environments.
• Series 79 and 63 licenses required.
• Strong Microsoft Office skills including Excel and PowerPoint.
• Familiarity with and willingness to implement AI tools.

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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, 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.

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.