JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of
$2.3 trillion and operations in more than 60 countries. The firm is a leader in treasury services, investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.
Treasury Services Group
Treasury Services Client Analytics is a part of J.P. Morgan Treasury Services Business. We work closely with the firm’s Treasury Services teams in preparing client decks & materials that the senior client bankers take to their clients during meetings.
The Associate’s main responsibilities will include:
§ Client facing material preparation: Work with internal partners across regional locations to prepare marketing materials and client-ready output which is crisp and relevant accompanied with well-structured presentations for Treasury Services. The work will include components such as transaction flow analysis, change readiness updates, account structures, liquidity structures, billing information, etc.
§ Transaction flow analysis: Analysis and interpretation of transaction flows including High and Low value payments and receipts, reason codes and returns in order to promote operational efficiency, reduce cost/risk and identify cross sell opportunities.
§ Value Added Support: Provide value added support effectively and efficiently, demonstrating effective knowledge and use of all data, reporting and tools available to the team for both report generation and deep dive analysis (Business Objects, QV Dashboards, DataMart access etc.). Source and interpret company, industry & transaction flow information with an aim to form views on key trends stemming from clients’ transactional analysis.
§ Internal engagement: Provide consultation to CSAMs at every point in the process from analysis request thru fulfillment. Proactively reach out to requestors to provide consultation and SME support as part of the pre and post report production support process.
§ Reporting enhancement: Identifies potential opportunities and/or red flags and follows up accordingly to see them through. Proactively follows up on reporting provided to CSAMs to obtain client feedback post-delivery and documents and shares the feedback with the greater team to help us continuously improve our offerings and process. Proactively demonstrate ability to go beyond the surface of the data results to provide insights, value added analysis and recommendations.
§ Project Management: Comprehend projects with a high level of accuracy & displays a strong understanding of the deliverables. Engages proactively with client executives to understand client perspective and makes new suggestions regarding analysis, slides or provides a new perspective. Drive solutions, especially when it requires thinking out of the box to customize or supplement existing offerings to address the needs of the business
§ Maintain regular value-added contact with client bankers and staffers in the appropriate geography both proactively and in response to specific requests with a clear distinction between fact, informed opinion and uninformed opinion.
§ Optimise workflow between regional CSAM hubs and Mumbai teams.
§ Meet all inbound requests in a timely fashion based on committed due dates or dates required to meet business needs without sacrificing quality.
§ 5-7 years of relevant work experience
§ MBA / Professional qualification in Accountancy/Finance with Excellent academic record
§ Experience in Treasury Services solutions, Funds Transfers (high-value and low-value)
§ Close attention to detail and ability to deliver output of a very high standard
§ Good communication and quantitative skills
§ Self-starter with ability to creatively think and provide value additions
§ Knowledge of excel including macros/VBA is a plus
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