J.P. Morgan is a leader in investment banking, commercial banking, financial transaction processing and asset management. We serve millions of customers, predominantly in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally.
Events Management Analyst
Job Description
Join our dynamic team as an Event Management Analyst, where you’ll play a crucial role in helping deliver first class client events. Collaborate with a passionate group of professionals to analyze data, identify trends, and provide actionable insights that drive focused event strategies and incomparable experiences.
As an Event Analyst within Asset and Wealth Management (AWM) Events team, you will assist in all aspects of client event activities, from concept to execution, for the NY & East region of J.P. Morgan’s US Private Bank (PB). You will work on multiple event projects simultaneously, ranging from large events, to intimate roundtable dinner discussions, both in person and virtually. In addition to NY & East Region Private Bank events, you will assist in a variety of Asset Management events on a national and global scale. You will play a support role in the event strategy and execution for the Region bringing creative ideas, suggested venues and proposed content to the market with thought to strategic execution. You will also manage administrative tasks in support of the NY & East Region’s region head, as we all the events team, including but not limited to, data management/entry and invoice and expense management/processing. In order to ensure a consistent and distinctive experience for clients, you will need to interact with colleagues across the PB & AWM Events Team, as well as Firmwide Events, the Front Office, and Senior Management across JPMC.
Job responsibilities
- Provide support for the Head of NY & East Region Events, and the broader team as needed.
- Complete pre-event tasks such as briefing templates, briefing templates, production of name badges, place cards, menu cards, printed materials; seating assignments for events; packing and shipping of event supplies.
- Provide onsite event staffing which may include registration desk management, distribution of materials, oversight of presentations/AV needs, and coordination with vendors.
- Leverage our events management platform to track events, manage RSVPs pre and post event and ROI analysis while having strong emphasis on data management
- Assist in researching event venues and obtaining event proposals.
- Provide budget support including invoicing and expense management.
- Maintain event supplies inventory, ensuring all necessary items are in stock and well organized.
- Complete post-event tasks such as final data management and event debrief documents.
- Lend occasional support on ad-hoc special projects and roles on global events.
Required qualifications, capabilities, and skills
- A least two years of work experience.
- Must be able to multi-task and work under tight deadlines.
- Excellent oral and written communications skills.
- Stellar organizational skills and extreme attention to detail.
- Ability to prioritize tasks and communicate clearly amongst a variety of personalities.
- Excellent/advanced Microsoft Excel, Word , PowerPoint, and Access.
- Ability to work early mornings and late evenings, understanding last minute opportunities may produce schedule changes.
- Must be able to travel and lift boxes.
Preferred qualifications, capabilities, and skills
- Previous financial services experience a plus
- Knowledge of event registration systems a plus
About Us
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
About the Team
Strategy Manager
Job Description
As a Vice President in Strategy, you will lead project teams in solving complex problems and implementation issues critical to the company.
As a Vice President in Strategy within the Chief of Staff team, you will be a key player in supporting the Chief Information Officer (CIO) of J.P.Morgan’s Global Technology team. You will have the opportunity to partner with various strategy and business service groups to ensure streamlined activities within the organization. Your role will involve creating group-wide and executive communications, performing analysis to support decision making, developing processes and tools to support consistent management practices, and supporting selected change management and governance programs. This role will allow you to leverage your analytical skills, work collaboratively with team members across lines of business, and contribute to concise communication materials for senior management.
Job Responsibilities
- Provide Thought Leadership
- “Own” day-to-day project management and delivery of entire engagement and impactful recommendations and provide coaching to client teams as they implement recommendations
- Scope problems, identify major issues and actionable opportunities, design solutions, and quantify potential bottom-line financial impact
- Work with team to develop work plans to test / evaluate strategies and insights which could span process improvement, organizational change, and functional strategy efforts
- Provide Client and Team Leadership
- Advise and influence senior leaders and business executives on key business decisions and major change initiatives
- Develop deep trust-based advisor relationships with key client stakeholders and ensure client is satisfied throughout engagement
- Lead interview campaigns, working sessions, and senior client presentations; maintain composure and presence in difficult client meets. Lead one or more client projects, including managing multiple associates / analysts across several workstreams
- Collaborate with your team to build hypothesis sets, analyses, and roadmaps for solutions
- Develop junior team members both formally and informally, including serving as a mentor. Identify potential roadblocks / obstacles and escalate issues as needed
Required qualifications, capabilities and skills
- MBA or an advanced degree from a top-tier program
- Minimum of 5 years consulting experience with a top-tier management consulting firm or an internal consulting/corporate strategy team, including at least 1 year of managerial experience motivating and leading teams
- Strong client management and executive-level communication skills
- Ability to structure and scope complex problems and apply a range of analytical tools to develop solution
Preferred qualifications, capabilities and skills
- Financial services background is preferred
Securities Based Lending Analyst – Latin America
Job Description
Join our dynamic team and make a significant impact by facilitating swift credit approvals and enhancing client experiences. Apply today to be part of an exciting journey in the financial sector!
Job Summary:
As a Credit Transactions Analyst in the Latin America Securities Based Lending team, you will handle a high volume of lower risk credit transactions, including loans, letters of credit, and derivatives, all fully secured by high-quality marketable securities with standard loan documentation. You will enhance the client experience by facilitating swift credit approvals and expediting the delivery of loan documentation, focusing on creditworthiness and collateral evaluation.
Job Responsibilities:
- Partner with the SBL Lender through the lifecycle of credit requests and ongoing portfolio management.
- Prepare client analysis prior to underwriting, including credit checks and collateral analysis.
- Review lines of credit annually and recommend renewals or modifications.
- Analyze client data across systems and conduct preliminary credit reviews.
- Review loan documentation for accuracy and assist in preparation as needed.
- Ensure documentation consistency with federal and local regulations.
Required Qualifications, Capabilities, and Skills:
- Strong analytical skills.
- Working knowledge of financial markets and asset vehicles like mutual funds, equities, and fixed income.
- Interest in structuring credit transactions.
- Effective interaction with internal stakeholders and external clients.
- Ability to learn about financial derivatives and wealth advisory capabilities.
- Ability to complete projects with limited supervision.
- Excellent communication and interpersonal skills.
- Proficiency in Spanish or Portuguese, in addition to English.
- Bachelor’s degree in finance or related field.
Preferred Qualifications, Capabilities, and Skills:
- Experience in credit underwriting or related financial services.
- Familiarity with securities-based lending.
- Advanced proficiency in financial analysis tools and software.
- Strong problem-solving skills and attention to detail.
Vice President, HNW Channel Strategy
Job Description
Organization Description
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations. Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies.
Job Description
We are looking for a dynamic leader to join the High Net Worth (HNW) Card Product team, focusing on driving growth and delivering on the product vision for our HNW customer segment and the J.P. Morgan Reserve card portfolio. This role will be responsible for overseeing our card product channel/ distribution strategies, working in close partnership with cross-functional stakeholders, including Brand, Travel, and Wealth Management teams.
Key Responsibilities
- Support development of HNW channel strategies, informed by historical channel performance, customer research, competitive insights, and analytics in partnership with Brand, Wealth Management, Travel, and Marketing stakeholders
- Support development of requirements for enhancements across acquisition and customer marketing digital, email, and banker/field enablement channels
- Assess and optimize current channel/ distribution strategies to maximize effectiveness and efficiency
- Collaborate with marketing and communications partners and card acquisition and customer marketing centers of excellence on portfolio campaign planning, deployment, and effectiveness
- Maintain regulatory, legal and controls requirements and ensure necessary disclosures remain up to date and in compliance
Qualifications:
- 8+ years of proven acquisition and/or customer marketing, and leadership experience; with a particular focus in credit cards, financial services, and/or HNW-oriented products
- Proactive, strategic, and results driven with the ability to prioritize and manage multiple complex initiatives and deliverables at the same time
- Strong understanding of the HNW client profile and relevant client journeys in order to execute relevant banker/ field enablement, digital, and email channel strategies
- Experience in managing relationships with external agencies, as needed
- Strategic thinker with a passion for creativity and innovation, while maintaining a focus on detail and execution
- Excellent written and verbal communication skills across varying seniority levels internally and externally
- Proven ability to lead and influence large teams of cross-functional internal and external stakeholders and drive business results while demonstrating strong collaboration, relationship and project management skills
- BA degree or equivalent required, MBA preferred
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