Primary point of contact for bankers to coordinate & complete key transactional tasks Facilitate operational client and business queries Partner with coverage and product bankers, Wholesale KYC Operations (WKO) Client Office and Compliance teams in region to meet local or product specific KYC and AML requirements for Clients and transactions. Coordinate the launch and progress of KYC process Participate in bankers’ regional meetings to proactively identify operational opportunities or roadblocks... more details
As an Investment Banking Deal Services Relationship Parther within J.P. Morgan, you will collaborate with the Global Investment Bank (GIB) and Global Corporate Bank (GCB) Product and Coverage teams. Your role will involve supporting the execution of Investment and Corporate Banking transactions across various sectors such as Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions, and Lending. You will be responsible for managing key milestones in the deal lifecycle, assisting in audit/regulatory reviews, and resolving control issues. Additionally, you will attend meetings with Bankers to manage deal pipelines proactively, identify opportunities, and address potential roadblocks.
Job Responsibilities:
Primary point of contact for bankers to coordinate & complete key transactional tasks
Facilitate operational client and business queries
Partner with coverage and product bankers, Wholesale KYC Operations (WKO) Client Office and Compliance teams in region to meet local or product specific KYC and AML requirements for Clients and transactions. Coordinate the launch and progress of KYC process
Participate in bankers’ regional meetings to proactively identify operational opportunities or roadblocks
Monitor deal controls to ensure milestones are met & achieved in a timely manner
Participate in global process enhancements
Coordinate collection of non-KYC regulatory documentation during transaction execution
Conduct analysis and dispositioning of Sanctions, Anti-Corruption, Environmental and Social risks on clients and transactions
Manage individual contributors acting as a Team Lead on specific industries under your remit
Drive stakeholder agenda with the industry groups under your coverage
Required Qualifications, Capabilities, and Skills:
Commercial mindset; drives business results through leadership, people, communication and influence
Strong problem solving, collaboration, and presentation skills, with proven ability to influence multiple stakeholders without direct authority
Experience in leading teams with a proven track record of driving value for the business
Direct people leadership experience required; experience managing both individual contributors and managers preferred
Comfortable with change, ambiguity, debate, conflict and informed risk taking
Willingness to make decisions, while ensuring buy-in from stakeholders
Excellent organizational skills - attention to detail, methodical, process driven
Outstanding interpersonal, verbal, and written communication skills
Highly motivated and eager to roll up your sleeves to make things happen
Able to review/analyze existing processes and recommend improvements - push the status quo and are able to strategize, plan and execute on new vision
Preferred Qualifications, Capabilities, and Skills:
Bachelor's degree or higher; minimum 6 years of prior work experience preferred with a background in sales/client service and project management a plus
Previous experience and sound knowledge of investment and corporate banking products (Acquisition and Leveraged Finance, Debt Capital Markets, Mergers & Acquisitions, Equity Capital Markets, and Lending)
A track record in managing ambitious strategic and operationally complex projects with competing priorities delivered by cross-functional teams
Track record of successfully managing large/diverse teams
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Please note this role is not eligible for employer immigration sponsorship
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