Global Banking Deal Services Associate

Aumni; Warszawa; On-site; PLN 180,000 - 240,000; Full time

Job summary

J.P. Morgan in Warsaw is seeking a Global Banking Deal Services Associate to support client relationship management and the execution of deals across debt, equity, and mergers & acquisitions within the EMEA region.

The role requires collaboration with deal teams, ensuring milestones are met, participating in due diligence calls, and coordinating with compliance, legal, credit, research, and finance to provide end-to-end oversight of underwriting processes.

Qualifications

• Experience with investment banking products (M&A, ECM, LF, DCM, Loans) and deal execution.
• Ability to interact with clients and senior executives regularly.
• Self-driven with ownership and adaptability in a fast-paced environment.
• Strong decision-making and proactive problem-solving skills.
• Excellent written and verbal communication.

Responsibilities

• Build and maintain relationships with deal teams across a portfolio of clients in EMEA.
• Ensure timely completion of client activities and milestones (negative media, ESG, sanctions due diligence, deal announcements, closure).
• Join due diligence calls and coordinate follow-up actions.
• Manage and monitor deal pipeline.
• Collaborate with compliance, legal, credit, research, finance and business management teams.

Skills

M&A

ECM

LF

DCM

Loans

Client relations

Communication

Teamwork

Tools

Job description

Are you eager to develop your skills in a dynamic environment with exposure to various stakeholders, clients, and investment banking transactions? If so, this role is perfect for you.

As a Global Banking Deal Services Associate within the Global Banking Deal Services team at J.P. Morgan, you will partner with industry, product, and country banking teams to support client relationship management activities and the execution of deals across debt, equity, and mergers and acquisitions.

The ideal candidate for this role is results-oriented, has a commercial mindset, is client-centric, and fosters teamwork and inclusion. You must demonstrate the ability to work across a global organization and navigate a highly matrixed environment, with a commitment to delivering excellent client experience to bankers and their clients.

Job responsibilities

• Build and maintain strong relationships with deal teams, supporting the origination and execution phases of transactions for a portfolio of clients across various sectors in EMEA
• Ensure timely completion of client activities and transaction milestones (e.g., client negative media coverage, ESG/sustainability related assessment, sanctions due diligence, deal announcements, and deal closure)
• Join due diligence calls with deal teams to identify and coordinate necessary follow-up actions
• Manage and monitor deal pipeline
• Collaborate with compliance, legal, credit, research, finance and business management, and other teams on clients and transactions
• Attend meetings and provide end-to-end oversight of the underwriting committee approval process
• Partner with our Wholesale KYC Operations team to facilitate advisory for new and existing business, ensuring the timely and accurate completion
• Identify and implement opportunities to streamline processes, alleviating administrative workloads and improving efficiency
• Monitor deal controls closely to ensure milestones are delivered on time and issues are escalated and resolved quickly

Required qualifications, capabilities, and skills

• Previous experience and sound knowledge of investment banking products such as Mergers & Acquisitions (M&A), Equity Capital Markets (ECM), Leveraged Finance (LF), Debt Capital Markets (DCM), or Loans
• Comfortable interacting with clients and senior executives, on a regular basis
• Highly self-driven with the ability to work independently and take full ownership
• Flexibility to juggle multiple tasks and adapt to changing priorities in a fast-paced environment
• Strong decision-making skills, with the ability to identify problems and drive effective resolutions
• A proactive mindset with a track record of delivering dependable, timely, and accurate partnership to deal teams and clients
• Excellent written and communication skills

Preferred qualifications, capabilities, and skills

• A background in relationship management, sales, or deal execution is advantageous

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

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.

Explore a new opportunity in Global Banking Deal Services Team!