Client Associate - Real Estate Banking

JP Morgan Chase Bank; San Francisco (CA); In loco; USD 95.000 - 130.000; Tempo pieno

Descrizione del lavoro

JP Morgan Chase in San Francisco seeks an REB Client Associate within Commercial Real Estate. You will support relationship management and business development with REB Client Executives, participating in the Banking Associate program designed to develop skills toward senior roles such as Client Executive.

The role emphasizes delivering value-added solutions to clients, collaborating with Risk, Product Specialists, Treasury Services, and Real Estate Investment Banking, and helping with financial

Competenze

• Bachelor's degree or equivalent.
• Proven ability to build and maintain positive client relationships.
• Strong proficiency in Excel, Word and PowerPoint; ability to translate data into insights.

Mansioni

• Support value-added solutions to clients and prospects to maximize revenues over the relationship life cycle.
• Foster strong internal relationships with Risk, Product Specialists, Treasury Services, and RE Investment Banking teams to tailor solutions.
• Assist REB Client Executives with financial modeling, prescreening, market sizing, and client planning analysis.
• Help manage firm-wide risks and ensure adherence to policy and regulatory standards including AML/KYC and credit exposure.

Conoscenze

Relationship building

Excel

PowerPoint

Oral and written communication

Analytical skills

Attention to detail

Multitasking

Formazione

BS/BA degree

Strumenti

Excel

PowerPoint

Word

Descrizione del lavoro

Join the team providing customized financing and payment solutions to the top tier of commercial real estate owners, developers, investors, operating companies, investment funds and trusts!

As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be to assist in relationship management and business development with the banker team (REB Client Executives). You will participate in the Banking Associate program, which is designed for progression of job functions from Associate level 1 to Associate level 3 working to develop skills over time for a successful career within the firm and ability to pursue more senior roles within Commercial Real Estate such as a Client Executive position.

Job Responsibilities

• Focus on the support and delivery of value-added solutions to clients and prospects, helping them reach their goals and maximize revenues over the life of the relationship.
• Help foster strong internal relationships, particularly with Risk, Product Specialists, Treasury Services partners, Real Estate Investment Banking and other groups as applicable to help properly identify solutions to meet the needs of clients and prospects.
• Support the REB Client Executives with financial modeling, prescreening, market sizing, client planning analysis, etc.
• Assist in managing firm-wide risks as well as adherence to policy & regulatory compliance standards, including AML/KYC, credit exposure-including daily transactional risks and reputational risks

Required qualifications, capabilities and skills

• BS/BA degree
• Experience in building and maintaining positive client relationships
• Superior Excel, Word and Power Point skills
• Excellent problem solving, as well as oral and written communication skills
• Superior analytical, quantitative, leadership, and interpersonal skills
• Keen attention to detail, as well as a proactive and creative mindset
• Proven ability to multitask and meet deadlines in a fast-paced environment

Preferred qualifications, capabilities and skills

• 2+ years of credit analyst experience in Commercial Banking or Investment Banking, focused in real estate
• Completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience)

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.