Corporate Banking Coverage - Investor Client Management - Executive Director

JPMorgan Chase & Co.; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

JPMorganChase & Co. seeks an ICM Corporate Banking & Markets Relationship Executive to manage a global portfolio of strategic asset management and insurance clients.

You will drive relationship coverage and deliver products across Corporate Finance, Lending, Markets, Global Payments, and Platform Sales, while overseeing complex credit transactions and risk management. You will partner with regions and product teams to ensure high-quality execution, alignment with regulatory and KYC requirements,

Qualifications

• Bachelor’s degree in finance or related field.
• Experience across Corporate Finance, Treasury and Markets.
• Credit underwriting across lending and DCM.
• Proven sales and relationship management with asset management clients.
• Ability to originate and deliver solutions across DCM, SLF, lending, hedging and platform sales.
• Strong collaboration and communication across cross-functional teams.
• Knowledge of KYC, loan operations and regulatory environments.
• Licenses: Series 79 and 63.
• Proficiency in Excel and PowerPoint; AI tools familiarity.

Responsibilities

• Oversee a global portfolio and lead day-to-day relationship coverage.
• Drive senior-level client engagement across JPM products including Corporate Finance, SLF, Lending, Markets, Platform Sales and Global Payments.
• Partner across regions to deliver coordinated coverage and high-quality execution.
• Stay versed on market landscape, corporate finance, capital structure, and payments.
• Understand client’s business and relationship with JPM.
• Structure, analyze, and execute complex credit and financing transactions.
• Manage credit portfolio oversight including underwriting and risk monitoring.
• Coordinate regulatory, KYC, compliance and risk requirements with stakeholders.
• Analyze, present and manage client profitability.

Skills

Corporate Finance

Treasury

Markets

Credit underwriting

Lending

Global Payments

DCM

Hedging

Platform Sales

Relationship Management

Asset Management

Financial Institutions

Product Origination

Cross-functional Collaboration

Communication

KYC

Loan Operations

Regulatory Awareness

Series 79 License

Series 63 License

Excel

PowerPoint

AI Tools

Education

Bachelor’s Degree in Finance or related field

Tools

Excel

PowerPoint

Job description

Help shape how strategic asset management and insurance clients engage with JPMorganChase—bringing together corporate finance, lending, markets and payments capabilities to deliver integrated solutions across the platform.

Job summary

As an ICM Corporate Banking & Markets Relationship Executive, you will manage a global portfolio of strategic asset management and insurance clients, driving relationship coverage and delivering a broad suite of products and services across the JPMorganChase platform. You will oversee a complex credit and financing portfolio, including structuring, underwriting analysis, and transaction execution, while ensuring alignment with regulatory, KYC, legal, risk, and operational requirements for the client segment.

Job responsibilities

• Oversee a global portfolio of strategic asset management and insurance clients and lead day-to-day relationship coverage.
• Drive senior-level client engagement across a wide array of JPMorganChase products and services, including Corporate Finance, SLF, Lending, Markets, Platform Sales and Global Payments, in partnership with coverage and product teams.
• Partner across regions and product teams to deliver coordinated coverage and high-quality execution for clients.
• Versed on key topics relevant to clients (e.g. market landscape, corporate finance, capital structure, commercial real estate, capital markets, rates and FX, and payments).
• Understand client’s business, industry, and relationship with JPM.
• Structure, analyze, and execute complex credit and financing transactions on behalf of the related client base.
• Manage related credit portfolio oversight including underwriting, risk assessment, and ongoing credit monitoring across lending and financing exposures.
• Coordinate regulatory, KYC, compliance, legal, risk, and operational requirements supporting this client segment in partnership with internal stakeholders.
• Analyze, present and manage client profitability.

Required qualifications, capabilities, and skills

• Bachelor’s Degree in Finance or related field
• Strong coverage background across Corporate Finance, Treasury, and Markets businesses, with seasoned analytical, structuring, and transaction execution skills.
• Essential credit background and experience across Corporate Finance, DCM, Lending, Global Payments, platform sales, hedging and markets-related activities.
• Demonstrated sales and relationship-management experience with asset management and other financial institutions clients.
• Proven ability to originate, position, and deliver products and solutions across DCM, SLF, lending, hedging, corporate advisory, Global Payments, and platform sales capabilities.
• Strong collaboration and communication skills, including the ability to align cross-functional stakeholders and clearly communicate complex concepts to senior audiences.
• Strong knowledge of loan operations, KYC, credit documentation/agreements, and relevant legal, risk, and regulatory environments.
• Series 79 and 63 licenses required.
• Strong Microsoft Office skills including Excel and PowerPoint.
• Familiarity with and willingness to implement AI tools.