Healthcare Services Banking/Treasury Analyst

Aumni; Charlotte (NC); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health coverage

Retirement plan

Tuition reimbursement

Mental health support

On-site wellness centers

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking an Analyst in Commercial & Specialized Industries to work on financial models, assist in credit memos, and prepare client-facing marketing materials.

The program emphasizes rotational exposure across banking, treasury, and credit analysis with opportunities for project work and client interaction. You will support bankers and treasury officers, develop business development skills, and learn the full breadth of JPM products and services while gaining hands-on

Qualifications

• Minimum GPA of 3.2 required.
• Superior analytical, leadership, interpersonal and written/verbal communication skills.
• Keen attention to detail and creative mindset.
• Proven ability to multi-task and meet deadlines in a fast-paced environment.
• Exhibit sound judgement, agility, and the ability to work as a team player.

Responsibilities

• Work on financial models to support financing transactions.
• Assist in the completion of credit approval memos.
• Prepare marketing materials for client meetings on financing options, working capital optimization, and industry analysis.
• Learn to identify treasury product solutions for clients’ long-term planning.
• Develop understanding of JPM products and services.
• Conduct client and prospect research to support business development.

Skills

GPA 3.2

Analytical skills

Leadership

Communication

Attention to detail

Multi-tasking

Team player

Judgement

Agility

Education

BA/BS degree

Business/Finance/Accounting

Job description

You are customer focused and enjoy learning about financial solutions for middle market clients. A role as a Commercial & Specialized Industries Banking/Treasury Analyst is for you.

As an Analyst in Commercial & Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients. As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management.

The Commercial & Specialized Industries Analyst Program is a rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis with client-facing work, as well as extensions of these functions through strategic project work and more. Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry.

Job Responsibilities

• Work on financial models to support financing transactions
• Assist in the completion of credit approval memos
• Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
• Learn how to identify treasury product solutions to benefit clients’ long-term planning
• Develop an understanding of the full breadth of J.P. Morgan products and service offerings
• Conduct client and prospect research to support business development effort

Required Qualifications, Capabilities and Skills

• Minimum GPA 3.2 required
• Superior analytical, leadership, interpersonal and written/verbal communication skills
• Keen attention to detail and creative mindset
• Proven ability to multi-task and meet deadlines in a fast-paced environment
• Exhibit sound judgement, agility, and the ability to work as a team player

Preferred Qualifications, Capabilities and Skills

• 1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus
• Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered)
• Some exposure to credit fundamentals and/or previous client exposure is a plus
• Knowledge of the market dynamics and its business environment preferred

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Join the team providing financial solutions to over 20,000 middle market clients across the country.