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2025 Global Private Bank Advisor Global Families Group Asia Program - Full-time Analyst



San Francisco, CA, USA
Posted on Tuesday, July 2, 2024

Job Description

Partner with elite teams and turn data-informed insights into game-changing solutions using your innovative thinking and industry acumen. You demonstrate this by using your talent for designing influential presentations to captivate stakeholders and motivate them towards decisive action.

As a Senior Industry Solution Associate in Commercial Banking Solutions, you contribute significantly to your team’s success by bringing a deep knowledge of the industry and products, with an understanding of what it takes to bring together all the key elements to ensure coordinated outcomes for our clients and prospects.

Job responsibilities

  • Collaborates on consulting engagements to understand clients’ current processes, challenges, and priorities
  • Collaborates with deal teams and management, including Banking and Treasury Officers, to create industry-modified solutions for our clients
  • Assists with the development of client and prospect presentations and collateral for both internal and external audiences, while taking ownership of post-client meeting activities
  • Researches and analyzes client and industry data to identify process improvement opportunities
  • Support the Treasury Consultant in engagement and client delivery with the vetting, scoping, and execution of the client engagement through note taking, producing consulting output, and client presentations.
  • Assist with the development of case studies, white papers, thought leadership pieces, and internal team materials for sales enablement purposes
  • Help guide the generation of ideas to develop and build new tools for internal and client use that improve the client experience
  • Be responsible for internal initiatives and strategy (e.g., team learning & development, new segment support strategies, stakeholder management approaches, etc.)
  • Develop strong treasury acumen via structured and self-paced training focused on treasury thought leadership, understanding trends in treasury, banking and payments, and JPMorgan’s core cash / Treasury services product suite

Required qualifications, capabilities, and skills

  • 3+ years of experience in supporting product solution development and sales within the industry
  • Experience transforming data into actionable insights for internal and external client-facing use
  • Proven ability to think strategically and transform abstract ideas into an action plan
  • Strong focus on delivering product value through effective, iterative cycles of product development
  • Advanced/Strong Microsoft office skills needed, particularly PowerPoint and Excel
  • Familiarity with Treasury process familiarity and knowledge of the order to cash, and the procure to pay processes, daily cash processes, bank account and relationship management.
  • Strong project management skills; well-organized, structured approach; ability to achieve tight timelines on complex deliverables; ability to work independently on multiple projects simultaneously
  • Effective verbal and written communication, strong interpersonal skills, resourcefulness, technical, team player, strong work ethic
  • Travel Requirements: 25% - 50%

Preferred qualifications, capabilities, and skills

  • Experience working in a large corporate treasury or cash operations (accounts payable and accounts receivable) team or in a treasury consulting capacity
  • Familiarity and recent user experience with Treasury Management Systems, Enterprise Resource Programs, and other technology solutions that support Treasury, accounts payable and accounts receivable processes.
  • Knowledge of J.P. Morgan Treasury Services products
  • Bachelor's Degree preferred