Global Equities - Account Manager - Prime Financial Services - Analyst

JPMorgan Chase & Co.•New York, NY

4d•Onsite

About The Position

As an analyst in J.P. Morgan Prime Financial Services (PFS) Group, you'll be a part of a team that combines capabilities across Prime Finance and Futures & Derivatives Clearing (F&DC) within the Corporate & Investment Bank. As an Account Manager in New York, you will help support relationship management and day-to-day client engagement, contribute to analysis of client metrics and trends, and help coordinate issue resolution and communications across product, technology, and operations.

Requirements

Bachelor’s degree in Finance, Economics, or a related field.
0+ years of experience in a client-facing role within financial services.
General understanding of alternatives and institutional clients, including financing and clearing products used in client strategies.
Ability to build relationships with clients and internal partner groups.
Strong organizational and project management skills; ability to prioritize, multitask, and deliver in a dynamic environment.
Proactive self-starter able to work independently and escalate issues when required.
Inquisitive mindset with interest in learning and taking on new challenges.

Nice To Haves

Experience with business analytics tools to drive process improvements and build templates/materials for clients.
FINRA Series 3, 7, and 63

Responsibilities

Support relationship management with key client stakeholders by preparing for daily interactions, meetings, and events; maintain contact lists, meeting notes, and follow-ups.
Help engage clients on new products, technology, and regulatory developments within the Prime Financial Services platform.
Identify and escalate business opportunities by tracking client activity, service issues, and pipeline items.
Perform quantitative analysis on client metrics and balance trends.
Assist with client requests related to regulatory and market changes by summarizing impacts, compiling required information, and partnering with internal stakeholders.
Help manage the end-to-end client experience across product, technology, and operations by tracking issues/resolutions and ensuring timely communication.
Contribute to client experience and product improvement initiatives by gathering data, documenting processes, preparing materials, and supporting implementation and testing.