Trade & Working Capital - Global Portfolio Management - Financial Resource Management Lead - Executive Director

JPMorgan Chase & Co.•Jersey City, NJ

33d

About The Position

As a Financial Resource Management Lead within Trade & Working Capital, you will lead balance sheet enhancement initiatives to improve capital efficiency, liquidity positioning, and liability structure across the global Trade & Working Capital portfolio.

Requirements

Bachelor’s degree required or equivalent industry experience
Extensive experience in financial resource management, treasury, capital planning, or balance sheet management in banking
Deep knowledge of regulatory capital and liquidity (Basel III/IV, RWA, LCR, NSFR) and return metrics
Strong understanding of trade and working capital products (SCF, receivables, documentary trade, lending)
Advanced modelling, forecasting, and analytics; familiarity with FTP, stress testing, and provisioning methodologies
Proven cross‑functional leadership and senior stakeholder influence; excellent written and verbal communication

Nice To Haves

Advanced degree (MBA, MSF) or credential (CFA, FRM)
Experience in global portfolio, business management, or treasury roles within banking settings
Liability and balance sheet structuring expertise in trade finance or commercial lending
Funding cost/FTP proficiency; awareness of deposit dynamics and wholesale markets
Multi‑year balance sheet modelling with regulatory and macro scenarios
Industry engagement (e.g., ICC, BAFT, IIF) and contribution to regulatory consultations
Track record leading complex change with strong governance and controls; multi‑region experience

Responsibilities

Set the capital, liquidity, and liability agenda for Trade & Working Capital; deliver initiatives that lift risk‑adjusted returns and balance sheet efficiency in line with firm targets
Run balance sheet forecasting and planning, producing multi‑year asset, liability, capital, and liquidity projections with scenario analysis to guide strategic planning and budgets
Oversee funding and credit cost performance through partnership with Treasury on FTP/LP, track funding spreads and market pricing, and work with Risk/Finance on provisioning and understanding expected credit loss outcomes
Provide capital and liquidity impact assessments for distribution activities and ensure structures align with portfolio and resource objectives
Build performance dashboards and KPIs to manage returns, capital usage, liquidity ratios, and funding costs); identify trends and drive targeted actions
Lead cross‑functional forums with Treasury, Finance, Risk, Product, and Sales; present recommendations to senior leadership on capital deployment and balance sheet choices
Act as internal/external SME on Basel interpretation for trade products; engage with trade associations and regulators to deliver business‑specific industry feedback