What are the responsibilities and job description for the Liquidity and Account Solutions-Payments-Client and Transaction Manager-Vice President position at JPMorgan Chase?
Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world’s most innovative financial organizations.
As a Client and Transaction Manager Project Finance Vice President in Liquidity and Account Solutions, you contribute to the team by leveraging your expertise in product development and relationship management to make a significant impact within our Project Finance portfolio, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
J.P. Morgan Liquidity & Account Solutions (”L&AS”) works with global clients with complex cash management needs who operates across multiple countries, currencies, legal entities, and time zones, including multi-national corporations, high-growth technology companies, commercial banks, non-bank financial institutions, central banks and broker dealers. Our advanced, end-to-end solutions which combine physical, notional and virtual techniques enable our clients to achieve visibility, control and optimization of working capital.
Job responsibilities
- Understands the business purpose and deal structure for new Project Finance Account Bank mandates, proactively identifying deliverables and challenges and contributing to the structuring process; partner with origination teams to understand client needs and expectations
- Partners with internal and external legal counsels, coordinating the review and negotiation of governing documentation and ensuring it meets J.P. Morgan risk appetite
- Interacts with clients in a proactive and professional manner ensuring the highest level of responsiveness and client service
- Ensures deal information is set up on all operating systems and contractual obligations denoted including client access to electronic banking if required
- Ensures the account structure is properly and accurately implemented
- Acts as the primary point of contact for the US and Latin America client base, providing strong customer service by responding quickly to client requests, offering solutions to client needs, and developing meaningful client relationships
- Partners with sales organizations to facilitate the retention of client relationships
- Provides support to sales organizations on new business prospects as required
- Ensures payments, administration and risk aspects of project finance related account portfolio are handled in accordance with contractual requirements and J.P. Morgan policies and procedures
- Seeks opportunities to involve client in key business initiatives
Required qualifications, capabilities, and skills
- Bachelor's Degree
- Demonstrates VP level experience in a similar role within financial services, supporting project finance, infrastructure and energy transactions in a banking or corporate trust environment
- Experience in legal contract negotiation; account bank, agency, escrow, trust or similar contracts with finance document review and leadership skills; ability to review and understand financial models, budgets and other project related documentation
- Strong customer service skills
- Sales experience
- Highly motivated and ambitious; team Player
- Excellent verbal and written communication skills
- Experience in independent decision making
- Excellent organizational skills
- Excellent PC Skills including Word, Excel
- Compliance and regulatory experience
