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Corporate Banking Coverage - Investor Client Management - Executive Director
senior · Corporate Finance
Help shape how strategic asset management and insurance clients engage with JPMorganChase—bringing together corporate finance, lending, markets and payments capabilities to deliver integrated solutions across the platform.
Job summary
As an ICM Corporate Banking & Markets Relationship Executive, you will manage a global portfolio of strategic asset management and insurance clients, driving relationship coverage and delivering a broad suite of products and services across the JPMorganChase platform. You will oversee a complex credit and financing portfolio, including structuring, underwriting analysis, and transaction execution, while ensuring alignment with regulatory, KYC, legal, risk, and operational requirements for the client segment.
Job responsibilities
- Oversee a global portfolio of strategic asset management and insurance clients and lead day-to-day relationship coverage.
- Drive senior-level client engagement across a wide array of JPMorganChase products and services, including Corporate Finance, SLF, Lending, Markets, Platform Sales and Global Payments, in partnership with coverage and product teams.
- Partner across regions and product teams to deliver coordinated coverage and high-quality execution for clients.
- Versed on key topics relevant to clients (e.g. market landscape, corporate finance, capital structure, commercial real estate, capital markets, rates and FX, and payments).
- Understand client’s business, industry, and relationship with JPM.
- Structure, analyze, and execute complex credit and financing transactions on behalf of the related client base.
- Manage related credit portfolio oversight including underwriting, risk assessment, and ongoing credit monitoring across lending and financing exposures.
- Coordinate regulatory, KYC, compliance, legal, risk, and operational requirements supporting this client segment in partnership with internal stakeholders.
- Analyze, present and manage client profitability.
Required qualifications, capabilities, and skills
- Bachelor’s Degree in Finance or related field
- Strong coverage background across Corporate Finance, Treasury, and Markets businesses, with seasoned analytical, structuring, and transaction execution skills.
- Essential credit background and experience across Corporate Finance, DCM, Lending, Global Payments, platform sales, hedging and markets-related activities.
- Demonstrated sales and relationship-management experience with asset management and other financial institutions clients.
- Proven ability to originate, position, and deliver products and solutions across DCM, SLF, lending, hedging, corporate advisory, Global Payments, and platform sales capabilities.
- Strong collaboration and communication skills, including the ability to align cross-functional stakeholders and clearly communicate complex concepts to senior audiences.
- Strong knowledge of loan operations, KYC, credit documentation/agreements, and relevant legal, risk, and regulatory environments.
- Series 79 and 63 licenses required.
- Strong Microsoft Office skills including Excel and PowerPoint.
- Familiarity with and willingness to implement AI tools.