Corporate Banking Coverage - Investor Client Management - Executive Director

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 ...