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Client Associate - Real Estate Banking

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 4 days ago

No clicks

**Client Associate - Real Estate Banking** Assist REB Client Executives in managing top-tier commercial real estate clients. Develop relationships, enhance client experiences, and support financial modeling tasks. Collaborate with risk teams and policy compliance. Proactive problem-solver with strong Excel, communication, and analytical skills. 2+ years' banking experience preferred. BS/BA degree required. Join our team to grow within Commercial Real Estate, targeting senior roles like Client Executives.

Compensation
Not specified

Currency: Not specified

City
San Francisco
Country
United States

Full Job Description

Location: San Francisco, CA, United States

Join the team providing customized financing and payment solutions to the top tier of commercial real estate owners, developers, investors, operating companies, investment funds and trusts! 

As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be to assist in relationship management and business development with the banker team (REB Client Executives). You will participate in the Banking Associate program, which is designed for progression of job functions from Associate level 1 to Associate level 3 working to develop skills over time for a successful career within the firm and ability to pursue more senior roles within Commercial Real Estate such as a Client Executive position. 

Job Responsibilities

  • Focus on the support and delivery of value-added solutions to clients and prospects, helping them reach their goals and maximize revenues over the life of the relationship. 
  • Help foster strong internal relationships, particularly with Risk, Product Specialists, Treasury Services partners, Real Estate Investment Banking and other groups as applicable to help properly identify solutions to meet the needs of clients and prospects. 
  • Support the REB Client Executives with financial modeling, prescreening, market sizing, client planning analysis, etc. 
  • Assist in managing firm-wide risks as well as adherence to policy & regulatory compliance standards, including AML/KYC, credit exposure-including daily transactional risks and reputational risks

Required qualifications, capabilities and skills

  • BS/BA degree  
  • Experience in building and maintaining positive client relationships
  • Superior Excel, Word and Power Point skills
  • Excellent problem solving, as well as oral and written communication skills
  • Superior analytical, quantitative, leadership, and interpersonal skills
  • Keen attention to detail, as well as a proactive and creative mindset
  • Proven ability to multitask and meet deadlines in a fast-paced environment

Preferred qualifications, capabilities and skills

  • 2+ years of credit analyst experience in Commercial Banking or Investment Banking, focused in real estate 
  • Completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience)

 

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChases review of criminal conviction history, including pretrial diversions or program entries.

Real Estate Banking Client Associate in the West Region

Client Associate - Real Estate Banking

Compensation

Not specified

City: San Francisco

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

4 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Client Associate - Real Estate Banking** Assist REB Client Executives in managing top-tier commercial real estate clients. Develop relationships, enhance client experiences, and support financial modeling tasks. Collaborate with risk teams and policy compliance. Proactive problem-solver with strong Excel, communication, and analytical skills. 2+ years' banking experience preferred. BS/BA degree required. Join our team to grow within Commercial Real Estate, targeting senior roles like Client Executives.

Full Job Description

Location: San Francisco, CA, United States

Join the team providing customized financing and payment solutions to the top tier of commercial real estate owners, developers, investors, operating companies, investment funds and trusts! 

As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be to assist in relationship management and business development with the banker team (REB Client Executives). You will participate in the Banking Associate program, which is designed for progression of job functions from Associate level 1 to Associate level 3 working to develop skills over time for a successful career within the firm and ability to pursue more senior roles within Commercial Real Estate such as a Client Executive position. 

Job Responsibilities

  • Focus on the support and delivery of value-added solutions to clients and prospects, helping them reach their goals and maximize revenues over the life of the relationship. 
  • Help foster strong internal relationships, particularly with Risk, Product Specialists, Treasury Services partners, Real Estate Investment Banking and other groups as applicable to help properly identify solutions to meet the needs of clients and prospects. 
  • Support the REB Client Executives with financial modeling, prescreening, market sizing, client planning analysis, etc. 
  • Assist in managing firm-wide risks as well as adherence to policy & regulatory compliance standards, including AML/KYC, credit exposure-including daily transactional risks and reputational risks

Required qualifications, capabilities and skills

  • BS/BA degree  
  • Experience in building and maintaining positive client relationships
  • Superior Excel, Word and Power Point skills
  • Excellent problem solving, as well as oral and written communication skills
  • Superior analytical, quantitative, leadership, and interpersonal skills
  • Keen attention to detail, as well as a proactive and creative mindset
  • Proven ability to multitask and meet deadlines in a fast-paced environment

Preferred qualifications, capabilities and skills

  • 2+ years of credit analyst experience in Commercial Banking or Investment Banking, focused in real estate 
  • Completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience)

 

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChases review of criminal conviction history, including pretrial diversions or program entries.

Real Estate Banking Client Associate in the West Region