Bulge Bracket Investment Banks

Posted 8 days ago

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**Global Equities Account Manager (Analyst) - J.P. Morgan Prime Financial Services** Support global institutional clients across Prime Finance and Derivatives Clearing platforms. Key responsibilities include client relationship management, new product engagement, quantitative client metric analysis, issue resolution, and client experience improvement. Requires a Bachelor's degree, client-facing experience, understanding of financial products, strong organizational skills, and the ability to build relationships. Preferred qualifications include business analytics tools experience and FINRA Series certifications.

Compensation: Not specified USD
City: New York City
Country: United States

Full Job Description

Location: New York, NY, United States

Make an impact on the client experience at scalesupporting global institutional clients across an integrated Prime Finance and Derivatives Clearing platform.

Job summary:
As an analyst in J.P. Morgan Prime Financial Services (PFS) Group, you'll be a part of a team that combines capabilities across across Prime Finance and Futures & Derivatives Clearing (F&DC) within the Corporate & Investment Bank. As an Account Manager role in New York, you will help support relationship management and day-to-day client engagement, contribute to analysis of client metrics and trends, and help coordinate issue resolution and communications across product, technology, and operations.

Job responsibilities

Support relationship management with key client stakeholders by preparing for daily interactions, meetings, and events; maintain contact lists, meeting notes, and follow-ups.

Help engage clients on new products, technology, and regulatory developments within the Prime Financial Services platform.

Identify and escalate business opportunities by tracking client activity, service issues, and pipeline items.

Perform quantitative analysis on client metrics and balance trends.

Assist with client requests related to regulatory and market changes by summarizing impacts, compiling required information, and partnering with internal stakeholders.

Help manage the end-to-end client experience across product, technology, and operations by tracking issues/resolutions and ensuring timely communication.

Contribute to client experience and product improvement initiatives by gathering data, documenting processes, preparing materials, and supporting implementation and testing.

Required qualifications, capabilities, and skills

Bachelors degree in Finance, Economics, or a related field.

0+ years of experience in a client-facing role within financial services.

General understanding of alternatives and institutional clients, including financing and clearing products used in client strategies.

Ability to build relationships with clients and internal partner groups.

Strong organizational and project management skills; ability to prioritize, multitask, and deliver in a dynamic environment.

Proactive self-starter able to work independently and escalate issues when required.

Inquisitive mindset with interest in learning and taking on new challenges.

Preferred qualifications, capabilities, and skills

Experience with business analytics tools to drive process improvements and build templates/materials for clients.

FINRA Series 3, 7, and 63

Help deliver a best-in-class client experience across Prime Finance and Derivatives Clearing.

Full Job Description

Location: New York, NY, United States

Make an impact on the client experience at scalesupporting global institutional clients across an integrated Prime Finance and Derivatives Clearing platform.

Job responsibilities

Support relationship management with key client stakeholders by preparing for daily interactions, meetings, and events; maintain contact lists, meeting notes, and follow-ups.

Help engage clients on new products, technology, and regulatory developments within the Prime Financial Services platform.

Identify and escalate business opportunities by tracking client activity, service issues, and pipeline items.

Perform quantitative analysis on client metrics and balance trends.

Assist with client requests related to regulatory and market changes by summarizing impacts, compiling required information, and partnering with internal stakeholders.

Help manage the end-to-end client experience across product, technology, and operations by tracking issues/resolutions and ensuring timely communication.

Contribute to client experience and product improvement initiatives by gathering data, documenting processes, preparing materials, and supporting implementation and testing.

Required qualifications, capabilities, and skills

Bachelors degree in Finance, Economics, or a related field.

0+ years of experience in a client-facing role within financial services.

General understanding of alternatives and institutional clients, including financing and clearing products used in client strategies.

Ability to build relationships with clients and internal partner groups.

Strong organizational and project management skills; ability to prioritize, multitask, and deliver in a dynamic environment.

Proactive self-starter able to work independently and escalate issues when required.

Inquisitive mindset with interest in learning and taking on new challenges.

Preferred qualifications, capabilities, and skills

Experience with business analytics tools to drive process improvements and build templates/materials for clients.

FINRA Series 3, 7, and 63

Help deliver a best-in-class client experience across Prime Finance and Derivatives Clearing.

Global Equities - Account Manager - Prime Financial Services - Analyst

Full Job Description

Job responsibilities

Required qualifications, capabilities, and skills

Preferred qualifications, capabilities, and skills

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