Chase · 17 hours ago
Client Management [Multiple Positions Available]
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Mid, Senior Level
$245K/yr - $285K/yr
3+ years expJPMorgan Chase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. They are seeking a Client Management professional to drive financial modeling, manage client relationships, and collaborate on transaction execution in various sectors.
BankingFinancial Services
Responsibilities
Drive and manage the preparation of detailed financial models, presentations for clients and internal committee memos
Partner on transaction execution, including mergers and acquisitions, initial public offerings, and other equity and debt capital raising activities across the real estate, lodging, gaming and home building sectors
Keep abreast of market trends and collaborate closely with more senior bankers on developing and implementing strategic financial solutions for clients
Prospect new clients (and key decision makers), develop and manage existing client relationships of the firm, including relationships with key decision makers, and lead day-to-day client dialogue and idea generation
Mentor investment banking analysts and associates
Qualification
Required
Master's degree in Business Administration or related field of study plus three (3) years of experience in the job offered or as Client Management, Investment Banker, or related occupation
Alternatively, a Bachelor's degree in Business Administration or related field of study plus five (5) years of experience in the job offered or as Client Management, Investment Banker, or related occupation
Three (3) years of experience with conducting detailed financial analyses in Excel, including cash flow accretion, value creation, Discounted Cash Flow (DCF), Leveraged Buyout (LBO) and Net Asset Value (NAV) modeling
Three (3) years of experience with preparing financial projection models, including credit, and buy-side and sell-side M&A models, and presentations for boards of directors, executive management teams, lenders, investors, and rating agencies for clients operating in real estate, lodging, gaming, and home building sectors
Three (3) years of experience with partnering on the creation and refinement of marketing and project execution materials in PowerPoint for projects, including mergers and acquisitions (M&A), investment grade and high-yield bond issuances, loan and credit facility arrangements, and capital raises in Commercial Mortgage-Backed Securities (CMBS) markets
Three (3) years of experience with recruiting, training and mentoring investment banking analysts
Three (3) years of experience with interacting with clients and transaction counterparties in a professional setting
Three (3) years of experience with combining and analyzing financial information from various sources, including 10Ks, 10Qs, financial supplements, press releases, Real Capital Analytics
Three (3) years of experience with developing Debt Capital Markets (DCM) and strategic advisory and capital allocation solutions for clients
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
Small Business Trends
2026-01-18
Company data provided by crunchbase