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JP Morgan Chase

Runs a consumer bank and an investment bank

Agency Securities Finance - Relationship Manager, Associate

Asset ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$91.2k - $132kIn-person

About the Job

Requirements

  • Proven success developing and managing client relationships.
  • Experience in the Agency Securities Finance industry.
  • Ability to think strategically and build persuasive arguments to drive business results.
  • Strong communication and presentation skills, particularly for a senior audience.
  • Ability to collaborate with internal product partners across regions.
  • Strong understanding of regulatory, tax, and market events, and ability to identify their implications for a lending program.

Responsibilities

  • Develop and periodically update an annual strategy plan focused on retention, strengthening existing relationships, and revenue optimization.
  • Drive organic growth through additional mandates and expansion of client wallet share.
  • Understand contractual obligations for assigned clients and ensure each program operates within those parameters.
  • Partner with global Agency Securities Finance trading and investment desks on revenue-optimization opportunities and present them to clients as applicable.
  • Ensure consistent messaging, planning, and penetration strategies between Agency Securities Finance and Platform Sales.
  • Represent client interests across trading, operations, client service, risk, credit, technology, and product.
  • Take responsibility for escalating issues, messaging clients, and identifying timely and effective resolutions.

Desired Qualifications

  • Ability to multitask and prioritize across client coverage and internal partners.
  • Working knowledge of Microsoft Excel, PowerPoint, Qlik Sense, and Tableau.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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