As a Lender Meeting Coordinator you will support the Debt Capital Markets ("DCM") team within the Investment Bank. You will need to have a great attention to detail and accuracy, as well as a proactive and positive attitude with a high level of professionalism. Duties include working with both internal and external clients in a professional manner both over the phone, email as well as in-person.
Job Responsibilities:
- Coordinate lender calls, earnings calls and webinars for loan transactions and clients
- Coordinate logistics: either virtual (organizing either Zoom or Audio Conference Calls) or hybrid / physical (in-person) (booking travel logistics such as flights, hotels, internal and external meeting space, name badges, etc.)
- Set-up Q&A calls directly with select banks and institutional lenders
- Send confirmation e-mails / Outlook invites to institutional lender clients
- Send daily or intra-day periodic schedule updates to external clients and internal deal teams
- Organize closing dinners
- Organize internal group team building events such as holiday party and various offsites
- Arranging DCM dinners / events at the annual Leveraged Finance Conference in Miami
- Interact with internal and external vendors and planners
- Coordinate and work closely with the Fixed Income Roadshow team for transactions that also involve bond transactions
- Liaising between DCM and the Events team for client entertainment tickets such as sporting events or concerts
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Required qualifications, capabilities and skills:
- Bachelor's degree
- Proficiency in MSOffice (Word & Excel) and ability to learn new systems quickly (in-house online roadshow scheduling system "PrimaryOne Events")
- Strong organizational and communication skills
- Excellent client service and professionalism
- Exhibit tact and good judgment in confidential situations and have proven experience interacting with clients
- Responsive, reliable, sense of urgency when dealing with high profile clients; ability to thrive in a fast-paced environment. This includes being responsive to potential emails early in the morning, in the evening and occasionally, over the weekend as well
- Strong time management, multi-tasking and prioritization of tasks, sound judgment, team player
- Creative problem solving abilities
- Strong ability to leverage technology and utilize best practices
- Ability to adapt procedures, processes and techniques to the completion of each transaction
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.