Identifies customers' needs through the bank's retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sales interactions.
Primary Responsibilities:
Develop new customer relationships and expand and retain existing relationships by proactively identifying opportunities leveraging the portfolio management process and utilizing the fundamentals of the Bank's sales process to achieve personal sales and/or referral goals.
Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)).
Reach out to clients to follow up from previous interactions based on need identified during an appointment/interaction to progress development plan.
Develop understanding and knowledge of products and services offered by Business Banking.
Evaluate financing requests, recommend loan structure, and submit complete loan application packages.
Research and provide industry knowledge (e.g. vertical IQ).
Fluently explain processes, services, and products (e.g. interest expense, amortization schedules, how to optimize/educate all types of consumer debt scenarios, Mortgage/HELOC, Business Banking products, TM and Merchant Services products)
Attend community networking events.
Develop relationships with Centers of Influence for referral opportunities
Act as liaison with business partners for retail product solutions (i.e. cross-selling retail products to business owners). Build relationships with non-branch business partners (e.g. business bankers, mortgage loan originators).
Perform basic sales duties.
May be required to solicit new business banking relationships through outbound prospecting calling activities and develop new banking relationships through a consultative sales approach in some branches.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
Scope of Responsibilities:
The focus of this position is to serve as key driver in growing the business through proactive identification of sales opportunities and portfolio management with customers to support achievement of annual branch sales goals. The position interacts with appropriate areas of the bank to ensure customer needs and service issues are resolved timely, accurately and completely.
The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. Must have sophisticated understanding of each 4 types of need, transactional, savings, retirement and protection (why, why and how). Works with more complex business customers.
Education and Experience Required:
High school diploma or equivalent (GED) and a minimum of 3 years proven retail sales, call center, customer service and/or telesales experience
OR
A high school diploma or equivalent (GED) and minimum of 2 years proven proactive sales experience.
Strong verbal communication and interpersonal skills
Proven ability to demonstrate exceptional customer service
Well organized individual with time management and prioritization skills
Demonstrated financial services product knowledge
Ability to communicate with tact and diplomacy with internal and external customers
Proficient with internet user-level technology
Education and Experience Preferred:
Associates degree
Notary public license
Minimum of 3 years financial services sales experience
Bi-lingual based on branch needs
Physical Requirements:
Ability to stand for long periods of time
Prolonged use of hands and fingers
Ability to lift light to heavy objects weighing 5lbs to 30lbs
Ability to read fine print
Ability to interact with customers in an open face-to-face work environment
Ability to use fax, telephone system, copier and other communication tools
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.61 - $37.67 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationGreece, New York, United States of America
$22.6-37.7 hourly Auto-Apply 60d+ ago
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Financial Services
Morgan Stanley & Co. LLC 4.6
New York, NY jobs
Fin'l Srvcs: Morgan Stanley & Co. All candidates should make sure to read the following job description and information carefully before applying. LLC is hiring for following roles throughout facilities in NY, NY: Vice President, Investment Banking to participate in execution of M&A transactions, & contribute to strategy & transaction structuring recommendations (JR013289, salary range $275000
- $275000); Vice President, Banking to id, assess, & monitor asset & counterparty-level risks, & mrkt risk for structured margin financing portfolio (JR017723, salary range $225000
- $250000); Associate, Strats to work closely w/ Trading Desk to support existing tools & build next generation of trading tools (JR017724, salary range $200000
- $200000).
All positions req rel.
degree & or exp & or skills.
Multiple open positions at various prof'l levels.
For more info & to apply online, visit us at & search for these opportunities. xevrcyc
No calls pls.
EOE
JobiqoTJN.
Keywords: VP Investment, Location: New York, NY
- 10060
$200k-275k yearly 1d ago
Financial Services
Morgan Stanley Fund Services Inc. 4.6
New York, NY jobs
Fin'l Srvcs: Morgan Stanley Fund Services Inc. Make sure to apply with all the requested information, as laid out in the job overview below. is hiring for following role in NY, NY: Director, Fund Svcs-Cli Scvs to cooperate w/ Firm's offshore operations & clients to resolve daily trade & accounting breaks (salary range $157,000
- $190,000).
Position req's rel.
degree & or exp & or skills.
For more info & to apply, visit us at & enter JR000490 in search field. xevrcyc
No calls pls.
EOE
JobiqoTJN.
Keywords: Fund Manager, Location: New York, NY
- 10060
$157k-190k yearly 1d ago
2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Markets Track
Jpmorganchase 4.8
New York, NY jobs
JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
Sophomore standing (expected graduation date of December 2027 through Summer 2028)
Attends college/university in the U.S. (all majors considered) in good standing
Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
New York, NY
About Our Track
Line of Business: Community & Investment Bank (CIB)
Track: Global Markets
The Global Markets Track offers an immersive experience with our Global Markets teams, who are active in all major financial markets. Participants will gain insights into how we develop sophisticated financial solutions to help clients manage risk, increase returns, and solve complex financial problems. Key features of Global Markets include:
Leadership and Innovation: A team that holds leadership positions globally, working on challenging and interesting business issues.
Dynamic Team Environment: Experts across five key tracks: Trading, Sales, Structuring & Origination, Digital Markets, and Research.
Comprehensive Skill Development: Insights into market dynamics, enhancing your ability to deliver impactful solutions.
The Global Markets Track equips participants with the skills and knowledge needed to excel in the fast-paced world of global markets.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
Sophomore standing (expected graduation date of December 2027 through Summer 2028)
Attends college/university in the U.S. (all majors considered) in good standing
Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
New York, NY
Plano, TX
Fellows will have an opportunity to select up to two location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Risk Management Track
The JPMorganChase Fellowship Program offers an in-depth exploration of Risk Management at JPMorganChase, where managing risk is integral to our business activities. Participants will learn how the firm's risk tolerance is aligned with its earnings power, capital, and diversified business model. Key aspects of the program include:
Comprehensive Risk Framework: You will learn about how the business manages our financial reputation and regulatory performance, shapes decisions, influences models, and interfaces with regulators.
Critical Risk Skills: Develop necessary skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis.
Mitigation and Transparency: Learn how risk managers mitigate and manage risk while maintaining transparency with management, clients, regulators, and shareholders.
Additional information about Risk Functions within JPMorganChase:
Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY and Plano, TX
Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY
The JPMorganChase Fellowship Program equips participants with the skills and insights needed to excel in the dynamic field of risk management at JPMorganChase.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
$149k-247k yearly est. Auto-Apply 50d ago
Commercial & Investment Bank Strategy, Digital & Platform Services Strategic Execution, Vice President
Jpmorganchase 4.8
New York, NY jobs
This role provides the opportunity to work on key strategic initiatives on our Digital & Platform Services (DPS) Strategic Execution team. The DPS Strategic execution team is part of J.P. Morgan's larger Commercial & Investment Bank (CIB) Strategy Americas organization, which functions as an internal consulting group and works on a project basis to address topics at the top of senior management agendas.
As a Vice President on the DPS Strategic Execution team, you will take the lead in managing fast-paced projects to solve complex problems and implement critical initiatives. Projects include developing the overall strategy, governance, organizational structure, operating model, architecture, and processes for the DPS organization. You will work closely with the senior leaders on the Strategy team, as well as leaders across the DPS organization.
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, wholesale payments and securities services. The world's most important corporations, governments, financial institutions, pensions, sovereign wealth organizations, states and municipalities entrust us with their business. We offer our clients a full suite of global financial services and capabilities, providing strategic advice, raising capital, managing risk, and extending liquidity in markets around the world. Not only is our goal to help clients succeed, but we are committed to contributing to orderly and well-functioning markets and supporting global economic growth across our businesses.
Job Responsibilities:
Lead initiatives and projects to resolve diverse problems identified by senior managers of the DPS organization
Lead teams of 1-3 junior strategists to develop and execute solutions / projects in partnership with business leaders
Gather, synthesize, and creatively analyze data (e.g., financial modeling, valuation analysis) to provide insights, identify issues and arrive at recommendations
Develop and execute work plans to test / evaluate strategies and insights which could span process improvement and organizational change efforts and identify potential roadblocks / obstacles and escalate issues, as needed
Plan and execute research with business partners via in-depth interviews, facilitated working sessions, design workshops, focus groups, and surveys
Develop and apply an understanding of innovation in financial services and emerging technologies (e.g., Artificial Intelligence, Machine Learning, Robotic Process Automation) to help reimagine the future of D&PS
Support early-stage execution and op model for new priority areas to validate strategic assumptions
Develop strategic presentations for both internal and external audiences
Coach and mentor less experienced colleagues; create and/or contribute to an environment of collaboration and mutual responsibility
Develop "trusted advisor" relationships with senior stakeholders
Simultaneously work on multiple projects across the DPS organization
Required qualifications, capabilities, and skills:
8+ years of experience with either premier management consulting firm (including minimum 2+ years of Manager experience) or investment banking (Mergers & Acquisitions, Coverage, Capital Markets, Equity Research) division (minimum 2+ years as Vice President), and Financial Institutions Group (FIG) experience
Diverse strategic problem solving experience, such as leading CFO level programs across the financial services sector
An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), influence senior business leaders, work well in cross-functional teams
Demonstrated ability to execute strategic programs in a complex, multi-functional environment
Exceptionally strong project management skills
Passion to foster an environment of active constructive feedback and continuous development
Intellectual curiosity and ability to develop subject matter expertise in new subjects quickly
Advanced Microsoft Suite Excel and PowerPoint skills
Bachelor's degree in Economics, Finance, Math, Engineering, or a related field
Preferred qualifications, capabilities, and skills:
Graduate degree in Economics, Finance, Math, Engineering, or a related field
Experience applying data analysis to solve business problems in a fast-paced environment
Experience with cross-functional collaboration, including influencing stakeholders and working with diverse team
$149k-247k yearly est. Auto-Apply 47d ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorganchase 4.8
New York, NY jobs
About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$149k-247k yearly est. Auto-Apply 26d ago
2027 Global Private Bank Investment Solutions Program (Summer Analyst)
Jpmorganchase 4.8
New York, NY jobs
Solutions Analyst Training Program in Private Bank working with advisors to support clients. Target applicant: Expected graduation 2028.
If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have a role for you. Spend your summer with our industry experts learning what it takes to offer first-class service for a leading client franchise. Join a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.
As a Solutions Analyst in Global Private Bank, you will work with product specialists on an investment solutions team or with a team of client advisors, bankers, global investment specialists, wealth advisors, and lending specialists. Throughout this program, you'll learn about our business and our clients while building your own expertise Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed - from training and mentorship from senior leaders to projects that engage all your skills.
Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time (for juniors) or returning summer internship (for sophomores) offer at the end of the summer. During our Investment Solutions Internship, you'll work with specialists to help research, analyze, and develop global investment strategies and opportunities for our clients.
Job responsibilities
Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals
Partner with client advisors, bankers, global investment specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and grow our clients' portfolios
Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.
Continuously learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network
Required qualifications, capabilities, and skills
Pursuing a Bachelor's or Master's degree (non-MBA)
Expected graduation date of December 2027 through June 2028
Attend college/university in the U.S
Highly-driven and enjoy working in teams to develop complex solutions
Exceptional interpersonal, communication, analytical and problem-solving skills
Excellent organizational skills and ability to multitask
Genuine interest in financial markets and macro-level economic trends
Ability to thrive in a fast-paced, collaborative environment
Highly inquisitive, focused and proactive
Good judgment and discretion when working with confidential information
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations:
New York, NY
Join us
At JPMorgan Chase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within Wealth Management Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building a workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
JobID: 210680151 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
New York, NY
Plano, TX
Fellows will have an opportunity to select up to two location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Risk Management Track
The JPMorganChase Fellowship Program offers an in-depth exploration of Risk Management at JPMorganChase, where managing risk is integral to our business activities. Participants will learn how the firm's risk tolerance is aligned with its earnings power, capital, and diversified business model. Key aspects of the program include:
* Comprehensive Risk Framework: You will learn about how the business manages our financial reputation and regulatory performance, shapes decisions, influences models, and interfaces with regulators.
* Critical Risk Skills: Develop necessary skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis.
* Mitigation and Transparency: Learn how risk managers mitigate and manage risk while maintaining transparency with management, clients, regulators, and shareholders.
Additional information about Risk Functions within JPMorganChase:
* Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY and Plano, TX
* Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY
The JPMorganChase Fellowship Program equips participants with the skills and insights needed to excel in the dynamic field of risk management at JPMorganChase.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
$149k-247k yearly est. Auto-Apply 26d ago
2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track
Jpmorgan Chase & Co 4.8
New York, NY jobs
JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
Atlanta, GA
Chicago, IL
Houston, TX
Los Angeles, CA
New York, NY
San Francisco, CA
You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Global Corporate Banking Track (GCB)
Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in:
* Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management
* Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice.
* Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries.
* Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation.
The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry.
Recommended Course and/or Projects:
* Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health
* Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy.
* Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
$149k-247k yearly est. Auto-Apply 50d ago
Investment Banker - Mergers & Acquisitions (Technology) - Vice President
Jpmorgan Chase 4.8
New York, NY jobs
We are seeking an experienced Vice President to join our industry-leading team. As a Vice President in Technology M&A, you'll have experience developing strong relationships with corporates and financial institution clients. You'll work on executing mergers, acquisitions, divestitures, carve-outs and leveraged buyouts, and will play a key role in marketing to prospective new clients.
**Job Responsibilities**
+ Acting as the primary day-to-day client point of contact and lead banker on deals
+ Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
+ Refining marketing/execution materials for maximum client impact
+ Overseeing the creation of financial projection models and customer cubes
+ Identifying and managing all risks in a given deal
+ Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
+ Leading client negotiations, Q&A process and management interviews
**Required qualifications, capabilities, and skills**
+ Bachelors degree in Finance, Accounting, Business, or a related discipline
+ Prior work experience in an investment banking front office role
+ Experience working with clients in the Technology industry, including but not limited to IT Services, Software, FinTech
+ Experience in training junior bankers
+ Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
+ Very strong quantitative and analytical skills (including Excel modelling and valuation work)
+ Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
+ Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
+ Ability to comfortably interact with clients in a professional and mature manner
+ Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
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
**Base Pay/Salary**
New York,NY $200,000.00 - $275,000.00 / year
$200k-275k yearly 60d+ ago
Commercial & Investment Bank Strategy, Digital & Platform Services Strategic Execution, Vice President
Jpmorgan Chase 4.8
New York, NY jobs
This role provides the opportunity to work on key strategic initiatives on our Digital & Platform Services (DPS) Strategic Execution team. The DPS Strategic execution team is part of J.P. Morgan's larger Commercial & Investment Bank (CIB) Strategy Americas organization, which functions as an internal consulting group and works on a project basis to address topics at the top of senior management agendas.
As a Vice President on the DPS Strategic Execution team, you will take the lead in managing fast-paced projects to solve complex problems and implement critical initiatives. Projects include developing the overall strategy, governance, organizational structure, operating model, architecture, and processes for the DPS organization. You will work closely with the senior leaders on the Strategy team, as well as leaders across the DPS organization.
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, wholesale payments and securities services. The world's most important corporations, governments, financial institutions, pensions, sovereign wealth organizations, states and municipalities entrust us with their business. We offer our clients a full suite of global financial services and capabilities, providing strategic advice, raising capital, managing risk, and extending liquidity in markets around the world. Not only is our goal to help clients succeed, but we are committed to contributing to orderly and well-functioning markets and supporting global economic growth across our businesses.
**Job Responsibilities:**
+ Lead initiatives and projects to resolve diverse problems identified by senior managers of the DPS organization
+ Lead teams of 1-3 junior strategists to develop and execute solutions / projects in partnership with business leaders
+ Gather, synthesize, and creatively analyze data (e.g., financial modeling, valuation analysis) to provide insights, identify issues and arrive at recommendations
+ Develop and execute work plans to test / evaluate strategies and insights which could span process improvement and organizational change efforts and identify potential roadblocks / obstacles and escalate issues, as needed
+ Plan and execute research with business partners via in-depth interviews, facilitated working sessions, design workshops, focus groups, and surveys
+ Develop and apply an understanding of innovation in financial services and emerging technologies (e.g., Artificial Intelligence, Machine Learning, Robotic Process Automation) to help reimagine the future of D&PS
+ Support early-stage execution and op model for new priority areas to validate strategic assumptions
+ Develop strategic presentations for both internal and external audiences
+ Coach and mentor less experienced colleagues; create and/or contribute to an environment of collaboration and mutual responsibility
+ Develop \"trusted advisor\" relationships with senior stakeholders
+ Simultaneously work on multiple projects across the DPS organization
**Required qualifications, capabilities, and skills:**
+ 8+ years of experience with either premier management consulting firm (including minimum 2+ years of Manager experience) or investment banking (Mergers & Acquisitions, Coverage, Capital Markets, Equity Research) division (minimum 2+ years as Vice President), and Financial Institutions Group (FIG) experience
+ Diverse strategic problem solving experience, such as leading CFO level programs across the financial services sector
+ An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), influence senior business leaders, work well in cross-functional teams
+ Demonstrated ability to execute strategic programs in a complex, multi-functional environment
+ Exceptionally strong project management skills
+ Passion to foster an environment of active constructive feedback and continuous development
+ Intellectual curiosity and ability to develop subject matter expertise in new subjects quickly
+ Advanced Microsoft Suite Excel and PowerPoint skills
+ Bachelor's degree in Economics, Finance, Math, Engineering, or a related field
**Preferred qualifications, capabilities, and skills:**
+ Graduate degree in Economics, Finance, Math, Engineering, or a related field
+ Experience applying data analysis to solve business problems in a fast-paced environment
+ Experience with cross-functional collaboration, including influencing stakeholders and working with diverse team
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
**Base Pay/Salary**
New York,NY $175,750.00 - $235,000.00 / year
$175.8k-235k yearly 60d+ ago
Commercial & Investment Bank Strategy, Digital & Platform Services Strategic Execution, Vice President
Jpmorgan Chase & Co 4.8
New York, NY jobs
JobID: 210675800 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $175,750.00-$235,000.00 This role provides the opportunity to work on key strategic initiatives on our Digital & Platform Services (DPS) Strategic Execution team. The DPS Strategic execution team is part of J.P. Morgan's larger Commercial & Investment Bank (CIB) Strategy Americas organization, which functions as an internal consulting group and works on a project basis to address topics at the top of senior management agendas.
As a Vice President on the DPS Strategic Execution team, you will take the lead in managing fast-paced projects to solve complex problems and implement critical initiatives. Projects include developing the overall strategy, governance, organizational structure, operating model, architecture, and processes for the DPS organization. You will work closely with the senior leaders on the Strategy team, as well as leaders across the DPS organization.
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, wholesale payments and securities services. The world's most important corporations, governments, financial institutions, pensions, sovereign wealth organizations, states and municipalities entrust us with their business. We offer our clients a full suite of global financial services and capabilities, providing strategic advice, raising capital, managing risk, and extending liquidity in markets around the world. Not only is our goal to help clients succeed, but we are committed to contributing to orderly and well-functioning markets and supporting global economic growth across our businesses.
Job Responsibilities:
* Lead initiatives and projects to resolve diverse problems identified by senior managers of the DPS organization
* Lead teams of 1-3 junior strategists to develop and execute solutions / projects in partnership with business leaders
* Gather, synthesize, and creatively analyze data (e.g., financial modeling, valuation analysis) to provide insights, identify issues and arrive at recommendations
* Develop and execute work plans to test / evaluate strategies and insights which could span process improvement and organizational change efforts and identify potential roadblocks / obstacles and escalate issues, as needed
* Plan and execute research with business partners via in-depth interviews, facilitated working sessions, design workshops, focus groups, and surveys
* Develop and apply an understanding of innovation in financial services and emerging technologies (e.g., Artificial Intelligence, Machine Learning, Robotic Process Automation) to help reimagine the future of D&PS
* Support early-stage execution and op model for new priority areas to validate strategic assumptions
* Develop strategic presentations for both internal and external audiences
* Coach and mentor less experienced colleagues; create and/or contribute to an environment of collaboration and mutual responsibility
* Develop "trusted advisor" relationships with senior stakeholders
* Simultaneously work on multiple projects across the DPS organization
Required qualifications, capabilities, and skills:
* 8+ years of experience with either premier management consulting firm (including minimum 2+ years of Manager experience) or investment banking (Mergers & Acquisitions, Coverage, Capital Markets, Equity Research) division (minimum 2+ years as Vice President), and Financial Institutions Group (FIG) experience
* Diverse strategic problem solving experience, such as leading CFO level programs across the financial services sector
* An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), influence senior business leaders, work well in cross-functional teams
* Demonstrated ability to execute strategic programs in a complex, multi-functional environment
* Exceptionally strong project management skills
* Passion to foster an environment of active constructive feedback and continuous development
* Intellectual curiosity and ability to develop subject matter expertise in new subjects quickly
* Advanced Microsoft Suite Excel and PowerPoint skills
* Bachelor's degree in Economics, Finance, Math, Engineering, or a related field
Preferred qualifications, capabilities, and skills:
* Graduate degree in Economics, Finance, Math, Engineering, or a related field
* Experience applying data analysis to solve business problems in a fast-paced environment
* Experience with cross-functional collaboration, including influencing stakeholders and working with diverse team
$175.8k-235k yearly Auto-Apply 60d+ ago
Investment Banker - Life Sciences Tools & Diagnostics - Vice President
Jpmorgan Chase & Co 4.8
New York jobs
We are seeking an experienced Vice President to join our industry-leading Healthcare Investment Banking team.
As a Vice President in Investment Banking, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
Acting as the primary day-to-day client point of contact and lead banker on deals, with an emphasis on the Life Sciences Tools & Diagnostics sub-sector
Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
Refining marketing/execution materials for maximum client impact
Overseeing the creation of financial projection models
Identifying and managing all risks in a given deal
Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
Prior VP level experience in Healthcare Investment Banking
Experience in training junior bankers
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Bachelor's degree required
$148k-216k yearly est. Auto-Apply 60d+ ago
Investment Banker - Mergers & Acquisitions (Technology) - Vice President
Jpmorganchase 4.8
New York jobs
We are seeking an experienced Vice President to join our industry-leading team.
As a Vice President in Technology M&A, you'll have experience developing strong relationships with corporates and financial institution clients. You'll work on executing mergers, acquisitions, divestitures, carve-outs and leveraged buyouts, and will play a key role in marketing to prospective new clients.
Job Responsibilities
Acting as the primary day-to-day client point of contact and lead banker on deals
Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
Refining marketing/execution materials for maximum client impact
Overseeing the creation of financial projection models and customer cubes
Identifying and managing all risks in a given deal
Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
Bachelors degree in Finance, Accounting, Business, or a related discipline
Prior work experience in an investment banking front office role
Experience working with clients in the Technology industry, including but not limited to IT Services, Software, FinTech
Experience in training junior bankers
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
$148k-216k yearly est. Auto-Apply 60d+ ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
New York, NY jobs
JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Group Overview:
Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$110k-200k yearly Auto-Apply 26d ago
Investment Banking- United States - 2026 ReEntry Program
Jpmorgan Chase 4.8
New York, NY jobs
**About the Program** At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
**Commercial & Investment Bank**
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
**Group Overview:**
**Investment Banking:** Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products.
**What We Look For:**
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
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
**Base Pay/Salary**
New York,NY $110,000.00 - $200,000.00 / year; San Franciso,CA $110,000.00 - $200,000.00 / year; Boston,MA $110,000.00 - $200,000.00 / year
$110k-200k yearly 25d ago
2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Markets Track
Jpmorgan Chase 4.8
New York, NY jobs
JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
**Job responsibilities**
+ Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
+ Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
+ Prepare and present a curriculum-based project to an audience of senior stakeholders.
**Required qualifications, capabilities, and skills**
+ Sophomore standing (expected graduation date of December 2027 through Summer 2028)
+ Attends college/university in the U.S. (all majors considered) in good standing
+ Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
+ Possess a strong interest in developing professional skills for future opportunities in financial services
**Preferred qualifications, capabilities, and skills**
+ Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
**Locations fellows may join:**
New York, NY
**About Our Track**
**Line of Business:** Community & Investment Bank (CIB)
**Track:** Global Markets
The Global Markets Track offers an immersive experience with our Global Markets teams, who are active in all major financial markets. Participants will gain insights into how we develop sophisticated financial solutions to help clients manage risk, increase returns, and solve complex financial problems. Key features of Global Markets include:
**Leadership and Innovation:** A team that holds leadership positions globally, working on challenging and interesting business issues.
**Dynamic Team Environment:** Experts across five key tracks: Trading, Sales, Structuring & Origination, Digital Markets, and Research.
**Comprehensive Skill Development:** Insights into market dynamics, enhancing your ability to deliver impactful solutions.
The Global Markets Track equips participants with the skills and knowledge needed to excel in the fast-paced world of global markets.
**What's next?**
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
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 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.
**Base Pay/Salary**
New York,NY $26.45 - $26.45 / hour
JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
**Job responsibilities**
+ Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
+ Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
+ Prepare and present a curriculum-based project to an audience of senior stakeholders.
**Required qualifications, capabilities, and skills**
+ Sophomore standing (expected graduation date of December 2027 through Summer 2028)
+ Attends college/university in the U.S. (all majors considered) in good standing
+ Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
+ Possess a strong interest in developing professional skills for future opportunities in financial services
**Preferred qualifications, capabilities, and skills**
+ Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
**Locations fellows may join:**
New York, NY
Plano, TX
Fellows will have an opportunity to select up to two location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area.
**About Our Track**
**Line of Business:** Commercial & Investment Bank (CIB)
**Track:** Risk Management Track
The JPMorganChase Fellowship Program offers an in-depth exploration of Risk Management at JPMorganChase, where managing risk is integral to our business activities. Participants will learn how the firm's risk tolerance is aligned with its earnings power, capital, and diversified business model. Key aspects of the program include:
+ **Comprehensive Risk Framework: You** will learn about how the business manages our financial reputation and regulatory performance, shapes decisions, influences models, and interfaces with regulators.
+ **Critical Risk Skills:** Develop necessary skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis.
+ **Mitigation and Transparency:** Learn how risk managers mitigate and manage risk while maintaining transparency with management, clients, regulators, and shareholders.
**Additional information about Risk Functions within JPMorganChase:**
+ **Credit Risk Team:** Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY and Plano, TX
+ **Market Risk Team:** Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY
The JPMorganChase Fellowship Program equips participants with the skills and insights needed to excel in the dynamic field of risk management at JPMorganChase.
**What's next?**
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
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 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.
**Base Pay/Salary**
New York,NY $26.45 - $26.45 / hour
$26.5-26.5 hourly 49d ago
Senior Relationship Banker
M&T Bank 4.7
Relationship banker job at M&T Bank
Identifies customers' needs through the bank's retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sales interactions.
Primary Responsibilities:
Develop new customer relationships and expand and retain existing relationships by proactively identifying opportunities leveraging the portfolio management process and utilizing the fundamentals of the Bank's sales process to achieve personal sales and/or referral goals.
Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)).
Reach out to clients to follow up from previous interactions based on need identified during an appointment/interaction to progress development plan.
Develop understanding and knowledge of products and services offered by Business Banking.
Evaluate financing requests, recommend loan structure, and submit complete loan application packages.
Research and provide industry knowledge (e.g. vertical IQ).
Fluently explain processes, services, and products (e.g. interest expense, amortization schedules, how to optimize/educate all types of consumer debt scenarios, Mortgage/HELOC, Business Banking products, TM and Merchant Services products)
Attend community networking events.
Develop relationships with Centers of Influence for referral opportunities
Act as liaison with business partners for retail product solutions (i.e. cross-selling retail products to business owners). Build relationships with non-branch business partners (e.g. business bankers, mortgage loan originators).
Perform basic sales duties.
May be required to solicit new business banking relationships through outbound prospecting calling activities and develop new banking relationships through a consultative sales approach in some branches.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
Scope of Responsibilities:
The focus of this position is to serve as key driver in growing the business through proactive identification of sales opportunities and portfolio management with customers to support achievement of annual branch sales goals. The position interacts with appropriate areas of the bank to ensure customer needs and service issues are resolved timely, accurately and completely.
The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. Must have sophisticated understanding of each 4 types of need, transactional, savings, retirement and protection (why, why and how). Works with more complex business customers.
Education and Experience Required:
High school diploma or equivalent (GED) and a minimum of 3 years proven retail sales, call center, customer service and/or telesales experience
OR
A high school diploma or equivalent (GED) and minimum of 2 years proven proactive sales experience.
Strong verbal communication and interpersonal skills
Proven ability to demonstrate exceptional customer service
Well organized individual with time management and prioritization skills
Demonstrated financial services product knowledge
Ability to communicate with tact and diplomacy with internal and external customers
Proficient with internet user-level technology
Education and Experience Preferred:
Associates degree
Notary public license
Minimum of 3 years financial services sales experience
Bi-lingual based on branch needs
Physical Requirements:
Ability to stand for long periods of time
Prolonged use of hands and fingers
Ability to lift light to heavy objects weighing 5lbs to 30lbs
Ability to read fine print
Ability to interact with customers in an open face-to-face work environment
Ability to use fax, telephone system, copier and other communication tools
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $27.59 - $45.98 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationNew York, New York, United States of America