Relationship Partner - Deal Services - Associate

Posted 7 Hours Ago
Be an Early Applicant
Shanghai, Shanghai Municipality, Shanghai, CHN
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Partner with banking deal teams to support origination and execution of M&A, equity, debt and loan transactions across APAC. Manage client relationships, monitor deal pipelines and milestones, coordinate due diligence and cross-functional stakeholders, facilitate KYC and underwriting approvals, and drive process improvements to ensure timely, compliant deal execution.
Summary Generated by Built In

As a Relationship Partner within the Global Banking Deal Services team at J.P. Morgan, you will partner with industry, product, and country banking teams to support client relationship management activities and the execution of deals across debt, equity, and mergers and acquisitions.  

 

The ideal candidate for this role is results-oriented, has a commercial mindset, is client-centric, and fosters teamwork and inclusion. You must demonstrate the ability to work across a global organization and navigate a highly matrixed environment, with a commitment to delivering excellent client experience to bankers and their clients.

 

Job responsibilities  

  • Build and maintain strong relationships with deal teams, supporting the origination and execution phases of transactions for a portfolio of clients across various sectors in APAC

  • Ensure timely completion of client activities and transaction milestones (e.g., client negative media coverage, ESG/sustainability related assessment, sanctions due diligence, deal announcements, and deal closure) 

  • Join due diligence calls with deal teams to identify and coordinate necessary follow-up actions 

  • Manage and monitor deal pipeline 

  • Collaborate with compliance, legal, credit, research, finance and business management, and other teams on clients and transactions 

  • Attend meetings and provide end-to-end oversight of the underwriting committee approval process 

  • Partner with our Wholesale KYC Operations team to facilitate advisory for new and existing business, ensuring the timely and accurate completion 

  • Identify and implement opportunities to streamline processes, alleviating administrative workloads and improving efficiency 

  • Keep a close eye on deal controls, ensuring that all milestones are achieved on time and that any issues are promptly addressed 

     

Required qualifications, capabilities, and skills 

  • Previous experience and sound knowledge of investment banking products such as Mergers & Acquisitions (M&A), Equity Capital Markets (ECM), Leveraged Finance (LF), Debt Capital Markets (DCM), or Loans 

  • Comfortable interacting with clients and senior executives, on a regular basis 

  • Highly self-driven with the ability to work independently and take full ownership 

  • Flexibility to juggle multiple tasks and adapt to changing priorities in a fast-paced environment 

  • Strong decision-making skills, with the ability to identify problems and drive effective resolutions 

  • A proactive mindset with a track record of delivering dependable, timely, and accurate partnership to deal teams and clients 

  • Excellent written and communication skills  

Preferred qualifications, capabilities, and skills 

  • A background in relationship management, sales, or deal execution is advantageous 

About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
  
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.
About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

Skills Required

  • Experience and sound knowledge of M&A, ECM, Leveraged Finance, DCM, or Loans
  • Comfortable interacting with clients and senior executives regularly
  • Ability to work across a global organization and navigate a highly matrixed environment
  • Highly self-driven with ability to work independently and take ownership
  • Flexibility to juggle multiple tasks and adapt to changing priorities in a fast-paced environment
  • Strong decision-making skills and ability to identify problems and drive resolutions
  • Proactive mindset with track record of delivering dependable, timely, and accurate partnership to deal teams and clients
  • Excellent written and communication skills
  • Background in relationship management, sales, or deal execution

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
  • Retirement Support A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
  • Leave & Time Off Breadth Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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