About this role
Play a key role in transforming our Project Finance offering by delivering innovative liquidity solutions, strengthening client relationships, and influencing product strategy through real-time market insights.
As a Project Finance Account Bank Deal Negotiator in Liquidity and Account Solutions, you contribute to the team by leveraging your expertise in deal negotiation, transaction management, and relationship management to make a significant impact within our Project Finance portfolio.. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
J.P. Morgan Liquidity & Account Solutions (”L&AS”) works with global clients with complex cash management needs who operates across multiple countries, currencies, legal entities, and time zones, including multi-national corporations, high-growth technology companies, commercial banks, non-bank financial institutions, central banks and broker dealers. Our advanced, end-to-end solutions which combine physical, notional and virtual techniques enable our clients to achieve visibility, control and optimization of working capital.
Job responsibilities
- Support a growing, purpose-built team of client managers dedicated to the Project Finance Account Bank offering for clients globally.
- Review account/depositary agreements and related finance documentation with internal and external legal counsel, ensuring standards are met and risks are mitigated.
- Partner with Sales and Product teams to execute strategic goals, marketing initiatives, product development, and new business opportunities.
- Support deal pitches, client meetings, and relationship retention efforts in partnership with Sales.
- Understand the business purpose and structure of new Project Finance Account Bank mandates, proactively identifying key deliverables, risks, and challenges.
- Serve as a key point of contact for U.S. and Latin America clients, delivering responsive service, solutions, and strong relationship management.
- Ensure deal information, contractual obligations, account structures, and electronic banking access are accurately implemented across operating systems.
- Support payments, administration, and risk management across the Project Finance account portfolio in accordance with contractual requirements and firm policies.
- Identify opportunities to engage clients in key business initiatives and strengthen overall client relationships.
- Serve as a subject matter expert on client needs, solutioning, and the adoption of existing and upcoming client-facing product capabilities.
- Understand client pain points and communicate critical feedback to Product teams to help refine solutions and inform future strategic direction.
Required qualifications, capabilities, and skills
- 5+ years of demonstrated VP level experience in a similar role within financial services, supporting project finance, infrastructure and energy transactions in a banking or corporate trust environment
- Experience in account bank, agency, escrow, trust or similar contracts with strong administrative skills; ability to navigate and understand cash flow models, and other project related documentation
- Experience working in a sales cycle and engaging with clients on a regular basis Highly motivated and ambitious Team Player experienced working in a highly matrixed and complex organization
- Strong verbal and written communication skills
- Experience in independent decision making and problem-solving across multiple teams and a cluster of products
- Excellent organizational skills
- Excellent PC Skills including Word, Excel
- Compliance and regulatory experience
- Bachelor's Degree
Preferred qualifications, capabilities, and skills
- Sales experience valued
- Treasury Services/cash management experience valued
- Spanish language skills valued