Global Payments Advisory Associate at Chase in New York, NY

Summary: Chase is one of the oldest financial institutions offering innovative financial solutions. The role involves supporting client-facing coverage teams with treasury and finance insights, preparing analyses, and improving client engagement across North America. Responsibilities: - Support Global industry and client-facing teams in developing and delivering treasury best practices, industry trends, benchmarking, and compelling market analysis aligned with client priorities - Assist in solutioning by leveraging J.P.Morgan product offerings (cash management, liquidity, FX, merchant acquiring, trade and working capital solutions) to support client proposals and engagement plans - Prepare for and contribute to treasury whiteboarding sessions (e.g., current-state discovery, operating model mapping, opportunity sizing), documenting insights and recommended next steps - Research and synthesize industry trends and client ecosystem dynamics (including evolving business operating models) to help define/refine payments & treasury solution strategy and engagement approach - Coordinate with local partners across Advisory, Product, Marketing, Legal/Compliance and Sales to ensure alignment on client needs, solution positioning, and market intelligence; facilitate regular touchpoints and feedback loops - Collaborate with sales coverage to tailor centrally-produced materials to client priorities and competitive dynamics; ensure final content is appropriately messaged, controlled, and archived per team process - Manage scorecard and deal tracking follow-ups: ensure Advisory is included in key commercial reporting and track action items to drive accountability and momentum - Support, organize and execute client-facing events (roundtables, webinars, workshops) to drive engagement and showcase J.P.Morgan thought leadership - Support systematic reviews by gathering feedback, analyzing outcomes, and translating findings into actionable insights to improve future sales motions - Assist with delivering enablement sessions and workshops to upskill sales/coverage teams on Advisory materials, industry insights, and best practices - Manage risk with compliance, and adherence to relevant policies and procedures in all client activities and materials Required Qualifications: - Experience in payments, treasury, finance, consulting, or a related corporate function; demonstrated interest in treasury transformation and client problem-solving - Ability to learn and apply concepts relevant to treasury (cash/liquidity, trade/working capital, cross-border payments, merchant acquiring, pay-ins/pay-outs, FX, channels) - Strong analytical and research skills, with the ability to structure ambiguity and translate findings into clear client-ready outputs - Strong project management, organization, and follow-through; comfort operating across multiple stakeholders and deadlines - Excellent verbal and written communication skills; strong collaboration and relationship-building across teams and geographies - Client-centric mindset, strong business acumen, and a high attention to detail - Demonstrated integrity and sound judgment with a focus on risk and controls Preferred Qualifications: - Working knowledge of the payments landscape and banking infrastructure; familiarity with corporate treasury technology platforms (e.g., TMS, ERPs), data visualization tools and emerging payment rails Required Skills: Treasury, Cash management, Liquidity management, Foreign exchange (FX), Merchant acquiring, Trade finance, Working capital solutions, Treasury management systems (TMS), Enterprise resource planning (ERP), Data visualization, Client-centric mindset Benefits: Comprehensive health care coverage, On-site health and wellness centers, A retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching