JPMorganChase→
Global Payments Advisory Associate at JPMorganChase in New York, NY
Entry LevelOn-siteFull-timeNew York, NY$77k–$130k/yr
Skills
treasuryfinanceconsultingtreasury transformationcash managementliquidity managementtrade and working capital solutionscross-border paymentsmerchant acquiringforeign exchange (fx)research and analytical skillscorporate treasury technology platformsdata visualization toolsclient-centric mindsetproject management
Job Description
Summary: JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. As an Associate in the Global Advisory team, you will support client-facing coverage teams by providing insights and analyses to enhance client engagement and drive strategic solutions across industries in 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, Finance, Consulting, Treasury Transformation, Cash Management, Liquidity Management, Trade and Working Capital Solutions, Cross-border Payments, Merchant Acquiring, Foreign Exchange (FX), Research and Analytical Skills, Corporate Treasury Technology Platforms, Data Visualization Tools, Client-centric Mindset, Project Management
Benefits: Comprehensive health care coverage, On-site health and wellness centers, A retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching