At a Glance
- Tasks: Lead initiatives to enhance capital efficiency and liquidity in global trade finance.
- Company: Join J.P. Morgan, a global leader in financial services with a focus on diversity.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Other info: Engage with industry leaders and contribute to regulatory discussions.
- Why this job: Make a real impact on financial strategies that drive performance and growth.
- Qualifications: Bachelor’s degree and extensive experience in financial resource management required.
The predicted salary is between 80000 - 100000 ÂŁ per year.
Where strategy meets execution: capital, liquidity, and Basel expertise that accelerates performance and growth. As a Financial Resource Management Lead within Trade & Working Capital (TWC), you will lead balance sheet enhancement initiatives to improve capital efficiency, liquidity positioning, and liability structure across the Global Trade & Working Capital portfolio.
Job Responsibilities
- Set the capital, liquidity, and liability agenda for Trade & Working Capital; deliver initiatives that lift risk‑adjusted returns and balance sheet efficiency in line with firm targets.
- Run balance sheet forecasting and planning, producing multi‑year asset, liability, capital, and liquidity projections with scenario analysis to guide strategic planning and budgets.
- Oversee funding and credit cost performance through partnership with Treasury on FTP/LP, track funding spreads and market pricing, and work with Risk/Finance on provisioning and understanding expected credit loss outcomes.
- Provide capital and liquidity impact assessments for distribution activities and ensure structures align with portfolio and resource objectives.
- Build performance dashboards and KPIs to manage returns, capital usage, liquidity ratios, and funding costs; identify trends and drive targeted actions.
- Lead cross‑functional forums with Treasury, Finance, Risk, Product, and Sales; present recommendations to senior leadership on capital deployment and balance sheet choices.
- Act as internal/external SME on Basel interpretation for trade products; engage with trade associations and regulators to deliver business‑specific industry feedback.
Required Qualifications, Skills And Capabilities
- Bachelor’s degree required or equivalent industry experience.
- Extensive experience in financial resource management, treasury, capital planning, or balance sheet management in banking.
- Deep knowledge of regulatory capital and liquidity (Basel III/IV, RWA, LCR, NSFR) and return metrics.
- Strong understanding of trade and working capital products (SCF, receivables, documentary trade, lending).
- Advanced modelling, forecasting, and analytics; familiarity with FTP, stress testing, and provisioning methodologies.
- Proven cross‑functional leadership and senior stakeholder influence; excellent written and verbal communication.
Preferred Qualifications, Skills And Capabilities
- Advanced degree (MBA, MSF) or credential (CFA, FRM).
- Experience in global portfolio, business management, or treasury roles within banking settings.
- Liability and balance sheet structuring expertise in trade finance or commercial lending.
- Funding cost/FTP proficiency; awareness of deposit dynamics and wholesale markets.
- Multi‑year balance sheet modelling with regulatory and macro scenarios.
- Industry engagement (e.g., ICC, BAFT, IIF) and contribution to regulatory consultations.
- Track record leading complex change with strong governance and controls; multi‑region experience.
About The Company
J.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.
Equal Opportunity Employer
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.
Trade & Working Capital - Global Portfolio Management -Financial Resource Management Lead - Exe[...] employer: JPMorganChase
Contact Detail:
JPMorganChase Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trade & Working Capital - Global Portfolio Management -Financial Resource Management Lead - Exe[...]
✨Tip Number 1
Network like a pro! Reach out to folks in your industry, especially those who work at J.P. Morgan or similar firms. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by diving deep into the company’s values and recent projects. Show us you’re not just another candidate; demonstrate how your skills in financial resource management can directly contribute to their goals.
✨Tip Number 3
Practice makes perfect! Mock interviews with friends or mentors can help you refine your answers and boost your confidence. Focus on articulating your experience with capital efficiency and liquidity positioning.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows us you’re genuinely interested in being part of our team.
We think you need these skills to ace Trade & Working Capital - Global Portfolio Management -Financial Resource Management Lead - Exe[...]
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the job description. Highlight your experience in financial resource management and any relevant projects you've led. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about Trade & Working Capital and how your background makes you the perfect fit for the role. Let us know what excites you about joining our team!
Showcase Your Analytical Skills: Since this role involves a lot of forecasting and modelling, be sure to mention any specific tools or methodologies you’ve used. We love seeing candidates who can demonstrate their analytical prowess and how it can benefit our portfolio.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining StudySmarter!
How to prepare for a job interview at JPMorganChase
✨Know Your Numbers
Make sure you’re well-versed in key financial metrics and concepts like capital efficiency, liquidity ratios, and Basel regulations. Brush up on your knowledge of RWA and LCR, as these will likely come up during the interview.
✨Showcase Your Leadership Skills
Prepare examples that highlight your experience in cross-functional leadership and stakeholder influence. Think about times when you’ve successfully led initiatives or projects that required collaboration across different teams.
✨Be Ready for Scenario Analysis
Expect to discuss how you would approach balance sheet forecasting and planning. Prepare to walk through a scenario analysis, demonstrating your ability to project multi-year asset and liability outcomes effectively.
✨Engage with Industry Knowledge
Familiarise yourself with current trends in trade finance and working capital products. Being able to discuss recent developments or regulatory changes will show that you’re not just knowledgeable but also engaged with the industry.