15 days old

CIB F&BM - Senior Presentations Specialist

JPMorgan Chase & Co.
New York, NY 10007
  • Job Code

CIB F&BM - Senior Presentations Specialist

Req #: 190101208
Location: New York, NY, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: US Dollar (USD)

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, 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. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.


The Corporate & Investment Bank (CIB) Finance and Business Management (F&BM) group provides financial advice to support the CIB’s business strategy and helps to ensure a sound control environment. Within F&BM, the four major areas of responsibility are: Business-aligned BMs (Business Managers), the CIB Controller, Support Staff CFO, and Planning and Analysis.

Finance & Business Management’s goals are to ensure sound control environments and provide financial advice to support the business strategy. Within F&BM, the Controllers organization is responsible for ensuring the overall integrity and validity of the financial statements and controls over the transaction cycle; performing critical reporting functions for the organization, both financial and regulatory, as well as ensuring execution and implementation of the overall financial architecture.


The Senior Presentations Specialist requires an advanced skillset, and the ability to efficiently and accurately design and standardize documents such as pitch books, proposals, financial statements and other types of presentations following JP Morgan standards, using the Microsoft Office suite of applications (PowerPoint, Word and Excel) and Adobe applications, such as Photoshop and Illustrator.


This position will be working directly with clients onsite daily.  The ability to engage with clients, convey expertise and have sound decision making in relation to presentations and client service is essential. 


This job description outlines the key goals of this role. In an ever-changing commercial environment, this role and its responsibilities will evolve in line with the needs and demands of the business.

Roles & Responsibilities


  • Accurately complete all assigned jobs within the allocated timeframe and in line with specified formatting and layout standards
  • Perform at an expert level in the Microsoft Office suite, along with specialized Adobe and/or mapping applications
  • Develop client templates and alternative creative options as required
  • Take ownership of any discrepancies or areas of ambiguity in client data and seek appropriate guidance
  • Develop understanding of common client requirements in order to offer improvements to service
  • Keep the GCFO team updated on progress, advising immediately of any delays or issues
  • Receive feedback on completed and audited work and apply this to continuous improvements
  • Develop knowledge of deal process and banker roles in the interest of improving understanding of document requirements and of providing customer service excellence     
  • Develop understanding of global GCFO organization and PPS teams and colleagues
  • Follow established job tracking and completion process utilizing Workflow Exchange (WX) tool
  • Maintain performance within established team procedures and policies, including adherence to the team’s attendance and lateness policy, submission of time worked through the appropriate tool before the given deadlines, and following print security and physical access procedures
  • Fulfill Express Desk or Help Desk roles as requested/assigned
  • Buddy new Presentation Specialists as required



Technical qualifications

  • Expert level in Power Point and Word is essential. Excellent working knowledge of Excel


  • At least 18 months experience in desktop publishing Knowledge and skill sets
  • Good oral and written communication skills – must be able to communicate/collaborate virtually and in person with clients

Keyword: consumer%20banking


Posted: 2019-11-05 Expires: 2019-12-05

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CIB F&BM - Senior Presentations Specialist

JPMorgan Chase & Co.
New York, NY 10007

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