CIB - Treasury Services - Analyst - Israel Tel Aviv-Yafo The Israeli coverage team is part of the Global Corporate Bank and responsible for Israeli HQ Corporates. The TS Sales role and responsibility combines managing existing client relationships and referring prospects to the Bank / delivering the Bank to prospects. The teams work closely with the various TS product areas of Core Cash, Liquidity Management, FX, Escrow, as well as the Merchant Services and Commercial Card product teams, and also with the Legal, Compliance and Know Your Customer teams. The team is accountable for delivery of the firm to the in-country client franchise.
Position Summary We are seeking to recruit a Treasury Services Analyst to support our Israeli coverage team based in Tel Aviv. The TS Analyst will be part of the local coverage team working closely with the local and regional Treasury Services and Corporate Banking teams, as well as with clients and internal partner's oversees, assisting them with the development execution and service of client... relationships (a "Go To person" for clients on the business intelligence, marketing and execution). The Analyst will also assume full responsibility for a certain number of processes (including: highlighting and tracking Treasury Services opportunities and taking ownership on ongoing reporting).
This role will include:
Sales Support Assisting with internal aspects of existing client relationships and participating to the development of new relationships Coordinating with product and country teams to help support clients globally across in-scope products Working very closely with senior GCB Bankers and TS Sales Officers and Management to take responsibility for client related initiatives, tasks and projects Joining external client meetings when appropriate and joining (or coordinating) client calls. Ensuring effective, timely call reports and follow-up Support Sales managers with client coverage Support Sales teams through ad-hoc project work and analysis Support the team to manage the on-boarding and the KYC processes Develop a relationship with the team they are supporting Be involved in the preparation of client account plans, senior officer briefing memos and portfolio management reporting. Coordinate business priorities together with Israeli coverage team
Deal Support Actively assisting both our clients and our product partners to achieve smooth deal executions and product roll outs Work with Sales Officers to prepare and review marketing material (pitch books, presentations and slip sheets) for Sales ensuring clarity, accuracy and consistency Coordinate approval processes together with Product, Compliance and Legal teams in the context of deal executions Work closely with Sales, Product and Implementation teams to collate relevant and accurate information to kick-off deal implementation process Take ownership for the end-to-end deal management process
Strategic Data Analysis / Management Information Analyze key revenue and pipeline data in order to deliver monthly reports to senior management Conduct research on existing client portfolios and prospective clients Partner with Sales and Product Management in their annual client account planning process to provide fundamental research on current and target market sizing by region
Qualifications Bachelors degree or similar with outstanding academic credentials Fluency in English and Hebrew Ability to work on own initiative High service orientation, hands-on approach, high integrity, high level of motivation, dependability, intelligence & a team player, commercial mind-set and business approach Able to communicate effectively across different seniority levels and businesses
Strong computer skills including PowerPoint (PitchPro) and Excel Strong quantitative and analytical skills Tel Aviv-Yafo Israel
CIB - Treasury Services - Analyst - Israel Tel Aviv-Yafo JPMorgan Chase & Co. Tel Aviv-Yafo