Treasury Services-Liquidity Solutions Sr. Product Analyst, Associate

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • JPMorgan.
  • 25 May 19

Treasury Services-Liquidity Solutions Sr. Product Analyst, Associate

TS Liquidity Product Management Client Solutions, Associate

Liquidity Solutions("LS") is globally responsible for product management, marketing andsales of deposit and investment products to Treasury Services ("TS") clients aswell as management of the Treasury Services balance sheet.

LS is an integral partof the TS business franchise and LS works closely with business partnersacross JPMorgan, such as Corporate Treasury, JPMorgan Asset Management andJPMorgan Securities Inc. and third party providers, to deliver the right mix ofcash and short-term investment products to the TS client base.

The Client Solutionsfunction broadly focuses on managing complex liquidity deals, providinginvestment management expertise, sales training and support, identifyingemerging client requirements, driving segment initiatives and conductingregular business reviews with stakeholders to drive financial results.

The Liquidity ProductManagement Client Solutions ("PMCS") professional will report to the WHEMLiquidity Product Management Client Solutions Team Manager and shall beresponsible for assisting with the delivery of LS's strategy in the LargeCorporate Segment as well as the Financial Institutions Group.

Thisperson will support the PMCS team in aligning with TSM's, bankers and otherproduct partners covering specific industry segments. The PMCS will own the overall globalliquidity relationship and will manage his/her portfolio accordingly. Roles and responsibilities include:

Products Specialist:

  • Provideanalytics to determine the value proposition of balances given rate paid to theclient (net interest income analysis, shareholder value (SVA), product modelingof various products given the mix of currencies and rates (Global EarningsCredit product)
  • Supportthe production of all reporting including the Monthly Global Pipeline Report,Weekly Pipeline Report, Weekly Balance Opportunities Initiatives, Non-OperatingBalance Opportunity Initiative, etc.
  • Supportthe PMCS team is client analysis opportunities with all liquidity productsincluding:

o Deposits(on balance sheet)

o Off-balancesheet investments

o CashFlow Management tools (notional pooling, cash concentration sweeping)

o Access Liquidity Solutions


o Understandtrends specific to the industries assigned

- Buyingbehavior

- Liquidityneeds

o Bea link to the product organization around new products, improvements andrevenue generating opportunities based on client feedback and industry buyingbehavior
o Solutionand Proposal generation: support PMCSteam in responding to client Request for Proposals
  • Accountplanning o Drivethe development of detailed account plans for the top 20 clients within eachsegment

Overall skill sets andrequirements include:

  • Minimum 2 years of experience in liquidity investments, sales and/or transactional banking products.

  • Banking knowledge, including knowledge of Treasury Services products
  • Strong quantitative and qualitative analytical skills - specifically, proven ability to present findings in concise and cogent written presentations
  • Strategic thinker with the ability to motivate and drive tactical execution
  • Ability to multi-task in a fast-paced environment

  • Leadership and influencing skills
  • Communication and presentation skills
  • Organizational and administrative skills
  • Proficiency in Microsoft Office Suite including Word, Excel and PowerPoint (PitchPro)


Undergraduate degreerequired; proven Treasury Management experience a plus