testing site jpmcJersey City, NJ
Trade & Working Capital - Global Portfolio Management - Financial Resource Management Lead - Executive Director
Trade & Working Capital - Global Portfolio Management - Financial Resource Management Lead - Executive Director
Trade & Working Capital - Global Portfolio Management - Financial Resource Management Lead - Executive Director
testing site jpmcJersey City, NJ
yesterday
Commercial BankingInternational, Secondary Market, and All Other Nondepository Credit IntermediationPortfolio Management and Investment Advice
Apply for this role (opens in a new tab)Where strategy meets execution: capital, liquidity, and Basel expertise that accelerates performance and growth. As a Financial Resource Management Lead within Trade & Working Capital, 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
Also on the board Same function, level within a rung
Level
Manager
Location
Jersey City, NJ
Occupation
Financial Managers
Industry
Commercial Banking
Posted
yesterday