What are the responsibilities and job description for the Banker Analyst - Equipment Finance - Analyst position at JPMorgan Chase?
About JPMorgan Chase & Co.
JPMorgan Chase & Co. is a leading global financial services firm, committed to delivering innovative solutions and exceptional client service. Our Equipment Finance Group provides tailored financing solutions to help clients achieve their business objectives.
Position Overview
We are seeking highly motivated, detail-oriented individuals to join our Equipment Finance team. This position offers a unique opportunity to build foundational business knowledge, develop technical expertise in the equipment finance industry, and gain hands-on experience across all segments of Equipment Finance. Analysts play a critical role in supporting the end-to-end execution of transactions, collaborating with senior originators, and driving business growth.
JP Morgan Equipment Finance (EF) offers a variety of equipment financing products, including: loans, capital/finance leases, fair-market-value leases, synthetic leases and TRAC leases for clients seeking advantages specific to equipment finance transactions.
Key Responsibilities
- Build a comprehensive understanding of the equipment finance industry, and master an understanding of the products, segments, and transaction processes
- Develop proficiency in financial modeling, transaction solutioning, and commercial equipment loan & lease analysis
- Support Associates and Senior Originators in managing deal flow, client onboarding, and transaction execution
- Coordinate meetings, prepare materials, pitch decks, and capture key notes and action items during critical reviews
- Oversee pipeline management, including updating deal status, organizing portfolio reports, and maintaining Salesforce records
- Submit deal opportunities, supporting documentation, and pricing models with accuracy and attention to detail
- Assist with client servicing, responding to account inquiries and business needs
- Participate in training sessions, peer mentorships, and cross-functional initiatives to foster professional growth
- Uphold JPMorgan’s business principles and code of conduct, supporting risk oversight and process improvement
Qualifications
- Bachelor’s degree in Finance, Business, Economics, or related field
- Strong analytical, organizational, and communication skills
- Demonstrated ability to work collaboratively in a fast-paced, team-oriented environment
- High attention to detail and commitment to delivering accurate, thorough work
- Proficiency in Microsoft Office Suite; experience with Salesforce or financial modeling tools is a plus
- Eagerness to learn, take initiative, work proactively and demonstrate leadership potential
Why Join Us?
- Comprehensive training and development program
- Exposure to senior leadership and diverse business segments
- Opportunity to contribute to high-impact projects and client solutions
- Opportunity to grow a network and be a part of a professional community
- Supportive, inclusive culture committed to professional growth