Portfolio Banker, Multinational Corporations, Middle Market Banking, Vice President

Location: Long Beach, CA, United States

Job Family: Relationship Manager

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. As a Portfolio Banker, Multinational Corporations, Middle Market Banking, Vice President in our Commercial Banking division, you will play a pivotal role in delivering comprehensive financial solutions to middle market and multinational corporate clients across the United States. Based in Long Beach, CA, this position offers the opportunity to manage a dynamic portfolio while leveraging JP Morgan's vast resources to drive client success in a competitive landscape. You will act as a trusted advisor, helping clients navigate complex financial challenges with tailored products such as syndicated loans, cash management, foreign exchange, and capital advisory services. Your primary focus will be on cultivating and expanding relationships with C-level executives at multinational corporations and middle market firms, particularly those in industries like manufacturing, technology, and energy prevalent in the Southern California region. Responsibilities include performing detailed financial analyses, structuring deals that align with clients' strategic goals, and collaborating with cross-functional teams to ensure seamless execution. You will also monitor economic trends and regulatory changes to provide proactive insights, positioning JP Morgan Chase as the premier partner for growth-oriented businesses. This role demands a blend of strategic acumen and hands-on relationship management to achieve portfolio growth targets and enhance client satisfaction. Joining JP Morgan Chase means becoming part of a world-class institution committed to excellence, integrity, and innovation. We offer robust professional development opportunities, including access to our renowned training programs and mentorship from industry leaders. In this Vice President-level position, you will contribute to our mission of powering the progress of businesses worldwide while advancing your career in one of the most influential financial services environments. If you thrive in a high-impact role that combines analytical rigor with client-centric service, this opportunity in Long Beach will allow you to make a meaningful difference.

Key Responsibilities

• Manage and grow a portfolio of middle market and multinational corporate clients in Commercial Banking, focusing on Long Beach and surrounding regions
• Develop and execute customized financial strategies, including lending, cash management, trade finance, and advisory services
• Conduct in-depth credit and financial analysis to assess client needs and mitigate risks
• Build and maintain strong relationships with C-suite executives and key decision-makers at client organizations
• Collaborate with internal teams such as credit risk, treasury services, and investment banking to deliver integrated solutions
• Identify new business opportunities and drive revenue growth through proactive client engagement
• Monitor portfolio performance, ensure compliance with regulatory standards, and prepare reports for senior management
• Represent JP Morgan Chase at industry events and networking opportunities to enhance brand visibility
• Provide guidance on market trends, economic outlooks, and innovative financing options to clients
• Ensure all activities align with JP Morgan's risk management framework and ethical standards

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 7-10 years of experience in commercial banking, relationship management, or portfolio management within the financial services industry
• Proven track record in managing portfolios for middle market and multinational corporations
• Strong understanding of credit analysis, risk management, and financial structuring for commercial clients
• Experience in providing tailored financial solutions including lending, treasury services, and capital markets
• Ability to travel up to 25% for client meetings and business development across the country
• Series 7 and 63 licenses or willingness to obtain them

Preferred Qualifications

• MBA or advanced degree in Finance or related field
• Prior experience at a major financial institution like JP Morgan Chase in middle market banking
• Familiarity with multinational corporations' cross-border financing needs
• Bilingual skills, particularly in Spanish, given the Southern California market
• Demonstrated success in growing client portfolios and revenue in competitive markets

Required Skills

• Expertise in financial modeling and credit underwriting
• Proficiency in analyzing balance sheets, cash flow statements, and financial ratios
• Strong relationship-building and client management abilities
• Excellent communication and presentation skills for executive-level interactions
• Knowledge of commercial lending products and treasury management solutions
• Risk assessment and mitigation techniques in a banking environment
• Strategic thinking for portfolio optimization and growth
• Familiarity with regulatory compliance (e.g., Dodd-Frank, Basel III)
• Analytical skills for market research and economic forecasting
• Negotiation and deal-structuring expertise
• Proficiency in Microsoft Office Suite and banking software (e.g., Bloomberg, Moody's)
• Adaptability to dynamic financial markets and client needs
• Team collaboration across multidisciplinary banking teams
• Cultural sensitivity for multinational client interactions
• Time management and prioritization in a fast-paced setting

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements and hybrid options where applicable

JP Morgan Chase is an equal opportunity employer.