JPMorgan Chase CIB F&BM Senior Presentations Specialist in Brooklyn, New York

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at at .

The Corporate & Investment Bank (CIB) Finance and Business Management (F&BM) group provides financial advice to support the CIB’s business strategy and helps to ensure a sound control environment. Within F&BM, the four major areas of responsibility are: Business-aligned BMs (Business Managers), the CIB Controller, Support Staff CFO, and Planning and Analysis.

Finance & Business Management’s goals are to ensure sound control environments and provide financial advice to support the business strategy. Within F&BM, the Controllers organization is responsible for ensuring the overall integrity and validity of the financial statements and controls over the transaction cycle; performing critical reporting functions for the organization, both financial and regulatory, as well as ensuring execution and implementation of the overall financial architecture.


The Senior Presentations Specialist requires an advanced skillset, and the ability to efficiently and accurately create and format documents such as pitchbooks, proposals, financial statements and other types of presentations following JP Morgan standards, using the Microsoft Office suite of applications (PowerPoint, Word and Excel). Also has knowledge of advanced applications, such as MapInfo, advanced Excel charting, Photoshop, Illustrator, or other specialized applications, and is able to fulfill Express Desk or Help Desk roles.

This job description outlines the key goals of this role. In an ever-changing commercial environment, this role and its responsibilities will evolve in line with the needs and demands of the business.

Roles & Responsibilities

  • Accurately complete all assigned jobs within theallocated timeframe and in line with specified formatting and layoutstandards

  • Perform at an expert level in the Microsoft Officesuite, along with special functions such as MapInfo, Adobe Acrobat, andscanning

  • Develop client templates and alternative creativeoptions as required

  • Take ownership of any discrepancies or areas ofambiguity in client data and seek appropriate guidance as directed (FrontDesk, phone the banker,etc)

  • Using this knowledge, develop understanding of commonbanker requirements in order to continuously improve service provision

  • Keep Team Leader or Workflow Coordinator updated onprogress, advising immediately of any delays or issues

  • Receive feedback on completed and audited work andapply this to continuous improvements in quality output, developcapabilities for innovation and service excellence

  • Develop knowledge of deal process and banker roles inthe interest of improving understanding of document requirements and ofproviding customer service excellence

  • Understand quality and timeliness performance metrics,within the context of continuous improvement of quality and service.Maintain a consistently high level of job accuracy and efficiency

  • Develop understanding of global GCFO organization andPPS teams and colleagues

  • Follow established job tracking and completion processutilizing GCFO’s Workflow Exchange (WX) tool

  • Maintain performance within established team proceduresand policies, including adherence to the team’s attendance and latenesspolicy, submission of time worked through the appropriate tool before thegiven deadlines, and following print security and physical accessprocedures

  • Fulfill Express Desk or Help Desk roles asrequested/assigned

  • Buddy new Presentation Specialists as required

  • Team Leader or Operations Manager


  • Graduate in any discipline

Technical qualifications

  • Expert level in Power Point and Word is essential.Excellent working knowledge of Excel


  • At least 18 months experience in desktop publishing orword processing in a corporate environment

Knowledge and skill sets

  • Good oral and written communication skills – must beable to communicate/collaborate virtually and in person with clients