Fernando Piza
Winston Salem,NC
Summary
Analytical and client-focused finance professional with experience across investment banking, credit analysis, and relationship management within a specialized industries group. Strong understanding of middle-market and mid-corporate lending practices, portfolio management, and M&A due diligence.
Overview
4
4
years of professional experience
Work History
Senior Business Relationship Manager, Assistant Vice President
JPMorgan Chase & Co.
Greensboro, North Carolina
06.2025 - Current
- Developed and acquired small, mid, and large-cap company clients that require traditional banking services in addition to investment banking solutions.
- Analyzed client product needs across credit, FX, Treasury, and deposit products, contributing to sales initiatives and ensuring seamless delivery of financial solutions.
- Mentored junior relationship managers and supported business development efforts.
- Relationship Banker 09/2024 – 05/2025
Investment Banking Analyst Program; Mergers & Acquisitions Group
JPMorgan Chase & Co.
Charlotte, North Carolina
01.2024 - 06.2024
- Identified an ideal M&A target for a client based on an assessment of their strategic and financial criteria.
- Developed due diligence materials and initial drafts of internal memos and pitch materials for ongoing transactions.
- Constructed a DCF model in Excel to calculate the valuation of the M&A target and adjusted the model to account for a competitor bid and supply chain interruption.
- Built a visualization dashboard using Tableau as well as utilized PowerPoint to create pitch books for current transactions and potential clients.
Small Business Banking Relationship Manager
Wells Fargo Bank N.A.
Charlotte, North Carolina
10.2021 - 01.2024
- Healthcare Industries Coverage Group
- Onboarded, managed, and grew account relationships of companies with revenues of $1-20MM requiring credit, deposit, Treasury Management, Foreign Exchange, and commercial lending needs throughout the Northeast US Territory.
- Conducted credit and industry analyses to support underwriting reviews, evaluating risk factors, terms, and conditions of financial products.
- Investment Resource Consultant Program 04/2021 – 10/2021
- Personal Banker (SAFE) 1 & Business Advocate 12/2019 – 04/2021
- Bank Teller 09/2018 – 12/2019
Education
Bachelor of Science (B.S.) - Finance
University of North Carolina At Greensboro
Greensboro, North Carolina05-2026
Skills
- FINRA Series 6, Securities Industries Essentials (SIE) & FINRA Series 63 licensed, prepared to take Series 79
- Experience supporting portfolio management and client servicing across the deal lifecycle
- Supported sales initiatives, client servicing, and analytical reviews consistent with trading floor, middle office, and back-office trade support responsibilities
- Credit Underwriting
- Due Diligence
- DCF & LBO Modeling
- Financial Statement Analysis
- Pitch Pro
PROFESSIONAL DEVELOPMENT
- J.P. Morgan Investment Banking University Bootcamp (2024)
- Mid-Corporate Portfolio Manager Learning & Development, Wells Fargo (2023–2024)
- Swaps Proficiency Long Track, NFA (2023)
- Stanford University Cardiovascular Summer Institute Program (2018)
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Senior Business Relationship Manager, Assistant Vice President
JPMorgan Chase & Co.
06.2025 - Current
Investment Banking Analyst Program; Mergers & Acquisitions Group
JPMorgan Chase & Co.
01.2024 - 06.2024
Small Business Banking Relationship Manager
Wells Fargo Bank N.A.
10.2021 - 01.2024
Bachelor of Science (B.S.) - Finance
University of North Carolina At Greensboro