Mathew T. Millenbach
Chicago,IL
Summary
Driven & accountable financial professional with experience in corporate and commercial banking sales, treasury management and financial operations. Experience with relationship management and sales strategizing. Skilled at developing and maintaining bank-client relationships. Highly adaptable, demonstrated work ethic and dedication to overall team and firm success.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Associate - Corporate & Investment Bank
JP Morgan Chase & Co.
02.2024 - Current
- CIB Real Estate Payments Sales Team Senior Associate. Responsible for covering real estate investment firms, REITs, CRE developers and property managers. Work collaboratively with coverage banking and credit teams to analyze clients and address their financial needs from a treasury management perspective.
- Present & pitch JP Morgan treasury and payments solutions to client stakeholders, including lead Treasury managers, controllers and CFOs. Requires understanding of client's account structure, cash flows, credit profile, product usage and global organization.
- Directly lead in-person sales pitch efforts that generated over $100,000 in personal closed new business in 2024.
- Managed pipeline and performance tracking duties. Closed over 3x 2024 quota as a team. Necessitates recurring due diligence, delicate attention to detail, and deep understanding of financial pricing, modeling, and reporting.
- Responsible for pricing and rate decisions & analysis, that have a material impact on client financial performance.
Associate - Corporate Client Banking
JP Morgan Chase & Co.
08.2022 - 02.2024
- Treasury Sales Support Associate in heritage JP Morgan CCBSI (Corporate Client Banking & Specialized Industries) - Financial Institutions Group.
- Responsible for construction and submission of deal implementation requests, which include account setups, implementing new products, and adjustments to billing/pricing hierarchies and structures. Assisted with preparing materials for client-facing presentations & pitches.
- Served as a mentor/trainer to new hires after 1+ year in the role.
Associate, Investment Operations
Dolan McEniry Capital Management
06.2021 - 08.2022
- Cultivated understanding of capital markets and trading/investment strategies, while working collaboratively with portfolio managers and managing partners at a fixed income corporate bond investment firm with $10+ billion in assets under management.
- Performed daily, monthly, and quarterly reconciliation of managed accounts & cash flows, requiring acute attention to detail and swift resolution of identified issues and discrepancies.
- Obtained valuable experience working with custodian banks and financial clearing agencies.
Associate, Securities Operations
FIS Global, Inc.
05.2020 - 05.2021
- Utilized financial research and informational tools to analyze and process requested daily security trades, and provide miscellaneous financial data in an accurate and timely manner.
Education
Bachelor of Arts - Business Management
Michigan State University - Eli Broad College of Business
East Lansing, MI12.2019
Skills
- Sales strategy & account planning
- Bank industry knowledge & experience
- Financial product pricing
- Financial due diligence & analysis
- Performance monitoring & timeline management
- Microsoft Office (Excel, PowerPoint, etc)
- Salesforce
- FactSet
- Bloomberg Terminal
- AI Prompting
Certification
SIE - FINRA Securities Industry Essentials
Timeline
Senior Associate - Corporate & Investment Bank
JP Morgan Chase & Co.
02.2024 - Current
Associate - Corporate Client Banking
JP Morgan Chase & Co.
08.2022 - 02.2024
Associate, Investment Operations
Dolan McEniry Capital Management
06.2021 - 08.2022
Associate, Securities Operations
FIS Global, Inc.
05.2020 - 05.2021
Bachelor of Arts - Business Management
Michigan State University - Eli Broad College of Business