Joni Jensen
Commercial Banking | Global Markets | Business Development | Lifelong Learner
- Role
- Senior Vice President and Global Relationship Manager at HSBC
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Joni Jensen
Extensive financial services experience and exposure to various economic cycles and…
Experience
Senior Vice President and Global Relationship Manager
Mar 2023 — Present · Salt Lake City, UT, US
Manage a portfolio of Utah headquartered companies with international banking and finance needs- Act as the client\'s primary point of contact to deliver banking products across the globe in conjunction with product specialists and international partners- Develop new banking relationships by organizing events, networking at local functions, meeting with COIs and searching various online and print publications. Utilize both personal and professional connections to meet key decision makers- Previously responsible for a portfolio of large corporate and middle market clients in Utah and the Bay Area. Underwrote exposure for a variety of products such as syndicated loans, bilateral asset-reliant working capital facilities, foreign exchange, derivatives, treasury management and trade products.
Skills
- Predictive Analytics
- R
- Portfolio Management
- Real Estate Financing
- Fixed Income
- Corporate Finance
- Buy-Side
- Equity Research
- Sql
- Financial Markets
- Trading
- Investment Banking
- Asset Allocation
- Databases
- Investments
- Data Mining
- Credit Analysis
- Loan Origination
- Economics
- Equity Valuation
- Financial Modeling
- Machine Learning
- Asset Management
- Tactical Asset Allocation
- Hedge Funds
- Bloomberg
- Training & Development
- Industry Analysis
- Sell Side
- Analytical Skills
- Client Presentation
- Cfa
- Microsoft Excel
- Etfs
- Financial Analysis
- Supervisory Analyst
- New Business Development
- Fundamental Analysis
- Convertible Bonds
- Technical Analysis
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