Client Executive - Syndicated Finance Group - Executive Director

Job Description

The Syndicated Finance Group (SFG) is part of Capital & Advisory Solutions within Commercial Banking. SFG specializes in complex financial situations involving syndicated and leveraged transactions for middle market clients, providing insights into debt capital markets for corporate capital requirements such as working capital, capital projects, mergers and acquisitions, leveraged buyouts, and recapitalizations. As a leading corporate debt house, JPMorgan holds commanding leadership positions in these product specialties. Transactions involve high-level interaction with senior bankers and executive management within client firms. 

As a Client Executive in the Syndicated Finance Group within the Commercial Bank, you will lead originations in the Southeast segment in the marketing, structuring, pricing, negotiation, and distribution of debt financings. As the leading corporate debt placement firm, JPMorgan holds commanding leadership positions across all of the debt capital markets. Transactions involve significant interaction with bankers, underwriters, and client executive management.  In addition, this key role will work with the Southeast Segment Head and Region Managers to drive the strategy for increasing syndicated loan market share in the segment.

Job Responsibilities:

• Lead originating, structuring, pricing, negotiating, and distributing debt transactions in the Southeast
• Drive and oversee the preparation of customized proposals, pitches, and presentations to clients
• Oversee financial modeling, cash flow analysis, comparable transaction analysis, term sheet development, and credit/capital market presentations prepared by junior team members
• Supervise the preparation of marketing materials and data rooms for lenders
• Work with credit professionals on negotiation of transaction legal documentation
• Significant interaction with clients and investors at a senior management level

 

Required qualifications, capabilities and skills:

• 10+ years’ experience with loan syndications at a financial institution
• Knowledge of debt capital markets including pro rata bank, direct lending, institutional term loan, and high yield
• Excellent quantitative and analytical skills with the ability to synthesize large amounts of information and help develop innovative client solutions
• Ability to work as a team player interacting with a variety of deal members within a financial firm
• Outstanding written and verbal communication skills; comfortable presenting to senior client management, investors, and senior members of the firm
• Ability to work well under pressure, multi-task, and meet time sensitive deadlines
• Strong presentation, negotiation, and marketing skills necessary
• Security licenses 79 and 63 (or must obtain in first 90 days of employment)

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.