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)
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
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
Skills Required
- 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 ability to synthesize large amounts of information
- 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 and investors
- Ability to work well under pressure, multi-task, and meet time sensitive deadlines
- Strong presentation, negotiation, and marketing skills
- Security licenses Series 79 and Series 63 (or must obtain within first 90 days of employment)
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
JPMorganChase Insights
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JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, 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. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
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