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Relationship Manager - Financial Sponsors Group - Vice President

JPMorganChase

JPMorganChase

Accounting & Finance, Customer Service
Chicago, IL, USA
Posted on Friday, June 28, 2024

Job Description

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Manager on the Middle Market Financial Sponsors Group coverage team is for you.

As a Relationship Manager within the Middle Market Financial Sponsors Group coverage team, you will have the opportunity to be a key player in a rapidly growing business, where your skills and expertise will be valued and utilized to build strong relationships and provide financial advice to our clients.

Job Responsibilities

  • Partner with senior members of Financial Sponsors Group, sector coverage and product bankers to prospect, pitch and execute transactions on behalf of private equity firms and their portfolio companies.
  • Lead client meetings and drafting sessions; Analyze business plans and participate in due diligence sessions
  • Examine the strategic and financial merits of proposed transactions for marketing purposes
  • Play an active role in the execution of mandated deals through client advisory work, the structuring and negotiation of legal documents and the coordination of distribution. Prepare presentations to sponsor clients to support business development.
  • Develop relationships with clients to augment an overall JPMorgan Chase relationship and to build tactical dialogue around specific targeted opportunities
  • Coordinate with product partners across the firm to maximize coordination in Sponsor coverage effort.
  • Perform portfolio reviews of sponsor clients to assess new opportunities across various products and summarize key findings in presentations.
  • Manage internal processes related to coverage efforts and information/Key Performance Indicator (KPI) tracking. Work closely with internal support departments to ensure seamless deal closing and funding. Assist with the development of the Associates and Analysts on the team.

Required Qualifications, Capabilities, and Skills

  • 7+ years related experience working with private equity firms in Financial Sponsors, Investment Banking &/or Commercial Banking
  • Partner with senior members of Financial Sponsors Group, sector coverage and product bankers to prospect, pitch and execute transactions on behalf of private equity firms and their portfolio companies.
  • Lead client meetings and drafting sessions; Analyze business plans and participate in due diligence sessions
  • Examine the strategic and financial merits of proposed transactions for marketing purposes
  • Play an active role in the execution of mandated deals through client advisory work, the structuring and negotiation of legal documents and the coordination of distribution. Prepare presentations to sponsor clients to support business development.
  • Develop relationships with clients to augment an overall JPMorgan Chase relationship and to build tactical dialogue around specific targeted opportunities
  • Coordinate with product partners across the firm to maximize coordination in Sponsor coverage effort.
  • Perform portfolio reviews of sponsor clients to assess new opportunities across various products and summarize key findings in presentations.
  • Manage internal processes related to coverage efforts and information/Key Performance Indicator (KPI) tracking. Work closely with internal support departments to ensure seamless deal closing and funding. Assist with the development of the Associates and Analysts on the team
  • Bachelor's degree in Business Administration, Accounting, Finance, or a related field, or equivalent
  • FINRA Series 79, Series 63 and SIE required (or obtained in first 90 days of employment

Preferred Qualifications, Capabilities, and Skills

  • Excellent communication and presentation skills
  • Solid work ethic, motivation level and ability to collaborate across teams
  • Personal integrity, initiative, and leadership qualities
  • Capacity to interact and build relationships with a wide range of people and act as a point of contact