Associate, Financial Sponsors Group - Commercial Bank Capital & Advisory Solutions

J.P. Morgan's Middle-Market Financial Sponsors Group (MM FSG) is looking for highly talented and driven individuals to be part of a tremendous growth opportunity. The MM FSG team covers Private Equity firms who are focused on small and mid-sized assets and are uniquely positioned to deliver the full value of J.P. Morgan's deep and broad platform across M&A, Equity Capital Markets, Debt Capital Markets, Direct Lending and the full suite of Corporate and Commercial Banking solutions.

MM FSG is one of the fastest growing business units and a key strategic initiative across both Commercial and Investment Banking. Segmentation has been a key to our success and with a dedicated pool of resources solely focused on middle market PE firms, we aim to build the best middle-market sponsor franchise in North America.

MM FSG is looking for an Associate who is focused on our Middle-Market Financial Sponsors. You will be responsible for supporting our Client Executives in best-in-class relationships with the targeted financial sponsors and positioning the bank for maximum opportunities.

Origination

Responsibilities

• Working with senior team members, build relationship plans for PEGs and determine positioning.
• Perform ad hoc research, at the direction of FSG originators, on middle market financial sponsors and their investment portfolio to support ongoing calling and marketing efforts.
• Prioritize and monitor existing MMBSI PEG owned clients and high priority prospects to identify opportunities.
• Develop and prepare marketing materials and presentations.
• Provide PEG relationship management and analytical support to senior team members.
• Conduct general industry research regarding PEGs, including fund raising, acquisition and divestiture activity, leverage multiples, valuation multiples, existing lender relationships, history of lender losses, evaluation of fund's current portfolio companies, credit culture, fees paid historically, etc.

Transaction Execution

• Review credit documentation to assure consistency of terms across different transactions with the same PEG.
• Process and execute confidentiality agreements.
• Initial preparation of proposal letters and term sheets.
• Development of financial models, debt capacity, and scenario analysis used to pre-screen transactions.
• Conduct high level industry analysis and due diligence.
• Provide ongoing support to FSG team members and Middle Market Credit through transaction closing as required.
• Prepare due diligence check lists.
• Preparation of pre-screen memos.

Data Management

• Generate reports and presentations as required for communication to business stakeholders including Investment Bank, Middle Market Banking & Credit and Commercial Banking Senior Management.
• Assure all databases and pipeline information is current and up to date.
• Update relationship database to incorporate new information on PEGs and PEG portfolio companies.

Qualifications

• Excellent financial modeling and analytical skills
• Minimum of 24 months of commercial lending and commercial credit related experience in the financial services industry
• Completion of a formal Commercial Bank Credit Training Program preferred
• Position Title will be discussed at offer time.
• Strong credit acumen and knowledge
• Well organized and able to multitask and meet deadlines in a fast-paced environment
• Working knowledge of Commercial Banking, credit and debt capital markets products required
• Bachelor's degree required
• FINRA Series 63 & 79 will be required for this position. Candidates who are not currently licensed will be required to obtain those within 180 days of start date. Any securities licenses actively held, but not required for the position, will not be carried by JPMorgan Securities LLC

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans