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Relationship Manager

3 months ago

Chicago, Illinois, United States JPMorganChase Full time

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

About Us
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.