JP Morgan Chase & Co.

Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director

JP Morgan Chase & Co.$150K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree required.
  • Over seven years of experience in corporate or investment banking and corporate finance advisory.
  • Minimum of five years in the ESOP space specifically.
  • Direct experience in ESOP transactions, including financial modeling and valuation.
  • Strong business development skills to identify opportunities.
  • Understanding of credit transaction risks and policies.
  • Required Series 79, 63, and SIE licenses at hiring or obtainable within 120 days.

Responsibilities

  • Facilitate referral reviews with the Employee Advisory Group from external advisors.
  • Educate clients and prospects on ESOP transactions and liquidity strategies during meetings.
  • Collaborate with bankers for credit evaluations and structuring of ESOP transactions and refinancings.
  • Prepare and present studies on financing feasibility and debt capacity.
  • Ensure compliance by reviewing legal documents on existing ESOP deals.
  • Work with Associates on creating detailed financial models for proposed structuring alternatives.
  • Conduct reviews of ESOPs to support credit exposure extensions.

Benefits

  • Collaborative team environment.
  • Opportunities for career growth.
  • Emphasis on providing expert guidance to clients.
Full Job Description
JOB DESCRIPTION

Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.

Job Summary:

As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.

Job Responsibilities:

  • Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
  • Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
  • Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
  • Prepare and present financing feasibility and debt capacity studies.
  • Review legal documents on existing ESOP deals to ensure compliance.
  • Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
  • Conduct periodic reviews of ESOP92s to support credit exposure extensions.

Required qualifications, capabilities, and skills:

  • Bachelor92s degree.
  • Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
  • Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
  • Strong business development acumen and strategic vision to identify marketplace opportunities.
  • Ability to assess credit transaction risks and knowledge of credit policies.
  • Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.

Preferred qualifications, capabilities, and skills:

  • Experience working with Client Executives and Senior Bankers.
  • Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers.
  • Knowledge of credit underwriting and structuring.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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