Responsibilities

• Partner with senior members of the Mid-Cap Financial Sponsors Group, sector coverage, and product bankers to prospect, pitch, and execute transactions on behalf of private equity firms and their portfolio companies
• Support client meetings and drafting sessions; assist in analyzing business plans and participating in due diligence sessions
• Examine the strategic and financial merits of proposed transactions for marketing and business development purposes
• Play an active role in the execution of mandated deals, including client advisory work, structuring and negotiation of legal documents, and coordination of distribution
• Prepare presentations to sponsor clients to support business development efforts
• Develop and maintain relationships with clients to enhance overall JPMorganChase relationships and identify new opportunities
• Coordinate with product partners across the firm to maximize collaboration in sponsor coverage efforts
• 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

Requirements

• Bachelor's degree in Business Administration, Accounting, Finance, or a related field, or equivalent experience
• 1+ years of related experience in financial services, investment banking, commercial banking, or private equity
• FINRA Series 79, Series 63, and SIE required (or must be obtained within the first 90 days of employment)
• Excellent communication and presentation skills
• Strong work ethic, motivation, 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

Preferred

• Experience working with private equity firms or in a Financial Sponsors, Investment Banking, or Commercial Banking environment
• Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment

Benefits

• 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.