Origination/Client Manager [Multiple Positions Available]
J.P. Morgan
Sales & Business Development
DESCRIPTION:
Duties: Drive deal origination with banking clients by structuring solutions, negotiating fees, and execution of financing within the Healthcare, Industrials, Consumer, and Retail sectors. Advise clients on integrated financial solutions across mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises, including bonds, loans, and alternative capital markets. Construct and recommend transaction strategy to guide clients on marketing, timing, and pricing of debt issuance and loan origination as well as repurchasing or restructuring debt. Serve as key lead and presenter in business and company events to identify new business opportunities, pitch products for new and existing clients, win new client business, and maintain critical client relationships. Lead responses to clients' requests, coordinate firm's teams for collective advice, and manage deal execution with other internal firm teams and external professional consultants. Execute and underwrite financial transactions, specifically evaluating appropriate covenants and pricing for corporate loans underwritten by the firm. Actively engage in client meetings and provide timely market insights after monitoring global rate and credit market dynamics and how those dynamics affect clients' liability portfolios and issuance decisions. Coordinate with syndicate, sales, and trading to price and sell bonds. Maintain and develop direct dialogue and relationships with all priority clients and key financing decision makers (such as CFOs, Treasurers, and Capital Markets Directors), as well as with client coverage officers and debt and equity partners. This position requires up to 60% travel (domestic, and international to Canada, Europe, and the United Kingdom) to visit various client sites, investors, and other JPMC offices.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Accounting, Management, Business Administration, Finance, Mathematics, Economics, or related quantitative field of study plus ten (10) years of experience in the job offered or as Origination/Client Manager, Global Corporate Banker, Banking Business Manager, Product Controller, or related occupation.
Skills Required: This position requires nine (9) years of experience with the following skills: bonds, loans, syndicated loans, private placements, and other debt instruments; regulations relevant to the financial industry including SEC, FINRA, and Basel III, and their compliance requirements; global and regional debt markets trends, macroeconomic factors, and interest rate movements; structuring debt transactions tailored to client needs; sourcing new business and maintaining client relationships; providing strategic advice to clients on capital structure, funding options, and market timing; presenting holistic capital markets financing ideas and solutions to clients at the Treasury and C-suite levels, and to internal stakeholders; managing and mentoring junior bankers; managing and mentoring deal teams; simultaneously overseeing multiple in-market transactions and ensuring timely execution; liaising with credit risk, syndicate, sales, trading, legal, compliance, and operations teams; assessing creditworthiness and risk factors for issuers; conducting due diligence on debt transactions; resolving transaction issues and client challenges; negotiating deal structuring and documentation terms; managing relationships with external stakeholders including clients, investors, rating agencies, external counsels, and regulators; and preparing pitch books, proposals, and transaction documentation. This position requires six (6) years of experience with the following skills: building and interpreting financial models including cash flow analysis and credit metrics; using Bloomberg, Reuters, Excel, and FactSet to provide clients with detailed financial advice and recommendations; and leveraging data analytics for market insights and client solutions. This position requires five (5) years of experience with the following skills: Healthcare, Industrials, and Retail sectors. This position requires the following license(s): FINRA Series 63; and FINRA Series 79 or Series 79TO.
Job Location: 270 Park Avenue, New York, NY 10017. This position requires up to 60% travel (domestic, and international to Canada, Europe, and the United Kingdom) to visit various client sites, investors, and other JPMC offices.
Full-Time. Salary: $300,000 - $350,000 per year.
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.
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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Drive deal origination with banking clients by structuring solutions, negotiating fees, and execution of financing within the Healthcare, Industrials, Consumer, and Retail sectors.