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The Vice President/Executive Director - EAG is charged to drive revenue and provide support as an ESOP Subject Matter expert to Relationship Managers, Bankers and underwriters across deal execution, risk and portfolio management and marketing.Facilitate the review of external referrals to the EAG from outside advisors in conjunction with the appropriate markets/bankers.
Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
Be visible in the external marketplace; conference attendance and presentations & Networking with various ESOP referral sources to continue to foster deal flow.
Partner with bankers and underwriters in the review/underwriting of ESOPs for newly established ESOPs as well as second-stage, restructures, and renewals of existing ESOP deals.
Preparation and presentation of financing feasibility and debt capacity studies analyzing various ESOP structures and comparing those to traditional leveraged recapitalizations. Model includes, debt capacity analysis, proceeds to shareholders, ESOP deduction analysis, cash flow analysis and collateral analysis
Review of legal documents on existing ESOP deals to ensure appropriate ESOP reps and warranties are included as well as covenant review to ensure accurate accounting for ESOP related add-backs and off-balance sheet liabilities are accounted for.
Working with EAG Associates to prepare detailed financial models analyzing proposed transactions and structuring alternatives. Models will be used for the purposes of assisting credit partners in underwriting and structuring financings offered to clients and prospects as well as identifying ESOP-specific areas of risk to be managed.
Assist in managing and conducting ESOP-specific business and legal due diligence in the execution of ESOP transactions.
Conduct periodic reviews of ESOPs in support of the relationship teams' extension of credit exposure to ESOP owned companies.
Practice Management; Assist in the development of internal policies (legal and credit) for ESOP related transactions.
Requirements:Bachelor's degree is required
7 to 10+ years corporate or investment banking experience with strong corporate finance/credit background.
Direct experience working with ESOP transactions from a technical standpoint (valuation, structure/design, financial modeling, and accounting).
Ability to work with Senior Bankers to help manage and execute on new transaction opportunities that come into the EAG from all over the country
Strong business development acumen. Illustrated ability successfully identifying marketplace opportunities and influencing/partnering with internal constituents: Relationship Manager, Bankers and underwriters to drive revenue.
Ability to identify and assess credit transaction risks and have knowledge of credit policies and processes.
Knowledge of credit underwriting and structuring. Position will regularly collaborate with credit team on analysis, structuring and documentation of credit requests.
Excellent problem solving, oral and written communication skills
Ability to be a highly motivated, productive team player. Partnership skills are essential as work will often overlap with relationship management team, credit partners and at times industry partners.
Previous participation in a Commercial Banking or Investment Banking Analyst Training Program preferred
Highly organized, detail-oriented, and proactive
Strong computer proficiency with knowledge of Excel, PowerPoint, and Word
Series 79 and 63 licensed (or must obtain)
Job title will be discussed at offer time
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.Equal Opportunity Employer/Disability/Veterans
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