Client Executive - Syndicated Finance Group - Executive Director

The Syndicated Finance Group (SFG) is part of Capital & Advisory Solutions within Commercial Banking. SFG specializes in complex financial situations involving syndicated and leveraged transactions for middle market clients, providing insights into debt capital markets for corporate capital requirements such as working capital, capital projects, mergers and acquisitions, leveraged buyouts, and recapitalizations. As a leading corporate debt house, JPMorgan holds commanding leadership positions in these product specialties. Transactions involve high-level interaction with senior bankers and executive management within client firms.

As a Client Executive in the Syndicated Finance Group within the Commercial Bank, you will lead originations in the Southeast segment in the marketing, structuring, pricing, negotiation, and distribution of debt financings. As the leading corporate debt placement firm, JPMorgan holds commanding leadership positions across all of the debt capital markets. Transactions involve significant interaction with bankers, underwriters, and client executive management. In addition, this key role will work with the Southeast Segment Head and Region Managers to drive the strategy for increasing syndicated loan market share in the segment.

Job Responsibilities:

• Lead originating, structuring, pricing, negotiating, and distributing debt transactions in the Southeast
• Drive and oversee the preparation of customized proposals, pitches, and presentations to clients
• Oversee financial modeling, cash flow analysis, comparable transaction analysis, term sheet development, and credit/capital market presentations prepared by junior team members
• Supervise the preparation of marketing materials and data rooms for lenders
• Work with credit professionals on negotiation of transaction legal documentation
• Significant interaction with clients and investors at a senior management level

• 10+ years' experience with loan syndications at a financial institution
• Knowledge of debt capital markets including pro rata bank, direct lending, institutional term loan, and high yield
• Excellent quantitative and analytical skills with the ability to synthesize large amounts of information and help develop innovative client solutions
• Ability to work as a team player interacting with a variety of deal members within a financial firm
• Outstanding written and verbal communication skills; comfortable presenting to senior client management, investors, and senior members of the firm
• Ability to work well under pressure, multi-task, and meet time sensitive deadlines
• Strong presentation, negotiation, and marketing skills necessary
• Security licenses 79 and 63 (or must obtain in first 90 days of employment)