Apply Now    

Client Executive – Commercial Bank – Syndicated Finance Group - Charlotte, or Atlanta

Req #: 170123228_1
Location: Atlanta, GA, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)
Client Executive – Commercial Bank – Syndicated Finance Group

The Syndicated Finance (SFG) team is housed in the Commercial Middle Market and is responsible for working on complex financial situations involving syndicated and leveraged transactions for middle market clients. The SFG team works with clients to provide insights into debt capital markets for corporate capital requirements, including working capital, capital projects, mergers and acquisitions, leveraged buyouts, and recapitalizations. As the leading corporate debt house, JPMorgan holds commanding leadership positions in these product specialties. Transactions involve significant interaction with bankers, underwriters, and client executive management.


Originators in the SFG team will be focused on generating new business opportunities and enhancing existing relationships within the Commercial Middle Market, as well as cultivating and managing relationships with investors. In addition, an Originator will provide direction and oversight to associates and analysts.


Key Responsibilities will include:

  • Originating, structuring, pricing, negotiating, and distributing senior debt transactions
  • Driving the preparation of customized proposals, pitches, and presentations to clients.
  • Overseeing financial modeling, cash flow analysis, term sheet development, and credit/capital market presentations.
  • Driving the preparation of offering and marketing materials for investors
  • Work with credit professionals on negotiation of transaction documentation
  • Significant interaction with clients and investors at a senior level

Key qualifications include:

  • Minimum of seven years experience in Investment Banking or Capital Markets in a Financial Institution. A background in Syndications and Leverage Finance is a plus.
  • Knowledge of debt capital markets including High Yield, Subordinated Debt, and Private Placements products is a plus
  • 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 with in a financial firm.
  • Outstanding written and verbal communication skills; comfortable in 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

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.