Apply Now    

ED Technology Originator – Commercial Bank Financial Sponsors Group- Los Angeles or San Francisco

Req #: 180000789_1
Location: San Francisco, CA, US
Job Category: Investment Banking
Potential Referral Amount: 0 US Dollar (USD)
Executive Director – Middle Market Financial Sponsors Group (West Coast / Technology Coverage)
 
OVERVIEW:
Middle Market Financial Sponsors Group (“MMFSG”) is part of the Middle Market Banking and Specialized Industries vertical within Commercial Banking.  Executive Directors will liaise with a targeted set of Private Equity Groups (“PEGs”) as a means to source new clients, transactions, and cross selling opportunities with the ultimate goal of capturing broader investment banking, commercial banking, and asset management share of wallet within the PEG’s portfolio. Executive Directors will focus on a select group of PEGs within the U.S. and Canada with a core focus on firms who specialize and target technology investments.  Position will be based on west coast and will report to respective region head. 
 
RESPONSIBILITIES:
 
Origination:
  • Primary responsibility for establishing and maintaining relationships with a select group of middle market PEGs with a core focus on technology based investment firms. Focus will be on clients with current fund sizes ranging from $100MM to $1.0BN which are not currently covered by the Investment Banking Financial Sponsors Group.
  • Work closely with the MMBSI Technology team to support and help build the industry franchise via partnership role and connectivity with related PEGs.
  • Originate new investment banking, commercial banking, and asset management opportunities.  These opportunities include equity and debt capital markets, treasury services, and corporate finance. 
  • Engage with investment banking and commercial banking teams to assure product partners have access to key decision makers within targeted PEGs.
  • For transactions involving PEGs, serve as team leader and deal architect in coordination with Investment Banking and Commercial Banking leaders, as well as various product groups.
  • Maintain ongoing connectivity role between portfolio client, banker team, and sponsor owner.
  • Establish and maintain relationships with a select group of non-bank lenders who would make appropriate partners within JPMorgan Chase transactions.
Transaction Execution and Support:
  • Pre-screen financing opportunities originated from targeted sponsors within MMFSG to assess feasibility and interest level. Provide guidance on investment thesis and key business risks to core credit executives and commercial lending teams.
  • For those transactions passing the screen, lead in the formation of broader deal teams
  • Determine appropriate capital structure(s) in conjunction with commercial banking credit officers, bankers, and appropriate equity / debt capital markets partners.
  • Manage team members in early stage due diligence and transaction review.
  • Partner seamlessly in diligence process, management meetings, and documentation negotiation to ensure consistency of client interaction and terms with targeted PEGs.
  • Bachelors' degree from a top tier university, top tier MBA degree preferred
  • 8-10 years of experience within Commercial or Investment Banking, PEG experience preferred
  • Transaction experience within Leveraged Finance or Investment Banking organizations
  • Exposure or direct experience within the technology sector
  • Proven ability to develop and maintain relationships with institutional clients
  • Proven ability to manage multiple stakeholders to ensure seamless client delivery
  • Effective and professional verbal and written communication
  • FINRA licenses 79 & 63 required or will need to be obtained as part of employment
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.