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Chase · 3 weeks ago

Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director

270 Park Ave, New York, NY, 10017, US

Full-time

Onsite

Mid, Senior Level

$171K/yr - $250K/yr

7+ years exp

Chase is seeking an Executive Director in the Capital & Advisory Solutions group, specializing in Employee Stock Ownership Plans (ESOPs). This role involves driving revenue through business development and managing ESOP transactions while ensuring clients receive expert guidance and support.

BankingFinancial Services

Responsibilities

Facilitate the review of external referrals to the Employee Advisory Group from outside advisors

Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies

Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings

Prepare and present financing feasibility and debt capacity studies

Review legal documents on existing ESOP deals to ensure compliance

Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives

Conduct periodic reviews of ESOP’s to support credit exposure extensions

Qualification

ESOP transactionsFinancial modelingBusiness developmentCorporate finance advisoryCredit transaction risk assessmentCredit underwriting knowledgeStrategic visionRelationship managementLegal document reviewMarketplace opportunity identificationCredit policies knowledgeValuationCollaboration skills

Required

Bachelor's degree

Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space

Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting

Strong business development acumen and strategic vision to identify marketplace opportunities

Ability to assess credit transaction risks and knowledge of credit policies

Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding