JPMorganChase · 2 weeks ago
Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
New York, NY
Full-time
Onsite
Mid, Senior Level
$171K/yr - $250K/yr
7+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. As a Senior Commercial Banker specializing in Employee Stock Ownership Plans, you will lead the execution of ESOP transactions and collaborate with various teams to ensure top-tier client service.
Asset ManagementBankingFinancial 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
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
Preferred
Experience working with Client Executives and Senior Bankers
Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers
Knowledge of credit underwriting and structuring
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
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2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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