Location: New York, NY
Company: Jpmorgan Chase Bank, N.A.
Client teams are based regionally and by industry sectors (Infrastructure, Healthcare, Higher Education and Not-for-Profit, Housing, Energy and Environmental, etc. ). The Public Finance Group provides exposure to all aspects of the capital markets by working closely with our sales & trading, underwriting, derivatives, and debt capital markets desks for prospective and live transactions.
The objective of this position is to serve as a senior Higher Education and Not-for-Profit coverage banker and manage all aspects of business development, deal execution and management to generate revenue within the sector. In addition, you will be expected to train/manage vice presidents, analysts, associates
and interns. You will develop financing and strategic advisory transaction ideas, market the firm's services with new and existing clients (relationship management/client coverage), present ideas to clients, create presentations and plans of finance and credit responses for request for proposals (RFPs), drive the deal execution process with junior team members while ensuring regulatory and compliance duties are achieved.
Job Responsibilities Create business development plans for target accounts Lead deal identification; generate and evaluate strategic and financing ideas and options for clients Execute financing transactions; review numbers (new money, refunding, restructuring analysis
with DBC and Excel) and review debt profiles; coordinate with internal and external parties and ensure regulatory compliance.
Pitch and execute strategic advisory transactions with the support of the higher education team and corporate M&A, where appropriate. Provide guidance to junior staff and review of client presentations, analysis and responses to requests for proposals (RFPs). Mentor and train junior team members. Coordinate internally to maximize the firm's resources in support of client efforts. Required Qualifications, Skills and Capabilities Bachelor's degree with at least seven years of investment banking experience in public finance, preferably not-for-profit higher education and not-for-profit experience, is required.
Knowledge and understanding of the following areas: higher education institutions, financial markets, interest rate movements, economic indicators, municipal bonds and deal timelines and processes. Previous finance experience in the following areas: developing financial models to structure bond transactions, performing new money and refunding analyses using DBC including variable and fixed rate bonds, participating in the execution of senior managed deals including the coordination of all financing team members, due diligence activities, analyzing and structuring debt, analyzing financial legal documentation, presenting financing and credit analysis plans to clients, creating investor presentations and coordinating investor tours.
Exceptional work ethic, self-motivated, detail oriented and confident; ability to work with minimal supervision. Strong communication (verbal, written and active listening), quantitative, qualitative, research, client service and relationship building skills. Established network and reputation within higher education and not-for-profit institutions preferred. Project management skills; adaptive and flexible to the complexities of projects and their deliverables.
Team player; capacity to collaborate and mentor and/or train junior team members. Ability to exercise discretion in handling confidential information; work with all levels of employees and clients, including senior management; and to travel, when necessary. Proficient with Microsoft Office (Excel, Power Point, Word, etc. ). Additionally, Series 7(grandfathered), 79 or 52 and 63 licenses required. Preferred Qualifications, Skills and Capabilities Experience managing a team of investment bankers Mergers and Acquisitions ( M&A) and strategic advisory expertise JPMorgan Chase & Co.
one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J. P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents and perspectives that they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
(If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) -xyz X and indicate the specifics of the assistance needed. ) We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary New York, NY $200,000.00 - $350,000.00 / year
Management & Executive Jobs refer to positions within an organization that involve overseeing operations and making strategic decisions to guide the company towards its objectives. These roles are characterized by leadership responsibilities, high-level planning, and typically require extensive experience. Executives set the vision and goals, while managers ensure that daily activities align with these directives. Such positions often demand strong communication and interpersonal skills, as well as the ability to solve complex problems and adapt to changing business environments.
Management & Executive Jobs refer to high-level positions within an organization that involve overseeing operations, making strategic decisions, and leading teams towards achieving business objectives. Individuals in these roles typically have significant experience and expertise in their respective fields. They are responsible for setting goals, developing policies, and ensuring the effective management of resources. Executive roles often include titles such as CEO, CFO, COO, and department heads, among others. Characteristically, these jobs demand strong leadership skills, excellent communication abilities, and a capacity to think critically and solve complex problems.
Management & Executive Jobs refer to positions at the higher echelons of an organization, where individuals are responsible for overseeing operations, formulating strategies, and making key decisions that affect the company's direction and success. These roles often require strong leadership skills, strategic thinking, and extensive experience in the industry. Executives and managers are pivotal in shaping organizational culture, motivating teams, and driving both short-term and long-term objectives. Characteristics of these positions include higher levels of responsibility, authority, and typically, a greater compensation package reflecting their critical role within the company.
Management & Executive Jobs refer to positions within an organization where individuals are tasked with making strategic decisions, overseeing operations, and leading teams towards achieving business goals. These roles typically include titles such as manager, director, vice president, and CEO, and are characterized by their high level of responsibility, authority, and often, a requirement for extensive experience and leadership skills. Executives set the vision for the company, while managers implement strategies and policies to drive success. These jobs often involve complex problem-solving, strong communication abilities, and the capacity to influence and motivate others.
