J.P. Morgan’s Middle-Market Financial Sponsors Group (MM FSG) is looking for highly talented and driven individuals to be part of a tremendous growth opportunity. The MM FSG team covers Private Equity firms who are focused on small and mid-sized assets and are uniquely positioned to deliver the full value of J.P. Morgan’s deep and broad platform across M&A, Equity Capital Markets, Debt Capital Markets, Direct Lending and the full suite of Corporate and Commercial Banking solutions.

MM FSG is one of the fastest growing business units and a key strategic initiative across both Commercial and Investment Banking. Segmentation has been a key to our success and with a dedicated pool of resources solely focused on middle market PE firms, we aim to build the best middle-market sponsor franchise in North America.

MM FSG is looking for an Associate who is focused on our Middle-Market Financial Sponsors. You will be responsible for supporting our Client Executives in best-in-class relationships with the targeted financial sponsors and positioning the bank for maximum opportunities.

Responsibilities

Origination:

- Provide PEG relationship management and analytical support to senior team members.

- Develop and prepare marketing materials and presentations.

- Conduct general industry research regarding PEGs, including fund raising, acquisition and divestiture activity, leverage multiples, valuation multiples, existing lender relationships, history of lender losses, evaluation of fund’s current portfolio companies, credit culture, fees paid historically, etc.

- Perform ad hoc research, at the direction of FSG originators, on middle market financial sponsors and their investment portfolio to support ongoing calling and marketing efforts.

- Working with senior team members, build relationship plans for PEGs and determine positioning.

- Prioritize and monitor existing MMBSI PEG owned clients and high priority prospects to identify opportunities.

Transaction Execution:

- Development of financial models, debt capacity, and scenario analysis used to pre-screen transactions.

- Preparation of pre-screen memos.

- Initial preparation of proposal letters and term sheets.

- Conduct high level industry analysis and due diligence.

- Prepare due diligence check lists.

- Process and execute confidentiality agreements.

- Provide ongoing support to FSG team members and Middle Market Credit through transaction closing as required.

- Review credit documentation to assure consistency of terms across different transactions with the same PEG.

Data Management:

- Update relationship database to incorporate new information on PEGs and PEG portfolio companies.

- Generate reports and presentations as required for communication to business stakeholders including Investment Bank, Middle Market Banking & Credit and Commercial Banking Senior Management.

- Assure all databases and pipeline information is current and up to date.

Qualifications:

• Bachelor’s degree required
• Minimum of 24 months of commercial lending and commercial credit related experience in the financial services industry
• Completion of a formal Commercial Bank Credit Training Program preferred
• Well organized and able to multitask and meet deadlines in a fast-paced environment
• Working knowledge of Commercial Banking, credit and debt capital markets products required
• Excellent financial modeling and analytical skills
• Strong credit acumen and knowledge
• FINRA Series 63 & 79 will be required for this position. Candidates who are not currently licensed will be required to obtain those within 180 days of start date. Any securities licenses actively held, but not required for the position, will not be carried by JPMorgan Securities LLC
• Position Title will be discussed at offer time.