Origination/Client Manager

Posted 5 Hours Ago
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New York, NY
Hybrid
285K-285K Annually
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Origination/Client Manager will structure, negotiate, and execute complex leveraged finance transactions, analyze financial statements, assist clients with credit ratings, engage with investors during syndications, and develop client relationships. Duties involve preparing marketing materials and leading legal documentation negotiations for deal closings, requiring travel for client interactions.
Summary Generated by Built In

Job Description
DESCRIPTION:
Duties: Structure, negotiate, and execute complex leveraged finance transactions by steering internal approval and preparing materials for multi-billion dollar debt commitments, including term loans and high yield bond closings. Analyze accounting and regulatory statements, financials projections, and financial models in order to create projections for deal teams, including direct lending, credit, coverage, financial sponsors, and ratings advisory groups. Assist clients in interacting with rating agencies and obtaining a credit rating. Engage with institutional investors during the syndication of leveraged loans and high yield bonds. Work with clients, counsel, and other departments to lead executions on mandated transactions. Assemble presentations and information memorandums, sales memos, and other materials needed to get a deal into market, then support the selling effort by analyzing credit agreements and indentures, answering lender questions, and leading legal documentation negotiations in order to drive the closing process. Present transactions to investment banking committees, capital markets and salesforce. Prepare new business marketing materials for prospective corporate and private equity clients. Develop and manage relationships with clients. Liaise with external counsel, clients and senior bankers throughout the firm, including Coverage, Legal and Credit, to ensure seamless deal execution. This position requires up to 20% domestic and international travel to various client sites for client meetings, site visits, and deal roadshows/execution.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Business Administration, Finance, Economics, or related field of study plus 6 years of experience in the job offered or as Origination/Client Manager, Investment Banker, Private Equity, Leveraged Finance, Credit Risk, or related occupation. The employer will alternatively accept a Master's degree in Business Administration, Finance, Economics, or related field of study plus 4 years of experience in the job offered or as Origination/Client Manager, Investment Banker, Private Equity, Leveraged Finance, Credit Risk, or related occupation.
Skills Required: Requires experience in the following: credit terms; credit documentation; credit analysis; applying financial due diligence with respect to a company's strengths, strategies, credit risks and mitigants, historical and projected financial performance, and competitive positioning; pricing of debt instruments, including bank debt, institutional term loans, and high yield bonds; financial modeling, including constructing and analyzing comparables; financial analysis, including different variations of capital structures and projections based on varying degrees of assumptions; marketing directly to clients in order to sell deals to the investor community; coordinating with multiple parties to compile marketing materials, including rating agency and investor presentations, internal credit and capital market memos, and information and offering memoranda; negotiations with clients regarding credit terms; negotiations with investors regarding debt instrument fair value and appropriate documentation terms; and presenting to committees, sales forces, & investors.
Job Location: 383 Madison Avenue, New York, NY 10179. This position requires up to 20% domestic and international travel to various client sites for client meetings, site visits, and deal roadshows/execution.
Full-Time. Salary: $285,000 - $285,000 per year.
About Us
JPMorganChase, 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 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.
We recognize that our people are our strength and the diverse talents 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, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
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Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

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