Relationship Manager, Mid-Cap Financial Sponsors Group - Vice President
Company: JPMorgan Chase & Co.
Location: Chicago
Posted on: April 1, 2026
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Job Description:
Description You are customer focused, enjoy building
relationships and providing financial advice to your clients. A
role as a Relationship Manager on the Middle Market Financial
Sponsors Group coverage team is for you. As a Relationship Manager
within the Mid-Cap Financial Sponsors Group coverage team, you will
have the opportunity to be a key player in a rapidly growing
business, where your skills and expertise will be valued and
utilized to build strong relationships and provide financial advice
to our clients. Job Responsibilities Partner with senior members of
Financial Sponsors Group, sector coverage and product bankers to
prospect, pitch and execute transactions on behalf of private
equity firms and their portfolio companies. Lead client meetings
and drafting sessions; Analyze business plans and participate in
due diligence sessions Examine the strategic and financial merits
of proposed transactions for marketing purposes Play an active role
in the execution of mandated deals through client advisory work,
the structuring and negotiation of legal documents and the
coordination of distribution. Prepare presentations to sponsor
clients to support business development. Develop relationships with
clients to augment an overall JPMorgan Chase relationship and to
build tactical dialogue around specific targeted opportunities
Coordinate with product partners across the firm to maximize
coordination in Sponsor coverage effort. Perform portfolio reviews
of sponsor clients to assess new opportunities across various
products and summarize key findings in presentations. Manage
internal processes related to coverage efforts and information/Key
Performance Indicator (KPI) tracking. Work closely with internal
support departments to ensure seamless deal closing and funding.
Assist with the development of the Associates and Analysts on the
team. Required qualifications, capabilities, and skills 7 years
related experience working with private equity firms in Financial
Sponsors, Investment Banking &/or Commercial Banking Partner
with senior members of Financial Sponsors Group, sector coverage
and product bankers to prospect, pitch and execute transactions on
behalf of private equity firms and their portfolio companies. Lead
client meetings and drafting sessions; Analyze business plans and
participate in due diligence sessions Examine the strategic and
financial merits of proposed transactions for marketing purposes
Play an active role in the execution of mandated deals through
client advisory work, the structuring and negotiation of legal
documents and the coordination of distribution. Prepare
presentations to sponsor clients to support business development.
Develop relationships with clients to augment an overall JPMorgan
Chase relationship and to build tactical dialogue around specific
targeted opportunities Coordinate with product partners across the
firm to maximize coordination in Sponsor coverage effort. Perform
portfolio reviews of sponsor clients to assess new opportunities
across various products and summarize key findings in
presentations. Manage internal processes related to coverage
efforts and information/Key Performance Indicator (KPI) tracking.
Work closely with internal support departments to ensure seamless
deal closing and funding. Assist with the development of the
Associates and Analysts on the team Bachelor's degree in Business
Administration, Accounting, Finance, or a related field, or
equivalent FINRA Series 79, Series 63 and SIE required (or obtained
in first 90 days of employment Preferred Qualifications,
Capabilities, and Skills Excellent communication and presentation
skills Solid work ethic, motivation level and ability to
collaborate across teams Personal integrity, initiative, and
leadership qualities Capacity to interact and build relationships
with a wide range of people and act as a point of contact
Keywords: JPMorgan Chase & Co., Elgin , Relationship Manager, Mid-Cap Financial Sponsors Group - Vice President, Sales , Chicago, Illinois
