Commercial Bank-Syndicated Finance Group - Capital & Advisory Solutions Associate

Location: Chicago, IL, United States

Job Family: Relationship Manager

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The Commercial Bank-Syndicated Finance Group (SFG) within Capital & Advisory Solutions plays a pivotal role in delivering innovative financing solutions to middle-market companies. As a Capital & Advisory Solutions Associate in Chicago, IL, you will join a dynamic team focused on syndicated finance, helping clients navigate complex capital needs through structured loans, advisory services, and market-leading execution. This position offers exposure to high-profile deals and the opportunity to contribute to JPMorgan Chase's commitment to powering the progress of businesses in the financial services industry. In this role, you will support the full lifecycle of syndicated finance transactions, from initial client engagement to deal closing and ongoing advisory. Key activities include performing in-depth financial analysis, building sophisticated models to assess debt capacity, and collaborating with senior bankers to craft customized solutions that align with client objectives and market conditions. You will work closely with cross-functional teams across JPMorgan Chase's Commercial Banking platform, leveraging the firm's extensive resources to mitigate risks and optimize outcomes. This position demands a blend of technical expertise and interpersonal skills to foster strong client relationships and drive business growth in a competitive landscape. JPMorgan Chase values innovation, integrity, and inclusion, providing Associates with unparalleled professional development opportunities. Based in our Chicago office, you will benefit from a collaborative culture that encourages learning and leadership. If you are passionate about syndicated finance and eager to advance your career at one of the world's most respected financial institutions, this role offers a platform to make a meaningful impact on clients and the broader economy.

Key Responsibilities

• Support the origination and execution of syndicated finance transactions for middle-market clients in the Commercial Banking division
• Conduct financial analysis, including modeling cash flows, debt capacity, and covenant testing for potential deals
• Collaborate with relationship managers to develop tailored capital solutions and advisory strategies
• Assist in preparing pitch books, credit memos, and presentation materials for client meetings and internal approvals
• Monitor market trends in syndicated lending and provide insights to enhance deal structuring
• Coordinate with internal teams, including risk management and legal, to ensure compliance and smooth transaction execution
• Build and maintain relationships with clients and external syndication partners
• Contribute to the growth of JPMorgan Chase's Syndicated Finance Group by identifying new business opportunities
• Participate in due diligence processes and post-closing portfolio management
• Stay updated on regulatory changes impacting syndicated finance and advise on implications for clients

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 2-3 years of experience in syndicated finance, leveraged finance, or capital markets within the financial services industry
• Strong understanding of syndicated loan structures, credit analysis, and regulatory requirements in commercial banking
• Proven track record in financial modeling and deal structuring for middle-market companies
• Ability to work in a fast-paced, team-oriented environment with a focus on client relationships
• Series 7 and 63 licenses or willingness to obtain them
• Excellent analytical and problem-solving skills with attention to detail

Preferred Qualifications

• MBA or advanced degree in Finance or related field
• Experience at a bulge-bracket bank or leading financial institution in syndicated finance
• Familiarity with JPMorgan Chase's Commercial Banking platforms and tools
• Prior involvement in cross-border syndicated deals or advisory solutions
• Knowledge of ESG (Environmental, Social, and Governance) factors in financing

Required Skills

• Financial modeling and valuation techniques
• Credit analysis and risk assessment
• Syndicated loan documentation and negotiation
• Excel proficiency for complex financial spreadsheets
• Pitch book and presentation creation using PowerPoint
• Client relationship management
• Analytical thinking and problem-solving
• Attention to detail in deal execution
• Team collaboration and communication skills
• Knowledge of banking regulations (e.g., Basel III, Dodd-Frank)
• Market research and trend analysis
• Time management in high-pressure environments
• Adaptability to evolving financial products
• Strong written and verbal communication
• Ethical decision-making in advisory roles

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and other financial wellness benefits
• Access to JPMorgan Chase's global wellness resources and mental health support
• Relocation assistance for eligible positions

JP Morgan Chase is an equal opportunity employer.