Client Manager - Small Cap Investment Banking Group - Executive Director

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 350,000 - 700,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago seeks an Executive Director to lead strategic client engagement within the Small Cap Investment Banking Coverage group, delivering a full suite of products including M&A, equity, and debt advisory services.

The role focuses on companies with $100M-$200M in sales or $100M-$300M EV; reporting to the Head of the Small Cap Investment Banking Group, you will originate and execute transactions, mentor staff, and represent the firm at industry events.

Qualifications

• Minimum of 10 years in a senior investment banking role.
• Proven track record covering Emerging Middle Market strategics and sponsors.
• Excellent written and verbal communication skills.
• Advanced quantitative and analytical skills.
• Ability to perform under pressure and tight deadlines; synthesize large information sets.
• Independence in managing projects within a team; professional maturity.
• Understanding of financial, legal and regulatory risks.

Responsibilities

• Originate and execute M&A, equity, and debt transactions.
• Collaborate with industry and product bankers to deliver solutions.
• Demonstrate sector experience in Industrial, Retail & Consumer and/or Business Services.
• Manage client requests and liaise with internal/external teams.
• Provide market intelligence to clients and internal stakeholders.
• Represent JPMorgan at events to pitch for mandates.
• Lead client meetings with internal partners.
• Provide leadership and mentorship to team members.

Skills

Senior IB experience

Strong communication

Quantitative skills

Under pressure

Project independence

Client interactions

Mentorship leadership

Regulatory risk knowledge

Job description

As a Executive Director in our Small Cap Investment Banking Coverage team, you will assume a pivotal leadership role and will be responsible for driving strategic client engagement and delivering J.P. Morgan’s full suite of Investment Banking products including M&A, Equity, Debt, and other advisory services. Our Small Cap Investment Banking Group will focus on companies with sales revenues in the $100M-$200M or transactions with enterprise values between $100M- $300M. The Executive Director will report directly to the Head of the Small Cap Investment Banking Group and will be instrumental in shaping the firm’s strategy and client coverage in this segment.

Job Responsibilities

• Originate and execute M&A, Equity, and Debt transactions for sponsors and strategic clients within the Small Cap Investment Group.
• Collaborate with industry and product bankers to deliver integrated financial solutions tailored to client needs.
• Demonstrate strong sector experience in Industrial, Retail & Consumer and/or Business Services.
• Manage and coordinate client requests, deal execution and liaise with internal teams and external professional advisors.
• Provide timely market intelligence and insights to clients and internal stakeholders.
• Represent J.P. Morgan at business and industry events to identify new business opportunities and actively pitch for new client mandates.
• Lead and participate in client meetings, supported by internal partners.
• Provide leadership, mentorship and supervision to team members, fostering professional development and high performance.

Required qualifications, capabilities and skills

• Minimum of 10 years of relevant experience in a senior investment banking role, with a proven track record covering Emerging Middle Market strategics and sponsors.
• Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity.
• Advanced quantitative and analytical skills.
• Demonstrated ability to perform effectively under pressure and tight deadlines, synthesize large volumes of information, and to develop innovative solutions.
• Adaptability and independence in managing projects, with readiness to assume significant responsibility within a team environment.
• Professional maturity and confidence in client interactions.
• Excellent understanding of financial, legal and regulatory risks relevant to large, integrated investment banks in the current market environment.