Executive Director, ESOP Capital & Advisory

J.P. Morgan; New York (NY); On-site; USD 230,000 - 350,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan is seeking an Executive Director to lead ESOP transactions within the Capital & Advisory Solutions group in New York.

You will drive business development, coordinate with relationship executives, bankers and underwriters, and deliver strategic ESOP solutions to clients. The role requires seven years in corporate or investment banking with at least five years in ESOPs, a Bachelor's degree, and securities licenses (Series 79, 63, SIE) or the ability to obtain them within 120 days.

Qualifications

• Bachelor's degree.
• 7+ years in corporate or investment banking with at least 5 years in the ESOP space.
• Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
• Strong business development acumen and strategic vision to identify marketplace opportunities.
• Ability to assess credit transaction risks and knowledge of credit policies.
• Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.

Responsibilities

• Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
• Participate in customer and prospect meetings to educate companies on ESOP transactions and related liquidity strategies.
• Partner with bankers and Credit Officers in the review, credit evaluation and structuring of ESOP transactions, growth financing and debt refinancings.
• Prepare and present financing feasibility and debt capacity studies.
• Review legal documents on existing ESOP deals to ensure compliance.
• Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
• Conduct periodic reviews of ESOP’s to support credit exposure extensions.

Skills

ESOP transactions

Credit analysis

Business development

Financial modeling

Education

Bachelor's degree

Job description

J.P. Morgan is seeking an Executive Director to lead ESOP transactions within the Capital & Advisory Solutions group in New York.

You will drive business development, coordinate with relationship executives, bankers and underwriters, and deliver strategic ESOP solutions to clients. The role requires seven years in corporate or investment banking with at least five years in ESOPs, a Bachelor's degree, and securities licenses (Series 79, 63, SIE) or the ability to obtain them within 120 days.