Relationship Partner – Deal Execution Services Associate
Chase bank
Join Deal Services Team to lead client transactions in dynamic environment.
As a Relationship Partner – Deal Execution Services Associate within Global Banking Deal Services Team, you will collaborate with industry, product, and country teams to support the origination and execution of client transactions across debt, equity, and mergers and acquisitions. In this role, you will take the lead in managing client activities and transaction milestones throughout the deal lifecycle.
Job responsibilities
Build and maintain strong relationships with deal teams, supporting the origination and execution phases of transactions for a portfolio of clients across various sectors in EMEA and cross-border deals with North AmericaEnsure timely completion of client activities and transaction milestones (e.g., client and deal-related due diligence, including ESG)Join due diligence calls with deal teams to identify and coordinate necessary follow-up actionsManage and monitor deal pipelineCollaborate with compliance, legal, credit, research, finance and business management, and other teams on clients and transactionsAttend meetings and provide end-to-end oversight of the underwriting committee approval processPartner with the Know Your Customer team to facilitate advisory for new and existing business, ensuring the timely and accurate completionIdentify and implement opportunities to streamline processes, alleviating administrative workloads and improving efficiencyKeep a close eye on deal controls, ensuring that all milestones are achieved on time and that any issues are promptly addressedRequired qualifications, capabilities, and skills
Previous experience and sound knowledge of investment banking products such as Mergers & Acquisitions (M&A), Equity Capital Markets (ECM), Leveraged Finance (LF), Debt Capital Markets (DCM), or Corporate Banking (CB) such as LoansComfortable interacting with clients, C-Suite, and senior executives, on a regular basisHighly self-driven with the ability to work independently and take full ownershipFlexibility to juggle multiple tasks and adapt to changing priorities in a fast-paced environmentStrong decision-making skills, with the ability to identify problems and drive effective resolutionsA proactive mindset with a track record of delivering dependable, timely, and accurate partnership to deal teams and clientsManage project fees and expenses process and coordinates with relevant stakeholders, including deal team leaders, syndicate banks, business controls, and business management teams, to ensure oversight and timely completion of transaction milestones in internal systemsPrepare a consolidated billed invoice summary as reporting for the relevant teamsPreferred qualifications, capabilities, and skills
A background in relationship management, sales, or deal execution is advantageous
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