Transaction Development Manager- Global Banking- Vice President

JPMorgan Chase JPMorgan Chase · Banking · Dallas, TX +1 · Commercial & Investment Bank

Vice President in Transaction Development for Global Banking, focusing on private capital markets, client engagement, and originating transaction opportunities in the Consumer and Retail sector. The role involves advising business owners, connecting them with investors, and collaborating across banking divisions.

What you'd actually do

  1. Co-cover national client engagement for the Consumer and Retail industry vertical and provide regional generalist coverage aligned to your home office
  2. Advise private business owners on growth strategy and ownership transition considerations
  3. Originate and advance transaction opportunities across private capital scenarios, including mergers and acquisitions and private placements
  4. Facilitate targeted introductions between business owners and potential investors across private equity, strategic buyers, family offices, and sovereign wealth funds
  5. Partner with sponsor coverage and industry bankers to generate actionable idea flow for priority investor clients

Skills

Required

  • private capital markets
  • advisory
  • industry or sponsor coverage
  • private equity
  • transaction dynamics
  • valuation
  • deal structuring
  • Microsoft Office
  • digital and artificial intelligence tools
  • verbal and written communication skills
  • presentation skills
  • Series 79
  • Series 63
  • Securities Industry Essentials licenses

Nice to have

  • Self-directed and adaptable approach
  • Client-centric mindset
  • Proven ability to identify and cultivate opportunities independently
  • Track record as a connector
  • Comfort navigating complex organizations

What the JD emphasized

  • 7+ years of experience in private capital markets roles
  • Demonstrated proficiency in transaction dynamics, including valuation and deal structuring
  • Series 79, Series 63, and Securities Industry Essentials licenses at time of hire, or ability to obtain within 120 days of onboarding