Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
On-site · Chicago, Illinois, United States
Chicago, Illinois, United StatesOn-siteFull TimeSenior LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Senior Commercial Banker specializing in ESOPs within the Capital & Advisory Solutions team; leads execution of ESOP transactions, drives business development and market coverage, collaborates with Relationship Executives, Commercial Bankers, and underwriters to provide guidance on ESOP-related issues, prepares financial models and financing feasibility studies, reviews legal documents for ESOP deals, supports credit exposure management, and contributes to client liquidity strategies.
Required Qualifications
- Bachelor’s degree
- Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five 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
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