Investment Banking - Family Coverage Group - Analyst

JPMorgan Chase
New York, NY
On-site

Who this role is best for

Best suited to candidates with prior investment banking experience working in M&A and capital markets.

Best fit for

  • Candidates with prior investment banking experience and a focus on M&A and capital markets
    — “Prior work experience in an investment banking front office, or related, role.”
  • Individuals who thrive in client-facing, relationship-building environments
    — “Act in a secondary coverage capacity for key focus accounts, including idea generation and client interaction/relationship building.”

Things to consider

  • The role requires strong communication and the ability to interact with senior professionals across multiple lines of business
    — “Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business”
  • Candidates must be self-driven and capable of independent research and idea generation
    — “Highly independent, proactive and entrepreneurial with strong interest in building a new business”

How to stand out

  • Highlight experience with DCF, LBO, and comparable company analysis in your modeling projects
    — “Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, accretion/dilution, value creation analysis, financing models, three-statement models and combined pro forma models”
  • Showcase your ability to prepare pitch documents and marketing materials for corporate finance deals
    — “Help to prepare pitch documents for all Investment Banking products, including sell-side and buy-side M&A, equity and debt capital raising, and buy-side financing”
  • Demonstrate your research capabilities with examples of family investment firm or client prospecting work
    — “Assist with client prospecting, including doing research on a number of families and family investment firms and understanding the nature of existing JPMorgan relationships”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Transaction execution
  • Client coverage
Typical background
Investment banking experienceStrong financial modeling skills

Skills & requirements

Required

Financial ModelingM&A ExecutionCapital MarketsClient Prospecting

Preferred

Strategic Investor Group Experience

Stack & domain

Financial ModelingValuationDCFLBOTrading ComparablesPrecedent TransactionsAccretion/dilutionValue Creation AnalysisFinancing ModelsThree-statement ModelsCombined Pro Forma ModelsExcelPitch DocumentsClient ProspectingResearchIdea GenerationM&ADebt And Equity Capital Markets Transaction ExecutionCorporate FinanceAnalyzing Company FinancialsTransaction CycleExecution OrientationCommunicationFinancial Modeling/valuationAnalytical SkillsTechnology SkillsProblem-solvingAttention To DetailTeamworkCollaborationInitiativeAdaptabilityLeadershipEntrepreneurialIntellectual CuriosityIndependent ResearchCreativityWork EthicIntegrityJudgmentLearningOrganizationalVerbal And Written CommunicationInvestment BankingFamily Coverage Group

About the role

Original posting from JPMorgan Chase

Job Summary

The Analyst will play a central role within the Family Coverage Group in all aspects of client prospecting and coverage, idea generation and M&A, debt and equity capital markets transaction execution. In addition, the Analyst will also have an opportunity to work on transactions with the broader Strategic Investors Group (SIG) IB team. You will be a key player in the execution of the firm's business and will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. Joining here means you’ll become part of our inclusive teams and culture, unified by the firm’s mission and commitment to success.

The combined responsibilities will include but not be limited to the following:

Job Responsibilities

Develop models, consisting of financial statements and data, as well as required key outputs, using discounted cash flow, merger, accretion/dilution, leveraged buyout, comparable company, comparable transaction and sum-of-the-parts analyses

Market, structure and execute corporate finance deals, including mergers and acquisitions, divestitures, spin-offs and debt/equity financings

Help to prepare pitch documents for all Investment Banking products, including sell-side and buy-side M&A, equity and debt capital raising, and buy-side financing

Assist with client prospecting, including doing research on a number of families and family investment firms and understanding the nature of existing JPMorgan relationships

Act in a secondary coverage capacity for key focus accounts, including idea generation and client interaction/relationship building

Help to prepare marketing materials for meetings with clients and prospects

Significant direct interaction with senior coverage and product bankers in the Investment Bank, Private Bank and Commercial Bank

Required Qualifications, Skills and Capabilities

Bachelor's degree

Prior work experience in an investment banking front office, or related, role.

Strong accounting, finance, quantitative and business writing skills, including knowledge of corporate finance with experience in analyzing company financials

Understands transaction cycle and the steps in the process and is execution oriented

Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business

Highly independent, proactive and entrepreneurial with strong interest in building a new business 

Intellectual curiosity, independent research and creativity, strong work ethic/integrity/judgment and desire to learn 

Strong organizational, written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity while maintaining high attention to detail 

Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, accretion/dilution, value creation analysis, financing models, three-statement models and combined pro forma models

Excellent technology skills with superior Excel and PowerPoint skills and ability to quickly learn new software applications

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Source: JPMorgan Chase careers

Similar roles