Investment Banking – Financial Institutions Group – FinTech, Wealth, & Asset Management – Associate

JPMorgan Chase
New York, NY
On-site

Who this role is best for

Aimed at mid-level to senior investment banking professionals with strong financial modeling and transaction execution experience.

Best fit for

  • Candidates with prior front-office investment banking experience and leadership potential in team settings
    — “Provide leadership, mentorship and supervision to Associates and Analysts”
  • Individuals who can independently execute complex financial analyses and client strategies
    — “demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions”
  • Professionals with a strong academic background and ability to communicate with senior stakeholders and clients
    — “Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.”

Things to consider

  • The role involves daily collaboration with senior bankers and client teams, requiring consistent availability and engagement.
    — “Interact with senior team members and client management teams on a daily basis”

How to stand out

  • Highlight your experience in leading teams and executing full-cycle transactions in your resume and interviews.
    — “you will be a key player in our business strategy and execution”
  • Emphasize your financial modeling expertise with specific examples of DCF or LBO analyses you've led.
    — “Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses”
  • Showcase your ability to mentor junior staff and contribute to graduate recruiting efforts.
    — “Participate in graduate recruiting”
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 satisfaction
  • team development
Typical background
investment bankingfinancial services

Skills & requirements

Required

Investment BankingFinancial ModelingCommunicationTeam Leadership

Preferred

Graduate Recruiting

Stack & domain

Investment BankingFinancial ModelingM&ACapital MarketsDCFTrading ComparablesTransaction ComparablesLBO AnalysesRecruitingCommunicationTeamworkLeadershipMentoringIndependenceFinancial Services

About the role

Original posting from JPMorgan Chase

Job Summary

As an Associate in the FinTech, Wealth, and Asset Management team, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. 

Job Responsibilities

Develop content for strategic meetings with clients regarding M&A or capital market transactions

Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives

Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses

Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations

Provide leadership, mentorship and supervision to Associates and Analysts

Participate in graduate recruiting  

Required qualifications, capabilities, and skills

Prior work experience in an investment banking front office role

A well-rounded academic background from a top tier educational institution

Strong financial modelling skills

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.

Self-directed, highly motivated, and able to work independently

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

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