Associate – Mid-Cap Financial Sponsors Group

JPMorgan Chase & Co.; Los Angeles (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a financial services professional in Los Angeles. The candidate will partner with senior members to execute transactions for private equity firms and support client meetings. The role requires a bachelor's degree and 2+ years of related experience in financial services.

Successful applicants should also possess excellent communication skills and the ability to manage multiple priorities in a fast-paced environment. This position is compliant with federal regulations concerning criminal conviction history.

Qualifications

• Bachelors degree or equivalent experience in business-related fields.
• 2+ years of experience in financial services, investment banking, or private equity.
• FINRA Series 79, Series 63, and SIE required or to be obtained within 90 days.

Responsibilities

• Partner with senior members to execute transactions for private equity firms.
• Assist in analyzing business plans and due diligence sessions.
• Prepare presentations to support business development efforts.

Skills

Communication skills

Presentation skills

Strong work ethic

Team collaboration

Education

Bachelor’s degree in Business Administration, Accounting, Finance, or related field

Job description

Job Responsibilities

• Partner with senior members of the Mid-Cap Financial Sponsors Group, sector coverage, and product bankers to prospect, pitch, and execute transactions on behalf of private equity firms and their portfolio companies
• Support client meetings and drafting sessions; assist in analyzing business plans and participating in due diligence sessions
• Examine the strategic and financial merits of proposed transactions for marketing and business development purposes
• Play an active role in the execution of mandated deals, including client advisory work, structuring and negotiation of legal documents, and coordination of distribution
• Prepare presentations to sponsor clients to support business development efforts
• Develop and maintain relationships with clients to enhance overall JPMorganChase relationships and identify new opportunities
• Coordinate with product partners across the firm to maximize collaboration in sponsor coverage efforts
• Perform portfolio reviews of sponsor clients to assess new opportunities across various products and summarize key findings in presentations
• Manage internal processes related to coverage efforts and information/Key Performance Indicator (KPI) tracking
• Work closely with internal support departments to ensure seamless deal closing and funding
• Assist with the development and mentorship of Analysts on the team

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Business Administration, Accounting, Finance, or a related field, or equivalent experience
• 2+ years of related experience in financial services, investment banking, commercial banking, or private equity
• FINRA Series 79, Series 63, and SIE required (or must be obtained within the first 90 days of employment)
• Excellent communication and presentation skills
• Strong work ethic, motivation, and ability to collaborate across teams
• Personal integrity, initiative, and leadership qualities
• Capacity to interact and build relationships with a wide range of people and act as a point of contact

Preferred Qualifications, Capabilities, and Skills

• Experience working with private equity firms or in a Financial Sponsors, Investment Banking, or Commercial Banking environment
• Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

This role is not eligible for employer sponsored immigration support of any kind.