Investment Banking - Family Coverage Group - Analyst

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan in New York seeks an Analyst to play a central role in the Family Coverage Group, driving client prospecting, idea generation and M&A, as well as debt and equity capital markets transaction execution.

You will work with senior bankers across Investment Banking, Private Bank and Commercial Bank, gaining training, mentoring and hands-on experience in financial modeling and client coverage. Responsibilities include developing models (DCF, LBO, accretion/dilution), preparing pitch

Qualifications

• Bachelor's degree in a relevant field.
• Experience in an investment banking front office or related role.
• Strong accounting, finance, quantitative and business writing skills.
• Understanding of transaction cycle and execution.
• Excellent communication with senior professionals.
• Independent and entrepreneurial with interest in new business.
• Strong work ethic, integrity and judgment.
• High attention to detail with solid modeling skills.

Responsibilities

• Develop models, including DCF, LBO, accretion/dilution, and comps.
• Structure and execute corporate finance deals (M&A, debt/equity).
• Prepare pitch documents for IB products (M&A, equity, debt).
• Prospect for clients and research family investment firms.
• Interact with senior coverage and product bankers.
• Prepare marketing materials for client meetings.

Skills

Financial modeling

Analytical skills

Communication

Execution

Independent

Quantitative skills

Detail-oriented

PowerPoint

Excel

Education

Bachelor's degree

Tools

Excel

PowerPoint

Job description

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