Investment Banking [Multiple Positions Available]

JPMorganChase; New York (NY); On-site; USD 260,000 - 285,000; Full time

Benefits offered by this job

Health insurance

On-site wellness

Tuition reimbursement

Job summary

JPMorganChase in New York, NY is seeking a senior corporate finance professional to lead complex valuation analyses and model building for M&A and capital market transactions. You will develop detailed DCFs, trading comparables, and LBOs, while guiding due diligence, drafting sessions, and client memos.

The role requires strong presentation skills, cross‑functional collaboration, and up to 30% domestic travel.

Qualifications

• Bachelor's degree in Business Administration or Finance with 4 years in IB, or MBA with 2 years.
• Experience in financial modeling and M&A analysis including DCF and comparable assessments.
• Experience with cross-border transactions and restructuring; accretion/dilution analyses.
• Strong communication and client-facing skills; ability to draft memos and engage stakeholders.

Responsibilities

• Analyze detailed corporate and financial information to develop insights.
• Build models illustrating projected financial results and value to companies.
• Lead due diligence and drafting sessions; manage deal memos and engagement letters.
• Interact with Directors and client management to execute transactions.
• Develop marketing materials and participate in client presentations.
• Travel up to 30% domestically.

Skills

Financial modeling

M&A experience

DCF valuation

Trading comparables

LBO analyses

Cross-border M&A

Presentation skills

Deal execution

Market research

Education

Bachelor's degree in Business Administration, Finance or related field

Master’s degree in Business Administration, Finance or related field

Tools

FactSet

Job description

JOB DESCRIPTION

Duties: Analyze detailed corporate and financial information to develop meaningful insights. Create statistical exhibits and models that analyze comparative financial performance. Build models that illustrate projected financial results and value to companies. Define, guide, and review detailed valuation analysis, including DCF, trading comparables, transaction comparables, and LBO analyses. Define, guide, and review detailed combination and other financial analyses in the context of M&A transactions or pitch situations. Lead due diligence and drafting sessions. Take on select client coverage responsibilities. Proactively generate ideas for clients and exploit trends in industry, product, and competition. Develop strong internal and external networks and effectively leverage firm resources. Prepare and manage the delivery of internal deal memos, engagement letters, and internal processes across deal execution and management. Create an efficient workflow, and translate overall direction into clear roles and responsibilities. Assume responsibility for the various phases of project and transaction execution, new business development, and overall growth of the firm. Develop a strong understanding and knowledge of technology, software, and sub‑sectors of the software industry, the companies therein, competitive dynamics, capital market perspectives on the sector. Develop content for strategic meetings with clients regarding M&A or capital market transactions. Interact with Directors at the firm and client management teams on a daily basis to execute transactions and discuss strategic alternatives. Develop marketing materials and participate in delivery of client presentations. Draft private and public marketing materials such as offering memorandum, confidential information memorandum, and SEC legal documents. Provide leadership, mentorship, and supervision to Associates and Analysts. Proactively attract, develop, and retain top talent by participating in undergraduate and graduate recruiting. This position requires up to 30% domestic travel to JPMC sites.

Description

JOB DESCRIPTION

Duties: Analyze detailed corporate and financial information to develop meaningful insights. Create statistical exhibits and models that analyze comparative financial performance. Build models that illustrate projected financial results and value to companies. Define, guide, and review detailed valuation analysis, including DCF, trading comparables, transaction comparables, and LBO analyses. Define, guide, and review detailed combination and other financial analyses in the context of M&A transactions or pitch situations. Lead due diligence and drafting sessions. Take on select client coverage responsibilities. Proactively generate ideas for clients and exploit trends in industry, product, and competition. Develop strong internal and external networks and effectively leverage firm resources. Prepare and manage the delivery of internal deal memos, engagement letters, and internal processes across deal execution and management. Create an efficient workflow, and translate overall direction into clear roles and responsibilities. Assume responsibility for the various phases of project and transaction execution, new business development, and overall growth of the firm. Develop a strong understanding and knowledge of technology, software, and sub‑sectors of the software industry, the companies therein, competitive dynamics, capital market perspectives on the sector. Develop content for strategic meetings with clients regarding M&A or capital market transactions. Interact with Directors at the firm and client management teams on a daily basis to execute transactions and discuss strategic alternatives. Develop marketing materials and participate in delivery of client presentations. Draft private and public marketing materials such as offering memorandum, confidential information memorandum, and SEC legal documents. Provide leadership, mentorship, and supervision to Associates and Analysts. Proactively attract, develop, and retain top talent by participating in undergraduate and graduate recruiting. This position requires up to 30% domestic travel to JPMC sites.

Qualifications

Minimum education and experience required: Bachelor's degree in Business Administration, Finance or related field of study plus four (4) years of experience in the job offered or as Investment Banking, Analyst, Consultant or related occupation. The employer will alternatively accept a Master’s degree in Business Administration, Finance or related field of study plus two (2) years of experience in the job offered or as Investment Banking, Analyst, Consultant or related occupation.

Skills Required: This position requires two (2) years of experience with the following: Financial modeling and analyses pertaining to both U.S. and cross-border Mergers & Acquisitions (M&A) including building detailed financial operating models, 3-statement combination and divestiture models, discounted cash flow valuations, present value of future stock prices, precedent transactions, trading comparables, LBO analyses, intrinsic and market-based value creation analysis, and accretion and dilution analyses; M&A transactions including acquisition and sale of both U.S. and non-U.S. private and public companies; Divestiture of a division, spin‑off, Reverse Morris Trusts, and related corporate restructuring; Financial restructuring transactions including representing sellers and buyers in section 363 sales processes under the bankruptcy code; Transactions involving PE funds and both cash and stock consideration; Conducting fairness opinion analyses for clients, including related procedures and drafting proxy disclosures; U.S. or cross-border M&A transactions in an investment bank within several sections; Corporate defense assignments against activist investors; Financial statement analysis and due diligence for buy‑side and sell‑side M&A transactions including distressed M&A, negotiating with stakeholders including creditors of distressed businesses, and transaction structuring; FactSet for market data and analysis.

Job Location: 270 Park Avenue New York, NY 10017. This position requires up to 30% domestic travel to JPMC sites.

Full‑Time. Salary: $260,000.00-$285,000.00 per year.

About Us

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.
• We also offer a range of benefits and programs to meet employee needs, based on eligibility.

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

About The Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.