Investment Banking - Shareholder Engagement and Mergers & Acquisitions Capital Markets - Analyst

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. seeks an Analyst for their Shareholder Engagement and M&A Capital Markets team in New York. This role involves advising clients on shareholder engagement, managing transactions, and producing market analysis while building a solid foundation within a leading global investment bank. Candidates should hold a relevant Bachelor's degree with at least one year of experience in finance-related fields.

Benefits

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Financial coaching

Mental health support

Backup childcare

Qualifications

• Requires a minimum of 1 year experience in Capital Markets, Investment Banking or Corporate Finance.
• Solid knowledge of corporate finance principles is essential.
• Ability to interact professionally with clients and manage multiple projects.

Responsibilities

• Create and maintain analyses on shareholder activism and corporate governance.
• Manage execution of advisory mandates and interact with senior team members.
• Produce high-quality deliverables for strategic client engagement.

Skills

Communication skills

Detail-oriented

Organizational skills

Intellectual curiosity

Education

Bachelors' degree in Finance, Economics, Business Administration

Tools

Excel

PowerPoint

Job description

Investment Banking - Shareholder Engagement and Mergers & Acquisitions Capital Markets - Analyst

New York, NY, United States

Job Information

• Job Identification 210631990
• Job Category Analysts
• Business Unit Commercial & Investment Bank
• Posting Date 05/29/2025, 08:02 PM
• Locations 383 Madison Ave, New York, NY, 10179, US
• Job Schedule Full time

Job Description

We are seeking an Analyst to join our industry leading team.

Job Description

J.P. Morgan’s Shareholder Engagement and M&A Capital Markets (SEMAC) team is expanding its mandate within the bank to include broader shareholder engagement and M&A Capital Markets advisory, while continuing to handle traditional shareholder activism and corporate defense. This role represents a unique opportunity to be involved in building the foundation of an entrepreneurial enterprise with significant senior sponsorship under J.P. Morgan’s world-class banner. The Shareholder Engagement and M&A Capital Markets team is a critical component of the firm's globally integrated investment banking model.

As an Analyst within our Client Advisory team, you will play a pivotal role in providing advice to clients on shareholder engagement and monitoring their trading activities, which includes aspects of shareholder activism and corporate defense.

Job Responsibilities:

• Create, maintain and review complex materials and analyses relating to shareholder activism, corporate governance and trading activity. Analyses would include shareholder base and trading analyses, profiles on shareholder activists, and corporate vulnerability to both hostile corporate bids and shareholder activism, with a focus on structural vulnerabilities in a company’s charter and bylaws.
• Manage day-to-day execution of advisory mandates, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
• Work closely with the group heads to establish ongoing processes and procedures
• Possess and acquire superior market knowledge relating to developments in domestic and international shareholder engagement, governance best practices, proxy advisory firms, and be able to clearly articulate this knowledge to internal and external parties
• Develop proprietary knowledge and insights into trading activity and capital markets monitoring for clients
• Work independently, producing high quality deliverables such as investor presentations, fight letters, Board materials, merger arbitrage trading analyses and other presentation materials for use in strategic client dialogue or shareholder activism defense engagements
• Coordinate with the Digital Investment Bank to advance the development of new and insightful tools to further drive strategic client dialogue
• Leverage the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory

Required qualifications, capabilities, and skills:

• Bachelors' degree in Finance, Economics, Business Administration, or a related field
• A minimum of 1 year of previous experience in Capital Markets, Investment Banking or a Corporate Finance related role
• Solid knowledge of corporate finance and accounting or an understanding of corporate charters, bylaws, and governance practices
• Ability to comfortably interact with clients and colleagues in a professional and mature manner; Outstanding ethics, integrity and judgment; Intellectual curiosity, strong work ethic and desire to learn
• Ability to work in a fast-paced environment, handling multiple projects with different deal teams; Highly organized, detail oriented and proactive
• Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
• Excellent technology skills with superior Excel and PowerPoint skills and ability to quickly learn new software applications

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. 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 ourFAQs 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.