Investment Banking - Small-Cap Investment Banking - Associate

JPMorgan Chase & Co.; New York (NY); On-site; USD 140,000 - 240,000; Full time

Job summary

JPMorgan Chase & Co. seeks an Associate for its Small Cap Investment Banking group in New York. You will participate in the full cycle of transactions, from marketing pitches to presenting client materials and internal memoranda.

You will lead Analysts and collaborate with senior bankers across the region, with opportunities for travel and exposure to multiple industry verticals. You will develop financial analyses, participate in marketing efforts, and contribute to the execution of buy- and

Qualifications

• 3-5 years of work experience in an investment banking front office with a focus on M&A.
• Bachelor's degree in Finance, Economics, Business Administration, or a closely related field.
• Strong financial modelling skills and client-facing communication abilities.
• Execution oriented with ability to work with senior professionals and clients.

Responsibilities

• Develop content for strategic meetings with clients regarding M&A or capital market transactions.
• Interact with senior team members and client management to execute transactions and discuss alternatives.
• Define and review detailed valuation analyses (DCF, comps, LBOs).
• Guide and review financial analyses during pitches and transactions.
• Provide leadership and supervision to Analysts.

Skills

Financial modelling

Communication skills

Execution oriented

Leadership / mentorship

Education

Bachelor's degree in Finance, Economics, Business Administration

Job description

About Small Cap Investment Banking

Founded in 2026, the Small Cap Investment Banking team focuses on companies valued between $100 to $500 million in enterprise value. Initially, the team will concentrate on M&A opportunities in the business services, consumer and retail, and diversified industries verticals. Associates will work in New York and support a broader team of bankers across New York, Los Angeles, Dallas, Chicago and Atlanta.

Job Summary

As an Associate in our Small Cap Investment Banking group, 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 other Associates, as well as assisting more senior bankers.

You will learn strong functional skills through J.P. Morgan’s best-in-class training program, develop in the major areas of investment banking and, over time, become a senior client executive who is capable of generating and executing your own transactions. Working with a broader team of Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.

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 during pitches and M&A transactions.


• Provide leadership, mentorship and supervision to Analysts.

Required qualifications, capabilities, and skills

• 3-5 years of work experience in an investment banking front office, or related, role with a focus on M&A.


• Bachelors' degree in Finance, Economics, Business Administration, or a closely related field.


• Strong financial modelling skills.


• Understanding of the transaction cycle and the steps in the process and is execution oriented.


• Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business.


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