Mid-Cap Financial Sponsors Associate – Transactions

Testing Site - JPMC; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase is seeking an Associate in the Mid-Cap Financial Sponsors Group to support senior team members, build client relationships, and contribute to transaction execution for private equity clients and their portfolio companies.

You will partner with senior bankers to prospect, pitch, and close transactions, assist in due diligence, and help prepare presentations to sponsors. This role emphasizes collaboration, diligence, and strong communication across teams in a fast-paced environment.

Qualifications

• Bachelor’s degree or equivalent in Business, Finance, or a related field.
• 2+ years of 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).
• 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.

Responsibilities

• Partner with senior members to prospect, pitch, and execute transactions for private equity firms and portfolio companies.
• Support client meetings and drafting sessions; assist in analyzing business plans and participating in due diligence sessions.
• Examine strategic and financial merits of proposed transactions for marketing and business development purposes.
• Play an active role in 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 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 and summarize key findings in presentations.
• Manage internal processes related to coverage efforts and KPI tracking.
• Work with internal support departments to ensure seamless deal closing and funding.
• Assist with development and mentorship of Analysts on the team.

Skills

Communication skills

Presentation skills

Team collaboration

Integrity

Initiative

Leadership

Relationship building

Education

Bachelor’s degree in Business Administration / Finance / related field

Job description

JPMorganChase is seeking an Associate in the Mid-Cap Financial Sponsors Group to support senior team members, build client relationships, and contribute to transaction execution for private equity clients and their portfolio companies.

You will partner with senior bankers to prospect, pitch, and close transactions, assist in due diligence, and help prepare presentations to sponsors. This role emphasizes collaboration, diligence, and strong communication across teams in a fast-paced environment.