JPMorgan Chase CIB - Investment Banking - Family Coverage Group - Analyst in New York, New York
J.P. Morgan’s Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $24 trillion of assets under custody and over $420 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
J.P. Morgan’s IB Family Coverage Group is a coverage effort in the Corporate & Investment Bank focused on ultra-high net worth Families and Family Investment Firms. The mission is to become the trusted advisor and the preeminent provider of Investment Banking services to families, family offices and their portfolio companies, and to provide this important client universe the same consistent and focused coverage that is provided to our top corporate and financial sponsor clients.
The IB Family Coverage Group is part of J.P. Morgan’s Regional Investment Banking (RIB) Group, which focuses on capital raising and strategic advisory for private and public companies that are existing Commercial Bank clients or prospects of the Firm. The group focuses on companies on a regional basis, with offices in New York, Atlanta, Chicago, Dallas, Houston, Washington D.C., Los Angeles, and San Francisco. Clients span multiple industries such as Consumer, Retail, Industrials, Automotive, Transportation, Metals & Mining, Chemicals, Healthcare, Technology, Media, Telecom, Energy, Financial Institutions, and Real Estate. The team partners closely with both industry specialists and product experts across the Firm to be the client's strategic advisor and financial partner, providing a broad range of investment banking products to existing Commercial Bank clients and prospects.
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 Regional IB team. The combined responsibilities will include but not be limited to the following:
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
Help to prepare pitch documents for all Investment Banking products, including sell-side, buy-side, equity monetization, buy-side financing and execute mandated transactions
Market, structure and execute corporate finance deals, including mergers and acquisitions, divestitures, spin-offs and debt/equity financings
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
Significant direct interaction with senior coverage and product bankers in the Investment Bank, Private Bank and Commercial Bank
The successful candidate will possess or demonstrate the following personal and professional attributes:
Education required: Bachelors' degree from a leading university
Previous internship or full time experience in Investment Banking is a plus
Knowledge of corporate finance and accounting with experience in analyzing company financials
Ability to interact comfortably with clients and senior internal colleagues in a professional and mature manner
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
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.