Analyst - Mid-Cap Financial Sponsors Group

Posted Yesterday
Be an Early Applicant
Los Angeles, CA, USA
Hybrid
Junior
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Support senior bankers in executing transactions for private equity firms and portfolio companies: prepare presentations, analyze business plans, assist due diligence, coordinate deal execution and internal partners, maintain client relationships, track KPIs, and mentor junior analysts.
Summary Generated by Built In

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a  Mid-Cap Financial Sponsors Banker  is for you. 

As an Analyst with the Mid-Cap Financial Sponsors Group, you will play a key role in supporting senior team members, building strong client relationships, and contributing to the execution of transactions for private equity firms and their portfolio companies.

Job Responsibilities

  • Partner with senior members of the Mid-Cap Financial Sponsors Group, sector coverage, and product bankers to prospect, pitch, and execute transactions on behalf of private equity firms and their portfolio companies
  • Support client meetings and drafting sessions; assist in analyzing business plans and participating in due diligence sessions
  • Examine the strategic and financial merits of proposed transactions for marketing and business development purposes
  • Play an active role in the 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 overall 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 across various products and summarize key findings in presentations
  • Manage internal processes related to coverage efforts and information/Key Performance Indicator (KPI) tracking
  • Work closely with internal support departments to ensure seamless deal closing and funding
  • Assist with the development and mentorship of Analysts on the team

Required Qualifications, Capabilities, and Skills

  • Bachelor’s degree in Business Administration, Accounting, Finance, or a related field, or equivalent experience
  • 1+ years of related 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 of employment)
  • 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

Preferred Qualifications, Capabilities, and Skills

  • Experience working with private equity firms or in a Financial Sponsors, Investment Banking, or Commercial Banking environment
  • Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment

 This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

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 our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the TeamJ.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. 

Skills Required

  • Bachelor's degree in Business Administration, Accounting, Finance, or related field (or equivalent experience)
  • 1+ years of related experience in financial services, investment banking, commercial banking, or private equity
  • FINRA Series 79, Series 63, and SIE (required or must be obtained within 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
  • Experience working with private equity firms or in Financial Sponsors, Investment Banking, or Commercial Banking environment
  • Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
  • Retirement Support A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
  • Leave & Time Off Breadth Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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