Investment Banking jobs at Jpmorgan in United States, New York

As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
• Develop investment policy statements and advise on asset allocation
• Closes sales of complex investment products
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Provide guidance to junior staff

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Seven plus years of experience in Private Banking or Financial Services industry
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA preferred
• Prior experience providing complex investment solutions to individuals
• In depth experience and/or knowledge of hedge funds, private equity and alternative investments
• Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Job responsibilities

• Gather, analyze and present data and findings to facilitate decision making and business progression
• Collaborate across product partners, sales teams and business managers to identify client opportunities to help execute business plans
• Coordinate of the client agenda – client selection and coverage, prioritization, relationship status, growth opportunities, and performance metrics
• Coordinate financial management including: pipeline oversight and projections, forecasts, annual budgets, revenue reconciliation and expense management
• Influence production of financial reporting and ad hoc financial analytics and data modeling
• Own and manage materials for global business reviews, all hands calls, townhalls for Subsidiary Banking

Required Qualifications, Capabilities, and Skills:

• Minimum 5 years of post-grad experience in finance, project management, or business management roles.
• Strong analytical skills with the ability to articulate results to diverse audiences.
• Team-oriented and flexible, with project ownership skills.
• Ability to structure and build quantitative and qualitative analysis.
• Professionalism, discretion, and decision-making skills for interacting with senior executives.

Preferred Qualifications, Capabilities, and Skills:

• Degree in Finance or General Management.
• Understanding of business drivers and modeling.

Job Responsibilities

• Coordinating broader Family Investment Firm coverage with Investment Banking, Commercial Banking and Private Banking partners
• Driving the sourcing of new Investment Banking transactions, across Mergers & Acquisitions, debt and equity capital markets products
• Focusing as an Investment Banking lead in joint coverage of Family Investment Firms with both senior bankers (Global Chairs and/or Vice Chairs) and junior bankers
• Acting as the primary day-to-day client point of contact and lead banker on deals
• Reviewing and coordinating the analytical work of junior bankers to move marketing / execution process forward
• Refining marketing / execution materials for maximum client impact
• Overseeing the creation of financial projection models in a financing and/or strategic capacity
• Leading client negotiations, Q&A process and broader diligence with family investment firms and their portfolio companies as part of transactions

Required Qualifications, Capabilities & Skills

• Prior work experience in an Investment Banking front office role, including strong historical client interaction
• Ability to comfortably liaise and communicate with clients in a professional and mature manner
• Extensive self-starter, who is highly proactive and focused on both client idea generation and sourcing of Investment Banking transactions
• Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
• Very strong quantitative and analytical skills (including Excel modeling and valuation work)
• Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
• Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
• Experience in training junior bankers
• Excellent understanding of financial, legal and reputational risks facing large, globally integrated investment banks in today’s environment

Job Responsibilities:

• Assist in the portfolio management efforts across all discretionary investment programs, including actively maintaining investment plans for portfolios in close partnership with other portfolio managers
• Monitor and analyze current portfolio positioning and performance across discretionary portfolios, ensuring they remain in line with guidelines
• Manage the trade execution, reporting, and data oversight processes for discretionary investment programs, balancing the need for robust and effective controls with timely, accurate, and transparent reporting for clients
• Collaborate with the Head of Private Investments Portfolio Solutions to lead independent research and analysis to inform portfolio construction, asset allocation, and potential positioning shifts

Required Qualifications, Skills and Capabilities:

• 4+ years of experience in private markets investing, with a focus on portfolio management or investment due diligence
• Robust analytical proficiency, particularly in Excel, with the ability to perform complex financial modeling and analysis
• Bachelor's degree in Finance, Economics, or a related field; advanced degree or CFA designation preferred

Preferred Qualifications, Skills and Capabilities:

• Experience with semi-liquid evergreen solutions preferred
• Advanced degree or CFA designation preferred

As a Financial Planning & Analysis, Senior Associate in Corporate Stress Testing, you will be responsible for the execution of the Comprehensive Capital Analysis & Review and Risk Appetite (CCAR) stress testing forecasts. You will work on stress forecasting calculations, preparing presentations and multiple complex projects. You will also work closely with the central teams, Controllers, Control Management, and multiple functions within Corporate Functions.

Job responsibilities

• Serve as a liaison across corporate functions, Controllers, Firm wide Planning & Analysis, Tax, HR Finance, and other relevant teams to execute on the CCAR, Risk Appetite, and Resolution and Recovery agenda
• Execute stress forecasting calculations and submission deliverables for CCAR and Risk Appetite
• Produce presentations, analysis and supporting materials for senior management that summarize forecast results, plans and progress
• Participate in and support ad-hoc special projects and requests as needed
• Provide timely and concise updates and escalate issues appropriately
• Enhance controls and improve risk environment, including producing, organizing and maintaining documentation
• Help process improvement and automations to increase operational efficiency

Required qualifications, capabilities and skills

• BA/BS in Finance or Accounting
• 5+ years of experience
• Advanced skills in Excel, Essbase and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Advanced verbal and written communication skills with the ability to articulate complex issues clearly
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Self-starter with excellent time management/prioritization skills
• Good analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Demonstrated ability to partner well, mentor and influence others

Preferred qualifications, capabilities and skills

• CFA, CPA, MBA
• Experience in the financial services industry
• Experience with CCAR

Description

Job Summary

As an experienced Analyst on the Equity-Linked Capital Markets Team, you will be a key player in the execution of the firm's Equity-Linked transactions including convertible debt, mandatory convertibles and call spreads. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team, working on some of the firm’s most complex transactions. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your experience to contribute to the firm's capital raising and structuring capabilities, while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of Capital Markets and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you’ll become part of our inclusive teams and culture, unified by the firm’s mission and commitment to success.

Job Responsibilities

• Execute equity-Linked origination: pricing and modeling of convertible and call spread transactions as well as preparing marketing materials for the same
• Execute Transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
• Working with J.P. Morgan product and sector teams
• Building and using complex financial models, completing valuation and analytical exercises
• Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics

Required qualifications, capabilities, and skills

• Prior work experience in an investment banking front office, or related, role.
• Strong accounting, finance, quantitative, mathematics and business writing skills.
• A well-rounded academic background from a top tier educational institution.
• An understanding of the transaction cycle and steps in a capital markets offering
• Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
• Ability to multi-task across competing deadlines and industry groups within the firm.
• Passion for quantitative finance, markets, and some familiarity with equity-linked and derivative structures.
• Self-directed, highly motivated, and able to work independently.

Preferred qualifications, skills, and capabilities

• Prior work experience in an Equity-linked Capital Markets role

As a Vice President in Investment Banking, you’ll have experience developing strong relationships with corporates and financial institution clients and working across different products. You’ll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.

Job Responsibilities

• Acting as the primary day-to-day client point of contact and lead banker on deals
• Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
• Refining marketing/execution materials for maximum client impact
• Overseeing the creation of financial projection models
• Identifying and managing all risks in a given deal
• Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties)
• Leading client negotiations, Q&A process and management interviews

Required qualifications, capabilities, and skills

• Prior VP level experience in Healthcare Investment Banking
• Experience in training junior bankers
• Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
• Very strong quantitative and analytical skills (including Excel modelling and valuation work)
• Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
• Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
• Ability to comfortably interact with clients in a professional and mature manner
• Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment