Investment Banking - Financial Institutions Group - FinTech, Wealth, & Asset Management - Associate (New York)

Job Summary

As an Associate in the FinTech, Wealth, and Asset Management team, 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, and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function, working with analysts and associates and assisting more senior bankers. You will develop strong functional skills in the major areas of investment banking and demonstrate the ability to become a senior officer capable of generating and executing your own transactions.

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
• Define, guide and review detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
• Define, guide and review detailed combination and other financial analyses in the context of M&A transactions or pitch situations
• Provide leadership, mentorship and supervision to Associates and Analysts
• Participate in graduate recruiting

Required qualifications, capabilities, and skills

• Prior work experience in an investment banking front office role
• A well‑rounded academic background from a top‑tier educational institution
• Strong financial modelling skills
• Understanding of the transaction cycle and its steps, with an execution orientation
• Impeccable communication details 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

Benefits

We offer a competitive total rewards package, including base salary determined by role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid as cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. A range of benefits and programs is provided 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.

Equal Employment Opportunity

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.