Investment Banking - Financial Institutions Group, Insurance - Associate
Chase
Investment Banking Associate
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Financial Institutions Group specifically in our Insurance Vertical.
Job Summary
As an Associate in the Financial Institutions Group, 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, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
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
- Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
- Defining, guiding and reviewing 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
- Understands transaction cycle and the steps in the process and is execution oriented.
- Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
- Self-directed, highly motivated, and able to work independently
JPMorgan Chase & Co., 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
J.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.
Chase- ...Investment Banking Associate We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Financial Institutions Group specifically in our Insurance Vertical. Job Summary As an Associate in the Financial Institutions Group,...FinancialWork experience placement
$175k - $225k
...TD Bank is seeking an Associate in the Investment Banking - Financial Institutions Group based in New York, New York. In this role, you will support senior team members with transaction structuring, research, and client engagement. Ideal candidates will have an undergraduate...Financial- ...Analyst II / Associate I, Investment Banking - Financial Institutions Group We’re building a relationship‑oriented bank for the modern world. We need talented,... ...banking opportunities across FIG subsectors, including insurance, specialty finance, and asset & wealth management...FinancialShift work
- Job Description We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Financial Institutions Group within Specialty Finance and Alternative Asset Management, offering an exceptional opportunity to contribute to high-profile transactions...FinancialWork experience placement
- Title: Analyst, IB, Financial Institutions Group Requisition ID: 264693 Salary Range... ...culture. Global Banking and Markets (GBM) GBM is... ...Canadian Capital Markets and Investment Banking business with a growing... .... Work closely with Associates/Associate Directors to support...FinancialWork experience placementLocal areaFlexible hours
- We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Financial Institutions Group (FIG) team, offering an exceptional opportunity to contribute to high‑profile transactions and drive growth within a leading financial institution...FinancialWork experience placement
- Job Description We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Financial Institutions Group within Specialty Finance and Alternative Asset Management, offering an exceptional opportunity to contribute to high-profile transactions...FinancialWork experience placement
$96.5k - $207.5k
Make banking a Fifth Third better® We connect... ...evaluates complex financial models. Performs complex... ...Analysts and Associates. Interacts independently... ...in Banking, Investment Banking, M&A or Capital... ...including you. Financial Institutions Group - Insurance Corporate Client...FinancialFull time$250k - $275k
...Description: Position Summary The Financial Institutions Group based in New York is a growing... ...sub-verticals including Banks, Specialty Finance, FinTech and Insurance. Our Vice Presidents play an... ...~6 - 9 years of relevant investment banking experience ~ Significant...FinancialWork at office$275k
...Position Overview Job Title: Investment Banking & Capital Markets – Banker – Financial Institutions Group (Insurance) Corporate Title: Vice President Location: New York Overview: Our Investment Banking & Capital Markets business provides the full range...FinancialFull timeWork experience placementWork at office$160k - $180k
...or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business... ...Research, Sales & Trading, and Investment Banking to deliver global investor‑marketing... ...experience in corporate access, financial services, or a related field Strong...FinancialWork at office$115k - $130k
...is a leading middle-market investment bank and full-service broker-dealer... ...range of activities in the financial services industry,... ...retail securities brokerage, institutional sales and trading, investment... ...combination of industry and product groups enables the firm to deliver...Financial$110k - $225k
Job Description: Job Title: Investment Banking: Financial Institutions Group- Debt Capital Markets Corporate Title: Associate-Vice President Location: New York, NY Overview: Our Investment Banking & Capital Markets business provides the full range of investment banking...FinancialWork at officeWork from home$120k - $130k
Scotiabank is looking for an Analyst to join the Financial Institutions Group in New York City. This role involves preparing client presentations, executing transactions, and building client relationships. Ideal candidates have a degree in Finance, strong analytical and...FinancialFlexible hours- TwinThread is seeking a highly skilled Investment Banking Associate for their Financial Institutions Group in New York, NY. The role involves participating in high-profile transactions and driving growth within the firm. Responsibilities include developing strategic content...Financial
$150k - $225k
Our New York office is seeking talented investment bankers at the Associate level to join Morgan Stanley’s leading Banks and Diversified Financials Investment Banking coverage team. The successful candidate will have the opportunity to work with regional and international...FinancialTemporary workWork at office- ...Credit assessment of Financial Institutions covering both financing... .... Contribution to Bank’s credit policy guidelines... ...the Societe Generale group through its expertise... ...of the corporate and investment banking business... ...financial institutions, insurance and Financial...Financial
$150k - $300k
...Institutional Equities Sales Trader D.A. Davidson, a leading full-service financial services firm with operations nationwide... ...Equities Group. At D.A. Davidson... ...evaluate market trends, investment ideas and business... ...markets, investment banking, award-winning research...FinancialWork experience placement$160k - $185k
...Title: Credit Risk - Financial Institutions Job Code: 13248 Country... ...financial services group with an integrated... ...: Wealth Management, Investment Management, and Wholesale... ...and Investment Banking). Founded in 1925, the... ...Banks, Broker-Dealers, Insurance Companies, CCP’s, Mortgage...FinancialWork at officeRelocation package$110k - $175k
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year... ...financial services, including banking, leasing, securities,... ...a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It...FinancialWork at officeLocal areaWork from homeWorldwide$110k - $175k
...Business Selection & Conflicts Group Bank of America ( is one of the world's largest financial institutions, serving individual... ...with a full range of banking, investing, asset management and other... ...communities we serve. #J-18808-Ljbffr National Black MBA AssociationFinancialShift workDay shift- ...Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment... ...Chief Investment Officer (“OCIO”) group partners with Morgan Stanley... ...portfolio management services to institutional and private clients (e.g.,...FinancialTemporary workWorldwide
$125k - $145k
Job Title: Institutional Sales Associate Job Code: 13800 Country:... ...Nomura is a global financial services group with an integrated... ...Management, Investment Management, and Wholesale... ...and Investment Banking). Founded in 1925,... ...other individuals to insure its completion....FinancialTemporary workRelocation package$200k - $300k
...Relationship Manager U.S Bank's Institutional Client Group (ICG) cultivates clients'... ...receivables, liquidity and investments. The team also provides access to other financial products and services, available... ...and optional term life insurance ~ Short-term and long-term...FinancialTemporary work3 days per week$175k - $225k
Piper Sandler & Co. is seeking an experienced Associate to join our Insurance Investment Banking Group in New York City. This role involves building client relationships... ...-5 years of relevant experience, including strong financial modeling skills and excellent communication...Financial$148.5k - $174.7k
...For-Profit Healthcare, Institutional Client... ...: 2026-0009148At U.S. Bank, we’re on a journey to... ...make better and smarter financial decisions and enabling... ...healthcare technology, health insurance, and other healthcare... ...with individuals and groups across the company to...FinancialTemporary workWork experience placementLocal area$108k - $154.5k
...to join our team as a Director to provide support for the Institutional Securities Group Technology Audit team. The Internal Audit Division (IAD)... ...1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve...FinancialTemporary workWork at office$100k - $200k
...their implementation. Manage a range of investment portfolios through in-depth market and... ...Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)... ...medical, dental, and vision; life insurance; critical illness insurance and accident...FinancialTemporary workWork experience placementWork at office$54.95 per hour
...Program - Corporate & Investment Banking - Corporate Solutions Group SMBC hosts a 10-week Summer... ...including building financial models, developing client... ...to our corporate, institutional, and municipal clients.... ...balance plan, life and AD&D insurance, short and long‑term...FinancialFull timeTemporary workSummer workSummer internshipCurrently hiringWork at officeLocal areaImmediate startWork from homeWorldwideFlexible hours- ...global digital asset and financial technology platform serving institutional and high-value clients... ...liquidity, financing, and investment solutions. Currently... ...markets, or investment banking industries. Strong understanding... ...plus. #J-18808-Ljbffr KOS International Talent GroupFinancialCurrently hiring
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Banking - Financial Institutions Group, Insurance - Associate. Be the first to apply!
- patient financial counselor New York, NY
- senior financial advisor New York, NY
- project finance associate New York, NY
- financial advisor no experience New York, NY
- junior financial advisor New York, NY
- international financial advisor New York, NY
- financial advisor part time New York, NY
- financial planner New York, NY
- senior wealth advisor New York, NY
- financial planning associate New York, NY

