Analyst

About The Team

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.

About the Role

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. The Analyst will also have an opportunity to work on transactions with the broader Strategic Investors Group (SIG) IB team. This role involves working with expert professionals at the heart of a leading global investment bank, with opportunities for training, hands-on learning, continuous mentoring, feedback, and development. The role requires contributing to the firm's M&A execution and capital raising capabilities.

Key Responsibilities

• 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.
• Market, structure and execute corporate finance deals, including mergers and acquisitions, divestitures, spin-offs and debt/equity financings.
• Help to prepare pitch documents for all Investment Banking products, including sell-side and buy-side M&A, equity and debt capital raising, and buy-side financing.
• Assist with client prospecting, including research on families and family investment firms and understanding 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.
• Significant direct interaction with senior coverage and product bankers in the Investment Bank, Private Bank and Commercial Bank.

Requirements & Tech Stack

• Bachelor's degree.
• Prior work experience in an investment banking front office, or related, role.
• Strong accounting, finance, quantitative and business writing skills, including knowledge of corporate finance with experience in analyzing company financials.
• Understands transaction cycle and execution processes.
• Impeccable communication skills with the ability to effectively interact with senior professionals, clients, and key stakeholders in other lines of business.
• 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.