Investment banker job description

Duties: Build and execute external and internal financial models using techniques including accretion dilution, contribution analysis, merger of equals, sum of the parts, discounted cash flow, leveraged buyout, total addressable market analysis, and trading along with transaction precedents and comparables. Support transactions with key processes and workflow items like valuation analysis, information memorandum, virtual data room, buyer and seller contact and diligence, management presentations, and contract negotiations by coordinating among multiple parties including client, counterparties, and other advisors like lawyers and accountants. Conduct valuation, as well as industry and product research in order to present strategic and financial ideas to clients, including driving the preparation of board materials, marketing materials, bakeoff or pitch books, and other presentations. Responsible for the preparation, execution, and support of a comprehensive set of investment banking solutions for firm's technology clients, including origination and execution of buy-side and sell-side M&A advisory, leveraged buyouts, and equity and debt offerings across various technology sub-sectors. Engage in direct client interaction, building relationships and ensuring firm materials provided address the client's needs. Assist in creating industry content on trends, outlook, and competitive positioning. Drive and coordinate deal teams, including both industry and product teams as well as global teams for cross-border transactions and global clients. Monitor and evaluate current events. Train and mentor analysts and junior bankers. Recruit talent for the firm. Drive efficiency initiatives to establish best practices and standardization of workflow, including technology related initiatives. This position requires up to 20% domestic travel and up to 5% international travel.
QUALIFICATIONS:

Minimum education and experience required: This position requires a Bachelor's Degree in any field of study plus two (2) years of experience in the job offered or two (2) years of experience as an Investment Banking, Financial Analysis/Consulting, Credit Analysis or related occupation. The employer will alternatively accept a Master's degree in any field of study in lieu of a Bachelor's degree with two (2) years of experience.

Skills Required: Requires experience in the following: cash flow analyses; accretion dilution; contribution analysis; merger of equals analyses; sum of the parts; discounted cash flow; leveraged buyout; total addressable market analysis; producing and presenting content for strategic and financial ideas as well as marketing materials; trading and transaction precedents and comparables; FactSet, Bloomberg, BamSEC, or ThomsonOne; equity research; and credit research. This position requires up to 20% domestic and up to 5% international travel.

Job Location: 50 Rowes Wharf, Boston, MA 02110

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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans

**You're the brains behind our work.**

You're ready to bring your knowledge from the classroom to the boardroom; and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that success can't come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team; and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when. Citi's Institutional Clients Group (ICG) is looking for Full Time Analysts to join the Banking, Capital Markets and Advisory Investment Banking team in NAM. The Investment Banking provides sector expertise and strategy advisory solutions, including mergers & acquisitions, capital raising and other strategic financings to corporate, financial service and public sector clients. Initiatives you may be working on with clients include mergers, acquisitions, divestitures, financial restructurings, underwriting, and distributing equity, debt, and derivative securities. Citi's Financial Institutions Group (FIG) is the #1 ranked FIG Investment Banking group on Wall Street for U.S. Equities and #3 ranked for U.S. M&A through 2015 YTD. It covers multiple verticals including Asset Management (e.g.; KKR; Apollo), Banks / Depositories (e.g.; PNC; U.S. Bank), Diversified Financials (e.g.; GE Capital; Ally Financial), Financial technology (e.g.; Nasdaq; Visa), Insurance (e.g.; Aetna; Prudential). As an Analyst, you will assist in executing M&A, capital raising, and financial restructuring transactions as well as guide clients on strategic alternatives.

**Your time here will look something like this...**

• Work with senior coverage officers to develop innovative solutions for clients • Build intuitive and detailed models that will be used to evaluate strategic alternatives • Draft client presentation materials and working with clients to execute financing or merger transactions • Conduct deep industry analysis that will aid senior bankers in offering guidance to clients

**We provide you with the knowledge and skills you need to succeed.**

We're committed to teaching you the ropes. The 2 year Analyst program starts in June and begins with a 6 to 8 week in-depth training program. After a placement process, based on your interests and our needs, you will be matched with an Investment Banking team to work with for the next two years. Top performing Analysts in their third year with Citi will be eligible for a one-year rotation within an alternative team in North America or internationally. While you're in the Analyst role, you're eligible to participate in Citi's mentorship program, which will provide further training and guidance during and after the program from senior leaders within the firm.

**We want to hear from you if...**

* You are in your final year of university or graduated with a preferred GPA of 3.5 or above

**Who we think will be a great fit...**

A dedication to learning and a true passion for the business are vital. As industries all over the globe continue to restructure and grow, we are hiring professionals who have a global perspective on the future of banking, and want to make an impact on the corporate level. We value diversity and so do you. We'll also be looking for the following: • Commitment to personal growth and career development - a strong desire to learn and success in team environments • Knowledge of the global or domestic business landscape is a plus, but not required • Strong communication, planning, and organizational skills • Passion for client service and a dedication to deliver the best results on every project • Desire to develop a deep understanding of the financial industry • Unquestioned commitment to integrity and ethical decision-making Effective November 1, 2021, Citi requires that all successful applicants must be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Company Profile
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.

As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.

Department Profile
Professionals within Legal and Compliance provide a wide range of services to our business units. They might help to structure a complex and sensitive cross-border transaction; advise on a new product introduction; develop a training program or defuse an investor dispute. They preserve the firm?s invaluable reputation for integrity and protect the firm from sanctions with policies and procedures that meet regulatory requirements around the world. They also strive to maintain cooperative relationships with governmental policy makers and the regulatory and self-regulatory agencies that govern the firm?s businesses.

Background on the Team
The Global Compliance Department manages a Firmwide Compliance Risk Management program, including Compliance risks that transcend business lines, legal entities and jurisdictions of operation.

The Compliance Assessment Group (?CAG?) is primarily responsible for assessing activities within Institutional Securities Group (?ISG?) for adherence to applicable laws, rules, regulations and Firm policies and procedures. The activities conducted by CAG are coordinated globally across similar ISG teams and performed in conjunction with the Firm?s Monitoring and Testing Program that was adopted pursuant to the conversion to a Financial Holding Company.

Primary Responsibilities
Planning, preparing and executing regulatory and compliance-based reviews for Sales & Trading, Commodities, Futures, Prime Brokerage, Bank Resource Management, Investment Banking, Research and Operations Divisions. These reviews include desk, branch and targeted assessments, which are primarily focused on evaluating controls and compliance with rules, regulations and Firm policies and procedures. The individual will be responsible for conducting information gathering sessions with Business Unit personnel (including management and support staff), performing substantive on-site testing, summarizing results, preparing written reports to be presented to management, and tracking all issues raised in the course of the review until resolution. There is an increase usage of data analytics incorporated into the testing program; thus, a person with strong technical and analytical skills is desired.

Note: Role requires in office attendance 3 days/week.

Required Skills (essential)

* 3 - 5 years of compliance experience in the financial services industry, a regulator, self-regulatory organization or in internal audit.
* Excellent verbal and written communication.
* An understanding of institutional financial products, sales, trading, and systems.

Desired Skills

* Data analytics.
* Project management.
* Series 7, other securities or futures licenses, or audit certifications.

**Job:** **Compliance*

**Title:** *HYBRID: Investment Bank Compliance Testing*

**Location:** *Maryland-Baltimore*