Serves as an analyst within Legal Document Processing under the guidance of management. Conducts quality control reviews of associate processes on a daily, weekly, and/or monthly basis. Monitors the regulatory landscape and assists in implementing new regulations in coordination with Compliance and Legal. Ensures a comprehensive and compliant approach to risk management. Manages system access requests across Legal Document Processing and completes quarterly recertifications. Provides training and mentorship to less experienced employees.
Primary Responsibilities:
Perform quality control reviews on associate and vendor processes for various workflows within Legal Document Processing; manage monthly reporting at both associate and process levels.
Input quality control scores at associate and process level in department tracking logs.
Serve as a mentor, provide guidance, and lead specialized training for new hires and less experienced employees.
Collaborate with Compliance and/or Legal on new or updated laws, rules, and regulations.
Complete quarterly system access recertifications as assigned.
Provide required documentation for internal and external audits as requested; work with vendors to provide requested documents for audits as required.
Facilitate monthly meetings with managers to evaluate quality performance and makes recommendations for improvement.
Prepare and track remediation plans based on scorecard results for operational teams and vendors.
Conduct non-routine analysis and judgment-based work relating to Legal Document Processing to support departmental decisions.
Conduct non-routine data review, research and/or reconciliation for Legal Document Processing.
Assist with escalations, coordinating with internal business partners, external vendors, and Technology to address issues and for Legal Document Processing.
Lead and participate in planning, testing and implementing new projects, systems, products and regulatory changes impacting Legal Document Processing.
Assist in drafting and/or edit procedures related to Legal Document Processing. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned
Promote an environment that supports belonging and reflects the M&T Bank brand.
Education and Experience Required:
Associate's degree and a minimum of 3 years' related experience,
OR in lieu of a degree,
A combined minimum of 5 years' higher education and/or work experience, including a minimum of 3 years' related experience
Proven analytical skills
Strong organizational skills
Proficiency with personal computers as well as pertinent word processing and spreadsheet software
Proven verbal and written communication skills
Education and Experience Preferred:
Bachelor's degree
Prior experience in functional areas supported, experience as a paralegal or legal assistant in a large law firm, previous research/investigation experience, previous work leadership, or facilitation/teaching experience
Knowledge of systems, documents, presentation software and procedures in assigned area
Familiarity with various notices and legal documents
Experience working in rapidly changing environment while displaying a positive attitude and working as a team with co-worker
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $26.00 - $43.34 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationAmherst, New York, United States of America
JobID: 210693982 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $110,000.00-$110,000.00 Analyst Job Description Example: We are seeking a highly skilled and experienced Investment BankingAnalyst to join our dynamic Mid Cap Technology Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Analyst in the Investment Banking Division, you will be a key player in the execution of the firm's business. 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. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising 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 investment banking 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 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 and business writing skills.
* A well-rounded academic background from a top tier educational institution.
* Understanding of the transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication skills 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
$110k-110k yearly Auto-Apply 14d ago
2027 Global Investment Banking Summer Analyst Program - Sustainable Solutions Advisory
Jpmorgan Chase & Co 4.8
New York, NY jobs
JobID: 210691658 JobSchedule: Full time JobShift: : Spend your summer working alongside industry-leading professionals who contribute to high-profile transactions and drive growth within a leading global investment bank. Our industry and product teams provide sound advice, facilitate access to capital, and make vital connections, all while helping our clients achieve their goals.
About the Program
As a Global Investment Banking Summer Analyst in the Sustainable Solutions team, you'll join the Corporate Advisory where your diverse perspective will help promote innovation for our clients. In this nine-week program, you'll receive comprehensive training, hands-on learning opportunities, continuous mentoring and feedback, and development opportunities through meaningful projects that challenge you and build your skills.
Joining us means you'll become part of our inclusive team and culture, unified by the firm's mission and commitment to success. Based on individual performance, those who successfully complete the program may receive offers to return full time the following year.
You can learn more about our Sustainable Solutions Advisory team and the Center for Carbon Transition here.
Job Responsibilities:
* Combine market, energy, and sustainability data to help clients identify opportunities, mitigate risks and drive community growth
* Develop client-facing presentations and thought leadership that provide differentiated advice and insights at the intersection of capital markets, energy and sustainability
* Learn how we support the growth of our clients and communities
* Analyze market, energy, and sustainability data, build detailed financial models, and prepare client presentations for mergers and acquisitions, leveraged buyouts, and capital markets advisory
* Participate in client transactions - including mergers and acquisitions and capital markets deals with a focus on sustainability and energy - working closely with senior leaders from initial pitch through to closing
* Develop innovative solutions to address complex, real-world business challenges
* Strengthen your technical skills in corporate finance
Required Qualifications, Capabilities and Skills:
* Fluency in English
* Fluency means the ability to easily read, write, speak, and comprehend spoken English
* Expected graduation date between December 2027 and June 2028 from a bachelor's or master's program
* Master's candidates must complete their degree within two years of receiving a bachelor's degree
* Minimum cumulative GPA of 3.6 on a 4.0 scale
* Authorization to work in the U.S.
* To be eligible for this program, you must be authorized to work in the U.S. We offer limited sponsorship for those enrolled in STEM degree programs that are heavily indexed in finance.
Preferred Qualification, Capabilities and Skills:
* Demonstrated energy and commitment to building a career at the intersection of energy, sustainability, and financial markets
* Strong analytical, accounting, finance, quantitative, and financial modeling skills
* Intermediate proficiency in Microsoft Office (Excel, PowerPoint, Outlook, etc.)
* Excellent communication skills and ability to interact effectively with senior professionals, clients, and key stakeholders
* Self-directed, highly motivated, and able to work independently as well as part of a dynamic team
* Adaptability, flexibility, and resilience in fast-paced environments
We fill our classes on a rolling basis and strongly encourage you to apply as early as possible before job postings close.
About You
A strong interest in investment banking is essential, as are analytical and quantitative abilities. Flexibility to thrive in a dynamic, collaborative environment is also important. Attention to detail, resilience under pressure, and a well-rounded academic background are highly valued. And while a degree in Finance, Business or Economics is not required, a solid level of numeracy is essential.
Beyond academics, we value the unique qualities, interests, and achievements that make you who you are. Your initiative, creativity, and perspective are what set you apart and contribute to our team's success.
About Us
At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are ways for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet certain required qualifications.
If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue within 48 hours. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
You must complete the HireVue video interview within 7 days for your application to be considered further.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
2025 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran
$64k-88k yearly est. Auto-Apply 2d ago
2027 Commercial & Investment Bank Securities Services Leadership Program - Summer Analyst Program
We are seeking a highly skilled and experienced Analyst to join our dynamic Mid-Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Analyst in the Mid-Cap Investment Banking team in the Investment Banking Division, you will be a key player in the execution of the firm's business. 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. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising 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 investment banking 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 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
1 year work experience in a investment banking front office, or related, role.
Strong accounting, finance, quantitative and business writing skills.
Bachelors' degree in Finance, Economics, Business Administration, or a related field.
Understanding of the transaction cycle and the steps in the process and is execution oriented.
Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
We are seeking an Analyst to join our industry leading Investment Banking Mergers & Acquisitions team.
As an Investment BankingAnalyst in the Strategic Investors Group (“SIG”) M&A group:, you will be a key player in the execution of the firm's sponsor M&A business. 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. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising 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 investment banking 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
Transaction execution: support due diligence, document preparation, negotiation etc. and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc.)
Lead development of all quantitative analysis and modeling activities including valuation (DCF, LBO), implementation of three statement financial models, detailed revenue build and other ad hoc analysis
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 and business writing skills.
Bachelor's degree in Finance, Economics, Business Administration, or related field
Strong analytical, organizational and prioritization skills. Self-starter with a desire to understand both the big picture and the details
Understanding of the transaction cycle and the steps in the process and is execution oriented.
Impeccable communication skills 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
Highly organized, detail oriented and proactive with ability to work in a fast-paced environment, handling multiple projects with different deal teams
$64k-88k yearly est. Auto-Apply 19d ago
Investment Banking - Equity-Linked Capital Markets - Analyst
Jpmorganchase 4.8
New York jobs
We are seeking a highly skilled and experienced Investment BankingAnalyst to join our dynamic Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
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
$64k-88k yearly est. Auto-Apply 60d+ ago
Investment Banking - Financial Institutions Group - Analyst
Jpmorganchase 4.8
New York jobs
We are seeking a highly skilled and experienced Investment BankingAnalyst 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.
Job Summary
As an Analyst in the Financial Institutions Group (FIG) team in the Investment Banking Division, you will be a key player in the execution of the firm's business. 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. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising 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 investment banking 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 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
1 year work experience in an investment banking front office, or related, role.
Strong accounting, finance, quantitative and business writing skills.
Bachelor's Degree in Finance, Accounting, or related field.
Understanding of the transaction cycle and the steps in the process and is execution oriented.
Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
We are seeking an experienced Analyst to join our industry-leading Investment Grade Finance team.
As an Analyst in Investment Grade Finance (IGF), you will function as a fully integrated team member, in a flat structure that allows for direct client interaction and working directly with MDs, EDs and VPs. You will be an integral part of the Investment Grade Finance team where team members rely on the Analyst to drive processes including deal executions and pitching.
The IGF team is responsible for originating, structuring and executing syndicated bank facilities, bond issuances and liability management transactions. J.P. Morgan is the leader in Investment Grade Finance, leading offerings for clients across industries and geographies. We address both broad corporate finance topics as well as detailed execution advice for our clients.
Job Responsibilities:
Monitor global rate and credit market dynamics and how they affect our clients' debt portfolios and funding decisions
Analyze market data, investment grade deal flow and thematic events to provide information to internal teams and external clients
Prepare client pitches that address capital needs
Participate in the structuring and marketing of bond and loan executions as well as loan amendments and liability management
Coordinate with investment banking coverage, interest rate/FX risk management to provide clients with holistic corporate finance and capital structure solutions
Develop industry specific knowledge of the client base and awareness of key decision makers (i.e. CFOs, Treasurers, Capital Markets Directors)
Maintain direct dialogue with client coverage officers, debt and equity partners as well as banking syndicate
Required qualifications, capabilities, and skills :
1 year minimum of investment banking experience or the equivalent, including ‘Big 4' Professional Services Firms (e.g. Ernst & Young, PwC) within Transaction/Tax Advisory and Diligence; Financial Services Advisory; or Audit Services
Excellent accounting, finance, quantitative and business writing skills
Familiarity with the banking regulatory landscape and key trends
Bachelor's degree in Accounting, Economics, Finance, or related field
Impeccable communication skills with ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business
Comfortable working in a high pressure environment, possessing superior organizational skills and ability to efficiently multi-task across various deliverables
Preferred qualifications, capabilities, and skills:
Chartered Financial Analyst (“CFA”), Certified Public Accountant (“CPA”), Chartered Accountant (“CA”) designations are all a plus
We are seeking a highly-skilled and experienced Investment Banking Associate to join our Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading capital markets franchise.
Job Summary
As an Associate in our Equity Capital Markets (“ECM”) team, you will be a key player in driving our platform's growth and execution. You will participate in the "full cycle" of transaction execution including preparing marketing materials, reviewing and formulating financial analyses, presenting both internally and externally to clients, and driving day-to-day transaction execution. You will play a leadership role in the capital markets execution function working alongside J.P. Morgan's Analysts and Associates, as well as senior bankers. You will develop strong functional skills in the major areas of investment banking and capital markets 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 within ECM, working with a broader team of over 100 Analysts and Associates in the region on real-time transactions that may include frequent travel.
Job Responsibilities
Develop content for strategic meetings with clients regarding ECM and capital markets transactions.
Interact with senior team members and client management teams on a daily basis to execute ECM 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 pitch situations or M&A transactions.
Develop and maintain active dialogue with buyside investor clients.
Provide leadership, mentorship, and supervision to Associates and Analysts.
Participate in graduate recruiting.
Required qualifications, capabilities, and skills
Minimum 3 years of work experience in an investment banking or related front office role.
Bachelor's degree in Accounting, Economics, Finance and/or related field.
Knowledge of the ECM execution function and the next steps / processes to drive transactions forward.
Creative capital markets mindset and knowledge to deliver clients with relevant and actionable advice with respect to their capital markets options.
Willingness to develop buyside investor relationships.
Impeccable communication skills 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 and accurately across multiple ongoing executions and projects.
$64k-88k yearly est. Auto-Apply 60d+ ago
Investment Banking - Equity Capital Markets - Analyst
Jpmorganchase 4.8
New York jobs
We are seeking an Investment BankingAnalyst to join our Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading capital markets franchise.
As an Analyst in our Equity Capital Markets (“ECM”) team, you will be a key player in driving our platform's growth and execution. You will participate in the "full cycle" of transaction execution including preparing marketing materials, reviewing and formulating financial analyses, presenting both internally and externally to clients, and driving day-to-day transaction execution. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. Joining here means you'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success. You will join the global Analyst class within ECM, working with a broader team of over 100 Analysts and Associates in the region on real-time transactions that may include frequent travel.
Job Responsibilities
Execute public capital raising transactions for issuer clients, including IPOs and follow-on offerings.
Assist senior bankers in preparation for client engagement, such as pitches and RFPs.
Liaise with other internal teams including industry coverage, sales and trading, syndicate, equity research and legal.
Prepare thought pieces related to the equity capital markets and technology sector.
Drive analysis for issuer clients, including precedent transactions and shareholder targeting.
Draft presentation materials and internal committee memorandums in advance of launching transactions.
Required qualifications, capabilities, and skills
Bachelor's degree in Accounting, Economics, Finance or related field.
Strong accounting, finance, quantitative and business writing skills.
Knowledge of capital markets and the ECM execution function.
Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
Ability to work well in a fast paced, team environment.
Self-directed, highly motivated, and able to work independently and accurately across multiple ongoing executions and projects.
$64k-88k yearly est. Auto-Apply 60d+ ago
Investment Banking - Shareholder Engagement and Mergers & Acquisitions Capital Markets - Analyst
Jpmorganchase 4.8
New York jobs
J.P. Morgan's Shareholder Engagement and M&A Capital Markets (SEMAC) team is expanding its mandate within the bank to include broader shareholder engagement and M&A Capital Markets advisory, while continuing to handle traditional shareholder activism and corporate defense. This role represents a unique opportunity to be involved in building the foundation of an entrepreneurial enterprise with significant senior sponsorship under J.P. Morgan's world-class banner. The Shareholder Engagement and M&A Capital Markets team is a critical component of the firm's globally integrated investment banking model.
As an Analyst within our Client Advisory team, you will play a pivotal role in providing advice to clients on shareholder engagement and monitoring their trading activities, which includes aspects of shareholder activism and corporate defense.
Job Responsibilities:
Create, maintain and review complex materials and analyses relating to shareholder activism, corporate governance and trading activity. Analyses would include shareholder base and trading analyses, profiles on shareholder activists, and corporate vulnerability to both hostile corporate bids and shareholder activism, with a focus on structural vulnerabilities in a company's charter and bylaws.
Manage day-to-day execution of advisory mandates, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
Work closely with the group heads to establish ongoing processes and procedures
Possess and acquire superior market knowledge relating to developments in domestic and international shareholder engagement, governance best practices, proxy advisory firms, and be able to clearly articulate this knowledge to internal and external parties
Develop proprietary knowledge and insights into trading activity and capital markets monitoring for clients
Work independently, producing high quality deliverables such as investor presentations, fight letters, Board materials, merger arbitrage trading analyses and other presentation materials for use in strategic client dialogue or shareholder activism defense engagements
Coordinate with the Digital Investment Bank to advance the development of new and insightful tools to further drive strategic client dialogue
Leverage the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory
Required qualifications, capabilities, and skills:
Bachelors' degree in Finance, Economics, Business Administration, or a related field
A minimum of 1 year of previous experience in Capital Markets, Investment Banking or a Corporate Finance related role
Solid knowledge of corporate finance and accounting or an understanding of corporate charters, bylaws, and governance practices
Ability to comfortably interact with clients and colleagues in a professional and mature manner; Outstanding ethics, integrity and judgment; Intellectual curiosity, strong work ethic and desire to learn
Ability to work in a fast-paced environment, handling multiple projects with different deal teams; Highly organized, detail oriented and proactive
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Excellent technology skills with superior Excel and PowerPoint skills and ability to quickly learn new software applications
$64k-88k yearly est. Auto-Apply 60d+ ago
2027 Global Investment Banking Summer Analyst Program
Leveraged Finance comprises JPMorgan's leveraged loan and high yield bond product groups within the firm's Investment Banking Line of Business targeting non-investment grade companies. These dynamic debt capital markets are instrumental in financing corporate capital requirements, including working capital, capital projects, mergers and acquisitions, leveraged buyouts, and dividend recapitalizations. As the leading corporate debt house, JPMorgan holds commanding leadership positions in these product specialties. Transactions involve high-level interaction with senior bankers across product and industry groups as well as with executive management within client firms.
Job Summary
As an Analyst in Leveraged Finance, you will have the opportunity to work with experienced professionals at one of the world's leading global investment banks. In this role, you will focus on analyzing and identifying optimal and marketable capital structure solutions for our clients. You will also be responsible for coordinating deals across internal and external parties, including coverage, credit, legal, and client teams. This role offers you a chance to be at the forefront of our business, making a direct impact on our clients' success.
Job Responsibilities:
Performing financial modeling and financial statement analysis
Determining cash flow and asset-based debt capacity based on a wide range of business models
Driving the preparation of customized term sheets, capital markets and credit approval packages and marketing materials
Preparing presentation materials and participating in client/investor meetings
Conducting extensive due diligence on companies, industry and product research as well as comparable analysis
Coordinating communication across numerous internal and external parties
Primary responsibility for reviewing all work prepared by analysts including financial models
Required qualifications, capabilities, and skills
1 year of experience in Investment Banking, Credit Risk, Big Four experience or related field
Excellent quantitative and analytical skills with the ability to synthesize large amounts of information and help develop innovative client solutions
Ability to work in a team environment
Outstanding written and verbal communication skills
Well organized and able to efficiently manage projects with minimal supervision
Ability to work well under pressure, multi-task and meet time sensitive deadlines
Excellent presentation skills; comfortable presenting to client senior management, investors and senior members of the firm
$64k-88k yearly est. Auto-Apply 60d+ ago
Corporate Treasury - Resolution and Recovery Financial Analytics
Jpmorgan Chase & Co 4.8
New York jobs
JPMorgan Chase & Co (NYSE: JPM) is a leading global financial services firm that operates worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at ****************************
The Dodd-Frank Act requires large, systemically important financial institutions such as JPMorgan Chase to submit Board-approved Resolution and Recovery Plans (a.k.a. Living Wills) to US regulators annually and upon the occurrence of material changes to the Company. Recovery Plans need to demonstrate how the firm would recover if the firm were to experience significant decreases in capital and liquidity as a result of a severe, crisis event. Resolution Plans need to demonstrate how JPM would be resolved in an orderly way (i.e., without causing a major market disruption), if the company ever became bankrupt. These plans are a strategic priority for the firm.
Job Responsibilities:
The Corporate Treasury Resolution and Recovery Financial Analytics team (RRFA) is responsible for delivering the capital analyses for the Firm's Resolution and Recovery plans. As a member of the team, this person will be responsible for assisting on a variety of key deliverables in support of the production, analysis, maintenance and continued enhancement of firm wide capital analytics and reporting initiatives, in direct support of Resolution and Recovery planning. Specific duties include, but are not limited to the following:
Conduct firm wide and legal entity specific Resolution and Recovery capital stress testing, analyze capital impacts and identify potential capital risks; support the production of pro forma financials which form the basis of the capital analytics
Produce high quality and well-structured presentations and ad-hoc analyses for Senior Management and the Board of Directors, Regulatory Agencies, and other key stakeholders
Present relevant information and capital analytics to stakeholders including senior management
Develop an understanding of JPM's Recovery and Resolution-related regulatory capital requirements and processes
Drive end-to-end work streams in a fast-paced, results-driven environment
Support initiatives to continually improve and enhance existing processes including technological improvements
Develop familiarity with Resolution and Recovery financial analysis included in the Resolution and Recovery plans. Liaise with Lines of Business and other stakeholders to ensure that no inconsistencies exist or are introduced across the plans
Ensure RRFA deliverables are in compliance with evolving regulatory requirements related to capital, specifically around Resolution and Recovery planning
Consult internal stakeholders on Resolution and Recovery initiatives in other jurisdictions and provide guidance when local regulatory requests related to Resolution and Recovery planning are received
Required qualifications, capabilities and skills:
3 to 5 years of financial services experience ideally in Corporate Finance, Controllers, Capital Management or Risk Management
Ability to operate in a fast-paced environment with a high level of scrutiny and be able to interact effectively with the various stakeholders
Strong qualitative and quantitative analytical skills
Excellent presentation skills and the ability to succinctly convey complex results and issues
Strong communication skills and ability to effectively collaborate and coordinate across various lines of business, legal entities and geographic regions
Ability to work independently with minimal oversight but who can also be an effective team member
Able to work under pressure, prioritize multiple tasks and bring tasks to closure
Strong data analytics, including ability to manipulate large datasets
Preferred qualifications, capabilities and skills:
Proficiency in PowerPoint and Excel; experience using VBA, scripting language (such as Python), Tableau and Databricks a plus, but not required
Bachelor's Degree required, preferably in Finance, Accounting, Economics, or Engineering with knowledge of balance sheet, income statement and basic accounting concepts; prior regulatory capital experience is a plus
$77k-113k yearly est. Auto-Apply 60d+ ago
Corporate & Private Side FX Sales - Analyst
Jpmorgan Chase & Co 4.8
New York jobs
JPMorgan is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.
As an FX Sales analyst in Corporate & Private Side FX Sales, you will be responsible for maintaining and developing key client relationships, including day-to-day execution of all FX products we are responsible for distributing. You will need the ability to be fluent in the mechanics of these products to effectively navigate among a broad range of clients and provide them with idea generation and market insights. In addition, you will bring a collaborative approach working with our business partners in Trading, Research and Investment Banking, Legal, Credit and colleagues across Corporate & Private Side Sales including Rates, Commodities and Equity Derivatives to provide comprehensive coverage across the platform.
Job Responsibilities
Identify client opportunities for single-bank execution platforms, and market and demonstrate solutions
Model, structure, and market foreign exchange products to corporate clients
Price and execute live foreign exchange spot, forward, and option trades throughout the day
Track FX market activity and JPM Research, while being able to update clients on market developments and prepare written commentary
Collaborate on analytical work and presentation materials for discussions with clients on currency risk management. Participate in client discussions
Work with broader client coverage team including banking, treasury services, and credit to address client needs
Work with trading, middle and back-office functions to support client trading activity
Support activities of colleagues on the desk as part of a dynamic and collaborative team environment
Required qualifications, capabilities, and skills
1+ years of experience in FX sales
Strong time management, prioritization, and multi-tasking abilities to navigate live transactions and daily tasks. Ability to work in a high volume, fast paced environment and be able to absorb information quickly and accurately with extreme attention to detail
Ability to develop and manage client relationships
A desire to succeed individually and be a member of a winning team. Solid team player that partners well with stakeholders across the platform including Research and Trading
Critical thinker and driver of trade concepts and themes for clients. Clear, logical thinker with a strong qualitative skill set including effective communication and presentation. Confident presentation skills as well as strong oral and written communication skills, including the ability to translate complex financial concepts into simple language and concrete action steps
Strong understanding of fundamental product knowledge and market structure
Proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint
$77k-113k yearly est. Auto-Apply 60d+ ago
Corporate History Exhibits Analyst
Jpmorganchase 4.8
New York, NY jobs
Are you passionate about history and storytelling? Join the team responsible for safeguarding and sharing the history and heritage of the 1,200+ predecessor institutions that make up today's JPMorganChase (JPMC).
As a Corporate History Exhibits Analyst on the Archives team you will report to the director of the Corporate History Program and will support all members of the team. Your primary focus will cover the curation of JPMorganChase history exhibits in JPMC offices and centers, but the role will encompass all duties of the Corporate History Program including collections management, reference services, client and employee engagement, vendor management and administrative activities.
Job Responsibilities
Partner with all members of the Corporate History team on the design and development of permanent and temporary JPMC history exhibits, concept development and research, including identification of exhibit-appropriate documents, artifacts and imagery in Corporate History Collection and outside repositories.
Management of copyright permissions and agreements, proposals, invoices, contracts and documentation associated with project.
Curatorial design including the preparation of detailed measurements/plans and exhibit layouts, calculation of object sizing, positioning, frame style and sizing, and overall exhibit flow within space.
Vendor management: coordination of conservation, framing and mountmaking needs; transport and installation schedules; invoice submission; etc.
Cross-departmental partnership with the firm's Real Estate team and others to ensure exhibition needs, including budget, are met and communicated properly.
Communication with partners and stakeholders throughout duration of project, ensuring all parties are up to date.
On-site or virtual installation supervision, share object information and installation plans with Collections Manager for record entry in TMS; provide data entry support, as necessary.
Provide assistance to the Collections Manager with accessioning, inventorying, and rehousing of Collection documents and artifacts in central storage facility; help to maintain intellectual control of Collection items on display worldwide through data entry in content and digital asset management systems; locate Collection items in offsite storage and coordinate onsite consolidation.
Provide research assistance to Reference Archivist. This includes both internal and external research requests, preparation of history fact sheets and reference guides, licensing agreements, etc.
Contribute to the writing and preparation of internal articles, image-heavy digital displays and social media content.
Offer guided tours of Corporate History galleries and host JPMorganChase history trivia sessions for employees.
Provide assistance as necessary on internal and external outreach efforts.
Help manage administrative operations, including preparing expense reports, scheduling meeting rooms and travel details, ordering office supplies, etc.
Required qualifications, capabilities, and skills
2+years of experience working in a museum, archive or related public history environment.
Master's Degree in Museum Studies, Public History, Archival Administration, Library Science or related field required.
Strong exhibit design skills, ability to discern what looks good visually on walls, in display cases, etc.
Proficient in calculating and determining the sizing and spacing of exhibit pieces, including images, frames, and matboards, to fit seamlessly within designated spaces.
Strong writing skills; must be able to analyze archival material and convert content into digestible formats including introductory exhibit text, captions, articles, PowerPoint presentations, and factsheets.
Strong organizational skills and an acute attention to detail that can be applied to a diverse array of tasks.
Strong communication and interpersonal skills; comfortable speaking publicly in small and large groups and ability to interact confidently with people at all levels in the firm.
Must work well individually and as part of a team, share information and support colleagues.
Proven ability to work well under pressure and adhere to tight deadlines while juggling multiple projects simultaneously.
Open to traveling for work.
Physical Requirements: must be physically able to perform the duties of this position including handling boxes weighing up to 40 pounds.
$77k-113k yearly est. Auto-Apply 60d+ ago
Corporate History Exhibits Analyst
Jpmorgan Chase 4.8
New York, NY jobs
Are you passionate about history and storytelling? Join the team responsible for safeguarding and sharing the history and heritage of the 1,200+ predecessor institutions that make up today's JPMorganChase (JPMC). As a Corporate History Exhibits Analyst on the Archives team you will report to the director of the Corporate History Program and will support all members of the team. Your primary focus will cover the curation of JPMorganChase history exhibits in JPMC offices and centers, but the role will encompass all duties of the Corporate History Program including collections management, reference services, client and employee engagement, vendor management and administrative activities.
**Job Responsibilities**
+ Partner with all members of the Corporate History team on the design and development of permanent and temporary JPMC history exhibits, concept development and research, including identification of exhibit-appropriate documents, artifacts and imagery in Corporate History Collection and outside repositories.
+ Management of copyright permissions and agreements, proposals, invoices, contracts and documentation associated with project.
+ Curatorial design including the preparation of detailed measurements/plans and exhibit layouts, calculation of object sizing, positioning, frame style and sizing, and overall exhibit flow within space.
+ Vendor management: coordination of conservation, framing and mountmaking needs; transport and installation schedules; invoice submission; etc.
+ Cross-departmental partnership with the firm's Real Estate team and others to ensure exhibition needs, including budget, are met and communicated properly.
+ Communication with partners and stakeholders throughout duration of project, ensuring all parties are up to date.
+ On-site or virtual installation supervision, share object information and installation plans with Collections Manager for record entry in TMS; provide data entry support, as necessary.
+ Provide assistance to the Collections Manager with accessioning, inventorying, and rehousing of Collection documents and artifacts in central storage facility; help to maintain intellectual control of Collection items on display worldwide through data entry in content and digital asset management systems; locate Collection items in offsite storage and coordinate onsite consolidation.
+ Provide research assistance to Reference Archivist. This includes both internal and external research requests, preparation of history fact sheets and reference guides, licensing agreements, etc.
+ Contribute to the writing and preparation of internal articles, image-heavy digital displays and social media content.
+ Offer guided tours of Corporate History galleries and host JPMorganChase history trivia sessions for employees.
+ Provide assistance as necessary on internal and external outreach efforts.
+ Help manage administrative operations, including preparing expense reports, scheduling meeting rooms and travel details, ordering office supplies, etc.
**Required qualifications, capabilities, and skills**
+ 2+years of experience working in a museum, archive or related public history environment.
+ Master's Degree in Museum Studies, Public History, Archival Administration, Library Science or related field required.
+ Strong exhibit design skills, ability to discern what looks good visually on walls, in display cases, etc.
+ Proficient in calculating and determining the sizing and spacing of exhibit pieces, including images, frames, and matboards, to fit seamlessly within designated spaces.
+ Strong writing skills; must be able to analyze archival material and convert content into digestible formats including introductory exhibit text, captions, articles, PowerPoint presentations, and factsheets.
+ Strong organizational skills and an acute attention to detail that can be applied to a diverse array of tasks.
+ Strong communication and interpersonal skills; comfortable speaking publicly in small and large groups and ability to interact confidently with people at all levels in the firm.
+ Must work well individually and as part of a team, share information and support colleagues.
+ Proven ability to work well under pressure and adhere to tight deadlines while juggling multiple projects simultaneously.
+ Open to traveling for work.
+ Physical Requirements **:** must be physically able to perform the duties of this position including handling boxes weighing up to 40 pounds.
JPMorganChase, 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
**Base Pay/Salary**
Brooklyn,NY $64,350.00 - $95,000.00
$64.4k-95k yearly 60d+ ago
Financial Analyst II - Corporate Development (Hybrid Buffalo)
M&T Bank 4.7
Bank analyst job at M&T Bank
Corporate Development works closely with M&T's business units and senior management to ensure a coordinated and consistent approach to the merger and acquisition (M&A) process. This role primarily focuses on financial analysis in support of potential internal and external capital investment opportunities through valuation, risk assessment, and deal structuring; as well as, peer analysis regarding performance, merger-related activities, and capital actions, to assist senior management in implementing the bank's strategy. In addition, the person in this role may be asked to conduct highly technical research and analysis of projects to provide senior management with definitive financial data and advice for their use in setting and realizing strategic objectives.
Primary Responsibilities:
Assisting with the evaluation of potential M&A opportunities, including financial analysis, valuation, structuring, and coordination of due diligence efforts, which involve extensive interaction with various groups throughout the bank.
Conducting financial and valuation analysis regarding acquisition, investment and divestiture opportunities using discounted cash flow analysis, market multiples, and other financial and analytical tools.
Provides cross training/support to new team members
Compile facts, analyze data and provide input into recommendations to management on findings/trends. Assist with the design of projects and may lead projects of moderate scope.
Research and compile raw data from varied sources into moderately complex reports and schedules. Execute & suggest improvements/enhancements to existing forecast models/pro forma analysis by working with others on closely related teams to exchange information in a collaborative and professional manner
Enhance the sustainability & documentation of assigned tasks/processes
Uses judgment based on the analysis of information to identify meaningful information
Display proficiency in the systems/tools used to generate standard financial reports on a periodic basis
Demonstrate a working knowledge of finance and accounting concepts through the aggregation of financial data
Display foundational understanding of M&T's (or applicable Business Unit within) financial statements; including awareness of key drivers/trends in major Balance Sheet and Income Statement line items
Participate in training and development opportunities across Finance and among supported businesses
Understand and adhere to department timelines and deliverables
Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.
Scope of Responsibilities: Supervisory/ Managerial Responsibilities:
May train junior staff
Education and Experience Required:
Bachelor's degree and a minimum of 2 years of experience OR Associate's degree and a minimum of 4 years of experience in accounting, auditing, operations or financial institutions
Good knowledge of finance and accounting concepts + basic knowledge of banking industry
High level of PC competencies (Excel, PowerPoint, Word, Access. Data visualization or data querying applications are a plus.)
Education and Experience Preferred:
Bachelor's degree in Finance or Accounting or related field
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $62,200.00 - $103,600.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBuffalo, New York, United States of America