Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business in a centralized area comprised of smaller, less complex accounts. Solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, FinancialAdvisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client's best interest in mind.
**Primary Responsibilities:**
+ Based on individualized needs analysis, prepare recommendations for customized financial solutions to current and potential Bank customers and their portfolios, to meet their needs and with their best interests in mind; offer an array of products and services best suited to meet those needs; sell and close these independently. Profile customers and deliver recommendations to ensure these needs are met.
+ Accounts are within a centralized function comprised of generally smaller and less complex accounts. Use sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions in a moderately complex level of suitability within defined standard procedures, regulatory requirements and in support of the best interests of each customer.
+ Deliver a diversified set of brokerage, investment and insurance and advice-based solutions with amindset to meet the individualized investment needs of current and potential Bank customers for the mass affluent segment of a smaller, less complex nature, utilizing experts in , Carriers, Wholesalers in Insurance and Managed Accounts, as necessary.
+ Utilize COIs (Centers of Influence) to offer a diversified set of solutions and full scope of investment products and services to meet the best interest of clients and within regulatory requirement.
+ Increase assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.
+ Provide services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
+ Coach and mentor less experienced FinancialAdvisors, Licensed Bankers and Business Banking staff to ensure quality investment and insurance referrals.
+ Meet or exceed established sales goals for assigned portfolio, while meeting individual client needs and complying with pertinent policies and regulations.
+ Maintain customer appointment activity log on a weekly basis, to substantiate advisory and referral activity; follow-up on activity levels of all products to meet or exceed expectations.
+ Maintain and build referral channel and develop strong partnerships with Retail branch, Business Banking and Wealth partners to ensure investment needs of current and potential are met or exceeded.
+ Work with Retail, Business Banking, Community Bank and Wealth through ongoing account reviews and re-evaluation of customer needs
+ Deliver a high quality customer service experience during each customer interaction through a complete understanding of sales process, policies and licensing requirements to contribute to the attraction, retention and expansion of client relationships
+ Ensure accuracy in completing required paperwork to comply with standard procedures, regulatory requirements and firm policies.
+ Serve as a primary PIC (Supervisor/Person-in-Charge) to lead and manage customer relationships to bring the full spectrum of investment and insurance solutions to each client based on their individualized needs.
+ Regularly review customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering) and KYC (Know Your Customer) requirements to protect Bank interests. Address issues of non-compliance by requesting additional information from the client and updating the remediation tool in the appropriate system.
+ 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 belonging 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:**
**Education and Experience** **Required:**
Associates' degree and a minimum of 2 years' investment or insurance sales experience, or in lieu of a degree, a combined minimum of 4 years' higher education and/or work experience, including a minimum of 2 years' investment or insurance sales experience
FINRA Series 7, 63 and 65 or 66 licenses
Pertinent state Life/Variable Insurance (LAH) licenses
**Education and Experience Preferred:**
Previous trust/fiduciary product, Financial Planning, Managed Accounts or insurance experience
CFP (Certified Financial Planner), CLU (Chartered Life Underwriter) and/or ChFC (Chartered Financial Consultant) designation
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.
**Location**
Buffalo, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
$62.2k-103.6k yearly 57d ago
Looking for a job?
Let Zippia find it for you.
Private Client Banking Advisor
Jpmorgan Chase & Co 4.8
New York, NY jobs
A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations.
#J-18808-Ljbffr
Become part of J.P. Morgan's Security & Resiliency Initiative (SRI) Investment Banking group and help shape the future of industries essential to America's economic security. As an Associate, you'll gain hands-on experience executing high-impact transactions and advising clients in sectors at the forefront of innovation and national resilience.
**Job Summary**
As an Associate in our Security & Resiliency Initiative (SRI) Investment Banking group, you will be a key player in driving our $1.5 trillion, 10-year commitment to investing in industries critical to America's economic security. You will participate in the full cycle of transactional execution, including preparing marketing pitches, conducting and reviewing financial analysis, and preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in executing transactions, working closely with analysts, associates, and senior bankers. You will develop strong functional skills in the major areas of investment banking and demonstrate the ability to become a senior officer capable of generating and executing your own transactions.
**Job Responsibilities**
+ Drive investment execution across supply chain, defense, energy, and advanced technology sectors as part of the Security & Resiliency Initiative.
+ Develop content for strategic meetings with clients regarding M&A or capital market transactions.
+ Interact with senior team members and client management teams daily to execute transactions and discuss strategic alternatives.
+ Define, guide, and review detailed valuation analyses, including DCF, trading comparables, transaction comparables, and LBO analyses.
+ Define, guide, and review detailed combination and other financial analyses in the context of M&A transactions or pitch situations.
+ Provide leadership, mentorship, and supervision to Associates and Analysts.
+ Participate in graduate recruiting.
**Required Qualifications, Capabilities, and Skills**
+ Prior work experience in an investment banking front office role.
+ Strong financial modeling skills.
+ Deep understanding of the transaction cycle and the steps in the process; execution-oriented.
+ Impeccable communication skills with the ability to effectively interact with senior professionals, clients, and key stakeholders across the firm.
+ Self-directed, highly motivated, and able to work independently.
**Preferred Qualifications, Capabilities, and Skills**
+ Experience or interest in sectors critical to economic security, such as supply chain, defense, energy, or advanced technology.
+ Demonstrated ability to work on complex, high-impact transactions with multiple stakeholders.
+ A well-rounded academic background from a top-tier educational institution.
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**
New York,NY $175,000 - $225,000 / year
$175k-225k yearly 5d ago
Commercial and Investment Bank - Data Modeler Senior Associate
Jpmorgan Chase 4.8
New York, NY jobs
Join the Commercial and Investment Banking Planning and Analysis Transformation and Innovation team that will enable the production of reporting and analytics while modernizing our planning processes and data consumption patterns! As a Data Domain Modeler Sr Associate, within the Transformation and Innovation team, you will design and implement end-to-end data models starting from raw data to the semantic layer that makes our data more accessible and understandable for finance users, data analysts, automation, quantitative research and machine learning teams.
**Job Responsibilities:**
+ Work on designing new data models for domains such as financials and forecasting models across different scenarios and work on some of the most complex and highly visible data problems in finance, at the intersection of finance and technology
+ Represent the data domains in the overall information architecture strategy to optimize data models for end user consumption, identify data homogenization opportunities, and optimize data pipelines in our data lake-house.
+ Engage and partner with product owners, business users (both technical and non-technical), data providers, and technology teams across the entire finance function to design and deliver data products.
+ Design and build new cloud based data lakehouse for the P&A community, leveraged by Analysts to CFO for their day to day reporting
+ Work on wide range of data sets and use case to support different Planning & Analysis processes, and personally lead and drive the design of them
+ Create solutions for key data challenges and implements innovative technology-based solutions at the bank such as enterprise data catalog, and AI-enabled conversational analytics
+ Partner with other high-performing teams within JPM Chase to inspire innovation and champion change throughout the bank
**Required qualifications, capabilities, and skills:**
+ Strong analytical and problem solving skills with attention to details to formulate effective data models to address users consumption pain points, and to lead their delivery
+ Bachelor's degree in computer science, data science, information systems, business analytics, or related discipline; 3-5+ years of relevant experience designing and implementing data models and analytic solutions using dimensional and relational data models
+ Hands-on and flexible approach to creating solutions aligned to the tools and skills of the client user and strong communication skills to present data products and educate data consumers
+ Strong knowledge and experience using SQL & Python for data analysis, data engineering, and transformation to answer business questions
+ Experience with ETL / ELT process and architecture to move data across pipelines in a lake
+ Experience building analytics dashboard or building models suited for interactive dashboard consumption
+ Experience with cloud-based data lake platforms such as AWS, Azure or Google Cloud
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 $104,500.00 - $165,000.00 / year
We are seeking an Analyst to join our industry leading Investment Banking Mergers & Acquisitions team. As an Investment Banking Analyst 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
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**
New York,NY $110,000.00 - $135,000.00 / year
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
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**
New York,NY $110,000.00 - $135,000.00 / year
$110k-135k yearly 60d+ ago
Investment Banking - Equity-Linked Capital Markets - Analyst
Jpmorgan Chase 4.8
New York, NY jobs
We are seeking a highly skilled and experienced Investment Banking Analyst 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
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**
New York,NY $110,000.00 - $135,000.00 / year
JobID: 210702031 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $110,000.00-$135,000.00 We are seeking an Analyst to join our industry leading Investment Banking Mergers & Acquisitions team.
Job Summary
As an Investment Banking Analyst 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
JobID: 210612004 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $110,000.00-$135,000.00 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
$110k-135k yearly Auto-Apply 49d ago
Investment Banking - Media & Communications - Analyst
Jpmorgan Chase & Co 4.8
New York, NY jobs
JobID: 210693656 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 Banking Analyst to join our dynamic Media & Communications 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
* Must be licensed; SIE, Series 63, and Series 79
* 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
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 Banking Analyst 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
JobID: 210689796 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $76,000.00-$112,000.00; Brooklyn,NY $76,000.00-$112,000.00 Bring your Expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As Compliance Line of Business Sanctions Digital Assets Officer Associate in the Global Financial Crimes Compliance ("GFCC") Strategy Team, you will provide meaningful guidance to lines of business ("LOB") as it relates to internal JPMorgan Chase GFCC policies and standards as well as promote industry best practices and maintain oversight of the business execution. Your primary objective is providing support to the Commercial & Investment Bank Line of Business (LOB) in complying with the U.S. sanctions regulations administered by Office of Foreign Asset Control ("OFAC"). Additionally, this role will focus on adhering to the compliance requirements under the Firm's Sanctions Standards and will include supporting other projects/initiatives related to sanctions, including the Firm's digital assets initiatives, to help drive change and a strong compliance culture within the LOBs.
Job responsibilities
* Acting as a point of contact for LOB sanctions compliance issues and escalating U.S. Sanctions issues to GSC and Legal;
* Provide guidance and support to the LOBs and Operations partners on the Sanctions Standards (implementation and interpretation);
* Escalating significant sanctions-related issues for customer relationship and transaction due diligence reviews;
* Research, analyze and provide recommended remediation efforts on Action Plans for clients/products that present sanctions and/or reputational risk;
* Support general Compliance activities and other responsibilities, including special projects, implementation and maintenance of procedures, training, and ad-hoc reporting, as assigned;
* Drive cross-LOB consistency within the sanctions organization and partner with other relevant Corporate GFCC functions;
* Stay abreast of industry trends and sanctions changes in order to anticipate areas of focus and attention of regulators, keeping business management and Compliance colleagues informed
Required qualifications, capabilities and skills
* Minimum of 5 years relevant experience working with or in Compliance, Risk Management or Audit;
* Bachelor's degree or equivalent experience required;
* Recent experience working in the digital assets space
* Knowledge of OFAC regulatory requirements;
* Banking experience inclusive of knowledge on banking processes, products, and controls;
* Ability to work independently on multiple assignments and meet deadlines in a fast paced environment;
* Advanced problem solving and critical thinking skills;
* Demonstrate strong organizational, analytical, negotiation, written and verbal communication skills with the ability to present complex information to senior management
Preferred qualifications, capabilities and skills
* Proven experience and extensive familiarity working in a complex multi-national organization
$76k-112k yearly Auto-Apply 51d ago
Investment Banking - Leveraged Finance, Capital Markets - Analyst
Jpmorgan Chase 4.8
New York, NY jobs
We are looking for a dynamic Junior Analyst to join our Capital Markets Advisory Desk. Leveraged Finance is a product group responsible for the origination of new issue corporate debt across all sectors of JPMorgan's sub-investment grade client base. The platform syndicates a broad spectrum of transactions, including sponsor-backed leveraged buyouts, corporate acquisition financings, liability management exercises, restructuring/exit financings, and various other debt executions.
As a Capital Markets Desk Analyst within the Leveraged Finance team, you will join a small group of professionals who provide unique connectivity between our investment banking and markets businesses. You will be an integral part of our Leveraged Finance team. Your work product will be relied upon by the most senior members of our business, and gets distributed to corporate clients, financial sponsors and senior leaders of J.P. Morgan. We are seeking highly motivated, professional, and collaborative individuals to join our close-knit team. You will have significant exposure to senior members of the Capital Markets Team, Leveraged Finance Origination, Syndicate, and Credit Sales & Trading.
High performing individuals have historically had the opportunity to join the firm-wide investment banking analyst program in traditional leveraged finance analyst and restructuring analyst roles.
**Job Responsibilities:**
+ Aggregating and analyzing high yield and leveraged loan market data
+ Creating concise summary materials on market conditions
+ Providing support on live transactions and day-to-day activity
**Required Qualifications, Skills and Capabilities:**
+ Strong communication and interpersonal skills
+ High attention to detail and work ethic
+ Ability to thrive in a fast-paced and high-energy environment
+ Team-oriented attitude
+ Intellectual curiosity
+ Excellent analytical and quantitative skills
+ Current students (Bachelor's or Master's) in their final year of study at a U.S. based college/university, or experienced individuals, with up to three years of professional work experience
+ Students pursuing a Ph.D., MBA, and/or JD are ineligible for the program
+ Graduation date between June 2023 and June 2026
**Preferred Qualifications, Skills and Capabilities:**
+ Minimum preferred cumulative GPA of 3.2 on a 4.0 scale
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**
New York,NY $76,000.00 - $100,000.00 / year
$76k-100k yearly 8d ago
2027 Commercial & Investment Bank Securities Services Leadership Program - Summer Analyst Program
Jpmorgan Chase & Co 4.8
New York, NY jobs
JobID: 210690767 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $100,000.00-$100,000.00; New York,NY $100,000.00-$100,000.00 As a summer analyst in the Securities Services team, you will have programing created to provide you with a comprehensive overview of the business and build key skills for the future. This 9-week summer analyst program is the gateway into our full-time rotational program that offers the opportunity to develop a comprehensive, end-to-end knowledge of the Securities Services business. You will spend your summer in one of our key business areas. We have opportunities in the following locations: New York Metro, NY; Boston, MA; Tampa, FL.
If you receive an offer to join full-time, you'll participate in three ten-month rotations, covering areas such as Client Services, Product Development, Data & Analytics, Sales and Product Management. This program is designed to establish a strong foundation in the key disciplines of Securities Services so that you will be able to take on significant responsibilities and projects within the business upon completion of the program.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Job responsibilities
* Develop your analytical, technical and leadership skills
* Gain hands on project management experience
* Work with engaged managers in your location
* Gain exposure to global teams across all areas of Securities Services
* Engage regularly with business leaders, current program participants, and program alumni
* Grow under the guidance of a mentor, program manager, and a direct manager
Required qualifications, capabilities, and skills
* Fluency in English
* Attend college/university in the U.S.
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Expected graduation date of December 2027 - June 2028 from bachelor's or master's program
* If you are pursuing a master's degree, it must be completed within 2 years of your bachelor's degree
* To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Preferred qualifications, capabilities, and skills
* Exceptional communications skills and clear, articulate, and concise verbal and written communication
* Have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Ability to multi-task and prioritize workloads, strong time-management skills, and thrive in fast-paced collaborative environments
* Ability to understand and resolve or escalate issues quickly
* Proficiency with Excel and PowerPoint
* Demonstrated leadership ability and ability to develop solutions and drive change
* Strong interest in finance, project management, emerging technologies, data governance, analytics, and use of digital tool to drive innovation
Training
As a summer analyst you will have programing created to provide you with a comprehensive overview of the business, key skills for the future and have access to all of our Securities Services University courses.
As a full-time analyst, you will cultivate and hone new skills through an ongoing training curriculum and program analysts will participate in a 2-week bootcamp. You will have the unique opportunity to participate in leadership trainings designed for your analyst class.
Career Progression
Upon successful completion of the summer program, you may receive an offer to join our two and a half year Securities Services Leadership Full-Time Rotational Program.
Join Us
At JPMorgan Chase, 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 is a way 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. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled.
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.
2026 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran
$100k-100k yearly Auto-Apply 20d ago
2027 Commercial & Investment Bank Risk Management Summer Analyst Program
Jpmorgan Chase & Co 4.8
New York, NY jobs
JobID: 210690781 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $100,000.00-$100,000.00; Chicago,IL $90,000.00-$90,000.00; Los Angeles,CA $100,000.00-$100,000.00 Join our team of industry experts to manage risk for our global businesses and collaborate with professionals across the firm. As an intern, you'll be part of a supportive team where your perspective is valued, helping to innovate products for our clients. You'll receive training, mentorship, and engaging projects to develop your expertise.
As a risk manager in our Commercial & Investment Bank (CIB), you'll help manage our financial reputation and regulatory performance, work across the
business to shape decisions, influence models, and interface with regulators. Understanding, mitigating, and managing risk is central to our business and critical to our success.
The nine-week summer program begins with an orientation and training session in New York. Expert instructors and JPMorganChase professionals will guide you through our history, products, and the intellectual property that serves our clients. You'll learn skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis.
You'll build your technical and practical knowledge on-the-job with opportunities in one of the following groups:
* Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY; Plano, TX; Dallas, TX; Houston, TX; Chicago, IL; Los Angeles, CA
* Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY
* Chief Investment Office, Treasury and Corporate (CTC) Risk Team: Manage the risk of the retained portfolio generated from CTC businesses, including Market Risk, Credit Risk, Reputational Risk, Country Risk, Principal Risk, and Model Risk. CTC Risk is also responsible for the independent risk management of Firmwide Liquidity Risk, Interest Rate Risk, and Capital Risk. Locations: New York, NY
Job Responsibilities
* Perform analysis/due diligence on counterparties/products
* Monitor risk sensitivities across the portfolio
* Build financial models
* Contribute to analytical exercises in response to global events
* Prepare reports with recommendations for senior management
* Evaluate market movements that could impact the firm
You'll have the chance to:
* Learn about risk at a premier global investment bank
* Develop skills to thoroughly assess and evaluate risks
* Understand the role of integrity and transparency in dealing with regulators, clients, and business stakeholders
* Collaborate across the organization to solve problems proactively, including inquiries from clients, regulators, and stakeholders
Required qualifications, capabilities, and skills
* Attend college/university in the U.S.
* Minimum cumulative GPA of 3.2 on a 4.0 scale.
* Expected graduation date of December 2027 through June 2028 from bachelor's or master's program
* If you are pursuing a master's degree, it must be completed within 2 years of your bachelor's degree
* To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
* Exceptional quantitative, analytical, project management, and communication skills
* Strong initiative, energy, and confidence in a fast-paced, collaborative environment
* Proficiency in Excel and Word; fluency in English
Preferred Qualifications
* Coursework in finance, economics, or accounting a plus
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Join 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 help 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 submit 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. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled.
JPMorganChase 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.
$100k-100k yearly Auto-Apply 25d ago
Investment Banking - Leveraged Finance, Capital Markets - Analyst
Jpmorgan Chase & Co 4.8
New York, NY jobs
JobID: 210700232 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $76,000.00-$100,000.00 We are looking for a dynamic Junior Analyst to join our Capital Markets Advisory Desk. Leveraged Finance is a product group responsible for the origination of new issue corporate debt across all sectors of JPMorgan's sub-investment grade client base. The platform syndicates a broad spectrum of transactions, including sponsor-backed leveraged buyouts, corporate acquisition financings, liability management exercises, restructuring/exit financings, and various other debt executions.
As a Capital Markets Desk Analyst within the Leveraged Finance team, you will join a small group of professionals who provide unique connectivity between our investment banking and markets businesses. You will be an integral part of our Leveraged Finance team. Your work product will be relied upon by the most senior members of our business, and gets distributed to corporate clients, financial sponsors and senior leaders of J.P. Morgan. We are seeking highly motivated, professional, and collaborative individuals to join our close-knit team. You will have significant exposure to senior members of the Capital Markets Team, Leveraged Finance Origination, Syndicate, and Credit Sales & Trading.
High performing individuals have historically had the opportunity to join the firm-wide investment banking analyst program in traditional leveraged finance analyst and restructuring analyst roles.
Job Responsibilities:
* Aggregating and analyzing high yield and leveraged loan market data
* Creating concise summary materials on market conditions
* Providing support on live transactions and day-to-day activity
Required Qualifications, Skills and Capabilities:
* Strong communication and interpersonal skills
* High attention to detail and work ethic
* Ability to thrive in a fast-paced and high-energy environment
* Team-oriented attitude
* Intellectual curiosity
* Excellent analytical and quantitative skills
* Current students (Bachelor's or Master's) in their final year of study at a U.S. based college/university, or experienced individuals, with up to three years of professional work experience
* Students pursuing a Ph.D., MBA, and/or JD are ineligible for the program
* Graduation date between June 2023 and June 2026
Preferred Qualifications, Skills and Capabilities:
* Minimum preferred cumulative GPA of 3.2 on a 4.0 scale
$76k-100k yearly Auto-Apply 10d ago
Investment Banking - Investment Grade Finance, Capital Markets - Analyst
Jpmorgan Chase & Co 4.8
New York, NY jobs
JobID: 210700240 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $76,000.00-$100,000.00 We are looking for a dynamic Junior Analyst to join our Capital Markets Advisory Desk. Job Description
Investment Grade Finance is a product group responsible for debt origination across all sectors of J.P. Morgan's investment grade client base. The team syndicates a broad spectrum of transactions, including acquisition financings, liability management exercises, and various other capital-raising executions
As a Capital Markets Analyst within the Investment Grade Finance team, you will join a small group of professionals who provide unique connectivity between our investment banking and markets businesses. You will be an integral part of our Investment Grade Finance team. Your work product will be distributed to corporate clients and senior leaders of J.P. Morgan, and you will have significant exposure to senior members of the Investment Grade Finance, Leveraged Finance, Syndicate, and Sales & Trading teams.
High performing individuals have historically had the opportunity to join the firm-wide investment banking analyst program in traditional Investment Grade Finance analyst roles
Job Responsibilities:
* Aggregating and analyzing macroeconomic and capital market data
* Creating summary materials and thematic pieces on market conditions
* Providing support on live transactions
Required Qualifications, Skills and Capabilities:
* Strong communication and interpersonal skills
* High attention to detail and work ethic
* Ability to thrive in a fast-paced and high-energy environment
* Team-oriented attitude
* Intellectual curiosity
* Excellent analytical and quantitative skills
* Current students (Bachelor's or Master's) in their final year of study at a U.S. based college/university, or experienced individuals, with up to three years of professional work experience
* Students pursuing a Ph.D., MBA, and/or JD are ineligible for the program
* Graduation date between June 2023 and June 2026
Preferred Qualifications, Skills and Capabilities:
* Minimum preferred cumulative GPA of 3.2 on a 4.0 scale
$76k-100k yearly Auto-Apply 10d 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: Base Pay/Salary: New York,NY $110,000.00-$110,000.00 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 25d ago
2027 Commercial & Investment Bank Innovation Development Summer Analyst Program - Product Track
Jpmorgan Chase & Co 4.8
New York, NY jobs
JobID: 210690743 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $43.26-$43.26; New York,NY $48.07-$48.07 The Innovation Development Program (IDP) is your gateway to leadership in financial services product management, blending technology, design, and strategy. As an IDP analyst, you'll rotate through teams in the Commercial and Investment Bank, working on impactful projects while honing your skills. From the start, benefit from career training, mentorship, and insights from leaders to fast-track your growth. We seek students with a passion for innovation and strong problem-solving skills. Join JPMorgan Chase to promote change and make an impact.
Job responsibilities
* Rotate through two teams contributing to high-impact projects
* Collaborate closely with stakeholder while being supported by a network of professionals and experienced leaders
* Explore our diverse products and solutions
* Develop skills in disciplines that match your unique interests
* Support the development or launch of a product, formulate recommendations to shape business strategy, analyze data, and drive decisions
* Identify solutions to meet unique client needs and aid in critical process transformations
* Become a subject matter expert and gain the skills to effectively present your findings to executive leadership
* Benefit from specialized career training, one-on-one mentorship, and valuable knowledge from executive leaders through a speaker series - designed to accelerate your development
* Set your path to become a future leader of innovation
Locations We Hire For
* Chicago
* New York Metro
* Plano
Required qualifications, capabilities and skills
* Students who are currently enrolled in good standing at accredited universities in the U.S
* An expected graduation date between December 2027 and Spring 2028
* A passion for driving business transformation and product innovation
* A strong work ethic and self-starter attitude to effectively drive projects forward and meet deadlines
* The ability to adapt to dynamic environments and navigate ambiguity with confidence
* Exceptional interpersonal and collaboration skills, with the ability to communicate ideas clearly and effectively
* Problem-solving skills in interpreting data, trends, and insights to identify opportunities and develop actionable solutions
* Demonstrated intellectual curiosity and willingness to embrace new challenges
* A proven record of academic, extracurricular, and/or professional achievement
* Authorization to work permanently in the U.S.
Join us
At JPMorgan Chase, 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 is a way 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.
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.
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. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
2024 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran
$64k-88k yearly est. Auto-Apply 25d ago
Financial Analyst II - Corporate Development (Hybrid Buffalo)
M&T Bank 4.7
Finance advisor 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.
**Location**
Buffalo, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.