Wealth Management Advisor jobs at M&T Bank

As a Ratings Advisory Associate in the Investment Banking Division, you will be a key player in the origination and execution of the firm's business. You'll have experience developing strong relationships with corporates and financial institution clients as well as key decision makers at the rating agencies. You'll work as advisor to clients and on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, leveraged buy-outs, restructurings, debt/loan and equity capital raises. You will develop strong functional skills in the major areas of investment banking and become a senior banker who is capable of generating and executing 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 Supporting senior bankers on deals with ability to drive forward work relating to client interactions and deal executions Drafting and refining marketing/execution materials for maximum client impact Creating and reviewing financial projection models and rating agency models Conducting, reviewing and coordinating analytic work to move marketing/execution processes forward Identifying and managing all risks in a given deal Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) Keeping abreast of key market and rating agency specific developments and establishing knowledge of the target client base and relevant market dynamics Required qualifications, capabilities, and skills Bachelor's degree in Accounting, Economics, Finance and/or related major Minimum 2 years of work experience in a credit rating agency, ratings advisory, investment banking front office, credit risk or related role Experience with credit rating agency methodologies Strong accounting, finance, quantitative and business writing skills Understanding of the transaction cycle 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. Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team

Spend your summer working alongside the top professionals in the business to come up with solutions that shape the global economy. Our bankers are focused on long-term relationships and developing strategies that help our government, institutional and corporate clients grow and innovate; they do this by providing sound advice, helping them access funds and making connections, all while helping clients manage the many risks in today's complex environment. Our industry and product teams work together to develop and execute strategies that help our clients grow and achieve their objectives in today's global markets. As an Investment Banking Summer Associate within our team, you will collaborate with leading professionals to devise solutions that influence the global economy. You will focus on building long-term relationships and crafting strategies that support the growth and innovation of our government, institutional, and corporate clients. Your role will involve offering sound advice, facilitating access to capital, and fostering connections, all while assisting clients in navigating the complexities and risks of the current environment. You will work alongside our industry and product teams to develop and implement strategies that enable our clients to expand and meet their goals in the global market. Our industry and product teams work together to develop and execute strategies that help our clients grow and achieve their objectives in today's global markets. The Investment Banking Summer Associate Program spans the following industry and product teams: Consumer & Retail, Diversified Industries, Financial Institutions, Healthcare, Latin America Advisory, Leveraged Finance, Media & Communications, Mergers & Acquisitions, Mid-Cap Investment Banking, Natural Resources, Real Estate, and Technology. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. We'll give you what you need to succeed from training to mentoring from senior leaders to projects that engage all your skills. What to expect Our nine-week program kicks off with four days of orientation and training, giving you technical and practical skills. Top performers may receive a full-time job offer at the end of the summer. Job responsibilities Analyzing market data, building detailed financial models and preparing client presentations for mergers and acquisitions, leveraged buyouts and capital markets advisory Managing client transactions from pitch to close under the guidance of our senior leaders Coming up with innovative and creative ways to solve complex, real-world business challenges Learning how we help clients and communities grow, no matter their needs Sharpening your technical skills Building your professional network with mentors, senior executives and others Required qualifications, capabilities, and skills Pursuing an MBA degree with an expected graduation date of December 2026 - June 2027 Enrolled in an MBA program in the U.S. Excellent analytical, quantitative and interpretative skills Strong writing, communication and interpersonal skills Ability to thrive in a dynamic, collaborative work environment Being adaptable, flexible and resilient Knowing your way around Excel, PowerPoint and Word Fluency in English Locations and groups you may join: New York City: All groups Boston: Technology Chicago: Diversified Industries, Mergers & Acquisitions Houston: Natural Resources (Oil & Gas) San Francisco: Healthcare, Mergers & Acquisitions, Technology 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 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. 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. ©2025 JPMorganChase. JPMorganChase is an equal opportunity and affirmative action employer Disability/Veteran

We are seeking a dynamic Associate to join the Strategic Financing Solutions team. J.P. Morgan's Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $18 trillion of assets under custody and $393 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. The Strategic Financing Solutions (“SFS”) team is a joint venture at the connection point of Banking & Sales and Trading. SFS partners across the Global Banking & Markets franchises on unconventional financing solutions for strategic situations, including private and emerging financial innovations. Our team leads the origination, structuring and development of both on principal risk & syndicated structures in situations where traditional markets are not the best fit or where there is a developing theme. The team is client centric, severing as complementary professionals to Trading, Banking Coverage & Capital Markets teams. As an Associate you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. The Associate will be working in a dynamic & busy Capital Markets environment, supporting senior members of the team in originating & structuring corporate financing transactions across product areas. You will support and manage all aspects of the SFS business, including structure analysis, tracking opportunities, evaluating market developments and developing marketing content. You will cover a broad range of industries & sponsors, and coordinate with various trading desks across asset classes. Job Responsibilities Develop an understanding of and analyze the transaction structures across a wide range of asset classes, including Digital Infrastructure ABS, Preferred Equity Transactions, Bespoke Loans, Whole Business Securitizations and others Analyze and understand corporate financing needs & assets to identify revenue opportunities Prepare materials for client calls and meetings, including but not limited to presentations on new products and ongoing market updates. Analysts/Associates are expected to be involved in client calls and meetings Facilitate client business by responding to inquiries and pitching new ideas Manage the execution process by coordinating among sales, trading, Banking, Risk, legal and other involved parties (compliance, business management, operations etc.) Working with rating agencies, lawyers, internal control functions and all deal parties to execute transactions Develop new products and platforms to deepen the bank's product offerings in the credit and loan financing space Tracking industry and market developments regarding product offerings Required qualifications, capabilities, and skills Minimum two years in a markets related transactional role, prior work experience in an investment banking front office role, or related role Strong quantitative skills and intellectual curiosity Quick learner and desire to learn about products across asset classes and industries Team player with the ability to work well under pressure in a fast-paced environment and under tight deadlines Strong understanding of corporate finance Understands transaction cycle and the steps in the process and is execution oriented Strong communication details with the ability to effectively interact with senior professionals, clients, and key stakeholders in other line of business Self-directed, highly motivated, and able to work independently Enthusiasm, creativity, and excellent interpersonal skills Personal integrity, initiative, and leadership qualities High level of focus on work quality and attention to detail Strong written and verbal communication skills Licenses Series 79,63 preferred. Required with in 90 days.

The leveraged finance team focuses on analyzing and identifying optimal and marketable capital structure solutions for the client. As an Associate in Leveraged Finance, you will work with experienced professionals at one of the world's leading global investment banks. You will focus on analyzing and identifying optimal and marketable capital structure solutions for the client. You will be responsible for deal coordination efforts across internal and external parties including coverage, credit, legal and client teams. 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 Reviewing all work prepared by analysts including financial models Required qualifications, capabilities, and skills 3+ years 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

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Healthcare 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 Associate in our Mid Cap Investment Banking Healthcare group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities Develop content for strategic meetings with clients regarding M&A or capital market transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role. A well-rounded academic background from a top tier educational institution. Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented. Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently

We are seeking a highly skilled and experienced Investment Banking Associate 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 Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel. Job Responsibilities Develop content for strategic meetings with clients regarding M&A or capital market transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role. A well-rounded academic background from a top tier educational institution. Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented. Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently

We are a high performing team that is focused on winning together and building our growing Business Services franchise. We are seeking individuals with a long-term career mindset that shares the same passion, commitment and dedication to each other and to our clients. As an Associate in Business Services Investment Banking, you will be joining a team with a diverse coverage universe spanning companies in the Commercial, Industrial, Environmental, Consumer and Professional services markets. You will be expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities include: financial analysis and modeling, managing a team, preparing client presentations and interacting directly with senior bankers and clients. Job Responsibilities: Support senior team members in origination activities including (but not limited to): analyzing financial implications of mergers and acquisitions, conducting public & private valuation analysis for clients and developing thoughtful content on broader industry trends Participate in execution activities, including responsibility for managing standard workstreams such as preparing bakeoff decks, marketing materials and analytical models across M&A, debt and equity processes Build and apply valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis Work directly with our large-cap corporate, middle-market and founder-owned clients in executing on their strategic objectives Support broader sponsor coverage efforts and quarterly / annual business planning initiatives Conduct strategic advisory analyses, portfolio analytic reviews, corporate operations reviews, and synthesize / analyze large diligence data sets (census, datacube, WIPs, etc…) Required qualifications, capabilities, and skills: 2+ years of prior investment banking Coverage or M&A experience Results driven and able to perform well under pressure and against tight deadlines Strong analytical and numerical skills that put you at ease with financial data Proven team player who is able to effectively interact with a wide variety of internal groups and clients Strong multi-tasking and communication skills Strong Microsoft Office suite (Excel and PowerPoint a must) and financial reporting skills Bachelor's degree in finance, business, accounting, economics, mathematics or a related field

We are seeking an Investment Banking Analyst 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.

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

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

We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Financial Institutions Group (FIG) team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. 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 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

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.

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.

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.

Join the Investment Banking Division, on the Corporate Finance Advisory team as a 2026 Analyst (June 2026 start date), where 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 Working with J.P. Morgan product and sector teams Building and using complex financial models, completing analytical exercises, working with large data sets Supporting senior bankers in developing structured solutions for complex transactions Developing a subject matter expertise in corporate finance and structuring areas including capital structure, capital allocation, separations/spin-offs Drafting management presentations, Board materials, and other 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 Creating thematic client content on key issues and market developments Required qualifications, capabilities, and skills Prior work experience in an investment banking front office, or related, role Strong accounting, finance, quantitative, corporate finance and business writing skills 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 Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information Self-directed, highly motivated, and able to work independently across multiple projects simultaneously Problem solver with the desire to create new solutions and products

Assist/participate in the documentation and/or analysis of financial/accounting or tax information and the preparation of financial, tax and/or regulatory reports, adherence to internal controls while ensuring the quality of data being reported. Primary Responsibilities: Provides cross training/support to new team members. Assist with problem resolution and data interpretation, perform variance analysis, and ensure timely submission of reports. Analyze results and provide input for management recommendations. Prepare financial schedules, reconciliations and reports for the Corporation, which could include bank regulatory reports, SEC reporting, reports to shareholders and the Board of Directors, as well as internal management reports. Knowledge of various tax regulations as applicable. Selects alternatives from defined options in a variety of work routines by applying basic finance or accounting concepts. Other functions include data integrity testing, general ledger entries, adherence to generally accepted accounting principles, SEC disclosure requirements, and bank regulatory requirements. 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. Be aware 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 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 Supervisory/ Managerial Responsibilities: May train junior staff Education and Experience Required: Associate's degree and a minimum of 2 years of experience in accounting, auditing, operations or financial institutions OR a Bachelor's degree. Knowledge of activities in own job; skills gained through training or experience High level of PC competencies (Excel, PowerPoint, Word, Access. Data visualization or data querying applications are a plus.) Detail oriented, with good problem-solving skills Good verbal and written communication skills Education and Experience Preferred: Bachelor's degree in Finance or Accounting or related field Oracle, Ariba and/or SAP experience strongly preferred 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.LocationBuffalo, New York, United States of America