Advisory Executive, Consumer & Retail MidCap M&A - Managing Director

Location: Chicago, IL, United States

Job Family: Client Management

About the Role

J.P. Morgan Chase & Co. is a leading global financial services firm with assets of $3.9 trillion and operations worldwide. Our Investment Banking division is renowned for providing innovative advisory services, and we are seeking a seasoned Managing Director to join our industry-leading M&A team as an Advisory Executive focused on Consumer & Retail MidCap M&A. Based in our Chicago office, this role will play a pivotal part in driving strategic transactions for mid-cap clients navigating the evolving landscape of consumer goods and retail sectors. At J.P. Morgan, you will leverage our unparalleled resources, global network, and expertise to deliver exceptional value to clients amid challenges like digital disruption, supply chain volatility, and shifting consumer preferences. In this client-facing Managing Director position, you will lead the origination, structuring, and execution of M&A deals targeting mid-cap companies (typically $100M-$1B in enterprise value) within the consumer and retail industries. Responsibilities include cultivating relationships with key decision-makers at target corporations and private equity firms, crafting compelling pitch books and financial analyses, and guiding clients through complex transactions such as acquisitions, divestitures, and strategic partnerships. You will collaborate closely with J.P. Morgan's integrated platform, including synergies with our Equity Capital Markets and Debt Capital Markets teams, to offer holistic solutions that enhance client outcomes in a competitive market. The ideal candidate thrives in a dynamic environment, bringing deep sector knowledge and a proven track record of deal leadership. You will mentor junior team members, contribute to business development initiatives, and represent J.P. Morgan at industry events to solidify our position as the go-to advisor for mid-cap M&A in consumer and retail. This role offers the opportunity to shape high-impact deals that influence the future of iconic brands, supported by J.P. Morgan's commitment to innovation, diversity, and professional growth. Join us in Chicago to advance your career while helping clients achieve their strategic visions in one of the most vibrant sectors of the economy.

Key Responsibilities

• Lead the origination and execution of M&A advisory mandates for mid-cap clients in the consumer and retail sectors, targeting deals in the $100M-$1B range
• Build and maintain senior-level relationships with C-suite executives at mid-cap consumer and retail companies to generate new business opportunities
• Develop pitch materials, financial models, and valuation analyses tailored to consumer trends like digital transformation and sustainability
• Coordinate cross-functional teams including analysts, associates, and sector specialists to deliver high-quality advisory services
• Advise clients on strategic alternatives including mergers, acquisitions, divestitures, and joint ventures in competitive retail landscapes
• Collaborate with J.P. Morgan's broader coverage groups, such as Private Banking and Commercial Banking, to provide integrated solutions
• Mentor junior bankers and contribute to the growth of the Consumer & Retail M&A practice within J.P. Morgan
• Stay abreast of regulatory changes, market dynamics, and industry disruptions (e.g., e-commerce shifts) to inform client strategies
• Participate in industry conferences and thought leadership events to enhance J.P. Morgan's brand in mid-cap M&A
• Ensure compliance with internal policies and regulatory requirements throughout the deal lifecycle

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or advanced degree preferred
• Minimum of 15+ years of experience in investment banking, with a focus on M&A advisory in the consumer and retail sectors
• Proven track record of leading and closing mid-cap M&A transactions (deal sizes $100M-$1B)
• Deep industry knowledge of consumer goods, retail, and mid-cap markets, including trends in e-commerce, supply chain, and consumer behavior
• Strong network of relationships with mid-cap corporate clients, private equity firms, and strategic buyers in the consumer and retail space
• FINRA Series 7, 63, and 79 licenses or equivalent required
• Ability to travel up to 50% for client meetings and deal execution

Preferred Qualifications

• Experience at a bulge-bracket investment bank or leading boutique advisory firm
• Prior leadership role in a consumer/retail-focused M&A team
• Fluency in financial modeling and valuation techniques specific to retail and consumer industries
• International M&A experience, particularly in cross-border deals involving North American and European markets
• Advanced certifications such as CFA or CPA

Required Skills

• Expertise in financial modeling and valuation (DCF, LBO, comparable companies)
• Proficiency in M&A structuring and negotiation
• Deep understanding of consumer and retail industry dynamics
• Strong client relationship management and business development
• Excellent presentation and communication skills for C-level audiences
• Analytical thinking and problem-solving in complex deal environments
• Leadership and team management abilities
• Knowledge of regulatory frameworks (e.g., SEC, antitrust in M&A)
• Proficiency in Microsoft Office Suite and financial software (e.g., Capital IQ, Bloomberg)
• Strategic advisory acumen for mid-cap transactions
• Adaptability to fast-paced, high-stakes deal environments
• Networking and stakeholder engagement
• Risk assessment and due diligence expertise
• Project management for multi-phase deals
• Ethical judgment and compliance orientation

Benefits

• Competitive base salary and performance-based bonus structure aligned with J.P. Morgan's compensation philosophy
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for advanced degrees
• Access to J.P. Morgan's global wellness initiatives and employee assistance programs
• Relocation assistance for moves to Chicago, IL
• Exclusive perks such as discounted financial services and cultural event access through J.P. Morgan's employee benefits portal

JP Morgan Chase is an equal opportunity employer.