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

Location: Chicago, IL, United States

Job Family: Client Management

About the Role

J.P. Morgan's Investment Banking division is a global leader in M&A advisory, and we are seeking a seasoned Managing Director to join our Retail & Consumer MidCap M&A team as an Advisory Executive. Based in our Chicago office, this role focuses on mid-cap transactions (typically $100M to $1B) within the dynamic retail and consumer sectors, including apparel, food & beverage, e-commerce, and specialty retail. As a key member of our industry-leading team, you will drive high-impact deals that shape the future of client businesses, leveraging J.P. Morgan's unparalleled resources, global network, and innovative platforms to deliver exceptional value to mid-cap corporate clients navigating growth, divestitures, and strategic partnerships. In this client-facing role, you will spearhead the full M&A lifecycle, from identifying opportunities and crafting compelling pitches to executing complex transactions and fostering long-term advisory relationships. You will collaborate closely with senior bankers, sector specialists, and cross-regional teams to provide strategic insights on market trends, competitive positioning, and valuation. At J.P. Morgan, we emphasize a culture of excellence, where your expertise in financial analysis, deal structuring, and industry knowledge will directly contribute to our firm's reputation as the trusted advisor for transformative deals in the retail and consumer space. We value professionals who thrive in a collaborative, high-performance environment and are passionate about the evolving consumer landscape. This position offers the opportunity to lead high-profile mandates, mentor emerging talent, and grow within one of the world's most prestigious financial institutions. If you have a proven track record in mid-cap M&A and a deep passion for the retail and consumer industries, join J.P. Morgan to make a lasting impact on global markets.

Key Responsibilities

• Lead the origination and execution of M&A advisory mandates for mid-cap clients in the retail and consumer sectors
• Build and maintain senior-level relationships with C-suite executives and key decision-makers in target industries
• Develop tailored pitch materials, financial models, and valuation analyses to support deal origination
• Oversee due diligence processes, transaction structuring, and negotiations to ensure seamless deal closure
• Collaborate with cross-functional teams including legal, compliance, and product specialists at JP Morgan Chase
• Drive business development initiatives to expand the firm's market share in Retail & Consumer M&A
• Mentor and manage junior bankers, providing guidance on deal execution and client management
• Stay abreast of industry trends, regulatory changes, and competitive landscapes to advise clients strategically
• Contribute to firm-wide thought leadership through market insights and client presentations
• Ensure all advisory activities comply with JP Morgan Chase's risk management and ethical standards

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or advanced degree strongly preferred
• 15+ years of experience in M&A advisory, with a focus on retail and consumer sectors for mid-cap companies
• Proven track record of leading and closing M&A transactions valued between $100M and $1B
• Deep knowledge of financial modeling, valuation techniques, and due diligence processes in the investment banking industry
• Strong network of contacts within the retail, consumer goods, and mid-cap corporate client base
• Experience managing client relationships at the executive level in a top-tier investment bank
• Series 7 and 63 licenses or equivalent FINRA registrations required

Preferred Qualifications

• Prior experience at a bulge-bracket bank like JP Morgan Chase or equivalent in Retail & Consumer M&A
• Advanced certifications such as CFA (Chartered Financial Analyst)
• International transaction experience, particularly in cross-border M&A for consumer-facing businesses
• Leadership in team management and business development within investment banking
• Familiarity with regulatory environments specific to retail and consumer industries

Required Skills

• Expertise in financial modeling and valuation (DCF, LBO, comparable companies)
• Proficiency in M&A transaction structuring and negotiation
• Strong understanding of retail and consumer industry dynamics
• Advanced Excel and financial software skills (e.g., Capital IQ, Bloomberg)
• Excellent presentation and communication skills for client pitches
• Strategic thinking and problem-solving in complex deal environments
• Relationship-building and networking abilities
• Leadership and team management
• Analytical skills for due diligence and market research
• Knowledge of regulatory compliance in investment banking
• Time management and ability to handle multiple high-priority deals
• Adaptability to fast-paced, high-stakes environments
• Attention to detail in financial reporting and documentation
• Cross-cultural communication for global transactions
• Business development and sales acumen

Benefits

• Competitive base salary with performance-based bonuses and equity incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick leave, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Wellness programs, including gym memberships and mental health support
• Employee stock purchase plan and financial planning services
• Global mobility opportunities within JP Morgan Chase's international network

JP Morgan Chase is an equal opportunity employer.