Investment Banking - Business Services - Associate

Location: New York, NY, United States

Job Family: Associates

About the Role

J.P. Morgan's Investment Banking division is a global leader in providing strategic advisory, capital raising, and risk management solutions to corporations, financial institutions, governments, and non-profit organizations. Within our high-performing Business Services team, we focus on building a premier franchise in the dynamic business services sector, which encompasses consulting, outsourcing, and professional services. As an Associate in Investment Banking - Business Services, you will play a pivotal role in executing complex transactions and driving franchise growth in New York, NY. This position offers the opportunity to work on high-profile M&A deals, financings, and advisory mandates for leading clients, collaborating with a talented team committed to winning together in a collaborative and innovative environment. In this role, you will support senior bankers by conducting in-depth financial analyses, developing valuation models, and preparing compelling pitch materials to secure new mandates. You will engage in due diligence processes, market research, and deal structuring, gaining exposure to the full lifecycle of investment banking transactions. Our Business Services group advises on key industry trends such as digital transformation, operational efficiency, and sector consolidation, allowing you to develop specialized expertise while contributing to the firm's market-leading position. Expect to interact directly with clients, participate in negotiations, and leverage J.P. Morgan's vast resources, including our global network and cutting-edge technology platforms. We seek driven professionals who thrive in a fast-paced setting and are passionate about the financial services industry. At J.P. Morgan, you will benefit from world-class training, mentorship from industry veterans, and opportunities for career advancement within one of the world's most respected financial institutions. Join us to make an impact on transformative deals and build a rewarding career in investment banking.

Key Responsibilities

• Execute financial analyses, including building complex models for valuation, LBO, and merger scenarios
• Support senior bankers in pitching and winning new business from business services clients
• Conduct due diligence and market research on target companies and sectors
• Prepare pitch books, teasers, and other marketing materials for M&A and financing deals
• Coordinate with internal teams, including legal, compliance, and product specialists
• Manage client relationships and provide ongoing advisory support post-transaction
• Participate in industry conferences and networking to expand the franchise
• Assist in deal structuring and negotiation processes
• Monitor market trends and competitive landscapes in business services
• Contribute to team initiatives for franchise growth and knowledge sharing

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or advanced degree preferred
• 3-5 years of relevant experience in investment banking, financial advisory, or business services sector
• Strong understanding of financial modeling, valuation techniques, and market analysis
• Series 7 and 63 licenses or willingness to obtain them
• Proven track record in deal execution within the business services industry
• Excellent analytical and problem-solving abilities
• Ability to thrive in a fast-paced, team-oriented environment

Preferred Qualifications

• Experience in M&A transactions or capital markets advisory for business services clients
• Prior internship or role at a bulge-bracket investment bank
• Knowledge of industry-specific trends in business services, such as consulting, outsourcing, or professional services
• Fluency in financial software tools like Bloomberg or Capital IQ
• Demonstrated leadership in cross-functional project teams

Required Skills

• Financial modeling and Excel proficiency
• Valuation methodologies (DCF, comparables, precedent transactions)
• M&A transaction experience
• Market research and data analysis
• Pitch deck creation using PowerPoint
• Client communication and relationship management
• Analytical thinking and attention to detail
• Team collaboration and leadership
• Time management in high-pressure environments
• Knowledge of regulatory compliance in investment banking
• Bloomberg Terminal or similar financial data tools
• Strategic problem-solving
• Industry knowledge in business services
• Negotiation and presentation skills
• Adaptability to evolving market conditions

Benefits

• Competitive base salary and performance-based bonus structure
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, 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 network

JP Morgan Chase is an equal opportunity employer.