Investment Banking - Equity-Linked Capital Markets - Analyst

Location: New York, NY, United States

Job Family: Analysts

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Equity-Linked Capital Markets team in New York, NY. In this role, you will play a pivotal part in advising corporate clients on equity-linked financing solutions, including convertible bonds, equity warrants, and hybrid securities. As part of our world-class Investment Banking division, you will contribute to high-profile transactions that shape the financial landscape, leveraging JPMorgan's unparalleled market access and expertise in capital markets. The Equity-Linked Capital Markets team specializes in innovative structuring of equity-derived products to meet client needs for flexible capital raising. Your primary responsibilities will include building sophisticated financial models to evaluate deal economics, preparing compelling pitch materials for senior management and clients, and supporting the execution of transactions from inception to close. You will work closely with cross-functional teams, including sales, trading, and syndication desks, to navigate complex market dynamics and regulatory environments. This position offers exposure to marquee deals with blue-chip issuers across industries, fostering rapid professional growth in a collaborative yet demanding setting. At JPMorgan Chase, we value integrity, innovation, and excellence. The ideal candidate thrives in a fast-paced environment, demonstrates strong analytical prowess, and possesses a passion for financial markets. This role provides an exceptional platform to develop expertise in equity-linked instruments while contributing to the firm's legacy of delivering superior client outcomes. Join us to advance your career in one of the most prestigious investment banking franchises globally.

Key Responsibilities

• Assist in structuring and executing equity-linked transactions, including convertible bonds and equity derivatives offerings
• Conduct financial modeling and valuation analysis for client pitches and deal execution
• Prepare marketing materials, pitch books, and presentation decks for equity capital markets deals
• Perform market research and competitive analysis to support pricing and timing of issuances
• Collaborate with senior bankers, traders, and legal teams to ensure seamless transaction execution
• Monitor market trends and regulatory changes impacting equity-linked products
• Support due diligence processes and coordinate with internal teams on deal documentation
• Contribute to client relationship management by providing timely updates and insights
• Analyze issuer financials and industry trends to identify opportunities in equity-linked capital markets

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field from an accredited university
• 1-3 years of relevant experience in investment banking, capital markets, or a related financial services role
• Strong understanding of equity-linked financial instruments, including convertible bonds, equity derivatives, and structured products
• Proficiency in financial modeling, valuation techniques, and market analysis
• Excellent academic record, with a minimum GPA of 3.5 preferred
• Ability to work in a fast-paced, high-pressure environment with tight deadlines
• U.S. work authorization without sponsorship required

Preferred Qualifications

• Prior internship or full-time experience at a bulge-bracket investment bank or financial institution
• Knowledge of regulatory requirements in equity capital markets, such as SEC filings and FINRA rules
• Experience with Bloomberg, Capital IQ, or similar financial data platforms
• CFA Level 1 or higher certification, or pursuit of such
• Advanced Excel skills with VBA programming

Required Skills

• Financial modeling and Excel proficiency
• Knowledge of equity derivatives and convertible securities
• Market analysis and research capabilities
• Pitch book and presentation development
• Attention to detail and accuracy in data handling
• Strong analytical and quantitative skills
• Effective communication, both written and verbal
• Team collaboration and interpersonal skills
• Time management in high-pressure environments
• Understanding of capital markets regulations
• Proficiency in financial software (e.g., Bloomberg, FactSet)
• Problem-solving and critical thinking
• Adaptability to dynamic market conditions
• Client-facing interaction skills
• Basic programming knowledge (e.g., VBA, Python for finance)

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, including tuition reimbursement and CFA support
• Employee wellness programs and gym membership discounts
• Global mobility opportunities within JPMorgan Chase's network
• Stock purchase plan and employee stock ownership options

JP Morgan Chase is an equal opportunity employer.