Investment Banking - Financial Institutions Group - Specialty Finance and Alternative Asset Management - Associate

Location: New York, NY, United States

Job Family: Associates

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.9 trillion and operations worldwide. Our Investment Banking division is at the forefront of helping corporations, governments, and institutions raise capital, manage risk, and navigate complex financial landscapes. Within the Financial Institutions Group (FIG), the Specialty Finance and Alternative Asset Management team focuses on advising clients in niche areas such as asset-based lending, structured finance, private credit, and alternative investment funds. We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic team in New York, NY, contributing to high-profile transactions that shape the future of financial services. As an Associate in this role, you will play a pivotal part in executing sophisticated deals for clients including specialty finance companies, alternative asset managers, and financial sponsors. Your responsibilities will include building detailed financial models, conducting in-depth market research, and supporting senior bankers in pitch development and client interactions. You will analyze trends in alternative investments, such as real estate funds, infrastructure assets, and credit strategies, while ensuring compliance with evolving regulations like those from the SEC and Federal Reserve. This position offers exposure to a broad range of transaction types, from mergers and acquisitions to debt and equity financings, in a collaborative environment that values innovation and client-centric solutions. At JPMorgan Chase, we foster a culture of excellence, diversity, and professional growth. Associates in this role benefit from mentorship by industry leaders, access to cutting-edge resources, and opportunities to advance within one of the world's most respected financial institutions. If you have a passion for the intersection of finance and innovation, and thrive in a fast-paced setting, this position provides the platform to make a meaningful impact on the specialty finance and alternative asset sectors.

Key Responsibilities

• Conduct comprehensive financial analysis and modeling for clients in specialty finance and alternative asset management
• Assist in the execution of M&A transactions, including due diligence, valuation, and pitch book preparation
• Develop and maintain client relationships within the Financial Institutions Group
• Prepare marketing materials, teasers, and confidential information memorandums (CIMs) for deal origination
• Collaborate with senior bankers on capital markets advisory, debt financing, and equity offerings
• Perform market research and competitive analysis to identify opportunities in alternative assets
• Support regulatory compliance and risk assessment in transaction structuring
• Mentor junior analysts and contribute to team-wide knowledge sharing initiatives
• Participate in client meetings, roadshows, and negotiations to drive deal closure
• Stay abreast of industry trends in specialty finance and alternative investments to provide strategic insights

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 services, or related advisory roles
• Strong understanding of financial institutions, specialty finance, and alternative asset management sectors
• Proven track record in executing M&A transactions, capital raising, and financial modeling
• Excellent analytical skills with proficiency in financial statement analysis and valuation techniques
• Series 7 and 63 licenses or willingness to obtain them
• Ability to work in a fast-paced, high-pressure environment with strong attention to detail

Preferred Qualifications

• Experience working at a bulge-bracket investment bank or boutique advisory firm focused on financial institutions
• Prior involvement in deals involving specialty finance lenders, asset managers, or alternative investment vehicles
• Advanced proficiency in Excel, PowerPoint, and financial modeling software
• Knowledge of regulatory frameworks such as Dodd-Frank, Basel III, and SEC reporting requirements
• Fluency in additional languages or international market experience

Required Skills

• Financial modeling and valuation (DCF, LBO, comparable companies)
• Excel proficiency for data analysis and scenario building
• PowerPoint for creating compelling presentations and pitch decks
• M&A transaction execution and due diligence
• Knowledge of specialty finance products like asset-based lending and securitizations
• Understanding of alternative asset management strategies (private equity, hedge funds, real assets)
• Analytical thinking and problem-solving
• Strong written and verbal communication
• Attention to detail and accuracy in financial reporting
• Team collaboration and leadership in project settings
• Time management in deadline-driven environments
• Regulatory compliance awareness in banking
• Client relationship management
• Market research and industry trend analysis
• Adaptability to evolving financial markets

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
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers, wellness programs, and mental health support
• Global mobility opportunities and networking events within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.