Investment Banking - Mergers & Acquisitions - Technology, Associate

Location: San Francisco, CA, United States

Job Family: Associates

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. Our Investment Banking division is renowned for delivering innovative advisory services, including mergers and acquisitions (M&A), to clients across industries. We are seeking an experienced Associate to join our industry-leading M&A Technology team in San Francisco, CA. This role offers the opportunity to work on high-profile deals involving cutting-edge technology companies, leveraging JPMorgan's unparalleled resources and expertise in the financial services sector. As an Associate in the Technology M&A group, you will play a pivotal role in advising clients on strategic transactions such as acquisitions, divestitures, and joint ventures within the dynamic technology landscape. Your responsibilities will include building sophisticated financial models, conducting market research on tech sub-sectors like software, cloud computing, and AI, and supporting senior team members in pitching to C-suite executives of Fortune 500 companies. You will thrive in a collaborative environment where innovation meets rigorous analysis, contributing to deals that shape the future of the technology industry. The ideal candidate is a proactive professional with a passion for technology and finance, eager to advance their career at one of the world's most respected investment banks. At JPMorgan Chase, we foster a culture of inclusion, professional growth, and excellence, providing Associates with mentorship, cutting-edge tools, and exposure to global opportunities. Join us to drive impactful M&A strategies that power technological advancement and create lasting value for our clients.

Key Responsibilities

• Conduct comprehensive financial analysis and valuation modeling for technology sector M&A transactions
• Prepare detailed pitch books, teasers, and confidential information memorandums (CIMs) for client presentations
• Collaborate with senior bankers to develop strategic recommendations and execute deal processes from origination to closing
• Perform due diligence on target companies, including financial, operational, and market assessments
• Coordinate with cross-functional teams, including legal, compliance, and industry specialists, to ensure seamless transaction execution
• Monitor technology industry trends, competitive landscapes, and regulatory developments to inform client advice
• Support business development efforts by identifying potential M&A opportunities in the tech space
• Manage junior analysts and contribute to team training and mentoring
• Ensure all deliverables meet JP Morgan's high standards of accuracy and professionalism

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, M&A advisory, or corporate finance, with a focus on technology sector deals
• Strong understanding of financial modeling, valuation techniques, and M&A transaction processes
• Proven track record of supporting or leading M&A transactions in the technology industry
• Excellent analytical skills with the ability to interpret complex financial data and market trends
• Series 7 and 63 licenses or willingness to obtain them
• Ability to work in a fast-paced, high-pressure environment with tight deadlines

Preferred Qualifications

• Experience at a bulge-bracket investment bank or Big Four advisory firm
• Deep knowledge of technology sub-sectors such as software, SaaS, fintech, or semiconductors
• Prior involvement in cross-border M&A deals involving tech companies
• Advanced proficiency in Excel, PowerPoint, and financial databases like Capital IQ or Bloomberg
• CFA charterholder or progress toward certification

Required Skills

• Financial modeling and valuation (DCF, LBO, comparable companies)
• M&A transaction structuring and execution
• Proficiency in Microsoft Excel, PowerPoint, and Word
• Data analysis using tools like Bloomberg, FactSet, or Capital IQ
• Strong written and verbal communication skills
• Analytical thinking and problem-solving
• Attention to detail and accuracy in financial reporting
• Time management and prioritization in a deadline-driven environment
• Team collaboration and leadership
• Industry knowledge of technology markets and trends
• Client relationship management
• Regulatory compliance awareness in financial services
• Project management skills
• Adaptability to dynamic market conditions
• Ethical judgment and integrity

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 initiatives, including gym memberships and mental health support
• Employee stock purchase plan and other financial wellness benefits
• Global mobility opportunities within JP Morgan Chase's network

JP Morgan Chase is an equal opportunity employer.