Investment Banking - Mid-Cap Investment Banking - Associate

Location: Chicago, IL, 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 navigate complex financial landscapes. We are seeking a highly skilled Investment Banking Associate to join our dynamic Mid-Cap Investment Banking team in Chicago, IL. This role focuses on advising mid-cap companies (typically $2-10 billion market cap) on mergers and acquisitions, capital raising, and strategic advisory services, leveraging JPMorgan's unparalleled resources and market expertise. As an Associate, you will play a pivotal role in executing transactions for clients across diverse industries such as industrials, consumer products, and technology. Responsibilities include building sophisticated financial models, conducting valuation analyses, and preparing compelling pitch materials to drive deal success. You will work closely with Managing Directors and Vice Presidents, gaining exposure to high-profile deals while contributing to business development initiatives. Our Chicago office, a key hub for Midwest-focused mid-cap activity, offers a collaborative environment where innovation and client-centric solutions are paramount. The ideal candidate thrives in a fast-paced setting, demonstrating strong analytical skills and a passion for the financial services industry. At JPMorgan Chase, we invest in your growth through world-class training, mentorship, and opportunities to advance within our global network. Join us to shape the future of mid-cap investment banking and be part of a team that delivers exceptional value to clients while upholding the highest standards of integrity and excellence.

Key Responsibilities

• Conduct comprehensive financial analysis and build detailed valuation models for mid-cap clients
• Assist in preparing pitch books, confidential information memorandums (CIMs), and marketing materials
• Coordinate due diligence processes and manage data rooms for M&A transactions
• Support senior bankers in client meetings, negotiations, and deal structuring
• Perform market research and competitive analysis to identify acquisition targets or strategic opportunities
• Collaborate with cross-functional teams including legal, compliance, and industry specialists
• Monitor deal progress and ensure timely execution of transactions
• Contribute to business development efforts by identifying potential mid-cap clients
• Ensure compliance with regulatory requirements and internal JPMorgan policies

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, preferably in mid-cap transactions
• Strong understanding of financial modeling, valuation techniques, and M&A processes
• Proven track record in deal execution within the financial services industry
• Excellent analytical and problem-solving abilities
• Ability to thrive in a fast-paced, high-pressure environment
• Series 7 and 63 licenses or willingness to obtain them

Preferred Qualifications

• Experience at a bulge bracket or boutique investment bank focusing on mid-cap deals
• Prior involvement in cross-border transactions or industry-specific advisory (e.g., healthcare, technology)
• Advanced proficiency in Excel and financial software tools
• CFA designation or progress toward completion

Required Skills

• Financial modeling and valuation (DCF, LBO, comparable companies)
• Proficiency in Microsoft Excel, PowerPoint, and Bloomberg terminals
• M&A transaction execution and due diligence
• Market research and industry analysis
• Strong written and verbal communication
• Client relationship management
• Analytical thinking and attention to detail
• Time management in high-pressure settings
• Team collaboration and leadership
• Knowledge of regulatory frameworks (SEC, FINRA)
• Problem-solving and strategic planning
• Adaptability to dynamic market conditions
• Data interpretation and presentation skills

Benefits

• Competitive base salary and performance-based bonus structure
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off and flexible work arrangements
• Professional development programs including tuition reimbursement and leadership training
• Access to JPMorgan's global wellness initiatives and employee assistance programs
• Stock purchase plan and other financial wellness benefits
• Opportunities for career advancement within JPMorgan Chase's investment banking division

JP Morgan Chase is an equal opportunity employer.