Investment Banking - Mid-Cap Investment Banking - Associate

Location: Washington, DC, United States

Job Family: Associates

About the Role

J.P. Morgan 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're excited to invite talented professionals to join our Mid-Cap Investment Banking group as an Associate in Washington, DC. This role offers the opportunity to work on high-impact deals for mid-cap companies (typically $2-10 billion market cap) across diverse sectors, leveraging J.P. Morgan's unparalleled resources and global network to drive strategic growth and transformative transactions. As an Associate in our Mid-Cap group, you will play a pivotal role in executing mergers and acquisitions, capital raisings, and advisory services tailored to ambitious mid-cap clients. Reporting to a Vice President or Director, you will contribute to all stages of the deal process, from initial pitch development to closing. This position demands a blend of technical expertise and commercial acumen, allowing you to build lasting client relationships while gaining exposure to J.P. Morgan's integrated platform, which spans investment banking, markets, and asset management. Our Washington, DC office provides a strategic hub for serving East Coast and government-related mid-cap opportunities, fostering a collaborative environment with access to top-tier training and mentorship. We value associates who thrive in a dynamic, results-oriented culture and are committed to excellence in financial advisory. This role not only accelerates your career in investment banking but also positions you to influence key decisions for innovative mid-cap firms. J.P. Morgan is an equal opportunity employer dedicated to fostering diversity and inclusion, offering robust support for professional growth and work-life balance. If you have a passion for mid-cap markets and a drive to deliver exceptional value, join us in shaping the future of finance.

Key Responsibilities

• Conduct detailed financial analysis and modeling for mid-cap clients, including DCF, LBO, and comparable company valuations
• Assist in preparing pitch books, confidential information memorandums (CIMs), and presentation materials for M&A and capital raising deals
• Support senior bankers in managing client relationships and executing transactions in the mid-cap space
• Perform market research and due diligence on potential acquisition targets or investment opportunities
• Coordinate with cross-functional teams, including legal, compliance, and industry coverage groups at J.P. Morgan
• Monitor industry trends and competitive landscapes to provide strategic advisory to mid-cap companies
• Contribute to deal sourcing and origination efforts through networking and sector expertise
• Ensure compliance with regulatory requirements and internal J.P. Morgan policies during transaction processes
• Mentor junior analysts and participate in team development initiatives

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• MBA or advanced degree from a top-tier institution preferred, but not required for this associate level
• 2-4 years of relevant experience in investment banking, financial advisory, or related fields
• Strong understanding of financial modeling, valuation techniques, and capital markets
• Proven track record in executing mid-cap M&A transactions or advisory mandates
• Excellent analytical and problem-solving abilities
• Ability to work in a fast-paced, high-pressure environment

Preferred Qualifications

• Experience in the mid-cap sector, particularly in industries like technology, healthcare, or consumer goods
• Series 7 and 63 licenses or willingness to obtain them
• Prior internship or full-time role at a bulge bracket or boutique investment bank
• Fluency in financial software such as Bloomberg or Capital IQ
• Demonstrated leadership in team-based projects or deals

Required Skills

• Financial modeling and Excel proficiency
• Valuation methodologies (DCF, precedent transactions, comparables)
• M&A transaction execution
• Pitch book and presentation development
• Market research and data analysis
• Client communication and relationship management
• Analytical thinking and attention to detail
• Time management in high-pressure settings
• Team collaboration and leadership
• Knowledge of regulatory frameworks (SEC, FINRA)
• Proficiency in PowerPoint and financial databases (Bloomberg, FactSet)
• Strategic advisory skills
• Problem-solving and decision-making
• Adaptability to dynamic market conditions
• Strong written and verbal communication

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, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for advanced degrees
• Access to J.P. Morgan's global wellness initiatives and employee assistance programs
• Stock purchase plan and other financial wellness benefits
• Hybrid work flexibility and relocation assistance for qualifying roles

JP Morgan Chase is an equal opportunity employer.