Investment Banking - Shareholder Engagement and Mergers & Acquisitions Capital Markets - Associate

Location: New York, NY, 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 advising corporations, governments, and institutions on transformative transactions. We are seeking a motivated Associate to join our Shareholder Engagement and Mergers & Acquisitions Capital Markets team in New York, NY. In this role, you will play a pivotal part in supporting high-profile M&A deals and capital raising activities, while navigating complex shareholder dynamics to drive client success in a competitive landscape. As an Associate, you will work closely with Managing Directors and Vice Presidents to execute end-to-end transactions, from initial pitch development to closing. Key responsibilities include building sophisticated financial models, conducting due diligence, and preparing compelling client materials that highlight J.P. Morgan's market-leading expertise. You will also engage directly with shareholders, analyzing voting patterns and advising on strategies to mitigate activism risks, ensuring alignment with corporate objectives. This position offers exposure to marquee deals across industries, leveraging J.P. Morgan's unparalleled resources and global network. The ideal candidate thrives in a collaborative yet demanding environment, demonstrating strong analytical acumen and a passion for the financial markets. At J.P. Morgan, we invest in your growth through world-class training, mentorship, and opportunities to innovate in areas like sustainable finance and digital transformation. Join us to contribute to groundbreaking transactions that shape the global economy while advancing your career in one of the most prestigious investment banking teams.

Key Responsibilities

• Support senior bankers in executing M&A transactions, including due diligence, valuation analysis, and deal structuring
• Engage with shareholders and institutional investors to manage activism risks and enhance corporate governance
• Develop financial models and prepare pitch materials for capital markets offerings such as IPOs, follow-ons, and debt issuances
• Conduct market research and competitive analysis to advise clients on optimal transaction timing and strategy
• Collaborate with cross-functional teams, including legal, compliance, and product specialists, to ensure seamless deal execution
• Prepare client presentations, teasers, and confidential information memorandums (CIMs) for M&A and financing deals
• Monitor regulatory developments and industry trends impacting shareholder engagement and capital markets
• Assist in business development efforts by identifying potential client opportunities in the M&A space
• Manage junior analysts and ensure high-quality deliverables under tight deadlines
• Participate in client meetings and negotiations to represent J.P. Morgan's expertise in investment banking

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, shareholder engagement, or M&A capital markets
• Strong understanding of mergers and acquisitions processes and capital markets dynamics
• Proven track record in financial modeling, valuation techniques, and deal execution
• Excellent analytical skills with proficiency in Excel and financial databases
• Ability to work in a fast-paced, high-pressure environment with tight deadlines
• Series 7 and 63 licenses or willingness to obtain them

Preferred Qualifications

• Experience at a bulge-bracket investment bank or top-tier financial institution
• Prior involvement in shareholder activism defense or proxy advisory roles
• Familiarity with regulatory frameworks such as SEC guidelines for M&A and capital raises
• Advanced proficiency in PowerPoint for pitch book creation and client presentations
• International experience or knowledge of cross-border M&A transactions

Required Skills

• Financial modeling and valuation (DCF, LBO, comparable companies)
• Excel proficiency for data analysis and scenario building
• Pitch book and presentation development using PowerPoint
• Knowledge of capital markets instruments (equity, debt, hybrids)
• Shareholder engagement and proxy voting strategies
• M&A transaction structuring and negotiation
• Regulatory compliance in SEC filings and disclosures
• Analytical thinking and problem-solving
• Strong written and verbal communication
• Attention to detail and accuracy in financial reporting
• Time management in high-stakes environments
• Team collaboration and leadership
• Research skills using Bloomberg, Capital IQ, or similar tools
• Client relationship management
• Adaptability to market volatility and deal complexities

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 access to J.P. Morgan's wellness initiatives
• Global mobility opportunities and relocation assistance for key roles
• On-site fitness centers and mental health support resources

JP Morgan Chase is an equal opportunity employer.