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

Location: New York, NY, United States

Job Family: Analysts

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 through innovative advisory and capital markets solutions. We are seeking a highly motivated Analyst to join our Shareholder Engagement and Mergers & Acquisitions Capital Markets team in New York, NY. This role offers the opportunity to work on high-profile transactions, engage with key stakeholders, and contribute to strategic initiatives that drive client success in a dynamic, industry-leading environment. As an Analyst, you will play a pivotal role in supporting M&A deals and capital markets activities, focusing on shareholder relations and advisory services. Responsibilities include building sophisticated financial models to evaluate transaction viability, preparing compelling pitch materials for senior management and clients, and analyzing shareholder sentiment to mitigate activism risks. You will collaborate closely with managing directors, associates, and cross-divisional teams to execute end-to-end processes, from initial strategy formulation to deal closure. This position demands a keen eye for detail, robust analytical prowess, and the ability to thrive in a high-stakes setting where precision and innovation are paramount. At J.P. Morgan, we invest in our people by fostering a culture of continuous learning and professional growth. The Analyst will gain exposure to premier clients across industries, honing skills in financial analysis, stakeholder management, and market intelligence. This role is ideal for driven individuals passionate about investment banking who seek to make an immediate impact while building a foundation for long-term career advancement within one of the world's most respected financial institutions. Join us to be part of transformative deals that shape the global economy.

Key Responsibilities

• Support the execution of M&A transactions, including due diligence, valuation analysis, and deal structuring
• Engage with institutional shareholders to communicate corporate strategies and gather feedback on capital market initiatives
• Prepare detailed financial models, pitch books, and presentation materials for client meetings and board presentations
• Analyze market trends, competitor activities, and shareholder voting patterns to inform strategic recommendations
• Collaborate with cross-functional teams, including legal, compliance, and corporate development, to ensure seamless transaction processes
• Assist in the development of capital raising strategies, such as equity offerings and debt financings
• Monitor regulatory developments and advise on shareholder engagement best practices
• Contribute to internal reporting and performance tracking for M&A and capital markets activities
• Participate in client interactions, including preparing responses to shareholder inquiries and activist campaigns

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field from an accredited university
• Minimum of 1-2 years of relevant experience in investment banking, capital markets, or shareholder advisory roles
• Strong understanding of mergers and acquisitions (M&A) processes, shareholder engagement strategies, and capital markets dynamics
• Proficiency in financial modeling, valuation techniques, and market analysis
• Excellent analytical skills with the ability to interpret complex financial data
• Authorization to work in the United States without sponsorship

Preferred Qualifications

• Prior internship or full-time experience at a bulge-bracket investment bank
• Knowledge of regulatory frameworks such as SEC rules and corporate governance standards
• Experience with shareholder activism defense or proxy advisory services
• Advanced proficiency in Excel, PowerPoint, and financial databases like Bloomberg or Capital IQ

Required Skills

• Financial modeling and valuation (DCF, LBO, comparable analysis)
• Proficiency in Microsoft Excel, PowerPoint, and Word
• Knowledge of Bloomberg, FactSet, or Capital IQ terminals
• Strong analytical and quantitative skills
• Excellent written and verbal communication
• Attention to detail and accuracy in data handling
• Ability to work under tight deadlines in a fast-paced environment
• Team collaboration and interpersonal skills
• Understanding of financial markets and economic principles
• Research and data synthesis capabilities
• Problem-solving and critical thinking
• Adaptability to evolving regulatory and market conditions
• Discretion and ethical judgment in handling confidential information

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 financial wellness resources
• On-site fitness centers, wellness programs, and mental health support
• Global mobility opportunities and networking events within J.P. Morgan's network

JP Morgan Chase is an equal opportunity employer.