Investment Banking - Technology - Analyst

Location: Boston, MA, United States

Job Family: Analysts

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong presence in investment banking, and our Technology team within the Investment Banking division is at the forefront of advising innovative companies in the rapidly evolving tech landscape. We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team in Boston, MA. As an Analyst, you will play a pivotal role in executing complex transactions, providing strategic advisory services to technology clients ranging from emerging startups to established enterprises in areas such as software, hardware, fintech, and SaaS. This position offers the opportunity to work on high-profile deals, gain exposure to cutting-edge industry trends, and contribute to JP Morgan Chase's reputation as a trusted advisor in the financial services industry. In this role, you will support senior team members in all aspects of deal execution, from initial pitch development to closing. Responsibilities include building sophisticated financial models, conducting in-depth market research, and preparing compelling presentation materials that drive client decisions. You will collaborate closely with cross-functional teams across JP Morgan Chase's global network, ensuring seamless integration of insights from equity research, debt capital markets, and corporate finance. The fast-paced environment demands precision, creativity, and a deep understanding of technology sector dynamics, allowing you to develop expertise in M&A, IPOs, and strategic partnerships that shape the future of the industry. JP Morgan Chase values professional growth and offers unparalleled resources for career advancement, including mentorship from industry leaders and access to proprietary tools and data. Joining our Boston office, you will be part of a collaborative culture that emphasizes innovation, integrity, and client-centric solutions. If you are passionate about finance and technology, and eager to make an impact in a world-class institution, this Analyst position provides the platform to launch and accelerate your career in investment banking.

Key Responsibilities

• Conduct detailed financial analysis and modeling for technology sector clients, including DCF, LBO, and comparable company valuations
• Assist in preparing pitch books, confidential information memorandums (CIMs), and presentation materials for M&A and financing deals
• Perform market research on technology trends, competitors, and industry dynamics to support deal origination
• Support senior bankers in client meetings, due diligence processes, and transaction execution
• Collaborate with cross-functional teams to execute mergers, acquisitions, and capital market transactions
• Monitor and analyze financial performance of portfolio companies in the technology space
• Contribute to the development of strategic advisory services tailored to tech startups and established firms
• Ensure compliance with regulatory requirements and internal risk management protocols
• Participate in business development activities to identify new opportunities in the technology sector

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field from an accredited university
• 1-3 years of relevant experience in investment banking, financial analysis, or a related field within the technology sector
• Strong understanding of financial modeling, valuation techniques, and market analysis
• Proficiency in Microsoft Excel, PowerPoint, and financial databases such as Bloomberg or Capital IQ
• Excellent analytical and problem-solving abilities with attention to detail
• Ability to work in a fast-paced, high-pressure environment and meet tight deadlines
• Authorization to work in the United States without sponsorship

Preferred Qualifications

• MBA or advanced degree in a quantitative field
• Prior internship or full-time experience at a bulge-bracket investment bank
• Knowledge of technology industry trends, including software, hardware, and SaaS sectors
• Experience with M&A transactions or capital raising in tech companies
• CFA Level 1 or higher certification

Required Skills

• Financial modeling and valuation expertise
• Proficiency in Excel and PowerPoint
• Knowledge of Bloomberg and Capital IQ
• Analytical thinking and data interpretation
• Strong written and verbal communication
• Attention to detail and accuracy
• Time management and prioritization
• Team collaboration and interpersonal skills
• Understanding of M&A processes
• Research and market analysis abilities
• Adaptability in a dynamic environment
• Problem-solving and critical thinking
• Familiarity with technology sector metrics
• Regulatory compliance awareness
• Client relationship management

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 and leadership training
• 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 JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.