Investment Banking - M&A Private Capital Advisory - Analyst
IT
Private Capital Advisory sits within the M&A group and is part of the global Private Capital Advisory & Solutions team. The team assists clients in raising non-control private capital for a variety of purposes including: M&A, growth/capex, shareholder monetizations, balance sheet equitizations, refinancings, etc. The team works closely with industry coverage and other product teams within the bank. The client universe primarily includes large investment grade corporates, sponsor-owned companies and entrepreneur-led / family businesses, who are entering private transactions, including as an alternative to the public market. Capital is raised through bespoke M&A-style processes and from a variety of sources including private equity funds, sovereign wealth funds, alternative & credit investors, pension funds & insurance companies, family offices, and other institutional investors. Private investors are increasingly seeking opportunities to deploy solutions-focused capital and form long-term partnerships with corporates / entrepreneurs. You will get exposure to all sectors, and types of transactions across the capital structure from common equity transactions to more structured deals depending on client requirements.
The team has raised more than $105bn of capital for clients globally, including some of the largest private capital transactions to date .
Job responsibilities
Work with clients in tandem with industry coverage teams to analyze the optimal transaction structure and financial modelling for a potential transaction
Analyze the most suitable investor universe for each transaction and speak to investors as part of the outreach process, be it for bilateral partnerships or broader partner identifications, as well as speaking to investors on an ongoing basis to maintain dialogue
Support the preparation of transaction marketing and process materials including term sheets
Drive day-to-day transaction execution from launch through signing, coordinating investor outreach, diligence processes, management interactions, internal workstreams, and overall transaction management
Analyze proposals received from investors including comparison of key terms and oversee financial modelling to analyze returns under different structures. Support the final negotiations for transactions
Support preparation of materials to present to J.P. Morgan clients, in partnership with industry and other product teams
Given the team’s high deal flow and its flat hierarchical structure, there will likely be several opportunities to ‘step-up’ and take on greater responsibility over time
Required qualifications, capabilities and skills
1-2 years of full time investment banking experience, specifically in M&A or coverage groups with strong M&A execution
Keen interest in private capital markets, minority M&A, and structured transactions. Interest in how minority transactions work including shareholder and governance agreements
Desire to work across sectors and have exposure to a variety of complex transactions
Strong modelling / technical ability and overall corporate finance proficiency. The role will require flexibility to work across the capital spectrum and be exposed to new and creative structures. It is important to be able to have an understanding of capital structures and investor returns modelling
Ability to engage in client and investors communications
Ability to take ownership across a transaction, with exposure to industry and product teams
Ability to show initiative and support across several transactions in parallel, managing time appropriately across competing demands
Preferred qualifications, capabilities and skills
Prior experience in M&A or capital raising across equity and/or debt / leveraged finance
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Opportunity to join J.P. Morgan’s growing M&A Private Capital Advisory team within the firm’s global Private Capital Advisory & Solutions team, originating and executing common equity and structured private capital transactions across sectors throughout North America.