JP Morgan Chase & Co.

Origination/Client Manager

JP Morgan Chase & Co.$325K — $350K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Business Administration, or related field.
  • 10 years of experience in investment banking or related fields.
  • Two years of experience in advising companies in the Tech Services or FinTech sectors.
  • Expertise in buy/sell-side mergers and acquisitions and corporate defense advisory.
  • Licensure: FINRA SIE, Series 63/7 or 79.

Responsibilities

  • Advise companies on mergers, acquisitions, and divestitures.
  • Develop strategic ideas for clients and deliver presentations to executives.
  • Manage transaction work streams and prepare marketing materials.
  • Conduct in-depth due diligence and analyze sector trends.
  • Present strategic alternatives and industry updates to management and boards.
  • Review financial models including DCF valuations and merger analysis.
  • Prepare memoranda for investment banking committee approvals.

Benefits

  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare options.
  • Tuition reimbursement for further education.
  • Mental health support and financial coaching.
Full Job Description
Job Description

DESCRIPTION:

Duties: Advise companies and their boards of directors on potential acquisitions, divestitures, mergers, leveraged buyouts and debt and equity issuances, including IPOs and private placements. Develop ideas for clients' future strategic actions, creating and delivering presentations to clients' executive officers. Drive and manage transaction-oriented work streams, preparing marketing materials, and conducting in-depth due diligence. Advise on the Tech landscape specific to the FinTech and Tech Services industry including sector trends, M&A activity and regulatory framework. Present to senior management and Board of Directors clients on strategic alternatives, industry updates, capital markets activities, and corporate governance issues. Review proprietary financial models, including merger combination analysis, discounted cash flow (DCF) valuation, analysis of comparable companies and precedent transactions. Prepare and present memoranda required to gain internal approvals from investment banking committees on financing commitments and activities. This position requires up to 40% travel (domestic and international)

QUALIFICATIONS:

Minimum education and experience required: Bachelor's degree in Finance, Business Administration, or related field of study plus 10 years of experience in the job offered or as Origination/Client Manager, Investment Banking Analyst/Associate/VP, or related occupation.

Skills Required: This position requires 10 years of experience with: buy and sellside mergers and acquisitions and corporate defense advisory, including leveraged buyouts; and capital markets, including debt, equity and convertible securities. This position requires 2 years of experience with: bulge bracket investment banking advising companies and financial sponsors in tech services vertical, including customer experience (CX); and bulge bracket investment banking advising companies and financial sponsors in FinTech vertical. This position requires the following licenses: FINRA SIE license; FINRA Series 63 license; and FINRA Series 7 license or FINRA Series 79 license. This position requires up to 40% travel (domestic and international).

Job Location: 383 Madison Avenue, New York, NY 10179. This position requires up to 40% travel (domestic and international).

Full-Time. Salary: $325,000 - $350,000 per year.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

About the Team

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.

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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