Investment Banking – M&A Private Capital Advisory – Analyst

Chase is a global leader in financial services, and they are seeking an Analyst for their Private Capital Advisory team within the M&A group. The role involves assisting clients in raising non-control private capital through various transaction processes and requires strong analytical and financial modeling skills.

What you'll do:

• 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

What they're looking for:

• 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
• Prior experience in M&A or capital raising across equity and/or debt / leveraged finance

Benefits:

• 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
• Comprehensive health care coverage
• On-site health and wellness centers
• A retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching