Investment Banking - Investment Funds - Analyst / Associate

Posted 4 Days Ago
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London, Greater London, England
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As an Analyst/Associate at J.P. Morgan's Investment Funds team, you will assist in originating and executing investment banking transactions, provide corporate finance advice, manage projects, prepare financial models, and develop client relationships. This role involves working with senior team members and maintaining regular dialogue with clients, focusing on the UK Investment Funds sector.
Summary Generated by Built In

Job Description
This is an exciting opportunity for a highly motivated and experienced individual to work in a dynamic team and to contribute to J.P. Morgan's Investment Banking business.
The J.P. Morgan Investment Funds team holds a leading position in the sector, covering a large share of the UK listed investment funds sector, with corporate clients across multiple sub-sectors - from private equity and infrastructure to equities and hedge funds.
We provide clients with advice in relation to mergers and acquisitions, execution of equity and debt issuances, as well as strategic corporate finance advice.
As an Analyst / Associate within the Investment Funds team, you will be you will be a key player in the origination and execution of investment banking mandates across all major product areas (M&A, ECM, DCM), as well providing advice to the Boards of our existing client base across the full spectrum of corporate finance.
You will work with expert professionals at the heart of a leading global investment bank and will get exposure to formal training, hands-on learning opportunities, continuous mentoring and feedback as well as numerous development opportunities. You will develop strong skills in the major areas of investment banking and will be given the opportunity to progress into a senior team member who is capable of originating and executing his/her own transactions.
Job responsibilities

  • Work alongside senior team members to originate, structure and execute investment banking transactions and deliver corporate finance advice. Specific responsibilities include:
    • Project managing investment banking transactions
    • Preparing financial models
    • Developing content for strategic meetings with clients
  • Liaising with relevant counterparts at the client, other advisers or regulators
  • Maintain regular dialogue with clients and potential clients
  • Develop relationships with existing/prospective corporate broking clients, asset managers and investors focusing on the UK Investment Funds sector
  • Liaise with J.P. Morgan product teams (M&A, ECM, DCM) and global sector coverage teams
  • Coordinate with specialist investment funds sales, trading and marketing teams


Required qualifications, capabilities and skills

  • Proven Investment Banking or Buy-Side experience, with a very strong preference for prior experience of listed investment funds
  • Strong financial modelling / analytical / numeracy skills
  • Excellent communication and project management skills
  • Ability to comfortably interact with c-suite clients in a professional and mature manner
  • Ability to react well to pressure whilst multitasking on numerous projects
  • Comfort in and commitment to strong teamwork environment
  • High level of attention to detail, proactivity and time management
  • Good sector knowledge and interest in the investment industry
  • Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity


This role encompasses the performance of regulated activity. The successful candidate will therefore be subject to meeting regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the relevant regulatory authorities to carry out such activities.
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Investment banking is about more than offering industry-leading advice and financial expertise. Teams serve clients by building long-term, trusted partnerships that put their needs first. The world's largest corporations, institutions and governments rely on the in-depth industry knowledge and market insights provided, knowing their goals are our top priority.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
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What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

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Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

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