Investment Banking - Shareholder Engagement and Mergers & Acquisitions Capital Markets - Analyst

Posted 9 Days Ago
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New York, NY
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Analyst role in J.P. Morgan's Shareholder Engagement and M&A Capital Markets team involves advising clients on shareholder engagement and monitoring trading activities. Responsibilities include creating analyses on corporate governance, managing advisory mandates, developing insights into capital markets monitoring, and producing high-quality deliverables for strategic client discussions.
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Job Description
J.P. Morgan's Shareholder Engagement and M&A Capital Markets (SEMAC) team is expanding its mandate within the bank to include broader shareholder engagement and M&A Capital Markets advisory, while continuing to handle traditional shareholder activism and corporate defense. This role represents a unique opportunity to be involved in building the foundation of an entrepreneurial enterprise with significant senior sponsorship under J.P. Morgan's world-class banner. The Shareholder Engagement and M&A Capital Markets team is a critical component of the firm's globally integrated investment banking model.
As an Analyst within our Client Advisory team, you will play a pivotal role in providing advice to clients on shareholder engagement and monitoring their trading activities, which includes aspects of shareholder activism and corporate defense.
Job Responsibilities:

  • Create, maintain and review complex materials and analyses relating to shareholder activism, corporate governance and trading activity. Analyses would include shareholder base and trading analyses, profiles on shareholder activists, and corporate vulnerability to both hostile corporate bids and shareholder activism, with a focus on structural vulnerabilities in a company's charter and bylaws.
  • Manage day-to-day execution of advisory mandates, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
  • Work closely with the group heads to establish ongoing processes and procedures
  • Possess and acquire superior market knowledge relating to developments in domestic and international shareholder engagement, governance best practices, proxy advisory firms, and be able to clearly articulate this knowledge to internal and external parties
  • Develop proprietary knowledge and insights into trading activity and capital markets monitoring for clients
  • Work independently, producing high quality deliverables such as investor presentations, fight letters, Board materials, merger arbitrage trading analyses and other presentation materials for use in strategic client dialogue or shareholder activism defense engagements
  • Coordinate with the Digital Investment Bank to advance the development of new and insightful tools to further drive strategic client dialogue
  • Leverage the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory


Required qualifications, capabilities, and skills:

  • Bachelors' degree in Finance, Economics, Business Administration, or a related field
  • Previous experience in Capital Markets, Investment Banking or a Corporate Finance related role
  • Solid knowledge of corporate finance and accounting or an understanding of corporate charters, bylaws, and governance practices
  • Ability to comfortably interact with clients and colleagues in a professional and mature manner; Outstanding ethics, integrity and judgment; Intellectual curiosity, strong work ethic and desire to learn
  • Ability to work in a fast-paced environment, handling multiple projects with different deal teams; Highly organized, detail oriented and proactive
  • Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
  • Excellent technology skills with superior Excel and PowerPoint skills and ability to quickly learn new software applications


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
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.

Top Skills

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PowerPoint

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

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.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

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.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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