Public Finance Origination - Analyst

Posted 15 Days Ago
New York, NY
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Public Finance Analyst supports new business origination and transaction execution by managing project tasks, preparing responses to client proposals, and assisting in the creation of client documentation. The role involves collaboration with various teams, maintaining regulatory documentation, and preparing presentation materials.
Summary Generated by Built In

Job Description
J.P. Morgan's Public Finance team is looking for an entry-level banking support Analyst position in our New York office. J.P. Morgan's Public Finance Group is responsible for providing investment banking solutions for the complex financing needs of the Firm's public sector clients. Public Finance clients include state and local governments, non-profit healthcare organizations, higher education, cultural institutions and other entities that issue tax-exempt debt. Client teams are based regionally throughout the country and divided by industry sectors (Banking, Infrastructure, Healthcare, Higher Education, Housing, Energy and Environmental, etc.). The Public Finance Group provides exposure to all aspects of the capital markets by working closely with our sales and trading, underwriting, derivatives, credit origination, and debt capital markets (DCM) desks for prospective and live transactions.
Job Responsibilities

  • Supporting Banking teams in all facets of new business origination and transaction execution
  • Managing various tasks associated with new transaction setup and procedural processes in Public Finance proprietary workflow and transaction document storage tool
  • Assisting in the preparation of responses to Requests for Proposals (RFPs) required as part of client solicitations
  • Researching and summarization of data and compliance with SEC Rule 15c2-12 for issuer clients
  • Assisting in the creation and management of debt profiles for issuers/credits
  • Management and maintenance of all regulatory (MSRB) documentation required for new offerings
  • Creation and updating of client folders inclusive of all required transaction documentation
  • Work closely with all areas of Public Finance, including DCM, syndicate desk, credit origination and investor marketing to assist in the development of pitch materials
  • Interaction with various professionals in other areas of the Firm to facilitate client presentations, RFPs and execution of bond transactions
  • Preparation of presentation materials used by bankers and senior management for both internal and external meetings


Required Qualifications, capabilities, and skills

  • Able to manage projects independently and ready to assume a high level of responsibility as a member of a team
  • Able to work in a fluid environment, producing accurate, detailed materials under tight deadlines
  • High proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint
  • Experience with business intelligence and analytics software (e.g., Tableau) is a plus
  • Demonstrate academic strength, strong teamwork, communication skills and a high-energy level
  • Undergraduate degree from an accredited university or higher


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.

Top Skills

Excel
PowerPoint
Word

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
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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