Banker Analyst - Mid-Cap Financial Sponsors Group - Analyst

The Financial Sponsors Group (FSG) is part of Capital & Advisory Solutions within Commercial Banking. SFG specializes in complex financial situations involving syndicated and leveraged transactions for middle market clients, providing insights into debt capital markets for corporate capital requirements such as working capital, capital projects, mergers and acquisitions, leveraged buyouts, and recapitalizations. As a leading corporate debt house, JPMorgan holds commanding leadership positions in these product specialties. Transactions involve high-level interaction with senior bankers and executive management within client firms.

 

Job Responsibilities

• Partner with senior members of the Mid-Cap Financial Sponsors Group, sector coverage, and product bankers to prospect, pitch, and execute transactions on behalf of private equity firms and their portfolio companies
• Support client meetings and drafting sessions; assist in analyzing businesses and participating in due diligence sessions
• Examine the strategic and financial merits of proposed transactions for marketing and business development purposes
• Play an active role in the execution of mandated deals, including client advisory work, structuring and negotiation of legal documents, and coordination of distribution
• Work closely with internal support departments to ensure seamless deal closing and funding

• Transaction Development

  • Prepare for, and engage in strategic dialogue with private business owners on growth and ownership transition
  • Help facilitate targeted introductions to potential investors
  • Collaborate with sponsor coverage and corporate and investment bankers to track investment strategies of priority investor clients
  • Generate accurate and relevant buyer intelligence for J.P. Morgan-led M&A sell-sides and private placement processes
  • Conduct internal marketing to commercial and private bankers to source new opportunities

   

 

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Business Administration, Accounting, Finance, or a related field, or equivalent experience
• 1+ years of related experience in financial services, investment banking, commercial banking, or private equity
• FINRA Series 79, Series 63, and SIE required (or must be obtained within the first 180 days of employment)
• Excellent communication and presentation skills
• Strong work ethic, motivation, and ability to collaborate across teams
• Personal integrity, initiative, and leadership qualities
• Capacity to interact and build relationships with a wide range of people and act as a point of contact

 

 

Preferred Qualifications, Capabilities, and Skills

• Experience working with private equity firms or in a Financial Sponsors, Investment Banking, or Commercial Banking environment
• Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment