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2026 equity research summer analyst new york, ny Jobs in New York

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investment banking analyst

Career Launch AI

<div><h2 class="jobSectionHeader"><b>Investment Banking Analyst (Full-Time / Internship)</b></h2><p><b>
Career Launch AI (Talent Platform &amp; Staffing Partner)</b><br>
<b>Location:</b> New York, NY, United States (Hybrid)<br>
<b>Employment Type:</b> Full-Time or Internship<br>
<b>Experience Level:</b> Entry-Level to Early Career</p><p></p><h2 class="jobSectionHeader"><b>
About Career Launch AI</b></h2><p>
Career Launch AI is a talent platform that connects high-potential candidates with opportunities across investment banking, private equity, venture capital, and high-growth companies. We partner with a network of employers to place candidates into roles aligned with their skills and career goals.</p><p>
By applying, candidates are considered not only for this role, but for <b>120+ active opportunities</b> within our partner network.</p><p></p><h2 class="jobSectionHeader"><b>
Role Overview</b></h2><p>
We are seeking motivated and detail-oriented candidates for an <b>Investment Banking Analyst</b> role within our partner network. This position offers hands-on exposure to financial analysis, deal execution, and client advisory.</p><p>
Candidates will support senior professionals across live transactions, gaining experience in valuation, market research, and investment strategy.</p><p></p><h2 class="jobSectionHeader"><b>
Key Responsibilities</b></h2><ul><li><p>
Build and maintain <b>financial models</b> for valuation and investment analysis</p></li><li><p>
Support <b>deal sourcing and pipeline management</b> to track opportunities</p></li><li><p>
Conduct <b>market research and industry analysis</b> to identify trends</p></li><li><p>
Assist in <b>due diligence processes</b> and transaction execution</p></li><li><p>
Prepare <b>pitch books, presentations, and client materials</b></p></li><li><p>
Analyze financial statements and performance metrics</p></li><li><p>
Collaborate with internal teams and external stakeholders</p></li><li><p>
Track and report on <b>KPIs and deal progress</b></p></li><li><p>
Maintain compliance with relevant financial regulations and internal policies</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Required Qualifications</b></h2><ul><li><p>
Bachelor&rsquo;s degree (or in progress) in Finance, Economics, Business, or related field</p></li><li><p>
Strong understanding of <b>financial modeling, valuation, and accounting principles</b></p></li><li><p>
Proficiency in <b>Excel and PowerPoint</b></p></li><li><p>
Strong analytical and problem-solving skills</p></li><li><p>
Excellent written and verbal communication abilities</p></li><li><p>
Ability to manage multiple priorities in a fast-paced environment</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Preferred Qualifications</b></h2><ul><li><p>
Prior internship or experience in <b>investment banking, consulting, or finance</b></p></li><li><p>
Familiarity with <b>DCF, comparable company analysis, and transaction modeling</b></p></li><li><p>
Experience supporting <b>client-facing presentations</b></p></li><li><p>
Interest in capital markets, M&amp;A, or private investments</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Compensation &amp; Benefits</b></h2><ul><li><p>
Competitive base salary (varies by placement and experience)</p></li><li><p>
Performance-based incentives (where applicable)</p></li><li><p>
Hybrid work flexibility (role-dependent)</p></li><li><p>
Professional development and training opportunities</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Work Environment</b></h2><ul><li><p>
Hybrid work model (New York-based roles may require in-office presence)</p></li><li><p>
Fast-paced, performance-driven environment</p></li><li><p>
Collaborative, team-oriented culture</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Equal Opportunity Statement</b></h2><p>
Career Launch AI and its partner companies are equal opportunity employers. We evaluate all applicants based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, national origin, disability, or any other protected status.</p><p></p><h2 class="jobSectionHeader"><b>
Important Transparency Notice</b></h2><p>
Career Launch AI operates as a <b>staffing and talent placement platform</b>.<br>
By applying, you consent to being considered for this role and other relevant opportunities within our partner network.</p><p></p><h2 class="jobSectionHeader"><b>
How to Apply</b></h2><p>
Submit your application through LinkedIn. Qualified candidates will be contacted regarding next steps, which may include screening and interviews with partner firms.</p>
#Workwolf</div>

Investment Banker

Nomura

<div></div><div><div><div><div><div>Job Code: 11527
</div></div></div></div><div><div><div><div>Country: US
</div></div></div></div><div><div><div><div>City: New York
</div></div></div></div><div><div><div><div>Skill Category: Global Wholesale Strategy
</div></div></div></div><div><div><div><div>Description:
<div><b>Job Title: Analyst, Executive Office, Global Markets and Investment Banking</b></div><br>
<div></div><div>Corporate Title: Analyst</div>
<div>Department: Wholesale</div>
<div>Location: New York</div><br>
<div></div><div>The pay range for this position at commencement of employment is expected to be between $100,000-$135,000</div><br>
<div></div><div><b>Company Overview</b></div><br>
<div></div><div>Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East &amp; West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.</div><br>
<div></div><div>Aon&rsquo;s Benefit Index&reg;, Nomura&rsquo;s benefits rank #1 amongst our competitors</div>
<div><b>Job Description</b></div><br>
<div></div><div>This role operates within the office of the Head of Wholesale to support key initiatives and ensure the smooth running of Nomura's Wholesale Division (encompassing Global Markets and Investment Banking) across businesses and regions in a dynamic market environment.</div><br>
<div></div><div>The Analyst will be an integral member of the Executive Office, serving as a critical coordination point between the Head of Wholesale and various stakeholders. They will partner closely with the Strategy team on firm-wide presentations and deliverables, work with business COOs across the division, and collaborate with corporate functions including Strategy, HR, Finance, Technology, Risk, Legal &amp; Compliance, and Corporate Communications.</div><br>
<div></div><div>The role holder will directly support the Head of Wholesale across a broad range of responsibilities, including coordinating strategic communications, managing executive meetings and committees, supporting client engagement initiatives, and helping facilitate division-wide priorities. This position offers unique exposure to senior leadership and requires exceptional organizational skills, strong attention to detail, and the ability to maintain discretion while managing multiple competing priorities in a fast-paced environment.</div><br>
<div></div><div><b>Role and Responsibilities:</b></div><br>
<div></div><ul><li><b>Executive meetings:</b> Orchestrate executive committees and management offsites including developing meeting agendas, coordinating with senior stakeholders, taking notes and tracking follow-up actions, and working with Events team to plan offsites</li><br>
</ul><div></div><ul><li><b>Employee engagement</b><b>:</b> Drive positive workplace culture by partnering with businesses, HR, and employee groups to organize various events (e.g. networking receptions, lunch and learns, fireside chats), drive employee recognition initiatives, and support talent priorities while serving as a key liaison between senior management and employees</li><br>
</ul><div></div><ul><li><b>Client engagement</b><b>:</b> Partner with Senior Relationship Management team to ensure Head of Wholesale is thoroughly prepared for client meetings, help coordinate necessary follow-ups, plan for important conferences and events, and support client outreach</li><br>
</ul><div></div><ul><li><b>Internal communications</b><b>:</b> Support town halls, draft and review announcements and other written messages, develop talking points for speaking engagements, and generate creative communication strategies to enhance engagement and information flow across the organization, partnering closely with Corporate Communications</li><br>
</ul><div></div><ul><li><b>External communications</b><b>:</b> Coordinate media engagements with Corporate Communications, support development of media talking points and messaging to strengthen the profile of the Wholesale Division, and manage social media presence for division head</li><br>
</ul><div></div><ul><li><b>Firm deliverables</b><b>:</b> Coordinate with Strategy team on developing high-impact presentations for firm management committee, board of directors, regulatory meetings, budget discussions, and firm-wide events, crafting compelling talking points that align with organizational objectives</li><br>
</ul><div></div><div><b>Requirements</b></div>
<ul><li>Bachelor's Degree in any discipline with 1-3 years of experience at a financial services, media, or consulting firm</li>
<li>Excellent organizational and planning skills, with strategic mindset and capacity to anticipate needs</li>
<li>Strong interpersonal skills with demonstrated success communicating effectively and professionally with stakeholders at all levels</li>
<li>Outstanding written and verbal communication skills, with experience in executive communications, presentation development, and messaging</li>
<li>Proven track record of managing multiple competing priorities effectively in a fast-paced environment</li>
<li>Sound judgment and high level of discretion when handling sensitive information</li>
<li>Strategic thinker with collaborative, can-do attitude and desire to be a helpful partner to stakeholders</li>
<li>Proactive and solutions-oriented approach with strong attention to detail</li>
<li>Proficiency in Microsoft Office Suite (particularly PowerPoint, Word, and Excel)</li><br>
</ul><div></div><ul><li>base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience.
</li></ul><div>If hired, employee will be in an &ldquo;at-will position&rdquo; and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors&rdquo;.</div>
<div><i>Nomura is an Equal Opportunity Employer</i></div><br>
</div></div></div></div><p><br>
<b>Nearest Major Market: </b>Manhattan
<br>
<b>Nearest Secondary Market: </b>New York City</p></div>

Analyst/Associate, Executive Office, Global Markets & Investment Banking

Rockefeller Capital Management

<div>About Rockefeller Capital Management:
<div>
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.</div>
Position:
<div>
Rockefeller Capital Management is seeking a motivated individual with a proven track record as an investment banking Associate to join the Investment Banking team, where the Associate will have the opportunity to work on a variety of assignments, including: sell-side and buy-side M&amp;A transactions; direct investments and co-investments; capital-raising (debt and equity); special committee engagements; divestitures and spin-off engagements; and, more broadly, evaluation of strategic alternatives.</div>
Responsibilities:
<div>
The Associate will be an ambitious self-starter with a proven record of creative and resourceful problem solving. The candidate will be interested in continuing a career in investment banking and eager to learn. We are seeking an academically and professionally accomplished Associate with the ability to multitask. This position comes with challenging work and a demanding environment in a rapidly growing firm.</div><div></div><div><br>
This role offers high-impact work across the full deal lifecycle in a fast-growing platform with significant client exposure and direct senior-team interaction.</div><div></div><div><br>
Associate work will include:</div><ul><li>
Performing financial analysis and financial modeling, utilizing various valuation techniques</li><li>
Drafting of materials for client meetings</li><li>
Preparation of memoranda for internal and external use</li><li>
Conducting financial and other business-related research</li><li>
Coordinating complex and often time-sensitive processes</li><li>
Active involvement in client-facing situations</li><li>
Deal execution logistics</li><li>
Participation in talent development efforts, including recruiting and training</li></ul>
Qualifications:
<ul><li>3+ years of experience as an investment banking Analyst or Associate</li><li>
Bachelor&rsquo;s degree in finance, accounting, or related field</li><li>
Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases (FactSet, PitchBook, Refinitiv)</li></ul>
Skills:
<ul><li>Excellent verbal and written communication skills</li><li>
Strong grasp of corporate finance and financial accounting</li><li>
High attention to detail and commitment to deliver high quality work product consistently</li><li>
Strong analytical and quantitative skills</li><li>
Able to work accurately under stress and pressure to meet competing deadlines</li><li>
Excellent time-management skills</li><li>
Ability to work well independently and as part of a team</li><li>
Assertiveness, initiative, strong work ethic, team focus</li><li>
Demonstrated and proven results</li><li>
Experience with valuation, modeling and forecasting</li><li>
Creative problem solver who thrives when presented with a challenge</li><li>
Persuasive and goal-oriented</li><li>
Possesses a professional and friendly demeanor</li><li>
Extremely reliable character with a demonstrated ability to handle sensitive information with discretion</li></ul>
Compensation Range:
<div>
The anticipated base salary range for this role is $175,000 to $200,000. Base salary for the role will depend on several factors, including a candidate&rsquo;s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
</div>Disclosure:
<div>
Rockefeller &amp; Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, &ldquo;Rockefeller&rdquo;) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (&ldquo;protected characteristics&rdquo;).</div><div></div><div><br>
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.</div></div>

Investment Banking Associate I

Newmark

<div>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 The
 <strong>
  Newmark Debt, Equity &amp; Structured Finance
 </strong>
 team is looking to bring on an Analyst to join the New York office with a primary focus on hospitality transactions. The group is comprised of a deep team of real estate investment banking professionals from various real estate equity and finance backgrounds. The Analyst will be joining the preeminent team in the market that has executed over $180 billion of transactions since 2019, including more than $21 billion of hotel transactions.
 <br/>
 <br/>
 The Debt &amp; Structured Finance team is focused on the placement of debt and equity capital for commercial real estate investors. While the broader team executes transactions across all property types, including office, retail, industrial, data centers, and alternative assets throughout North America, the Analyst will primarily support the team&rsquo;s hospitality practice, which advises on hotel property and portfolio/platform level transactions. Analysts are involved in every stage of a transaction including underwriting, market research, property tours, preparation of pitch materials and offering memoranda, marketing of transactions, term sheet negotiations, closings, and client meetings and events. The position will be based in-office and work in a high-energy and fast-paced environment.
 <br/>
 <br/>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 <strong>
  Primary Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Prepare pitch materials and offering memoranda for commercial real estate transactions, including research, financial modeling, and writing transaction narratives.
  </li>
  <li>
   Responsible for complex financial modeling of property level cash flows and debt/equity structures utilizing market information, appraisals, and comparable data to quickly and accurately underwrite a variety of transactions.
  </li>
  <li>
   Must review and understand relevant documents (financial statements, loan documents, joint venture agreements, appraisals, etc.) to quickly identify relevant information.
  </li>
  <li>
   Network within the industry through meetings, events and involvement in real estate trade organizations.
  </li>
  <li>
   Participate in weekly pipeline meetings to discuss deal flow, deal status, market conditions and review new client leads.
  </li>
  <li>
   Track and maintain database of transaction executions and help identify new business opportunities.
  </li>
  <li>
   Other duties as assigned.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <strong>
  Experience Required
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   0-2 years of hospitality real estate experience (capital markets, acquisitions, development, asset management) in an analytically rigorous environment. Real estate investment banking or commercial real estate lending/investing experience is preferred.
  </li>
  <li>
   Hospitality finance background (including specific experience with hotel P&amp;L&rsquo;s and STR reports) and good understanding of appraisal and valuation principles.
  </li>
  <li>
   Self-motivated, team oriented , and strong time management skills to prioritize tight deadlines.
  </li>
  <li>
   Strong research, analytical, and problem-solving skills. Ability to analyze qualitative and quantitative information.
  </li>
  <li>
   Ability to be proactive, anticipate demands and accomplish tasks with minimal direction and oversight.
  </li>
  <li>
   Exceptional organizational, interpersonal, quantitative, writing and communication skills; able to interface with clients including their top-level executives.
  </li>
  <li>
   Strong writing skills with ability to communicate analytical and marketing data effectively.
  </li>
  <li>
   Ability to work independently while being a team player.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Education
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s Degree in Hospitality Management , Real Estate, Finance, Accounting, Economics or related discipline or an equivalent combination of education and experience.
  </li>
  <li>
   Candidates from a hotel or hospitality program a plus .
  </li>
  <li>
   Proficiency in Outlook, Excel, Word and PowerPoint.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Salary Range Language
  <br/>
  <br/>
 </strong>
 The expected base salary for this position ranges from $145,000 to $150,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement plan with employer matching), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
 <br/>
 <br/>
 <strong>
  Working Conditions:
 </strong>
 Normal working conditions with the absence of disagreeable elements.
 <br/>
 <br/>
 <strong>
  Note:
 </strong>
 The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
 <br/>
 <br/>
 Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
</div>


Analyst

Barclays

<div><div><p>Date live: 06/23/2026</p>
 <p>Business Area: International Corporate Banking</p>
 <p>Area of Expertise: Relationship Management</p>
 <p>Contract: Permanent</p>
 <p>Reference Code: JR-0000105867</p>
 <p>Salary / Rate <b>$ 75,000.00 - $ 125,000.00</b></p></div></div>
<br><div><p>Join Barclays as a Banks &amp; Affiliates Financial Institutions Group, Analyst, where you will support the coverage, origination, and execution of transactions involving banks, non-bank financial institutions, and affiliated entities. Your role focuses on financial evaluation, client support, and strategic advisory across a broad range of financial institutions. You will also guide and develop relationships with clients, ensuring high-quality service and identifying opportunities to deepen engagement. Provide banking solutions to HR and corporate clients, including support for payroll, employee banking, and related financial services. Assess and manage financial and operational risks, ensuring compliance with internal policies and regulatory requirements. Conduct evaluation of payment flows and transactions, identifying trends, inefficiencies, and opportunities for optimization.</p>
<p></p><p>To be successful as a Banks &amp; Affiliates Financial Institutions Group, Analyst, you should have experience with:</p>
<p></p><ul><li><p>Advanced proficiency in Microsoft Excel, including highly detailed formulas, pivot tables</p>
</li><li><p>Excellent presentation skills</p>
</li><li><p>Project management skills, with experience coordinating tasks, meeting deadlines, and delivering results in fast-paced environments</p>
</li><li><p>Knowledge of Anti-Money Laundering (AML) and Economic Crime frameworks, including monitoring, risk assessment, and compliance procedures</p>
</li></ul><p></p><p>Some other highly valued skills may include:</p>
<p></p><ul><li><p>Excellent interpersonal and verbal communication skills, with the ability to engage effectively across diverse audiences</p>
</li><li><p>Demonstrated interest in relationship management, building and maintaining connections with stakeholders at multiple levels</p>
</li><li><p>Effective problem-solving abilities</p>
</li></ul><p></p><p>You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.</p>
<p>This role is located in New, NY.</p>
<p></p><p>This role is regulated by FINRA.</p>
<p></p><p>Minimum Salary: $75,000</p>
<p>Maximum Salary: $125,000</p>
<p></p><p>The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any other type of compensation or benefits that may be available.</p>
<p><b>Purpose of the role</b></p>
<p>To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.</p>
<p></p><p><b>Accountabilities</b></p>
<ul><li>Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.</li>
<li>Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.</li>
<li>Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.</li>
<li>Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.</li>
<li>Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.</li>
<li>Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.</li>
<li>Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.</li>
<li>Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.</li>
</ul><p></p><p><b>Analyst Expectations</b></p>
<ul><li>To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.</li>
<li>Requires in-depth technical knowledge and experience in their assigned area of expertise</li>
<li>Thorough understanding of the underlying principles and concepts within the area of expertise</li>
<li>They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.</li>
<li>If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others.</li>
<li>OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.</li>
<li>Will have an impact on the work of related teams within the area.</li>
<li>Partner with other functions and business areas.</li>
<li>Takes responsibility for end results of a team&rsquo;s operational processing and activities.</li>
<li>Escalate breaches of policies / procedure appropriately.</li>
<li>Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.</li>
<li>Advise and influence decision making within own area of expertise.</li>
<li>Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.</li>
<li>Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.</li>
<li>Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.</li>
<li>Make evaluative judgements based on the analysis of factual information, paying attention to detail.</li>
<li>Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.</li>
<li>Guide and persuade team members and communicate complex / sensitive information.</li>
<li>Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.</li>
</ul><p></p><p>All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</p></div>

Banks & Affiliates Financial Institutions Group, Analyst

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Private Capital Solutions team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.</p><p>
</p><p><b>Job Responsibilities:</b></p><ul><li>
Serve as the primary day-to-day client point of contact and lead banker on private capital market deals.</li><li>
Review and coordinate the analytic work of junior bankers to advance the marketing and execution process.</li><li>
Refine marketing and execution materials to maximize client impact and engagement.</li><li>
Oversee the creation of financial projection models tailored to private capital market transactions.</li><li>
Identify and manage all risks associated with deals, ensuring compliance and strategic alignment.</li><li>
Liaise with internal and external parties, including lawyers, accountants, and counterparties, to facilitate successful transactions.</li><li>
Lead client negotiations, Q&amp;A processes, and management interviews, ensuring alignment with client objectives.</li></ul><p>
</p><p><b>Required Qualifications, Capabilities, and Skills:</b></p><ul><li>
Prior work experience in an investment banking front office role, with a focus on private capital markets.</li><li>
Proven experience in training and mentoring junior bankers.</li><li>
Exceptional written and verbal communication skills, with the ability to communicate concepts and ideas concisely and defend their validity.</li><li>
Strong quantitative and analytical skills, including proficiency in Excel modeling and valuation work.</li><li>
Ability to work well under pressure and meet tight deadlines, with the aptitude to synthesize large amounts of information and develop innovative solutions.</li><li>
Adaptability and the ability to manage projects independently, assuming a high level of responsibility as a team member.</li><li>
Professional and mature interaction with clients, fostering strong relationships and trust.</li><li>
Excellent understanding of financial, legal, and reputational risks facing large integrated investment banks in today's environment.</li></ul>
<b>ABOUT US</b><br>
<br>
<br>
<div><div>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.
</div><p></p><div><p>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.
</p><div><p>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.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b>
<br>
<br>
J.P. Morgan's Commercial &amp; 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 &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Investment Banking - Private Capital Solutions - Associate

<div><b>JOB DESCRIPTION</b><br>
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<p>As a Vice President in Equity Research covering SMid Technology, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector. You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.</p><p>
Job Responsibilities:
</p><ul><li>Build and maintain Excel-based models to forecast company financials and project industry dynamics</li><li>
Perform detailed valuation work to support stock recommendations</li><li>
Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage</li><li>
Write research notes on covered companies and sector reports and prepare presentations</li><li>
Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
</li><li>Fulfill client requests in a timely and thorough manner</li><li>
Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product</li></ul><p>
</p><p>Required Qualifications, Capabilities and Skills:</p><ul><li>
FINRA licenses Series 86 and Series 87</li><li>
Three to four years of experience in equity research and/or investment banking</li><li>
Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience</li><li>
Advanced level of proficiency in Excel</li><li>
Ability to multi-task and collaborate within a team environment as well as work independently
</li><li>High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment</li><li>
Passion for the markets and interest in the SMid Technology sector</li></ul><p>
</p><p>Preferred Qualifications, Capabilities and Skills:</p><ul><li>
CFA charterholder or progress towards CFA</li><li>
Some coding capabilities &ndash; e.g., VBA, Python</li></ul>
<b>ABOUT US</b><br>
<br>
<br>
<div><div>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.
</div><p></p><div><p>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.
</p><div><p>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.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b>
<br>
<br>
J.P. Morgan's Commercial &amp; 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 &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

US Equity Research - SMid Technology - Vice President

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