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investment banking associate

Piper Sandler

<div>Job Description:
At Piper Sandler, we connect capital with opportunity to build a better future.
We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
We are currently looking for an Investment Banking Associate to join our Healthcare Medtech team in Minneapolis, MN or New York, NY. Learn more about the team here.
Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics:<ul><li>
Bachelor&rsquo;s degree in finance, business, economics, or other related degrees</li><li>
Minimum of 2 years investment banking experience at the associate level; prior Medtech sector experience required</li><li>
Previous experience executing sell-side M&amp;A transactions</li><li>
Excellent written and verbal communication skills, including ability to develop internal and external relationships</li><li>
Strong knowledge of accounting and financial modeling</li><li>
Highly motivated, team player with strong attention to detail and an ability to learn in a fast-paced environment</li></ul>
As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.
Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate &amp; venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials &amp; services, energy &amp; power, financial services, healthcare and technology. Learn more about our investment banking team here.
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee&rsquo;s health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.
The anticipated starting salary range for individuals expressing interest in this position is $200,000 - $225,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
#LI-BSL1</div>

Investment Banking Associate – Healthcare Medtech

Guggenheim Partners

<div>Job Description:
Position Summary
Guggenheim Securities (&ldquo;GS&rdquo;) is seeking an exceptional Senior Associate or Junior Vice President to join its Power, Utilities and Renewables Investment Banking team in New York. The team engages in M&amp;A and capital raising assignments for companies in a wide range of traditional and new energy-related sectors, including solar, wind, battery storage, conventional generation, regulated utilities (power, gas and water), advanced nuclear technology, and energy efficiency and services. Our Senior Associates and Junior Vice Presidents play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond.
GS offers an unparalleled opportunity to work as part of small client teams on major strategic and financing assignments, providing meaningful exposure to senior bankers and client representatives. Candidates should be top performers who are willing to work hard in an unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.
Essential Job Functions<ul><li>
Develop and oversee financial and accounting analyses and help identify, research, and analyze M&amp;A and financing opportunities.</li><li>
Lead day-to-day project management and oversee execution on a range of advisory and financing transactions.</li><li>
Develop and monitor the development of complex financial models for a broad range of corporate finance alternatives.</li><li>
Perform financial and valuation analysis using both industry standard and proprietary models and accurately reflecting differences between various accounting standard.</li><li>
Research company information and industry trends.</li><li>
Perform client due diligence.</li><li>
Prepare information memoranda and other transaction-related documentation.</li><li>
Prepare and contribute to delivery of client presentations and interact with senior bankers, clients, lawyers, and accountants.</li><li>
Manage and develop analysts and junior associates.</li><li>
Manage interactions with clients, lawyers, accountants, and various other transaction-related consultants.</li></ul>
Preferred Qualifications<ul><li>
Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management.</li><li>
Highly organized, with the initiative and ability to work with limited supervision.</li><li>
Deeply analytical and attentive to detail.</li><li>
Strong written and verbal communication skills.</li><li>
Effective process management abilities.</li></ul>
Basic Qualifications<ul><li>
Undergraduate degree in finance, economics, or a related field.</li><li>
4-7 years of experience in investment banking (preferably in a M&amp;A or corporate finance setting) or an MBA with 2 &ndash; 4 years of experience in IB.</li><li>
Extensive modeling and valuation experience.</li></ul>
Location<ul><li>
Currently, this role is expected to be in the New York office at least 4 days a week.</li></ul>
Salary<ul><li>
Annual base salary is between $200,000 &ndash; $250,000.</li><li>
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.</li></ul>
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at GSLateralRecruiting@guggenheimpartners.com or 212.518.9200.
Guggenheim Securities, LLC (&ldquo;GS&rdquo;) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.</div>

Investment Banking Senior Associate / Junior Vice President – Power, Utilities & Renewables

Jefferies

<div>
 
 Job Description
 
 
 
 Jefferies Group LLC, the largest independent, global, full-service investment banking and capital markets firm headquartered in the U.S. focused on serving clients for 60 years, is a leader in providing insight, expertise and execution to investors, companies and governments. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Jefferies Group LLC is a wholly owned subsidiary of Jefferies Financial Group Inc. (NYSE: JEF), a diversified financial services company.
 
 
 
 Position Summary
 
 
 
 Jefferies is seeking an Equity Research Associate for its Energy Equity Research team which covers ~40 stocks. In this role, the associate will have the opportunity to analyze industry macro trends and company financials under the direction of senior members of the team. In particular, the associate will work closely with senior team members on Jefferies&rsquo; refining equity research coverage. The associate will be responsible for managing industry databases, updating presentations, and maintaining financial models as well as contributing to our flagship North American Energy Weekly report. In addition, the associate will manage updating the Jefferies refining price deck and refining weekly report. The associate will also work closely with the team to support producing reports, including earnings reports, company notes, monthly/weekly publications and initiation reports. Over time, the associate will also be responsible for communicating recommendations to sales, trading and clients.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Responsible for associate-level coverage of an array of energy stocks with a focus on US refiners
 </li>
 <li>
 Build and maintain detailed company models and industry databases, including the Jefferies refining price deck
 </li>
 <li>
 Work on recurring energy reports including our flagship North American Energy Weekly report and Refining Weekly report
 </li>
 <li>
 Write first look notes, contribute to longer thematic reports, and company initiations
 </li>
 <li>
 Field questions and communicate with sales and/or clients
 </li>
 <li>
 Maintain relationships with company IR teams.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 Strong academic background, with a focus on accounting, finance, or economics with Bachelor's Degree
 </li>
 <li>
 1 -2 years experience of financial services experience with a preference for research experience
 </li>
 <li>
 Experience in oil &amp; gas (especially refining) is advantageous
 </li>
 <li>
 Advanced excel &amp; modelling skills are critical
 </li>
 <li>
 Experienced using FactSet and/or Bloomberg
 </li>
 <li>
 Ability to multi-task with strong attention to detail
 </li>
 <li>
 Demonstrated ability to work in a time sensitive environment
 </li>
 <li>
 Ability to work effectively in a team
 </li>
 <li>
 Excellent written and verbal communication skills
 </li>
 <li>
 CFA or progression towards CFA preferred
 
 
 </li>
 </ul>
 FINRA Series 63, 86 and 87 highly preferred (required within 5 months of hire)
 
 
 Primary Location Full Time Salary Range of $100,000 - $120,000.
 
 
 
 About Us
 
 
 
 Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
 
 
 At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
 
 
 Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
 
 
 The salary offered will take into consideration an individual&rsquo;s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
</div>

Equity Research Associate - Energy

JPMorganChase

<div>
 
 Job Description
 
 
 
 We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Financial Institutions Group (FIG) team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
 
 
 
 Job Summary
 
 
 
 As an Analyst in the Financial Institutions Group (FIG) team in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&amp;A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you&rsquo;ll become part of our inclusive teams and culture, unified by the firm&rsquo;s mission and commitment to success.
 
 
 
 Job Responsibilities
 
 
 
 <ul>
 <li>
 Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
 </li>
 <li>
 Working with J.P. Morgan product and sector teams
 </li>
 <li>
 Building and using complex financial models, completing valuation and analytical exercises
 </li>
 <li>
 Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&amp;A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics
 
 
 </li>
 </ul>
 
 Required Qualifications, Capabilities, And Skills
 
 
 
 <ul>
 <li>
 1 year work experience in an investment banking front office, or related, role.
 </li>
 <li>
 Strong accounting, finance, quantitative and business writing skills.
 </li>
 <li>
 Bachelor's Degree in Finance, Accounting, or related field.
 </li>
 <li>
 Understanding of the transaction cycle and the steps in the process and is execution oriented.
 </li>
 <li>
 Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
 
 
 </li>
 </ul>
 
 ABOUT US
 
 
 
 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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&rsquo; and employees&rsquo; 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 &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans
 
 
 
 About The Team
 
 
 
 J.P. Morgan&rsquo;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 - Financial Institutions Group - Analyst

BlackRock

<div>
 
 About This Role
 
 
 
 Investment Professional, Event Driven - Associate
 
 
 BlackRock&rsquo;s Event Driven team manages a suite of event driven funds for both institutional and retail clients. The team manages three funds: a Cayman Hedge Fund, a UCITS fund, and a 1940 Act mutual fund. The strategy focuses on catalyst driven situations, including announced mergers and acquisitions, spin/split offs, management changes, financial/strategic restructurings, synergistic acquisitions, and collaborative activism. The Fund will invest across the capital structure allowing the team to generate alpha by implementing best ideas within a flexible risk-aware framework.
 
 
 The Event Driven team is seeking an Associate to support the team&rsquo;s research and investment process.
 
 
 
 Responsibilities
 
 
 
 Job Responsibilities and Qualifications include:
 
 
 <ul>
 <li>
 Perform deep modeling, fundamental analysis and research for event-driven investments
 </li>
 <li>
 Conduct due diligence into and monitoring of new investments and existing positions
 </li>
 <li>
 Interact with company management teams via meetings, calls and conferences
 </li>
 <li>
 Synthesize and communicate analysis, conclusions and recommendations
 </li>
 <li>
 Otherwise assist the team to best leverage overall return on time
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 High performer with 3 to 5 years investment banking and/or buyside experience
 </li>
 <li>
 Strong financial modeling, analytical and research skills and written/verbal communication
 </li>
 <li>
 Strong work ethic, self-starter, intellectually curious, organized and clear thinker
 </li>
 <li>
 Ability to manage multiple projects/tasks in a constantly changing market environment
 </li>
 <li>
 Team player, willing to help and learn from others in a collaborative and flat organization
 
 
 </li>
 </ul>
 For New York, NY Only the salary range for this position is USD$132,500.00 - USD$162,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
 
 
 
 Our Benefits
 
 
 
 To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
 
 
 
 Our hybrid work model
 
 
 
 BlackRock&rsquo;s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person &ndash; aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
 
 
 
 About BlackRock
 
 
 
 At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children&rsquo;s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
 
 
 This mission would not be possible without our smartest investment &ndash; the one we make in our employees. It&rsquo;s why we&rsquo;re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
 
 
 For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
 
 
 BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law.
 
 View the
 
 
 EEOC&rsquo;s Know Your Rights poster and its supplement
 
 
 and the
 
 
 pay transparency statement.
 
 
 
 BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our
 
 privacy policy
 
 .
 
 
 BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
</div>

Investment Associate, Event Driven

Lazard

<div>
 
 Job Description
 
 
 
 Lazard is one of the world&rsquo;s preeminent financial advisory and asset management firms.
 
 Our people and culture make the difference
 
 . While global in presence and reach, ours is a close, collaborativecommunity of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward &mdash; and for careers to take flight.
 
 
 Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world&rsquo;s largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network.
 
 
 We are looking for an Associate to join the Healthcare Group. Healthcare bankers work on a variety of strategic transactions for leading and emerging healthcare services, biopharma and medtech companies. The New York-based team is a key part of Lazard&rsquo;s global healthcare practice and leads the coverage and execution of transactions for companies across the U.S. This role is available in New York or Chicago.
 
 
 
 We&rsquo;ll Trust You To
 
 
 
 <ul>
 <li>
 Perform a variety of financial analyses and create complex models
 </li>
 <li>
 Prepare and create client presentations and meeting materials
 </li>
 <li>
 Interact with client senior executives
 </li>
 <li>
 Manage deal processes
 </li>
 <li>
 Conduct research on relevant companies / sectors
 </li>
 <li>
 Provide guidance to teammates at the Analyst level
 
 
 </li>
 </ul>
 
 You&rsquo;ll Need To Have
 
 
 
 <ul>
 <li>
 At least two years of investment banking experience (strong preference for those with M&amp;A deal experience), financial consulting, or other meaningful healthcare M&amp;A experience
 </li>
 <li>
 Strong financial modeling skills and quantitative background coupled with meticulous attention to detail
 </li>
 <li>
 Excellent verbal/written communication skills with ability to manage a variety of transactions and projects simultaneously
 </li>
 <li>
 Demonstrated team player attitude and leadership qualities with a strong motivation to contribute to a positive team culture
 </li>
 <li>
 Top academic performance with comfort operating in an unstructured environment which values initiative, creativity, maturity, and poise
 </li>
 <li>
 Bachelor&rsquo;s degree required
 
 
 </li>
 </ul>
 
 What We Offer
 
 
 
 We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.
 
 
 We expect the base salary range for this role to be approximately $185,000 - $250,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant&rsquo;s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. Base salary is one component of Lazard Financial Advisory&rsquo;s compensation package, which also includes comprehensive benefits and may include incentive compensation.
 
 
 
 Does this sound like you?
 
 
 
 Apply! We&rsquo;ll get in touch on the next steps
 
 .
 
 
 
 
 Representation at Lazard
 
 
 
 Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.
 
 
 Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.
 
 
</div>

Associate - Healthcare

<div>JOB DESCRIPTION<div> 
</div><div>Leverage your developing treasury and payments expertise to help reshape how clients experience our products and elevate every client interaction.
</div><div></div><div>As an Associate in the Global Advisory team within J.P.Morgan Payments, you will support client-facing coverage teams by providing Treasury and Finance insights, helping to prepare analyses, materials, and coordination needed to advise and solution for large and strategic clients across industries in North America. You will partner closely with Advisory, Sales, Product, and Marketing to improve client engagement, support pipeline growth, and scale best practices across the region.</div><h3 class="jobSectionHeader">
Job responsibilities</h3><ul><li>
Support Global industry and client-facing teams in developing and delivering treasury best practices, industry trends, benchmarking, and compelling market analysis aligned with client priorities</li><li>
Assist in solutioning by leveraging J.P.Morgan product offerings (cash management, liquidity, FX, merchant acquiring, trade and working capital solutions) to support client proposals and engagement plans</li><li>
Prepare for and contribute to treasury whiteboarding sessions (e.g., current-state discovery, operating model mapping, opportunity sizing), documenting insights and recommended next steps</li><li>
Research and synthesize industry trends and client ecosystem dynamics (including evolving business operating models) to help define/refine payments &amp; treasury solution strategy and engagement approach</li><li>
Coordinate with local partners across Advisory, Product, Marketing, Legal/Compliance and Sales to ensure alignment on client needs, solution positioning, and market intelligence; facilitate regular touchpoints and feedback loops</li><li>
Collaborate with sales coverage to tailor centrally-produced materials to client priorities and competitive dynamics; ensure final content is appropriately messaged, controlled, and archived per team process</li><li>
Manage scorecard and deal tracking follow-ups: ensure Advisory is included in key commercial reporting and track action items to drive accountability and momentum</li><li>
Support, organize and execute client-facing events (roundtables, webinars, workshops) to drive engagement and showcase J.P.Morgan thought leadership</li><li>
Support systematic reviews by gathering feedback, analyzing outcomes, and translating findings into actionable insights to improve future sales motions</li><li>
Assist with delivering enablement sessions and workshops to upskill sales/coverage teams on Advisory materials, industry insights, and best practices
</li><li>Manage risk with compliance, and adherence to relevant policies and procedures in all client activities and materials</li></ul><h3 class="jobSectionHeader">
Required qualifications, capabilities, and skills</h3><ul><li>
Experience in payments, treasury, finance, consulting, or a related corporate function; demonstrated interest in treasury transformation and client problem-solving
</li><li>Ability to learn and apply concepts relevant to treasury (cash/liquidity, trade/working capital, cross-border payments, merchant acquiring, pay-ins/pay-outs, FX, channels)</li><li>
Strong analytical and research skills, with the ability to structure ambiguity and translate findings into clear client-ready outputs</li><li>
Strong project management, organization, and follow-through; comfort operating across multiple stakeholders and deadlines</li><li>
Excellent verbal and written communication skills; strong collaboration and relationship-building across teams and geographies</li><li>
Client-centric mindset, strong business acumen, and a high attention to detail</li><li>
Demonstrated integrity and sound judgment with a focus on risk and controls</li></ul>
Preferred qualifications, capabilities, and skills<ul><li>
Working knowledge of the payments landscape and banking infrastructure; familiarity with corporate treasury technology platforms (e.g., TMS, ERPs), data visualization tools and emerging payment rails
</li></ul>ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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><div>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.
<div>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&rsquo; and employees&rsquo; 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 &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;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>

Global Payments Advisory Associate

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