Similar Jobs at JPMorganChase
Financial Services
The role involves collaborating with clients to provide growth solutions, including portfolio construction and tax management strategies, while promoting J.P. Morgan's investment solutions.
Top Skills:
Financial TechnologyInvestment SolutionsTax Management Tools
3 Hours Ago
Financial Services
As an Internal Client Advisor Associate, you will help financial advisors navigate capital markets, market investment vehicles, and provide excellent client service.
Financial Services
As an Internal Client Advisor Associate, you will assist financial advisors in capital market complexities, marketing investment products, and offering client support to achieve financial goals.
Top Skills:
EtfsFinancial MarketsInvestment SolutionsMutual FundsTechnology Tools
Job Description
DESCRIPTION:
Duties: Responsible for holistic financial transactions involving preparing client marketing materials, navigating internal underwriting commitments committee and carbon assessments, legal document review, and execution. Making recommendations to clients regarding timing and strategy based on assessing market conditions, corresponding with investors, and facilitating the end-to- end process during execution of transactions. Utilize applications to create content for client marketing materials such as equity market overviews, shareholder analysis, and peer comparisons and benchmarking. Identify bottlenecks in transactions, conflicts of interest, and regulatory roadblocks to streamline the deal process by using databases and coordinating with clients, counsels, and compliance groups. Formulate market views and identify potential client opportunities or challenges by using a database to track global markets, macro trends, and develop analysis of trends and their impacts broadly and to the Energy and Power sectors. This position requires up to 10% domestic travel.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Finance, Accounting, Business Administration, or related field of study plus 6 years of experience in the job offered or as Client Management, Equity Capital Markets Associate/Analyst, Global Corporate Banking Associate/Analyst, Wholesale Credit Associate/Analyst, Commercial Banking Associate/Analyst, or related occupation.
Skills Required: This position requires 5 of years of experience with the following: designing and developing flexible Excel and PPT reports with advanced functionalities including vlookup, index match, and pivots; precedent deals, structures, and outcomes within the Energy and Power sector. This position requires 4 of years of experience with the following: analyzing technical drivers of markets, including equities, by using tools including Bloomberg; advising clients on expected market pricing in the Energy and Power sector; using technical information around the Energy and Power sector and considerations for raising equity capital to advise clients. This position requires 2 of years of experience with the following: executing Energy and Power ECM transactions including both IPOs and follow- on offerings while adhering to legal and regulatory requirements; using Factset and Eikon; using arrays in Excel to develop reports in Excel and PPT; advising clients on market receptivity, timing, and strategies for raising equity capital in the Energy and Power sector. This position requires passage of SIE, Series 79, and Series 63 FINRA licensing exams within 30 days of start.
Job Location: 383 Madison Ave., New York, NY 10179. This position requires up to 10% domestic travel.
Full-Time. Salary: $285,000 - $285,000 per year.
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.
DESCRIPTION:
Duties: Responsible for holistic financial transactions involving preparing client marketing materials, navigating internal underwriting commitments committee and carbon assessments, legal document review, and execution. Making recommendations to clients regarding timing and strategy based on assessing market conditions, corresponding with investors, and facilitating the end-to- end process during execution of transactions. Utilize applications to create content for client marketing materials such as equity market overviews, shareholder analysis, and peer comparisons and benchmarking. Identify bottlenecks in transactions, conflicts of interest, and regulatory roadblocks to streamline the deal process by using databases and coordinating with clients, counsels, and compliance groups. Formulate market views and identify potential client opportunities or challenges by using a database to track global markets, macro trends, and develop analysis of trends and their impacts broadly and to the Energy and Power sectors. This position requires up to 10% domestic travel.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Finance, Accounting, Business Administration, or related field of study plus 6 years of experience in the job offered or as Client Management, Equity Capital Markets Associate/Analyst, Global Corporate Banking Associate/Analyst, Wholesale Credit Associate/Analyst, Commercial Banking Associate/Analyst, or related occupation.
Skills Required: This position requires 5 of years of experience with the following: designing and developing flexible Excel and PPT reports with advanced functionalities including vlookup, index match, and pivots; precedent deals, structures, and outcomes within the Energy and Power sector. This position requires 4 of years of experience with the following: analyzing technical drivers of markets, including equities, by using tools including Bloomberg; advising clients on expected market pricing in the Energy and Power sector; using technical information around the Energy and Power sector and considerations for raising equity capital to advise clients. This position requires 2 of years of experience with the following: executing Energy and Power ECM transactions including both IPOs and follow- on offerings while adhering to legal and regulatory requirements; using Factset and Eikon; using arrays in Excel to develop reports in Excel and PPT; advising clients on market receptivity, timing, and strategies for raising equity capital in the Energy and Power sector. This position requires passage of SIE, Series 79, and Series 63 FINRA licensing exams within 30 days of start.
Job Location: 383 Madison Ave., New York, NY 10179. This position requires up to 10% domestic travel.
Full-Time. Salary: $285,000 - $285,000 per year.
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.
JPMorganChase New York, New York, USA Office
270 Park Avenue, New York, NY, United States, 10017-2014
JPMorganChase New York, New York, USA Office
4 Metrotech Center, New York, NY, United States, 11201
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