Private Capital Advisory

Job Description

Investment Banking – M&A Private Capital Advisory – Analyst | JPMorganChase

The Tone:
This is an Analyst role at JPMorganChase, one of the oldest financial institutions and a global leader across banking, markets, securities services, and payments. JPMorganChase offers innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients. This role is crucial for supporting clients in raising non-control private capital through bespoke M&A-style processes, serving as an alternative to public markets for various corporate purposes. It enables clients to secure solutions-focused capital and form long-term partnerships with a diverse universe of private investors.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person

• Team: Private Capital Advisory sits within the M&A group and is part of the global Private Capital Advisory & Solutions team.
• Mission: Assist clients in raising non-control private capital for purposes like M&A, growth, shareholder monetizations, and refinancings through bespoke M&A-style processes.

What You’ll Actually Do
• Transaction Structuring: Work with clients and industry coverage teams to analyze the optimal transaction structure and financial modeling for potential deals.
• Investor Engagement: Analyze the most suitable investor universe for each transaction and speak to investors as part of outreach, for bilateral partnerships, or for broader partner identification, maintaining ongoing dialogue.
• Marketing Material Support: Support the preparation of transaction marketing and process materials, including term sheets.
• Execution Management: Drive day-to-day transaction execution from launch through signing, coordinating investor outreach, diligence processes, management interactions, internal workstreams, and overall transaction management.
• Proposal Analysis & Negotiation: Analyze proposals received from investors, including comparison of key terms, oversee financial modeling to analyze returns under different structures, and support the final negotiations for transactions.

The Must-Haves
• Background: An Analyst with a keen interest in private capital markets, minority M&A, structured transactions, and understanding how minority transactions work, including shareholder and governance agreements.
• Experience: 1-2 years of full-time investment banking experience, specifically in M&A or coverage groups with strong M&A execution.
• Skills: Strong modeling/technical ability and overall corporate finance proficiency, an understanding of capital structures and investor returns modeling, ability to engage in client and investor communications, capacity to take ownership across a transaction, and capability to show initiative and support across several parallel transactions while managing time appropriately.
• Bonus: Prior experience in M&A or capital raising across equity and/or debt/leveraged finance.