2,726 Investment Banking jobs in the United States
Investment Banking Associate - Debt Capital Markets
Posted 17 days ago
Job Viewed
Job Description
**Responsibilities** :
+ Assist in the execution of investment banking transactions originated by desk: direct involvement in tasks pertaining to pitching, documentation, marketing, pricing, and settlement of trades;
+ Actively contribute to deal team on a day-to-day basis, via working with partnering investment banks, outside legal counsel, auditors, and ultimately clients;
+ Monitor general market conditions, follow key economic and regional and geopolitical developments and primary market activity, in order to provide clients with market updates and thoughtful financing proposals and strategies matching their capital markets needs
+ Work closely with Citi's syndicate desk on the development of marketing strategies through analysis of investor feedback and market conditions;
+ Analyze clients' operations and credit metrics to assess financing options and develop investor marketing materials;
+ Leverage past investment banking or related experience to enhance DCM execution and capital raising capabilities;
+ Manage and mentor analysts by providing detailed guidance and feedback, managing information flow, and providing credit and exposure information to analyst, as appropriate;
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications** :
+ 4-7 years of relevant experience
+ Degree in Finance or closely related areas of Business Administration
+ Experience in evaluating corporate transactions and structures
+ Experience creating financial analyses
+ Demonstrated problem solving and organizational skills
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Experience assisting with client development
+ Ability to work with teams and track business development (collect research, analyze industry trends)
+ Proven experience working on high-paced environments, including management of simultaneous assignments
+ Proficiency in Spanish and/or Portuguese preferred
+ Series 7, 79 and 63 preferred
**Education** :
+ Bachelor's degree/University degree or equivalent experience
+ MBA or master's degree in business or related disciplines preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Primary Location:**
New York New York United States
---
**Primary Location Full Time Salary Range:**
$175,000.00 - $225,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Aug 04, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Investment Banking - Private Capital Markets - Vice President

Posted 4 days ago
Job Viewed
Job Description
**Job Summary:**
We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Private Capital Markets team. This role offers an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. As a Vice President, you will leverage your expertise to develop strong relationships with corporate and financial institution clients, working across a diverse range of products and transactions.
**Job Responsibilities:**
+ Serve as the primary day-to-day client point of contact and lead banker on private capital market deals.
+ Review and coordinate the analytic work of junior bankers to advance the marketing and execution process.
+ Refine marketing and execution materials to maximize client impact and engagement.
+ Oversee the creation of financial projection models tailored to private capital market transactions.
+ Identify and manage all risks associated with deals, ensuring compliance and strategic alignment.
+ Liaise with internal and external parties, including lawyers, accountants, and counterparties, to facilitate successful transactions.
+ Lead client negotiations, Q&A processes, and management interviews, ensuring alignment with client objectives.
**Required Qualifications, Capabilities, and Skills:**
+ Prior work experience in an investment banking front office role, with a focus on private capital markets.
+ Proven experience in training and mentoring junior bankers.
+ Exceptional written and verbal communication skills, with the ability to communicate concepts and ideas concisely and defend their validity.
+ Strong quantitative and analytical skills, including proficiency in Excel modeling and valuation work.
+ Ability to work well under pressure and meet tight deadlines, with the aptitude to synthesize large amounts of information and develop innovative solutions.
+ Adaptability and the ability to manage projects independently, assuming a high level of responsibility as a team member.
+ Professional and mature interaction with clients, fostering strong relationships and trust.
+ Excellent understanding of financial, legal, and reputational risks facing large integrated investment banks in today's environment.
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
**Base Pay/Salary**
San Francisco,CA $200,000.00 - $275,000.00 / year
Investment Banking Sr Analyst - Equity Capital Markets

Posted 1 day ago
Job Viewed
Job Description
**Responsibilities:**
+ Work with senior Equity Capital Markets (ECM) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking team
+ Work directly with internal partners (Corporate & Investment banking, Risk, Legal, Operations) as well as external partners (Clients, Investors, External Counsel) in the coordination and execution of a deal from launch to close
+ Desire and ability to thrive in fast paced, trading floor environment with short deadlines and real-time market interaction
+ Conduct in-depth economic and statistical analysis on market data such as deal volume, pricing and tenor to detect overall market and industry trends to create deliverables and discussion materials for client meetings
+ Structure and pitch equity capital markets alternatives based on in-depth analysis of client's existing financial instruments compared against recent market activity
+ Work closely with institutional investors & equity sales regarding company valuation, deal structure and terms, and other relevant topics
+ Collaborate with investment banking teams, equity traders, and equity sales personnel in targeting key investors, obtaining investor feedback, identifying appropriate valuation, and creating allocation strategies
+ Build and maintain relationships with key institutional investors through regular in-person meetings and calls
+ Produce market commentary for distribution to global corporate clients
+ Prepare materials for pitches and live deals
+ Conduct economic/financial research
+ Evaluate company's financial performance compared to overall industry and market trends
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 1-3 years of relevant experience
+ Series 7, 79 and 63 licenses
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work under pressure in a rapidly changing environment in order to meet deadlines
**Education:**
+ Bachelor's degree/University degree
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Primary Location:**
New York New York United States
---
**Primary Location Full Time Salary Range:**
$110,000.00 - $135,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Oct 10, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Investment Banking - TMT Equity Capital Markets - Associate
Posted 15 days ago
Job Viewed
Job Description
**Job Summary**
As an Associate in our Equity Capital Markets ("ECM") team, you will be a key player in driving our platform's growth and execution. You will participate in the "full cycle" of transaction execution including preparing marketing materials, reviewing and formulating financial analyses, presenting both internally and externally to clients, and driving day-to-day transaction execution. You will play a leadership role in the capital markets execution function working alongside J.P. Morgan's Analysts and Associates, as well as senior bankers. You will develop strong functional skills in the major areas of investment banking and capital markets and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class within ECM, working with a broader team of over 100 Analysts and Associates in the region on real-time transactions that may include frequent travel.
**Job Responsibilities**
+ Develop content for strategic meetings with clients regarding ECM and capital markets transactions.
+ Interact with senior team members and client management teams on a daily basis to execute ECM transactions and discuss strategic alternatives.
+ Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses.
+ Defining, guiding and reviewing detailed combination and other financial analyses in the context of pitch situations or M&A transactions.
+ Develop and maintain active dialogue with buyside investor clients.
+ Provide leadership, mentorship, and supervision to Associates and Analysts.
+ Participate in graduate recruiting.
**Required qualifications, capabilities, and skills**
+ Minimum 3 years of work experience in an investment banking or related front office role.
+ Bachelor's degree in Accounting, Economics, Finance and/or related field.
+ Knowledge of the ECM execution function and the next steps / processes to drive transactions forward.
+ Creative capital markets mindset and knowledge to deliver clients with relevant and actionable advice with respect to their capital markets options.
+ Willingness to develop buyside investor relationships.
+ Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business.
+ Self-directed, highly motivated, and able to work independently and accurately across multiple ongoing executions and projects.
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
**Base Pay/Salary**
New York,NY $175,000.00 - $225,000.00 / year
Investment Banking Sr Analyst - Equity Capital Markets

Posted 23 days ago
Job Viewed
Job Description
**Responsibilities:**
+ Work with senior Equity Capital Markets (ECM) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking team
+ Work directly with internal partners (Corporate & Investment banking, Risk, Legal, Operations) as well as external partners (Clients, Investors, External Counsel) in the coordination and execution of a deal from launch to close
+ Desire and ability to thrive in fast paced, trading floor environment with short deadlines and real-time market interaction
+ Conduct in-depth economic and statistical analysis on market data such as deal volume, pricing and tenor to detect overall market and industry trends to create deliverables and discussion materials for client meetings
+ Structure and pitch equity capital markets alternatives based on in-depth analysis of client's existing financial instruments compared against recent market activity
+ Prepare materials for pitches and live deals
+ Conduct economic/financial research
+ Evaluate company's financial performance compared to overall industry and market trends
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 1-3 years of relevant experience
+ Series 7, 79 and 63 licenses
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work under pressure in a rapidly changing environment in order to meet deadlines
**Education:**
+ Bachelor's degree/University degree
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Primary Location:**
New York New York United States
---
**Primary Location Full Time Salary Range:**
$110,000.00 - $135,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Jul 28, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Business Analyst(capital Markets, Investment Banking) (Boston)
Posted 3 days ago
Job Viewed
Job Description
Job Code: BSA-18-0022
Positions: 1
Experience: 2-5 years
Job Type: Full Time
Job Description:The Senior Business Analyst is a member of the Project Management team whose focus is on documenting requirements and workflows for various IT initiatives within Equity and Fixed Income.
Primary Responsibilities:- Analyze and document current state and future state workflows
- Define business requirements and specifications, and recommend best business practices
- Perform detailed data analysis and validation
- Work closely with Internal developers on production issues and enhancement requests
- Assist with preparation, coordination, and execution of User Acceptance Testing
- Design workflows for new data feeds
- Manage and work on multiple projects
- Manage the prioritization, logging and tracking of user related issues, defects, enhancements and work requests
- Act as relationship manager for investment teams on both internal and external investment applications
- Act as technical SME for trade and data workflows
- Adhere to company policies
- Undergraduate degree in finance, technology discipline or equivalent experience
- 5+ years business analysis and/or system development experience
- 5+ years experience in the financial services industry, preferably buy-side
- Excellent verbal and written skills
- Experience with Equity and Fixed Income instruments & derivatives
- Ability to work in a team environment
- Ability to work effectively and efficiently with minimal supervision
- Capable of managing multiple tasks with tight time deadlines
- Possess strong analytical ability and excellent attention to detail
- Strong problem solving and practical decision-making skills
- Maintain a strong commitment to quality
- Strong analytical skills
- CFA and PMP certifications preferred
Investment Banking - TMT Equity Capital Markets - Associate
Posted 9 days ago
Job Viewed
Job Description
Job Summary
As an Associate in our Equity Capital Markets ("ECM") team, you will be a key player in driving our platform's growth and execution. You will participate in the "full cycle" of transaction execution including preparing marketing materials, reviewing and formulating financial analyses, presenting both internally and externally to clients, and driving day-to-day transaction execution. You will play a leadership role in the capital markets execution function working alongside J.P. Morgan's Analysts and Associates, as well as senior bankers. You will develop strong functional skills in the major areas of investment banking and capital markets and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class within ECM, working with a broader team of over 100 Analysts and Associates in the region on real-time transactions that may include frequent travel.
Job Responsibilities
- Develop content for strategic meetings with clients regarding ECM and capital markets transactions.
- Interact with senior team members and client management teams on a daily basis to execute ECM transactions and discuss strategic alternatives.
- Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses.
- Defining, guiding and reviewing detailed combination and other financial analyses in the context of pitch situations or M&A transactions.
- Develop and maintain active dialogue with buyside investor clients.
- Provide leadership, mentorship, and supervision to Associates and Analysts.
- Participate in graduate recruiting.
Required qualifications, capabilities, and skills
- Minimum 3 years of work experience in an investment banking or related front office role.
- Bachelor's degree in Accounting, Economics, Finance and/or related field.
- Knowledge of the ECM execution function and the next steps / processes to drive transactions forward.
- Creative capital markets mindset and knowledge to deliver clients with relevant and actionable advice with respect to their capital markets options.
- Willingness to develop buyside investor relationships.
- Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business.
- Self-directed, highly motivated, and able to work independently and accurately across multiple ongoing executions and projects.
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
Base Pay/Salary
New York,NY $175,000.00 - $225,000.00 / year
Be The First To Know
About the latest Investment banking Jobs in United States !
Investment Banking - Private Capital Markets - Vice President
Posted 14 days ago
Job Viewed
Job Description
Job Summary:
We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Private Capital Markets team. This role offers an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. As a Vice President, you will leverage your expertise to develop strong relationships with corporate and financial institution clients, working across a diverse range of products and transactions.
Job Responsibilities:
- Serve as the primary day-to-day client point of contact and lead banker on private capital market deals.
- Review and coordinate the analytic work of junior bankers to advance the marketing and execution process.
- Refine marketing and execution materials to maximize client impact and engagement.
- Oversee the creation of financial projection models tailored to private capital market transactions.
- Identify and manage all risks associated with deals, ensuring compliance and strategic alignment.
- Liaise with internal and external parties, including lawyers, accountants, and counterparties, to facilitate successful transactions.
- Lead client negotiations, Q&A processes, and management interviews, ensuring alignment with client objectives.
Required Qualifications, Capabilities, and Skills:
- Prior work experience in an investment banking front office role, with a focus on private capital markets.
- Proven experience in training and mentoring junior bankers.
- Exceptional written and verbal communication skills, with the ability to communicate concepts and ideas concisely and defend their validity.
- Strong quantitative and analytical skills, including proficiency in Excel modeling and valuation work.
- Ability to work well under pressure and meet tight deadlines, with the aptitude to synthesize large amounts of information and develop innovative solutions.
- Adaptability and the ability to manage projects independently, assuming a high level of responsibility as a team member.
- Professional and mature interaction with clients, fostering strong relationships and trust.
- Excellent understanding of financial, legal, and reputational risks facing large integrated investment banks in today's environment.
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
Base Pay/Salary
San Francisco,CA $200,000.00 - $275,000.00 / year
Capital Markets Investment Banking Vice President - Houston, TX

Posted 15 days ago
Job Viewed
Job Description
Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. With a leading market share in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.
**Zions Capital Markets**
Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently and execute strategic transactions effectively. Our approach is simple - help clients we know connect and tell their story to investors we know well.
Zions Capital Markets brings "bulge bracket" solutions to the business customers of our local affiliates, as the platform is continually expanding our product capabilities to meet the evolving needs of our client base. The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County.
Zions Capital Markets is seeking a well-qualified professional to join its Investment Banking Group as a Vice President. The Investment Banking Group provides advisory and execution services to middle market and upper middle market companies to assist with important strategic and financial matters including raising capital, mergers and acquisitions (M&A), and other corporate finance activities. The Investment Banking group supports a wide variety of clients across different industries, which are largely located within the Bank's footprint. Investment Banking and Securities Underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC.
This role provides an exciting opportunity to join an entrepreneurial group building a fast-growing platform within a key focus area of the Bank. **This position will be located at the Amegy Tower in Houston, TX.**
**Responsibilities:**
+ Support transaction activities by directing junior team members and managing deliverables
+ Assist senior members of the Capital Markets Group in the origination and execution of transactions involving multiple products and/or higher levels of due diligence
+ Lead and/or mentor junior bankers and team members throughout the origination and execution process
+ Manage and review the work of junior team members, including overseeing and assisting in the creation of financial analysis, projections, and business valuations
+ Perform complex financial analyses
+ Prepare business valuations using Excel-based financial models and comparable company and/or transaction analysis
+ Conduct industry and company-specific due diligence for transactions, prospecting, and create internal and external presentations materials
+ Lead / assist with internal company strategic initiatives, including Bancorp acquisition analysis and industry/market intelligence updates
+ Lead / attend offsite meetings with prospects, customers, and/or potential investors; coordinate follow-up activities (document feedback, track market data points, etc.)
+ Compile and distribute market and industry data to capital markets team members, other groups within Zions Bancorporation, customers, and prospects
+ Prepare / assist with deal information materials for internal committee and senior management review and approval
+ Ensure processes, controls, and work products are fully compliant with all applicable regulations, rules, and internal policies
+ Work with senior team members, bank relationship managers, and referral partners to identify and evaluate new prospects
+ Lead and assist in the development of pitchbooks, teasers, company overviews/CIMs, and management/board presentations
+ Manage the internal approval and referral process
+ Some travel is required
+ Manage ad hoc tasks and perform other duties as assigned
**Qualifications:**
+ Requires a bachelor's degree in finance, accounting, or a similarly related field. MBA and/or CFA is a plus
+ 5+ years of experience in investment banking, transaction advisory services, or similar experience
+ Demonstrated ability to assemble deal marketing materials
+ Experience working with internal teams to prepare materials for review and approval by senior management and/or committee(s)
+ Significant knowledge of investment banking products, services and markets
+ Excellent analytical, quantitative and communication skills, both verbal and written
+ Ability to work with internal teams to prepare materials for review and approval by senior management and/or committee(s)
+ Significant knowledge of applicable investment banking regulations
+ High level of focus on work quality and attention to detail
+ Self-directed, highly motivated and able to work independently
+ Ability to perform under pressure and tight deadlines
+ Ability to learn and apply complex concepts quickly
+ Excellent organizational skills with demonstrated track record of meeting deadlines and effective time management
+ Ability to manage and prioritize multiple projects and track details
+ Excellent working knowledge of Microsoft Excel, PowerPoint, and Word
+ Required to obtain required FINRA licenses including Series 79 and Series 63, if not currently held/active. Required within 90 days of starting
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
+ Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits, including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**Req ID:** 067342
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at ( , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
Investment Banking - Mid-Cap Investment Banking - Associate

Posted 4 days ago
Job Viewed
Job Description
**Job Summary**
As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
**Job Responsibilities**
+ Develop content for strategic meetings with clients regarding M&A or capital market transactions
+ Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
+ Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
+ Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
+ Provide leadership, mentorship and supervision to Associates and Analysts
+ Participate in graduate recruiting
**Required qualifications, capabilities, and skills**
+ Prior work experience in an investment banking front office role.
+ A well-rounded academic background from a top tier educational institution.
+ Strong financial modelling skills
+ Understands transaction cycle and the steps in the process and is execution oriented.
+ Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
+ Self-directed, highly motivated, and able to work independently
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
**Base Pay/Salary**
Chicago,IL $175,000.00 - $225,000.00 / year