2,669 Private Investment jobs in the United States
Analyst Private Investment Reporting Blog Post
Posted 4 days ago
Job Viewed
Job Description
$1.4 trillion in AUM. Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. Details below.
About the RoleClient Investment Services & Technology group (CIS) within InvesTech Operations has an open position for an Analyst based out of the Boston or Needham Massachusetts office supporting the Private Investments Reporting Team. The Analyst is expected to primarily focus on Private Equity (PE) products with Private Credit (PC) coverage and support a possibility.
Producing high quality, accurate, and timely reporting is one of the key aspects of providing superior service to our clients, prospects, and consultants. To that end, the Private Investments Reporting Team within CIS covers all PE and PC products and is responsible for creating, maintaining, and producing marketing and client materials as well as customized reporting and commentary. The Private Investments Reporting Team is expected to develop expertise in the products they cover and are expected to understand the outlook, process, positioning, strategy, and the current market environment. The team will be closely aligned with Focus Initiatives Investor Relations (FI-IR) and serve as internal subject matter expert to CIS and the Client Group broadly.
RESPONSIBILITIES
- Partner with FI-IR and our Client Group to understand the fundamentals of our products and the general content needs of our clients, prospects, and consultants.
- Serve as an internal subject matter expert to the other roles within CIS, Client Group, and the broader Firm.
- Own the design/creation of initial marketing and client content for new products that will serve as the backbone of reporting which will entail independent and direct collaboration with FI-IR, Investment Teams, and Marketing.
- Develop expertise in an assigned coverage to effectively develop and deliver product-level content for clients; this includes but may not be limited to, quarterly reporting, writing attribution and performance commentary, tailoring portfolio positioning and outlook text, understanding product-specific data nuances, answering ad-hoc questions related to the product, etc.
- Develop expertise in an assigned coverage to effectively develop, deliver, and maintain product-level marketing content; this includes but may not be limited to generic marketing presentations, institutional fact sheets, and product summaries.
- Take the lead on the production of customized client content and requests by leveraging product and infrastructure expertise.
- Peer review client content completed by the team as needed to ensure accuracy, data reasonability, etc.
QUALIFICATIONS
- 3+ years of professional experience in either investment management or operational support roles.
- Candidates should demonstrate a high level of capital markets/investment/product interest and knowledge, particularly in the private, alternative, and/or fixed income asset classes.
- Demonstrated intellectual curiosity and willingness to stretch beyond standard procedures and deliverables.
- Ability and comfort working independently with Investment Teams and senior management.
- Extremely proactive and assumes ownership of tasks through completion.
- Demonstrated desire to better themselves and continually learn/develop.
- Excellent quantitative and communication skills, as well as strong attention to detail.
- The individual must be an independent self-starter, a team player, and able to work on multiple assignments and complete high-quality work against strict and competing deadlines that are dictated by prospects, consultants, and clients.
- The position requires extensive use of internal and external systems and databases, and proficiency with Microsoft Word and Excel.
- A positive, collegial attitude and a high level of professionalism are essential.
- An MBA, CFA, CAIA, or progress toward these qualifications is a plus.
Not sure you meet 100% of our qualifications? Thats ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 65,000 150,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellingtons total compensation approach. Other rewards may include a discretionary Corporate Bonus and/or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
#J-18808-LjbffrTerritory Manager - Financial Services - Private Equity - Investment Banking 2532D
Posted 2 days ago
Job Viewed
Job Description
Why YOU want this ? position ? ?
At Enverus, we're committed to empowering the global quality of life by helping our customers make energy affordable and accessible to the world.
We are the most trusted energy-dedicated SaaS company, with a platform built to maximize value from generative AI, and our innovative solutions are reshaping the way energy is consumed and managed. By offering anytime, anywhere access to analytics and insights, we're helping our customers make better decisions that help provide communities around the world with clean, affordable energy.
The energy industry is changing fast. But we've continued to lead the way in energy technology, creating intelligent connections across the entire energy ecosystem, from renewables, power and utilities, to oil and gas and financial institutions. Our solutions create more efficient production and distribution, capital allocation, renewable energy development, investment and sourcing, and help reduce costs by automating crucial business operations. Of course, this wouldn't be possible without our people, which is why we have built a team of individuals from a diverse range of backgrounds.
Are you ready to help power the global quality of life? Join Enverus, and be a part of creating a brighter, more sustainable tomorrow.
Job Details
We are currently seeking a Territory Manager to join our Financial Serivices sale team. This role offers the opportunity to join a rapidly growing company delivering industry-leading solutions to customers in the world's most dynamic and fastest-growing sector?
We are currently seeking a highly driven?Territory Manager/Account Director?to join our?Sales?team in Houston, TX. This role offers the opportunity to join a rapidly growing company delivering?industry-leading?solutions to customers in the?world's?most dynamic and fastest growing?sector?Enverus?is the right company at the right time. Performance Objectives ?
+ Establish and enhance prospective relationships through targeted campaigns,?executive briefings,?partner relationship building, and?value?creation;?
+ Consultative Selling Style to research and deliver a relevant Point of View to every interaction
+ Experience in aligning value at the C-Suite level
+ Professional Selling Acumen along with thorough opportunity?qualification; Accurately?align Enverus solutions to an?organizations'?overarching?board?directives;
+ Display a consistent record of success in achieving or exceeding assigned revenue?objectives while maintaining high levels of customer satisfaction and?integrity;
+ Experience selling,?aligning?and prioritizing multiple product offerings in a fast-paced?environment
+ Effective leadership of Enverus personnel through the entire lifecycle of a sales pursuit?as well as develop tailored?presentations and business case?justifications;
+ Consistently enter and maintain relevant sales data and prospective client correspondence into the appropriate database and systems, including pipeline management, company database and requested?reports;
+ Experienced, focused approached to pipeline generation to cover 3.5X quota
+ Additional duties may be assigned, as required.
Candidate Profile ?
+ 8-10+?years of selling software?solutions
+ Bachelors?Degree?desired, not required
+ Recent experience selling?enterprise?SaaS based?solutions highly?preferred
+ Account management (retention) and upsell (growth) experience
+ Experience?in the energy?space?desired; experience with owner relations software and services and supporting customers in creating efficiencies around JIB and Revenue processes a strong plus
+ Proven networking, negotiation, qualification and closing?skills;
+ Possess an executive presence, be?polite, professional and appropriate demeanor with all current and potential?clients;
+ Superior communication skills, both verbal and written, with the ability to effectively communicate complex information?to executives, including business case development and ROI?justification;
+ Strong time management and follow-up?skills;
+ Self-motivated and a natural drive to?succeed;
+ Strong analytical and interpersonal?skills;
+ Open to constructive coaching and feedback;
+ Strategic Selling Training experience desired-? Ex: Miller Heiman, Sandler, Challenger Method
+ Proficient in Microsoft Office applications, including Word, Excel, PowerPoint,?Access?and Outlook. Salesforce experience a plus.
Enverus offers comprehensive benefits to our employees to include:
+ Medical
+ Dental
+ Vision
+ Income Protection (disability, life/AD&D, critical illness, accident)
+ Employee Assistance Program (EAP)
+ Healthcare Spending Account (HSA), Commuter
+ Lifestyle & Wellbeing Program
+ Pet Insurance
Enverus is proud to be an Equal Employment Opportunity and Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran, or any other characteristic protected by law.
The Company provides equal employment and affirmative action opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability
Investment Banking - Private Capital Solutions - Analyst
Posted 5 days ago
Job Viewed
Job Description
As an Analyst 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&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'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
**Job Responsibilities**
+ Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
+ Working with J.P. Morgan product and sector teams
+ Building and using complex financial models, completing valuation and analytical exercises
+ Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&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
**Required qualifications, capabilities, and skills**
+ Prior work experience in an investment banking front office, or related, role.
+ Strong accounting, finance, quantitative and business writing skills.
+ A well-rounded academic background from a top tier educational institution.
+ Understanding of the transaction cycle and the steps in the process and is execution oriented.
+ Impeccable communication skills 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**
San Francisco,CA $110,000.00 - $135,000.00 / year
Investment Banking - Private Capital Solutions - Analyst
Posted 18 days ago
Job Viewed
Job Description
As an Analyst 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&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'll become part of our inclusive teams and culture, unified by the firm's mission and commitment to success.
Job Responsibilities
- Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)
- Working with J.P. Morgan product and sector teams
- Building and using complex financial models, completing valuation and analytical exercises
- Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&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
Required qualifications, capabilities, and skills
- Prior work experience in an investment banking front office, or related, role.
- Strong accounting, finance, quantitative and business writing skills.
- A well-rounded academic background from a top tier educational institution.
- Understanding of the transaction cycle and the steps in the process and is execution oriented.
- Impeccable communication skills 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
San Francisco,CA $110,000.00 - $135,000.00 / year
Account Director - Financial Services - Private Equity - Investment Banking 25-332
Posted 2 days ago
Job Viewed
Job Description
Why YOU want this ? position ? ?
At Enverus, we're committed to empowering the global quality of life by helping our customers make energy affordable and accessible to the world.
We are the most trusted energy-dedicated SaaS company, with a platform built to maximize value from generative AI, and our innovative solutions are reshaping the way energy is consumed and managed. By offering anytime, anywhere access to analytics and insights, we're helping our customers make better decisions that help provide communities around the world with clean, affordable energy.
The energy industry is changing fast. But we've continued to lead the way in energy technology, creating intelligent connections across the entire energy ecosystem, from renewables, power and utilities, to oil and gas and financial institutions. Our solutions create more efficient production and distribution, capital allocation, renewable energy development, investment and sourcing, and help reduce costs by automating crucial business operations. Of course, this wouldn't be possible without our people, which is why we have built a team of individuals from a diverse range of backgrounds.
Are you ready to help power the global quality of life? Join Enverus, and be a part of creating a brighter, more sustainable tomorrow.
Job Details
We are currently seeking an Account Director to join our Financial Serivices sale team. This role offers the opportunity to join a rapidly growing company delivering industry-leading solutions to customers in the world's most dynamic and fastest-growing sector?
We are currently seeking a highly driven?Territory Manager/Account Director?to join our?Sales?team in Houston, TX. This role offers the opportunity to join a rapidly growing company delivering?industry-leading?solutions to customers in the?world's?most dynamic and fastest growing?sector?Enverus?is the right company at the right time. Performance Objectives ?
+ Establish and enhance prospective relationships through targeted campaigns,?executive briefings,?partner relationship building, and?value?creation;?
+ Consultative Selling Style to research and deliver a relevant Point of View to every interaction
+ Experience in aligning value at the C-Suite level
+ Professional Selling Acumen along with thorough opportunity?qualification; Accurately?align Enverus solutions to an?organizations'?overarching?board?directives;
+ Display a consistent record of success in achieving or exceeding assigned revenue?objectives while maintaining high levels of customer satisfaction and?integrity;
+ Experience selling,?aligning?and prioritizing multiple product offerings in a fast-paced?environment
+ Effective leadership of Enverus personnel through the entire lifecycle of a sales pursuit?as well as develop tailored?presentations and business case?justifications;
+ Consistently enter and maintain relevant sales data and prospective client correspondence into the appropriate database and systems, including pipeline management, company database and requested?reports;
+ Experienced, focused approached to pipeline generation to cover 3.5X quota
+ Additional duties may be assigned, as required.
Competitive Candidate Profile ?
+ 8-10+?years of selling software?solutions
+ Bachelors?Degree?desired, not required
+ Recent experience selling?enterprise?SaaS based?solutions highly?preferred
+ Account management (retention) and upsell (growth) experience
+ Experience?in the energy?space?desired; experience with owner relations software and services and supporting customers in creating efficiencies around JIB and Revenue processes a strong plus
+ Proven networking, negotiation, qualification and closing?skills;
+ Possess an executive presence, be?polite, professional and appropriate demeanor with all current and potential?clients;
+ Superior communication skills, both verbal and written, with the ability to effectively communicate complex information?to executives, including business case development and ROI?justification;
+ Strong time management and follow-up?skills;
+ Self-motivated and a natural drive to?succeed;
+ Strong analytical and interpersonal?skills;
+ Open to constructive coaching and feedback;
+ Strategic Selling Training experience desired-? Ex: Miller Heiman, Sandler, Challenger Method
+ Proficient in Microsoft Office applications, including Word, Excel, PowerPoint,?Access?and Outlook. Salesforce experience a plus.
Enverus offers comprehensive benefits to our employees to include:
+ Medical
+ Dental
+ Vision
+ Income Protection (disability, life/AD&D, critical illness, accident)
+ Employee Assistance Program (EAP)
+ Healthcare Spending Account (HSA), Commuter
+ Lifestyle & Wellbeing Program
+ Pet Insurance
Enverus is proud to be an Equal Employment Opportunity and Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran, or any other characteristic protected by law.
The Company provides equal employment and affirmative action opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability
Associate, Technology Private Investment Funds (Mid-Level) (Boston)
Posted 4 days ago
Job Viewed
Job Description
Goodwin seeks a highly qualifiedmid-level associate to join our Private Investment Funds group . Candidate must have general experience both working in teams and in managing substantial components of transactions independently, along with specific experience representing domestic and international venture capital and private equity funds in structuring, formation and operation, as well as in various transactions such as financings, acquisitions, and formation of alternative investment structures.
Candidates applying for associate positions with Goodwin Procter should have outstanding academic credentials, comparable law firm experience, and excellent written and verbal communication skills. Massachusetts bar admission (or eligibility to obtain admission promptly) required.
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#J-18808-LjbffrMid-Level Associate in Private Investment Funds (Boston)
Posted 4 days ago
Job Viewed
Job Description
Company name
BCG Attorney Search
Experience
2-10 yrs required
Posted on
Jul 16, 2025
Valid Through
Aug 15, 2025
Profile
Job OverviewA law firm seeks a mid-level associate to join its Private Investment Funds practice in Boston. The ideal candidate will have experience in managing significant components of fund formation transactions within private equity, real estate, and technology sectors.
Duties- Collaborate effectively within teams to execute fund formation transactions.
- Manage substantial components of transactions with private investment funds.
- Handle private placements under the Securities Act of 1933.
- Work with unregistered funds under the Investment Company Act.
- Gain exposure to the Investment Advisers Act.
- Outstanding academic credentials.
- Comparable law firm experience.
- Excellent written and verbal communication skills.
- Relevant bar admission or eligibility to obtain admission promptly.
- Juris Doctor (JD) degree.
- Bar admission in relevant jurisdiction.
- Strong teamwork and collaboration abilities.
- Proficiency in managing complex transactions.
Company info
BCG Attorney Search
225 Franklin Street, 26th floor
Boston
Massachusetts
United States 02110
Phone : (
Fax : (
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Corporate Paralegal (5+ yrs) - Global Private Investment Firm
Posted today
Job Viewed
Job Description
About the Position:
Our client, a sophisticated private investment firm in Chicago, has an active need for a corporate paralegal to support the company’s legal function, compliance and governance, entity management, and operations. This firm was founded by a distinguished leader known for her entrepreneurial vision, civic commitment, and strong track record of building successful businesses.
Highlights:
· Firm founded by a prominent figure in the Chicago community
· Outstanding leadership and company culture
· Entrepreneurial and dynamic environment
Responsibilities:
· Draft, review, and edit legal correspondence, contracts, agreements, memoranda, and transactional documents
· Manage corporate entities by maintaining organizational charts, ownership records, and corporate minute books, and overseeing formation, dissolution, compliance, and registrations
· Support transactions by preparing due diligence materials, disclosure schedules, closing checklists, and ancillary documents; coordinate signatures and document delivery; and manage post-closing matters
· Ensure compliance and governance by tracking deadlines, preparing annual reports, and assisting with KYC and regulatory filings
· Handle operations, including processing legal invoices and managing vendor communications
Required Qualifications:
· 5+ years of experience as a paralegal in a law firm, corporate legal department, or investment-focused environment
· Bachelor’s degree or equivalent experience
· Experience with real estate, private equity, or family office work preferred
· Strong understanding of entity management, commercial transactions, and regulatory compliance
· Proficiency in Microsoft Office Suite and familiarity with legal document management systems
· Experience with entity management software or databases a plus
Location:
Chicago, IL
Compensation:
The anticipated base salary range for this position is $130,000 - $140,000.
About Us:
McCormack Schreiber Legal Search is Chicago’s leading legal search firm. We leverage more than 30 years of experience in the Chicago legal market to assist attorneys and paralegals seeking new opportunities and employers searching for top legal talent.
Corporate Paralegal (5+ yrs) - Global Private Investment Firm
Posted today
Job Viewed
Job Description
br> Firm founded by a prominent figure in the Chicago community
· Draft, review, and edit legal correspondence, contracts, agreements, memoranda, and transactional documents br>· Manage corporate entities by maintaining organizational charts, ownership records, and corporate minute books, and overseeing formation, dissolution, compliance, and registrations br>· Support transactions by preparing due diligence materials, disclosure schedules, closing checklists, and ancillary documents; coordinate signatures and document delivery; Ensure compliance and governance by tracking deadlines, preparing annual reports, and assisting with KYC and regulatory filings br>· Handle operations, including processing legal invoices and managing vendor communications br>
5+ years of experience as a paralegal in a law firm, corporate legal department, or investment-focused environment
· Bachelor’s degree or equivalent experience · Experience with real estate, private equity, or family office work preferred br>· Strong understanding of entity management, commercial transactions, and regulatory compliance br>· Proficiency in Microsoft Office Suite and familiarity with legal document management systems br>· Experience with entity management software or databases a plus br>
McCormack Schreiber Legal Search is Chicago’s leading legal search firm. We leverage more than 30 years of experience in the Chicago legal market to assist attorneys and paralegals seeking new opportunities and employers searching for top legal talent.
Investment Banking - Private Capital Markets - Vice President
Posted 5 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