Investment Banking - Family Coverage Group - Analyst

JPMorganChase

📍New York, NY
Posted May 24, 2026

Job Overview

Position

Investment Banking - Family Coverage Group - Analyst

Company

JPMorganChase

Location

New York, NY

Work Type

On-site

Job ID

li-4400533825

Job Description

Job Description
Job Summary
The Analyst will play a central role within the Family Coverage Group in all aspects of client prospecting and coverage, idea generation and M&A, debt and equity capital markets transaction execution. In addition, the Analyst will also have an opportunity to work on transactions with the broader Strategic Investors Group (SIG) IB team. You will be a key player in the execution of the firm's business and 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. Joining here means you’ll become part of our inclusive teams and culture, unified by the firm’s mission and commitment to success.

The combined responsibilities will include but not be limited to the following:

Job Responsibilities

  • Develop models, consisting of financial statements and data, as well as required key outputs, using discounted cash flow, merger, accretion/dilution, leveraged buyout, comparable company, comparable transaction and sum-of-the-parts analyses

  • Market, structure and execute corporate finance deals, including mergers and acquisitions, divestitures, spin-offs and debt/equity financings

  • Help to prepare pitch documents for all Investment Banking products, including sell-side and buy-side M&A, equity and debt capital raising, and buy-side financing

  • Assist with client prospecting, including doing research on a number of families and family investment firms and understanding the nature of existing JPMorgan relationships

  • Act in a secondary coverage capacity for key focus accounts, including idea generation and client interaction/relationship building

  • Help to prepare marketing materials for meetings with clients and prospects

  • Significant direct interaction with senior coverage and product bankers in the Investment Bank, Private Bank and Commercial Bank

Required Qualifications, Skills And Capabilities

  • Bachelor's degree

  • Prior work experience in an investment banking front office, or related, role.

  • Strong accounting, finance, quantitative and business writing skills, including knowledge of corporate finance with experience in analyzing company financials

  • 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

  • Highly independent, proactive and entrepreneurial with strong interest in building a new business

  • Intellectual curiosity, independent research and creativity, strong work ethic/integrity/judgment and desire to learn

  • Strong organizational, written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity while maintaining high attention to detail

  • Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, accretion/dilution, value creation analysis, financing models, three-statement models and combined pro forma models

  • Excellent technology skills with superior Excel and PowerPoint skills and ability to quickly learn new software applications

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.

Interview Prep

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Key Skills

Required:
Preferred:

Practice Questions

💡Technical Questions (3)
  • 1.Walk me through how you would build a merger model and assess the accretion/dilution for a family office acquiring a controlling stake in a public company.
  • 2.How would you value a privately held family-owned business that is considering a divestiture, and what are the key differences compared to valuing a public company?
  • 3.If a family investment firm wants to use significant leverage to acquire an asset, walk me through the key components of an LBO model and the primary return drivers.
🎯Behavioral Questions (3)
  • 1.Tell me about a time you had to research a completely new client or industry to generate business ideas. How did you approach it?
  • 2.Describe a situation where you had to interact with senior stakeholders or clients who had conflicting views on a transaction. How did you navigate that?
  • 3.Give me an example of a time you made a significant error in a financial model or presentation. How did you handle it?
🧩Situational Questions (2)
  • 1.A senior banker asks you to compile a prospecting list of family offices that might be interested in a specific sell-side M&A mandate by tomorrow morning, but you have no prior knowledge of this sub-sector. How do you proceed?
  • 2.You are staffed on a live deal requiring a complex LBO model, but you are simultaneously pulled into a meeting with the Private Bank to help prepare marketing materials for a key family account. Both are urgent. How do you manage your time and communication?

Resume Keywords

Make sure these keywords appear on your resume

Financial ModelingM&A ExecutionLBODCFAccretion/DilutionPitch BookClient ProspectingFamily OfficeCapital MarketsThree-Statement ModelValuationCross-Functional Collaboration

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