• Job Description

  Req#: 210468415

  Job Summary:

  
  J.P. Morgan’s Shareholder Engagement and M&A Capital Markets (SEMAC) team is expanding its mandate within the bank to include broader shareholder engagement and M&A Capital Markets advisory, while continuing to handle traditional shareholder activism and corporate defense. This role represents a unique opportunity to be involved in building the foundation of an entrepreneurial enterprise with significant senior sponsorship under J.P. Morgan’s world-class banner. The Shareholder Engagement and M&A Capital Markets team is a critical component of the firm's globally integrated investment banking model.
  As an Associate, you will play a central role in advising clients with respect to engaging with their shareholders and monitoring the trading activity clients’ shares. The job focuses on major strategic decisions, including M&A, shareholder activism and corporate defense.

  
  Job Responsibilities:

  • Develop proprietary knowledge and insights into trading activity and capital markets monitoring for clients
  • Leverage the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory
  • Possess and acquire superior market knowledge relating to developments in domestic and international shareholder engagement, governance best practices, proxy advisory firms, and be able to clearly articulate this knowledge to internal and external parties
  • Create, maintain and review complex materials and analyses relating to shareholder activism, corporate governance and trading activity. Analyses would include shareholder base and trading analyses, profiles on shareholder activists, and corporate vulnerability to both hostile corporate bids and shareholder activism, with a focus on structural vulnerabilities in a company’s charter and bylaws.
  • Manage day-to-day execution of advisory mandates, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
  • Work closely with the Global and North American heads of the practice to establish ongoing processes and procedures
  • Work independently, producing high quality deliverables such as investor presentations, fight letters, Board materials, merger arbitrage trading analyses and other presentation materials for use in strategic client dialogue or shareholder activism defense engagements
  • Coordinate with the Digital Investment Bank to advance the development of new and insightful tools to further drive strategic client dialogue
    

  Required qualifications, capabilities, and skills:

  • Bachelors' degree from a leading university; MBA is required for candidates that were not directly promoted from Analyst to Associate within a leading Investment Bank
  • At least 2 full years of experience in Capital Markets, Investment Banking or a Corporate Finance related role, law firm, proxy advisor or a corporate governance related firm. Experience in M&A, law or corporate governance is highly preferred
  • Solid knowledge of corporate finance and accounting
  • Ability to comfortably interact with clients and colleagues in a professional and mature manner; Outstanding ethics, integrity and judgment; Intellectual curiosity, strong work ethic and desire to learn
  • Ability to work in a fast-paced environment, handling multiple projects with different deal teams; Highly organized, detail oriented and proactive
  • Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
  • Understanding of corporate charters, bylaws, and governance practices a plus, but not required
  • Excellent technology skills with superior Excel and PowerPoint skills and ability to quickly learn new software applications. Advanced knowledge of Bloomberg a plus, but not required.
    

• About the company

  J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.

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