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JPMorgan Chase

Investment Banking - Private Capital Advisory - Associate

Career Insights for Investment Operations Analyst

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What they do

An Investment Operations Analyst provides data analysis and support for operations at an investment bank or investment management firm. Assists with developing systems that support more efficient operations, and assists with processing financial transactions. May provide research and analysis to assist fund managers, brokers or investment staff, including financial modeling.

$134,502 / year median in New York

+18% projected growth

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Job Description

Job Summary We are seeking a highly motivated Associate to join our North American Private Capital Advisory team within M&A and the global Private Capital Advisory & Solutions team. The team advises corporates, sponsors, and privately held businesses on minority investments, joint ventures, and other non-control private capital transactions. These transactions support strategic and financial objectives such as acquisitions, capital investment, growth, monetization, and balance sheet optimization. Working across sectors and alongside industry coverage and product teams, we originate, structure, and execute tailored transactions, including common equity, preferred equity, structured minority investments, and joint ventures. The role is well suited to candidates with experience in structured equity, project finance, infrastructure finance, structured finance, M&A, private equity, or related investing and advisory roles. Job Responsibilities Work with senior bankers and industry teams to originate, structure, and execute minority investments, joint ventures, and other private capital transactions Develop financial models and analyses to evaluate transaction structures, cash flows, investor returns, and client outcomes Assess how key structural terms, including IRR caps, distributions, leverage, tenor, call rights, and downside protections, affect risk and return Support the development and negotiation of transaction terms, including economic, governance, and investor protection provisions Prepare client presentations, transaction marketing materials, financial analyses, process materials, and term sheets Evaluate potential capital partners and support investor outreach across private equity, infrastructure funds, pension funds, sovereign wealth funds, insurance companies, credit investors, and other institutional investors Analyze and compare investor proposals, including return requirements, funding commitments, governance rights, and other material terms Coordinate transaction execution from preparation and launch through diligence, negotiation, and signing Work with clients, investors, lawyers, accountants, and other advisors throughout the transaction process Serve as a day-to-day point of contact for clients and take ownership of key transaction workstreams Support client and investor discussions by clearly explaining financial, structural, and commercial trade-offs Manage multiple live transactions and business development assignments in a fast-paced environment Provide guidance and mentorship to junior team members Required Qualifications, Capabilities, and Skills 4 to 6 years of experience in investment banking, private equity, infrastructure investing, or a related financial advisory or investing role Experience in structed equity, project finance, infrastructure finance, structured finance, M&A, or complex principal investing is preferred Strong financial modeling and quantitative analysis skills, including experience analyzing long-dated or asset-level cash flows Solid understanding of corporate finance, capital structures, cash flow allocation, risk allocation, and investor returns Experience evaluating or negotiating transaction terms, financing structures, investment proposals, or transaction documentation Ability to understand how changes in commercial and structural assumptions affect risk and returns Strong written and verbal communication skills, including experience preparing client presentations and transaction materials Ability to communicate complex financial and structural concepts clearly and concisely Strong attention to detail, judgment, and organizational skills Ability to manage multiple workstreams and deliver high-quality work under tight deadlines Proactive and collaborative approach, with the ability to work effectively across industry, advisory, capital markets, legal, and other internal and external teams High level of ownership and willingness to assume increasing responsibility throughout the transaction process
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.

Benefits

  • Financial Aid/Assistance
  • Mental Health
  • Other Retirement and Savings
  • Health Insurance