Business Management Sr. Associate - Mergers & Acquisitions Advisory

Posted 4 Days Ago
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New York, NY
Hybrid
5-7 Years Experience
Financial Services
The Role
The Business Management Sr. Associate in M&A Advisory supports management through data analysis, financial forecasting, and strategic project coordination. Responsibilities include overseeing budgeting, conducting market analysis, and delivering presentations for leadership. The role involves collaboration with various internal teams to ensure efficient business operations and strategic alignment.
Summary Generated by Built In

Job Description
The Business Management organization acts as trusted partners and advisors to the business with a goal to develop business strategies, drive execution and implementation of business initiatives and priorities. The Business Management function is responsible for the coordination and delivery of all required finance and business support.
The role involves providing comprehensive support to the Head of M&A Globally as well as Region Heads. The role is based in New York and sits alongside the M&A banking team.
Job Responsibilities:

  • Drive critical analytics to provide insights for management decision-making. Partner with various functions to lead and support strategic projects aimed at achieving business goals, market share, wallet growth, and market/thought leadership.
  • Deliver timely and accurate financial forecasting, competitor and market analysis, and data analytics. Focus on automation and reporting to enhance efficiency.
  • Assist the executive leadership team with internal presentations, business reviews, and ad-hoc projects/requests. Collaborate with US and global support areas, including Product Controllers, Compliance, Legal, Tax, Audit, Events, Marketing, Expense Management, Risk, Conflicts, and HR.
  • Oversee financial budgeting, forecasting, and pipeline management. Support all aspects of financial management, including annual budgets, quarterly/monthly forecasts, revenue reconciliation, and expense management.
  • Analyze market statistics, trends, competition, and identify areas of opportunity.
  • Manage headcount planning, optimize organizational structure, oversee evaluation processes, and facilitate productivity reporting, group meetings, and communications.
  • Represent and own broader business deliverables, including regulatory and technology workstreams and strategic analyses.
  • Conduct ad hoc reporting, analysis, and manage special projects as needed.


Required Qualifications, Capabilities, and Skills:

  • 5+ years of relevant experience in business management, COO, CAO, banking or similar functions
  • Bachelor's degree
  • Strong interest and knowledge in markets, specifically M&A
  • Strong Excel (able to distill large datasets into compact messages) and PowerPoint (skilled with visually presenting those messages) skills
  • Familiarity with Investment Banking products as well as JPM internal systems (e.g. Aqueduct, DASH, Party Central) a plus
  • Exceptional analytical, problem solving, and project management skills, with the ability to synthesize and articulate results to a diverse audience
  • Ability to think/act strategically
  • Ability to manage multiple projects and processes with frequently changing priorities and deadlines
  • Team oriented and flexible, with an ability to take ownership over projects and proactively move them forward
  • Comfortable working independently and in influencing role
  • Excellent written and verbal communication skills
  • Organizational skills (ability to coordinate across multiple functional teams and a broad array of tasks)


Preferred Qualifications, Capabilities, and Skills:

  • Experience with Dealogic


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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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The Company
New York, NY
250,000 Employees
Hybrid Workplace

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JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

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