Investment Banking - M&A Transaction Execution Group - Associate/Vice President

Posted 8 Days Ago
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New York, NY
Hybrid
Entry level
Financial Services
The Role
As a member of the M&A Transaction Execution Group, you will assist with engagement letters, legal documentation, and support deal teams in preparing formats and maintaining communication with external law firms. The role emphasizes documentation preparation, organization, and building relationships within the M&A framework.
Summary Generated by Built In

Job Description
We are seeking a highly skilled and experienced Associate or Vice President to join our M&A Transaction Execution Group, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Position Summary:
As an Associate/Vice President of the Transaction Execution Group in the Mergers and Acquisitions ("M&A") team, you will work directly with deal teams across various industries. Your role will involve assisting with engagement letters and other legal documentation, being aware of internal and external nuances, and maintaining dialogue with external law firms. You will also play a crucial role in preparing legal forms and documentation for M&A transactions, and ensuring consistency in approach across internal teams. This role provides an opportunity to develop relationships with senior M&A members, internal legal teams, and outside law firms, and to stay informed about trends and movement in terms.
Job Responsibilities:

  • Initial preparation of standard M&A legal forms and documentation, including engagement letters, league table credit letters, relationship disclosure letters, accountant allocation letters, fairness opinion letters, proxy inserts, in conjunction with Legal and respective deal teams
  • Support the M&A deal team in preparing fee proposals for new client mandates
  • Create and review NDAs
  • Inform and maintain data set of key terms for M&A deals
  • Develop relationship with senior M&A members, internal legal and outside law firms
  • Update all internal parties on documentation trends and movement in terms


Required qualifications, capabilities and skills:

  • Experience at a top tier law firm or financial institution legal / financial practice as a paralegal or other similar role
  • Basic comfort with Microsoft suite of applications
  • Ability to run multiple processes while maintaining keen attention to detail
  • Proactive self-starter
  • Superb organization and communication skills
  • Strong work ethic and availability when needed


Preferred qualifications, capabilities and skills:

  • Prior experience working with J.P. Morgan and having an understanding of its forms, precedents and procedures would be helpful


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
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.

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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.

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