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CIB - Investment Banking - Mergers & Acquisitions - Activism & Defense - Associate

Req #: 170087442
Location: New York, NY, US
Job Category: Investment Banking
Potential Referral Amount: US Dollar (USD)

As one of the world's premier investment banks, J.P. Morgan serves the needs of our clients by offering a world-class platform coupled with straightforward, intelligent advice. We attribute our long-term success to our commitment of always putting clients' interests first. Whether it's raising capital to meet growth objectives or identifying strategic business partners, J.P. Morgan offers M&A advisory, capital markets, prime brokerage, restructuring, risk and research platform of unrivaled strength and scale.

 

We were founded more than 200 years ago and have a proud history of, in the words of one of our founders, doing "only first-class business... in a first-class way."

 

Mergers & Acquisitions Group – Shareholder Activism Defense

J.P. Morgan advises clients globally on a wide range of strategic transactions, including mergers, acquisitions, divestitures, spin-offs, asset purchases and dispositions, joint ventures, corporate defense assignments, restructurings and reorganizations including advising clients on how to prepare for and respond to shareholder activism.  The M&A – Shareholder Activism Defense business is a critical component of the firm's globally integrated investment banking model.

 

The Role

The successful candidate will play a central role in advising clients with respect to preparing for and responding to shareholder activism as part of J.P. Morgan’s shareholder activism defense team.  The Associate’s responsibilities will include but not be limited to the following:

  • Create, maintain and review complex materials and analyses relating to shareholder activism and corporate governance, including but not limited to analyses on shareholder activist hedge funds, individual shareholder activists, annual meeting procedures including proxy contests, and corporate vulnerability to shareholder activism including structural vulnerabilities in a company’s charter and bylaws.

  • Manage day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors

  • Possess and acquire superior market knowledge relating to developments in domestic and international shareholder activism, governance best practices, proxy advisory firms, and be able to clearly articulate this knowledge to internal and external parties

  • Work independently, producing high quality deliverables such as investor presentations, fight letters, Board materials and other presentation materials for use in shareholder activism defense engagements or strategic client dialog

  • Leverage and coordinate 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


Qualifications
  • 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, but will consider candidates on a case-by-case basis

  • Knowledge of corporate finance and accounting, as well as understanding of corporate charters, bylaws, and governance practices

  • Ability to comfortably interact with clients in a professional and mature manner

  • Outstanding ethics, integrity and judgment

  • Intellectual curiosity, strong work ethics 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

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

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