Apply on Employer Site

Chase · 3 months ago

Investment Banking - Private Capital Solutions - Associate

560 Mission St, San Francisco, CA, 94105, US

Full-time

Onsite

Mid Level

$175K/yr - $175K/yr

Chase is a leading financial institution seeking a highly skilled Investment Banking Analyst to join their Private Capital Solutions team. The role involves leading client interactions, managing private capital market deals, and overseeing the work of junior bankers to drive successful transactions.

BankingFinancial Services

Responsibilities

Serve as the primary day-to-day client point of contact and lead banker on private capital market deals

Review and coordinate the analytic work of junior bankers to advance the marketing and execution process

Refine marketing and execution materials to maximize client impact and engagement

Oversee the creation of financial projection models tailored to private capital market transactions

Identify and manage all risks associated with deals, ensuring compliance and strategic alignment

Liaise with internal and external parties, including lawyers, accountants, and counterparties, to facilitate successful transactions

Lead client negotiations, Q&A processes, and management interviews, ensuring alignment with client objectives

Qualification

Investment banking experienceExcel modelingQuantitative analysisTrainingClient relationship managementMentoringWritten communicationVerbal communicationProject managementAdaptability

Required

Prior work experience in an investment banking front office role, with a focus on private capital markets

Proven experience in training and mentoring junior bankers

Exceptional written and verbal communication skills, with the ability to communicate concepts and ideas concisely and defend their validity

Strong quantitative and analytical skills, including proficiency in Excel modeling and valuation work

Ability to work well under pressure and meet tight deadlines, with the aptitude to synthesize large amounts of information and develop innovative solutions

Adaptability and the ability to manage projects independently, assuming a high level of responsibility as a team member

Professional and mature interaction with clients, fostering strong relationships and trust

Excellent understanding of financial, legal, and reputational risks facing large integrated investment banks in today's environment