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Chase · 2 months ago

Investment Banking - Shareholder Engagement and Mergers & Acquisitions Capital Markets - Associate

270 Park Ave, New York, NY, 10017, US

Full-time

Onsite

Entry, Mid Level

$175K/yr - $225K/yr

2+ years exp

Chase is seeking an Associate to join their Shareholder Engagement and M&A Capital Markets team. This role involves providing advice to clients on shareholder engagement, managing advisory mandates, and creating analyses related to shareholder activism and corporate governance.

BankingFinancial Services

Responsibilities

Create, maintain and review complex materials and analyses relating to shareholder activism, corporate governance and trading activity. Analyses would include shareholder base and trading analyses, profiles on shareholder activists, and corporate vulnerability to both hostile corporate bids and shareholder activism, with a focus on structural vulnerabilities in a company’s charter and bylaws

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

Work closely with the group heads to establish ongoing processes and procedures

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

Develop proprietary knowledge and insights into trading activity and capital markets monitoring for clients

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

Coordinate with the Digital Investment Bank to advance the development of new and insightful tools to further drive strategic client dialogue

Leverage 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

Qualification

Capital MarketsCorporate FinanceExcelPowerPointCorporate GovernanceAnalytical SkillsProfessional MaturityCommunication SkillsOrganizational Skills

Required

Bachelors' degree in Finance, Economics, Business Administration, or a related field

A minimum of 2 years of previous experience in Capital Markets, Investment Banking or a Corporate Finance related role

Solid knowledge of corporate finance and accounting or an understanding of corporate charters, bylaws, and governance practices

Ability to comfortably interact with clients and colleagues in a professional and mature manner; Outstanding ethics, integrity and judgment; Intellectual curiosity, strong work ethic 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