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JPMorgan Chase & Co.

Public Finance Associate – Western Region - Associate

JPMorgan Chase & Co., San Francisco, California, United States, 94199


J.P Morgan’s Public Finance team is looking for experienced public finance associate candidates for positions in our San Francisco office to work with our Infrastructure Team

We are looking for a candidate who can be adaptable, able to manage projects independently and ready to assume a high level of responsibility as a member of a team. Work ethic is a must and ability to commit to the multi-year Associate program. You should also be able to work well under pressure in a demanding environment, producing accurate, detailed materials while meeting tight deadlines.

As a Public Finance Associate in J.P Morgan’s Public Finance team, you will be responsible for providing investment banking solutions for the complex financing needs of the firm’s public sector clients throughout the Country. You will work closely with our sales & trading, underwriting, derivatives, and debt capital markets desks for prospective and live transactions. This role offers the opportunity to develop customized financial models, perform credit and debt capacity analyses, and execute bond financings. You will also interact with various professionals in other areas of the firm to facilitate presentation, RFP responses, and execute bond transactions.

Job Responsibilities

Develop customized financial models using Excel to develop customized bond financing structures

Utilize industry-approved third-party programs (DBC) to prepare bond structures

Perform credit and debt capacity analyses for specific credits based on industry/sector

Prepare responses to requests for proposals required as part of the solicitation process

Create and manage debt profiles for issuers/credits and evaluate existing debt portfolios for refunding/restructuring opportunities/Execute bond financings for all issues in which J.P Morgan participates

Work closely with all areas of Public Finance, including DCM, various syndicate desks, credit origination and derivatives marketing to pitch municipal clients and execute transactions/Interact with various professionals in other areas of the firm to facilitate presentation, RFP responses and execute bond transactions

Prepare presentation materials used by bankers and senior management for client meetings and participate in client presentations, as required

Required Qualifications, Capabilities, and Skills

Work well under pressure in a demanding environment, producing accurate, detailed materials while meeting tight deadlines

Proficient in Microsoft Office Suite, including Excel, Word, and PowerPoint.

Academic strength, strong teamwork, communication skills and a high energy level

Undergraduate degree from a competitive university with coursework in finance or economics

Previous Public Finance experience at an investment bank or financial advisory firm required

Experience with DBC software, bond structuring and transaction execution required

Preferred Qualifications, Capabilities, and Skills

Adaptable, able to manage projects independently and ready to assume a high level of responsibility

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