Public Finance Associate - Western Region - Associate

Posted 24 Days Ago
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San Francisco, CA
Hybrid
1-3 Years Experience
Financial Services
The Role
Public Finance Associate responsible for providing investment banking solutions for public sector clients, developing financial models, performing credit analyses, and managing debt portfolios. Requires proficiency in Microsoft Office Suite and previous experience in Public Finance at an investment bank or financial advisory firm.
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Job Description
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.

  • 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



  • 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



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


About Us
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 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.
Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.

Top Skills

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The Company
San Francisco, CA
250,000 Employees
Hybrid Workplace

What We Do

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.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

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Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
San Francisco, CA

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