JMP Securities a premier middle-market investment bank headquartered in San Francisco, with offices in New York, Boston and Chicago. We offer our clients a complete range of investment banking and institutional equities capabilities across four high-growth sectors of the economy: technology, healthcare, financial services and real estate.

We raise capital for corporate clients, including equity and debt in public and private markets. We advise clients on mergers and acquisitions and other strategic initiatives. We have an equity research department that provides institutional investors with unique insights and a sales and trading platform that gives us an extensive distribution network for both our ideas and our securities offerings. JMP has approximately 200 employees and was founded in 2000. Much more recently, in November 2021, our firm was acquired by Citizens Financial Group, Inc. (NYSE: CFG), and we are proud to now be part of one of the nation's largest and most respected depository institutions.

JMP is seeking an experienced Associate to join its Technology Investment Banking Group in San Francisco. The Technology Investment Banking Associate will be involved in all facets of JMP’s investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acquisitions and other advisory services across the Technolgoy Investment Banking Group.

The specific responsibilities of the Associate include, but are not limited to, financial analysis and modeling, conducting industry and company-specific research, coordinating the various processes involved in a financing or sale, and the preparation of pitch materials, client presentations, offering memoranda, proposals, and other written materials for meetings with clientele.

JMP offers junior banking professionals the opportunity to work closely with senior bankers and have direct interaction with current and prospective clients within JMP’s technology coverage universe, spanning enterprise software, internet & digital media and cybersecurity. The Technology team is an active underwriter of IPOs and follow-on offerings including Snapchat, Mindbody, Atlassian, Workday, Okta, Grubhub and GoPro. Additionally, the team has been a leading adviser to firms regarding mergers, acquisitions, and capital raises such as the sale of ZenPlanner to Daxko and the acquisition of Revitas by Model N.

Qualifications

Requirements

Live in, or ability to relocate to, San Francisco
4-5 years of directly relevant investment banking experience, particularly within technology coverage universe (1 year of investment banking experience with a MBA)
Minimum of a bachelor's degree along with outstanding academic achievement, preferably in fields of finance, economics, engineering, computer science or related field
High level of proficiency with the Microsoft Product Suite including Excel and PowerPoint
Experience with Bloomberg, Capital IQ, Salesforce, Pitchbook and Thomson
Well-honed verbal and written communication skills
Strong leadership and team working skills
Superior work ethic
U.S. work authorization required

Additional Qualifications

Series 63 & 79 licensing preferred

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer/Disabled/Veteran

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Citizens is committed to ensuring that all interested candidates can successfully participate in our recruitment process. If you are an individual with a disability or require a reasonable accommodation, please see our Job Seeker Help policy.

JMP Securities LLC

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Investment Banking Associate - Technology