A natural match if you have 3+ years of investment banking or corporate development experience and can demonstrate independent research and analytical skills.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from JPMorgan Chase
Join a team where your analysis helps shape major strategic decisions. You will work on acquisitions, divestitures, and minority investments from evaluation through execution, alongside partners across JPMorganChase. You will also support portfolio companies after the investment, helping track performance and value over time. This role offers broad exposure, high visibility, and the opportunity to develop as an investor and transaction leader. You will collaborate with colleagues in New York and London in a fast-paced, team-oriented environment.
Job summary As an Associate in the Acquisitions and Strategic Investments Group, you will partner with teams across JPMorganChase to evaluate, structure, and execute acquisitions, divestitures, and minority investments. You will build and review financial models and valuations, develop clear investment materials, and help manage end-to-end diligence and execution. You will also support portfolio management for existing investments, including valuation updates, performance monitoring, and stakeholder coordination. You will work closely with senior investment professionals while taking ownership of key workstreams. You will contribute to market monitoring and strategic projects that inform where we invest and how we grow.
Job responsibilitiesBuild financial models and prepare valuation analyses to support transaction evaluations and strategic projectsDevelop investment committee and deal materials, including clear, well-structured presentationsCoordinate and project manage due diligence across internal partners and external counterpartiesSupport transaction structuring and drive workstreams through signing and closing with oversight from senior team membersPerform market and company research to inform investment theses and recommendationsMonitor portfolio company performance, including key performance indicators, operating updates, and valuation inputsManage portfolio-related processes, including quarterly valuation updates and shareholder or corporate actionsPartner with internal stakeholders and external management teams to support ongoing portfolio engagementTrack industry trends, competitor activity, and emerging opportunities relevant to JPMorganChaseCoach and mentor analysts through on-the-job training, feedback, and review of core deliverablesRequired qualifications, capabilities and skills Bachelor’s degree in Finance, Accounting, Economics, Engineering, Mathematics, or a related field3+ years of relevant experience in investment banking (mergers and acquisitions), corporate development, venture capital, private equity, management consulting, or a similar analytical roleExperience with corporate finance concepts and common valuation methodologies (for example, comparable companies, precedent transactions, discounted cash flow)Ability to conduct independent research using public disclosures and market data sources (for example, SEC filings, Bloomberg, PitchBook, FactSet, Capital IQ)Proficiency in PowerPoint, including building executive-ready presentationsAdvanced proficiency in Excel, including building and auditing financial modelsAbility to manage multiple workstreams and competing priorities in parallel with attention to detailEffective communication skills, including the ability to synthesize complex topics into clear written and verbal updatesDemonstrated judgment and ownership, including the ability to work independently and escalate appropriatelyPreferred qualifications, capabilities and skills Direct deal experience supporting acquisitions, divestitures, or minority investments end-to-endExperience working with senior stakeholders and presenting analysis in decision-making forumsPortfolio support experience, such as valuation updates, performance tracking, or investor/board engagement supportPrior experience across both qualitative diligence (business model, strategy, competitive dynamics) and quantitative diligence (unit economics, forecasting)Experience mentoring junior team members through feedback and structured developmentInterest in market monitoring and identifying new strategic opportunities in financial services and adjacent sectors
JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
Source: JPMorgan Chase careers