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 summaryAs 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 responsibilities- Build financial models and prepare valuation analyses to support transaction evaluations and strategic projects
- Develop investment committee and deal materials, including clear, well-structured presentations
- Coordinate and project manage due diligence across internal partners and external counterparties
- Support transaction structuring and drive workstreams through signing and closing with oversight from senior team members
- Perform market and company research to inform investment theses and recommendations
- Monitor portfolio company performance, including key performance indicators, operating updates, and valuation inputs
- Manage portfolio-related processes, including quarterly valuation updates and shareholder or corporate actions
- Partner with internal stakeholders and external management teams to support ongoing portfolio engagement
- Track industry trends, competitor activity, and emerging opportunities relevant to JPMorganChase
- Coach and mentor analysts through on-the-job training, feedback, and review of core deliverables
- Bachelor’s degree in Finance, Accounting, Economics, Engineering, Mathematics, or a related field
- 3+ years of relevant experience in investment banking (mergers and acquisitions), corporate development, venture capital, private equity, management consulting, or a similar analytical role
- Experience 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 presentations
- Advanced proficiency in Excel, including building and auditing financial models
- Ability to manage multiple workstreams and competing priorities in parallel with attention to detail
- Effective communication skills, including the ability to synthesize complex topics into clear written and verbal updates
- Demonstrated judgment and ownership, including the ability to work independently and escalate appropriately
- Direct deal experience supporting acquisitions, divestitures, or minority investments end-to-end
- Experience working with senior stakeholders and presenting analysis in decision-making forums
- Portfolio support experience, such as valuation updates, performance tracking, or investor/board engagement support
- Prior 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 development
- Interest in market monitoring and identifying new strategic opportunities in financial services and adjacent sectors
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
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, Engineering, Mathematics, or a related field
- 3+ years of relevant experience in investment banking, corporate development, venture capital, private equity, management consulting, or a similar analytical role
- Experience with corporate finance concepts and valuation methodologies, including comparable companies, precedent transactions, and discounted cash flow
- Ability to conduct independent research using public disclosures and market data sources
- Proficiency in PowerPoint for executive-ready presentations
- Advanced proficiency in Excel, including building and auditing financial models
- Ability to manage multiple workstreams and competing priorities with attention to detail
- Effective written and verbal communication skills
- Demonstrated judgment, ownership, independence, and appropriate escalation
- Direct end-to-end deal experience supporting acquisitions, divestitures, or minority investments
- Experience working with senior stakeholders and presenting analysis in decision-making forums
- Portfolio support experience, including valuation updates, performance tracking, or investor and board engagement
- Experience with qualitative and quantitative diligence
- Experience mentoring junior team members
- Interest in market monitoring and identifying strategic opportunities in financial services and adjacent sectors
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
JPMorganChase Insights
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.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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