Associate – Corporate Development, Strategic Investments

We are seeking an Associate to join our Consumer and Community Bank (CCB) Corporate Development Strategic Investments team.  The ideal candidate brings 2+ years of experience and strong analytical skills, with a background in investment banking, investments, strategy, management consulting, corporate development, or a similar field. 

As an Associate on the CCB Corporate Development team, you will support strategic initiatives, evaluate investment opportunities, and drive key projects primarily across our AI priorities within product, technology and operations.  You will work closely with senior leaders, cross-functional teams, and external partners to deliver impactful recommendations and analyses, and you will be involved in the full life cycle of deals.

Job Responsibilities:

• Conduct financial modeling and valuation analyses for potential investments, acquisitions, partnerships, and other strategic initiatives.
• Prepare high-quality presentations and investment memos for senior management and executive leadership.
• Support due diligence processes, including market research, competitive analysis, and risk assessment.
• Collaborate with internal stakeholders across various functional teams to drive project execution.  
• Synthesize complex information into clear, actionable insights and recommendations.
• Conduct comprehensive data analysis to identify trends, insights, and opportunities for business growth.
• Track industry trends, competitor activity, and emerging opportunities relevant to CCB.

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree in Finance, Business, Economics, Engineering, Mathematics, or a related field.
• 2+ years of relevant experience in investment banking, corporate development, private equity, management consulting, or a similar analytical role.
• Excellent presentation and proficiency in design and formatting tools for creating professional presentations for senior leaders.
• Advanced proficiency in Microsoft PowerPoint; ability to create compelling, executive-level presentations.
• Strong financial modeling skills, including proficiency in Excel and experience with valuation techniques.
• Excellent problem-solving abilities and analytical thinking.
• Effective verbal and written communication skills; confident presenting to senior stakeholders.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities.
• Must be based in or willing to relocate to New York, NY.

Preferred Qualifications, Capabilities, and Skills:

• Experience in financial services or banking.
• Exposure to M&A transactions, strategic investments, or partnership deals.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans