Finance & Business Management

Posted Yesterday
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New York, NY, USA
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Partner with senior Mergers and Acquisitions leaders to drive business strategy, financial planning, forecasting, budgeting, pipeline management, and strategic analytics. Develop executive presentations, analyze market and competitive trends, support headcount planning, coordinate cross-functional initiatives, and automate reporting processes. The role requires strong Excel and PowerPoint skills, financial analysis, project management, communication, and knowledge of investment banking workflows.
Summary Generated by Built In

Join a team where your analytical thinking and strategic mindset directly influence the direction of one of the most dynamic areas in investment banking. This is an opportunity to work at the intersection of finance, strategy, and business management — partnering with senior leaders to shape decisions that drive growth. You'll gain unparalleled exposure to Mergers and Acquisitions leadership while building skills that accelerate your career. If you thrive on turning complex data into actionable insights and want to make a measurable impact, this role is for you.

As a Business Management Senior Associate in the Mergers and Acquisitions group, you will serve as a trusted partner and advisor to the Head of Mergers and Acquisitions Globally and Regional Heads, driving business strategy, financial planning, and critical analytics. You will coordinate across multiple functions to deliver insights that inform leadership decisions, support strategic initiatives, and ensure operational excellence. This role offers you the chance to shape how the Mergers and Acquisitions business grows, competes, and operates — sitting alongside the banking team and engaging directly with senior stakeholders every day.

Job Responsibilities

  • Drive strategic analytics and deliver data-driven insights that inform management decision-making and support business growth
  • Lead and support strategic business projects in partnership with cross-functional teams to achieve revenue, market share, and wallet growth objectives
  • Develop and manage financial budgets, quarterly and monthly forecasts, revenue reconciliation, and expense management processes
  • Oversee pipeline management, projections, and variance analysis to ensure accurate and timely financial reporting
  • Analyze market statistics, trends, competitive landscape, and deals done away to identify areas of strategic opportunity
  • Build and deliver executive-level presentations, business reviews, and ad hoc analyses for senior leadership
  • Manage headcount planning, organizational structure optimization, evaluation processes, and productivity reporting
  • Represent the business on cross-functional deliverables including regulatory workstreams, technology initiatives, and strategic projects
  • Automate reporting processes and develop scalable analytics solutions to drive efficiency across the team
  • Coordinate with global support areas including Product Controllers, Compliance, Legal, Tax, Risk, and Human Resources

Required qualifications, capabilities and skills

  • 3 years of relevant experience in business management, COO, CAO, investment banking, or similar functions
  • Bachelor's degree
  • Strong proficiency in Excel, including the ability to distill large datasets into clear, concise outputs
  • Strong proficiency in PowerPoint, with the ability to create visually compelling presentations for senior audiences
  • Demonstrated analytical, problem-solving, and project management skills with the ability to synthesize results for diverse stakeholders
  • Excellent written and verbal communication skills
  • Strong organizational skills with the ability to coordinate across multiple functional teams and manage competing priorities

Preferred qualifications, capabilities and skills

  • Experience with Dealogic or similar deal analytics platforms
  • Familiarity with investment banking products and workflows
  • Knowledge of Mergers and Acquisitions markets, trends, and competitive dynamics
  • Experience managing or influencing cross-functional projects in a matrixed environment
About Us
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

About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

Skills Required

  • Three years of relevant experience in business management, COO, CAO, investment banking, or similar functions
  • Bachelor's degree
  • Strong proficiency in Microsoft Excel, including distilling large datasets into clear outputs
  • Strong proficiency in Microsoft PowerPoint and executive presentation development
  • Analytical, problem-solving, and project management skills
  • Excellent written and verbal communication skills
  • Strong organizational skills and ability to coordinate across multiple functional teams
  • Experience with Dealogic or similar deal analytics platforms
  • Familiarity with investment banking products and workflows
  • Knowledge of Mergers and Acquisitions markets, trends, and competitive dynamics
  • Experience managing or influencing cross-functional projects in a matrixed environment

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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