Financial Analysis - Corporate Development Finance - Senior Associate

Reposted 2 Days Ago
Be an Early Applicant
New York, NY, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Analyze partnership opportunities and build financial models to forecast performance, assess valuation, develop business cases, and support strategic investment decisions. Partner with Finance, Corporate Development, and business stakeholders to evaluate co-brand partnerships, conduct acquisition due diligence, improve valuation methodologies, and present recommendations to senior leaders.
Summary Generated by Built In

Help shape the partnerships that power how customers engage with Chase. In this role, your analysis will influence high-impact collaboration decisions across multiple lines of business. You will translate complex financial and strategic inputs into clear recommendations for senior stakeholders. If you enjoy building models, testing assumptions, and telling the story behind the numbers, you will thrive on this team.

As a Senior Associate in Corporate Development Finance, you support partnership evaluation and help us make informed decisions that drive growth and customer impact. You will work closely with finance and business partners to assess new opportunities, quantify value, and communicate trade-offs clearly. You will join a collaborative team culture where we challenge assumptions, share feedback, and execute with strong attention to detail. Your work will help us structure financially sound, scalable partnerships that strengthen our business over time.

Job Responsibilities:

  • Analyze new partnership opportunities across Chase lines of business
  • Build financial models to forecast performance and value potential partnerships
  • Evaluate valuation outcomes using sound assumptions and critical thinking
  • Develop business cases and supporting materials for internal and external proposals
  • Value potential new co-brand partnership opportunities
  • Develop and enhance valuation models, tools, and methodologies
  • Partner with stakeholders across Finance, Corporate Development, and Chase lines of business to align on business needs
  • Manage multiple concurrent initiatives and deliver on timelines
  • Collaborate with the mergers and acquisitions team on due diligence for acquisitions and strategic investments
  • Present insights and recommendations to business and finance leaders

Required qualifications, capabilities, and skills:

  • Bachelor’s degree in Finance, Accounting, or a related discipline
  • 4+ years of experience in an analytical role (for example, corporate finance, strategic finance, or valuation)
  • Experience building and maintaining financial models for forecasting and valuation
  • Knowledge of common valuation methodologies and experience valuing companies or portfolios
  • Experience developing clear business cases and presenting recommendations to stakeholders
  • Strong written communication and presentation skills
  • Ability to research competitor offerings and synthesize findings into actionable insights
  • Experience partnering with cross-functional teams to deliver outcomes

Preferred qualifications, capabilities, and skills:

  • Experience in investment banking, management consulting, or credit card partnerships
  • Ability to influence stakeholders and concisely articulate key recommendations
  • Comfort working with ambiguous goals and evolving priorities
  • Strong organizational skills and attention to detail
  • Self-directed approach to understanding business needs and challenging the status quo constructively

Additional Information

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role (including but not limited to H1B, H4–EAD, OPT, TN, or L visas). Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT). This role is not eligible for relocation assistance.

About Us

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

About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Skills Required

  • Bachelor's degree in Finance, Accounting, or a related discipline
  • 4+ years of experience in an analytical role, such as corporate finance, strategic finance, or valuation
  • Experience building and maintaining financial models for forecasting and valuation
  • Knowledge of common valuation methodologies and experience valuing companies or portfolios
  • Experience developing clear business cases and presenting recommendations to stakeholders
  • Strong written communication and presentation skills
  • Ability to research competitor offerings and synthesize findings into actionable insights
  • Experience partnering with cross-functional teams to deliver outcomes
  • Experience in investment banking, management consulting, or credit card partnerships
  • Ability to influence stakeholders and concisely articulate key recommendations
  • Comfort working with ambiguous goals and evolving priorities
  • Strong organizational skills and attention to detail
  • Self-directed approach to understanding business needs and constructively challenging the status quo

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 — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

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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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