Associate, Acquisitions and Strategic Investments Group

JPMorganChase; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

JPMorganChase in New York seeks an Associate in the Acquisitions and Strategic Investments Group to evaluate, structure, and execute acquisitions, divestitures, and minority investments. You will build and review financial models, develop investment materials, and manage diligence and execution.

You will also support portfolio management, valuation updates, and stakeholder coordination. You will work with senior investment professionals and collaborate with teams in New York and London, taking

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Engineering, Mathematics or a related field.
• 3+ years of relevant investment banking, corporate development, VC, PE, or similar analytical experience.
• Experience with corporate finance concepts and valuation methodologies (e.g., comps, precedent transactions, DCF).
• Ability to conduct independent research using public disclosures and market data sources (e.g., 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 with attention to detail.
• Strong communication skills, with ability to synthesize complex topics clearly.
• Demonstrated judgment and ownership; ability to work independently.

Responsibilities

• Build financial models and prepare valuation analyses to support evaluations and strategic projects.
• Develop investment committee and deal materials, including clear, 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 seniors.
• Perform market and company research to inform investment theses and recommendations.
• Monitor portfolio company performance, including KPI updates and valuation inputs.
• Manage portfolio-related processes, including quarterly valuation updates and shareholder actions.
• Partner with internal stakeholders and external management teams to support ongoing portfolio engagement.
• Track industry trends, competitor activity, and emerging opportunities in financial services.
• Coach and mentor analysts through on-the-job training and feedback.

Skills

Financial modeling

Valuation methods

Research skills

PowerPoint

Excel

Project management

Communication

Judgment

Deal experience

Stakeholder management

Market monitoring

Mentoring

Education

Bachelor's degree in Finance, Accounting, Economics, Engineering, Mathematics

Tools

Bloomberg

PitchBook

FactSet

Capital IQ

SEC filings

Job description

Job Description

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 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

Required Qualifications, Capabilities And Skills

• 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 escalation appropriately

Preferred Qualifications, Capabilities And Skills

• 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

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 Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.