Associate, Acquisitions and Strategic Investments Group

JPMorgan Chase; New York (NY); Sur place; USD 120 000 - 190 000; Plein temps

Résumé du poste

JPMorganChase is seeking 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 and valuations, develop clear investment materials, and manage end-to-end diligence and execution.

You will support portfolio management for existing investments, including valuation updates and performance monitoring, while collaborating with senior professionals across New

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Engineering, Mathematics, or a related field.
• 3+ years of relevant experience in investment banking (M&A), corporate development, venture capital, private equity, management consulting, or a similar analytical role.
• Experience with corporate finance concepts and common valuation methodologies (e.g., comparable companies, precedent transactions, DCF).
• Ability to conduct independent research using public disclosures and market data sources (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 with attention to detail.
• Effective communication skills, including the ability to synthesize complex topics into clear updates.
• Demonstrated judgment and ownership, including the ability to work independently and escalate when needed.

Responsabilités

• 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 KPI tracking 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 opportunities in financial services.
• Coach and mentor analysts through on-the-job training and feedback.

Connaissances

Financial Modeling

Valuation

PowerPoint

Excel

Communication

Independent Research

Project Management

Formation

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

Outils

Bloomberg

PitchBook

FactSet

Capital IQ

Description du poste

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 escalat

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