Investment & Strategy Associate — AI & Growth Initiatives

Next Frontier Capital; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Chase seeks an Associate for its Consumer and Community Bank Corporate Development Strategic Investments team in New York. The role supports strategic initiatives, evaluates investment opportunities, and drives AI-focused projects across product, technology, and operations, coordinating with senior leaders and external partners.

The position involves rigorous financial modeling, due diligence support, and producing compelling memos and presentations for executive leadership, with a focus on

Qualifications

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

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.

Skills

Financial modeling

PowerPoint proficiency

Data analysis

Communication

Relocation to NYC

Education

Bachelor’s degree in Finance, Business, Economics, Engineering, Mathematics

Tools

Excel

PowerPoint

Job description

Chase seeks an Associate for its Consumer and Community Bank Corporate Development Strategic Investments team in New York. The role supports strategic initiatives, evaluates investment opportunities, and drives AI-focused projects across product, technology, and operations, coordinating with senior leaders and external partners.

The position involves rigorous financial modeling, due diligence support, and producing compelling memos and presentations for executive leadership, with a focus on