Strategic Investments & Acquisitions Associate

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

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