Strategic Investments Associate: M&A & Growth Strategy

JPMorgan Chase; New York (NY); On-site; USD 120,000 - 190,000; Full time

Job summary

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.

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 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.

Skills

Financial Modeling

Valuation

PowerPoint

Excel

Communication

Independent Research

Project Management

Education

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

Tools

Bloomberg

PitchBook

FactSet

Capital IQ

Job description

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