Strategic Investments Associate: M&A & Portfolio Growth

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

Job summary

JPMorganChase in New York 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, and develop investment materials.

You will partner with teams across JPMorganChase and manage end-to-end diligence and portfolio management, with exposure to market monitoring and strategic projects.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Engineering, Mathematics, or related field.
• 3+ years of relevant investment banking, 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 (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 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 working independently and escalation 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 KPIs and updates to 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 opportunities relevant to JPMorganChase.
• Coach and mentor analysts through training and review of core deliverables.

Skills

Analytical skills

Communication

Ownership

Judgment

Project management

Research

Education

Bachelor's degree in Finance, Accounting, Economics, Engineering, Mathematics, or related field

Tools

PowerPoint

Excel

Job description

JPMorganChase in New York 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, and develop investment materials.

You will partner with teams across JPMorganChase and manage end-to-end diligence and portfolio management, with exposure to market monitoring and strategic projects.