Associate, Acquisitions and Strategic Investments Group

JPMorgan Chase & Co.•New York, NY

6d•$142,500 - $175,000

About The Position

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. 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.

Requirements

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 escalate appropriately

Nice To Haves

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

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