Investment Banking - Mergers & Acquisitions Strategic Investors Group - Associate

Location: New York, NY, United States

Job Family: Associates

About the Role

J.P. Morgan's Investment Banking division is a global leader in providing strategic advisory services, capital-raising solutions, and risk management offerings to corporations, financial institutions, governments, and non-profit entities. Within this prestigious group, the Mergers & Acquisitions Strategic Investors Group focuses on advising strategic investors—such as corporate development teams, sovereign wealth funds, and family offices—on high-impact M&A transactions. We are seeking a motivated Associate to join our New York office, contributing to industry-leading deals that shape the future of global markets. This role offers exposure to complex, cross-border transactions and the opportunity to work alongside top-tier professionals in a collaborative, innovative environment. As an Associate in the M&A Strategic Investors Group, you will play a pivotal role in executing advisory mandates, from initial opportunity identification to deal closure. Responsibilities include building sophisticated financial models to evaluate acquisition targets, conducting in-depth market and competitive analyses, and preparing compelling client deliverables that drive decision-making. You will collaborate closely with Managing Directors and Vice Presidents, gaining hands-on experience in negotiating terms, managing due diligence processes, and navigating regulatory landscapes. At J.P. Morgan, we emphasize intellectual rigor and client-centric solutions, ensuring that your contributions directly influence multibillion-dollar outcomes for strategic investors seeking growth through mergers and acquisitions. This position demands a blend of technical expertise and interpersonal acumen, thriving in J.P. Morgan's fast-paced culture where excellence is rewarded. Associates benefit from robust training programs, mentorship from seasoned bankers, and access to cutting-edge resources like proprietary data platforms. Joining our team means becoming part of a legacy of innovation in investment banking, with opportunities for career advancement across J.P. Morgan's global network. If you are passionate about M&A and ready to make an impact in strategic advisory, we invite you to apply and help drive the next generation of transformative deals.

Key Responsibilities

• Conduct comprehensive financial analysis and modeling to support M&A advisory for strategic investors, including valuation and scenario planning
• Assist in preparing pitch books, confidential information memorandums (CIMs), and presentation materials for client meetings
• Perform due diligence on target companies, including market research, competitive analysis, and risk assessment
• Coordinate with internal teams and external advisors to execute deal processes from origination to closing
• Support senior bankers in client interactions, negotiations, and relationship management with strategic investors
• Monitor market trends and developments in M&A activity to provide strategic insights to clients
• Contribute to business development efforts by identifying potential opportunities in the strategic investor space
• Ensure compliance with regulatory requirements and internal JP Morgan Chase policies throughout transactions
• Mentor junior analysts and contribute to team knowledge sharing on M&A best practices

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or advanced degree preferred
• 3-5 years of relevant experience in investment banking, M&A advisory, or strategic transactions within a bulge bracket bank or boutique firm
• Strong understanding of mergers and acquisitions processes, including due diligence, valuation, and deal structuring
• Proven track record of supporting senior bankers in executing complex M&A transactions for strategic investors
• Excellent proficiency in financial modeling, including DCF, LBO, and comparable company analysis
• Ability to work in a fast-paced, high-pressure environment with tight deadlines
• Series 7 and 63 licenses or willingness to obtain them

Preferred Qualifications

• Prior experience at a top-tier investment bank like JP Morgan Chase or equivalent
• Knowledge of strategic investor dynamics, such as corporate venture capital or sovereign wealth funds
• Fluency in additional languages, particularly those relevant to international M&A deals
• Advanced certifications such as CFA Level II or higher
• Experience in cross-border M&A transactions involving North American markets

Required Skills

• Advanced financial modeling and Excel proficiency
• Valuation techniques (DCF, multiples, precedent transactions)
• Pitch deck creation using PowerPoint
• Due diligence and research skills
• Analytical thinking and problem-solving
• Attention to detail and accuracy in data handling
• Strong written and verbal communication
• Client relationship management
• Time management in high-pressure settings
• Team collaboration and leadership
• Knowledge of capital markets and regulatory frameworks
• Strategic thinking for M&A advisory
• Proficiency in Bloomberg or Capital IQ
• Adaptability to dynamic deal environments
• Ethical judgment in confidential transactions

Benefits

• Competitive base salary and performance-based bonus structure aligned with industry standards
• Comprehensive health, dental, and vision insurance plans for employees and dependents
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for advanced degrees
• Wellness initiatives, such as gym memberships and mental health support services
• Employee stock purchase plan and other financial wellness benefits
• Global mobility opportunities within JP Morgan Chase's international network

JP Morgan Chase is an equal opportunity employer.