Investment Banking – Financial Institutions Group – FinTech, Wealth, & Asset Management – Associate
JPMorgan
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What institutions roles keep asking for: Stakeholder management (21%), Excel (18%) — counted across their open postings here.
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Questions you are likely to be asked
- Why do you want to join JPMorgan?
- What is your experience with Financial modelling? Tell me one thing you learned the hard way.
- Which tools and ERP systems have you used, and for what?
- How would you explain a variance to a manager who is not from finance?
- Walk me through a month-end close you have handled.
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Practise the Investment Banking – Financial Institutions Group – FinTech, Wealth, & Asset Management – Associate at JPMorgan interview free →Job Summary As an Associate in the FinTech, Wealth, and Asset Management team, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. Job Responsibilities Develop content for strategic meetings with clients regarding M&A or capital market transactions Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations Provide leadership, mentorship and supervision to Associates and Analysts Participate in graduate recruiting Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role A well-rounded academic background from a top tier educational institution Strong financial modelling skills Understands transaction cycle and the steps in the process and is execution oriented Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business. Self-directed, highly motivated, and able to work independently
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Listed on oraclehcm · posted 2026-10-13. ApplySarthi collects openings and links to application pages; the role is advertised by JPMorgan, not by us.