Job Description

Job Posting Description:

Security & Resiliency Initiative (SRI) is a cross-functional, capital-led program to identify risks in strategic supply chains and deploy financing and advisory solutions—often in partnership with the public sector—to enhance economic security and operational resilience in critical industries.

Join the team that is supporting J.P. Morgan’s SRI business across the globe. The role involves supporting the banking team as part of the Centralized Research Group (CRG) by preparing pitch books and marketing materials, working on deep research, financial valuations, and other supporting materials.

As SRI Associate within CRG, you will be responsible for delivering high-impact, resilience-focused solutions across critical sectors. You will integrate deep research, financial analysis, and advanced Artificial intelligence (AI) / Large Language Model (LLM) methods to craft investment theses and assess opportunities. You will develop polished, insight-rich presentations and materials for senior clients and internal committees. You will help shape a cutting-edge practice that advances the decade-long commitment to national economic security.

Job Responsibilities:

• Work closely with the SRI teams across the globe and support in preparing pitch books & marketing materials that the senior client bankers take to their clients during meetings
• Analyze markets, policies, and supply chains to identify structural risks and resilience opportunities across priority sectors
• Develop and refine investment theses, business cases, and impact assessments to guide capital allocation
• Conduct valuation and transaction analyses including Discounted Cash Flow (DCF), trading comps, transaction comps, and Leveraged Buyouts (LBOs)
• Prepare and deliver high-quality materials, internal memos, and committee presentations with executive-ready narratives
• Structure innovative, public-private and blended-finance solutions that align capital, policy, and execution
• Apply AI/LLM tools to accelerate research, generate insights, and enhance quality and speed of deliverables
• Coordinate diligence and risk assessments for complex, multi-stakeholder initiatives
• Drive continuous improvement of playbooks, templates, and research methods

Required qualifications, capabilities and skills:

• Excellent academic record
• 3+ years of experience in Investment Banking, Research, Consulting, SRI, Big Four experience or related field
• CA or MBA qualification
• Excellent quantitative and analytical skills with the ability to synthesize large amounts of information and help develop innovative client solutions

• Advanced user of MS Office suite, including Word and PowerPoint

• Close attention to detail and ability to work at very high standards of precision under tight deadlines
• Ability to work in a team environment
• Outstanding written and verbal communication skills
• Ensure the highest ethical standards and regulatory compliance within the firm

Preferred qualifications, capabilities, and skills:

• Experience in sectors critical to economic security (e.g., supply chain, defense, energy, advanced manufacturing, semiconductors, critical infrastructure, technology, healthcare)
• Familiarity with supply chain dynamics, industrial policy, national security-related economics, or government programs relevant to public-private investment
• Exposure to blended finance, risk-sharing structures, and public-private partnerships
• Experience coordinating complex diligence processes across multiple stakeholders
• Track record of excellence within investment banking and strong academic foundation
• Pursuing / completed additional financial certifications such as CFA, FRM
• Proficiency with AI/LLM tools and workflows to enhance research, drafting, and analytical tasks is preferred

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.