Demo

Investment Banking – Financial Institutions Group – FinTech, Wealth, & Asset Management – Associate

JPMorgan Chase
York, NY Full Time
POSTED ON 3/19/2026
AVAILABLE BEFORE 5/19/2026

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

Salary.com Estimation for Investment Banking – Financial Institutions Group – FinTech, Wealth, & Asset Management – Associate in York, NY
$80,951 to $105,956
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Investment Banking – Financial Institutions Group – FinTech, Wealth, & Asset Management – Associate?

Sign up to receive alerts about other jobs on the Investment Banking – Financial Institutions Group – FinTech, Wealth, & Asset Management – Associate career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$102,977 - $139,811
Income Estimation: 
$133,653 - $195,399
Income Estimation: 
$525,322 - $679,598
Income Estimation: 
$65,044 - $88,745
Income Estimation: 
$81,115 - $111,302
Income Estimation: 
$168,173 - $306,433
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at JPMorgan Chase

  • JPMorgan Chase Newark, DE
  • Step into a pivotal role at JPMorganChase, where your expertise in control management will shape our compliance and risk framework. Elevate your career wit... more
  • 13 Days Ago

  • JPMorgan Chase Reno, NV
  • At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build... more
  • 13 Days Ago

  • JPMorgan Chase Albuquerque, NM
  • At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build... more
  • 13 Days Ago

  • JPMorgan Chase Baton Rouge, LA
  • At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build... more
  • 13 Days Ago


Not the job you're looking for? Here are some other Investment Banking – Financial Institutions Group – FinTech, Wealth, & Asset Management – Associate jobs in the York, NY area that may be a better fit.

  • JPMorganChase York, NY
  • Job Description Job Summary As an Associate in the FinTech, Wealth, and Asset Management team, you will be a key player in our business strategy and execut... more
  • 13 Days Ago

  • Wells Fargo York, NY
  • Corporate and Investment Banking: Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial prod... more
  • 21 Days Ago

AI Assistant is available now!

Feel free to start your new journey!