Centralized Research Group - Security & Resiliency Initiative Associate

JPMorgan Chase JPMorgan Chase · Banking · Mumbai, Maharashtra, India · Commercial & Investment Bank

This role supports the Security & Resiliency Initiative (SRI) within JPMorgan Chase's Centralized Research Group (CRG). The Associate will prepare pitch books, conduct deep research, perform financial valuations, and develop investment theses. A key aspect involves applying AI/LLM tools to enhance research and analysis for resilience-focused solutions in critical industries. The role requires strong analytical, communication, and financial skills, with experience in investment banking or consulting.

What you'd actually do

  1. 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
  2. Analyze markets, policies, and supply chains to identify structural risks and resilience opportunities across priority sectors
  3. Develop and refine investment theses, business cases, and impact assessments to guide capital allocation
  4. Conduct valuation and transaction analyses including Discounted Cash Flow (DCF), trading comps, transaction comps, and Leveraged Buyouts (LBOs)
  5. Apply AI/LLM tools to accelerate research, generate insights, and enhance quality and speed of deliverables

Skills

Required

  • 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

Nice to have

  • 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

What the JD emphasized

  • Ensure the highest ethical standards and regulatory compliance within the firm