Prepare for your JPMorgan MBA interview

Financial analysis and investment cases tailored to JPMorgan’s analytical rigor.

Socratify AI

The Interview

What JPMorgan is looking for

Finance Case Interview

Investment Analysis

01Valuation

02Market Analysis

03Risk Assessment

04Investment Recommendation

Behavioral Interview

01Analytical Mindset

02Market Intuition

03Decision-Making

04Client Relationship

Rigorous financial modeling//Global markets perspective//Risk-aware decisions

Practice Library

JPMorgan exercises

Ready to ace your JPMorgan MBA interview?

Prepare for your JPMorgan MBA interview

Financial analysis and investment cases tailored to JPMorgan’s analytical rigor.

Socratify AI

The Interview

What JPMorgan is looking for

Finance Case Interview

Investment Analysis

01Valuation

02Market Analysis

03Risk Assessment

04Investment Recommendation

Behavioral Interview

01Analytical Mindset

02Market Intuition

03Decision-Making

04Client Relationship

Rigorous financial modeling//Global markets perspective//Risk-aware decisions

How It Works

Master JPMorgan Finance Cases

Financial analysis cases scored on JPMorgan’s evaluation dimensions. · Click to expand

1Your B-School Goals

Strategic Case Analysis

Practitioner

Business Framework Design

Practitioner

2B-School Case Prep

Walk me through how you would value a mid-cap SaaS company with $200M ARR growing 35%...

CASE INTERVIEWHard

JPMorgan

3Frameworks

Framework

Is the market opportunity shrinking?

Demand challenge?

Target demographic grew 12% but brand share down 8pp

Price elasticity: luxury segment trading down to accessible luxury

Competitive erosion?

3 new competitors entered luxury segment in past 18mo

Their average price 22% lower, brand perception ~0.9x ours

Is our execution flawed?

Distribution issues?

New categories in 40% fewer doors than core business

Retail partner sell-through only 34% of forecast

Operational efficiency?

New category gross margin 38% vs core 58%

Supply chain complexity increased 340%, cost per unit +28%

Are financial assumptions wrong?

Pricing power weakening?

Average selling price down 6% despite premium positioning

Discount depth in channels increased from 18% to 32% annually

Product mix unfavorable?

New categories represent 35% volume but 22% revenue

4Feedback

Market Analysis

Distinctive

Financial Modeling

Strong

Execution Planning

Meeting Bar

Strategic Recommendations

Strong

Repeat

Practice Library

JPMorgan exercises

Value a mid-cap SaaS company with $200M ARR growing 35% YoY but unprofitable.

CASE INTERVIEWHard

Technology · ValuationJPMorgan

A pension fund wants to reallocate $500M from fixed income to alternatives.

LEARNHard

Asset Allocation · Portfolio StrategyJPMorgan

Evaluate a bank’s M&A target: $2B regional bank, 12% ROE. Should they acquire at 1.2x...

LEARNMedium

Financial Services · M&A ValuationJPMorgan

Ready to ace your JPMorgan MBA interview?

How It Works

Master JPMorgan Finance Cases

Financial analysis cases scored on JPMorgan’s evaluation dimensions. · Click to expand

1Your B-School Goals

Strategic Case Analysis

Practitioner

Business Framework Design

Practitioner

2B-School Case Prep

Walk me through how you would value a mid-cap SaaS company with $200M ARR growing 35%...

CASE INTERVIEWHard

JPMorgan

3Frameworks

Framework

Is the market opportunity shrinking?

Demand challenge?

Target demographic grew 12% but brand share down 8pp

Price elasticity: luxury segment trading down to accessible luxury

Competitive erosion?

3 new competitors entered luxury segment in past 18mo

Their average price 22% lower, brand perception ~0.9x ours

Is our execution flawed?

Distribution issues?

New categories in 40% fewer doors than core business

Retail partner sell-through only 34% of forecast

Operational efficiency?

New category gross margin 38% vs core 58%

Supply chain complexity increased 340%, cost per unit +28%

Are financial assumptions wrong?

Pricing power weakening?

Average selling price down 6% despite premium positioning

Discount depth in channels increased from 18% to 32% annually

Product mix unfavorable?

New categories represent 35% volume but 22% revenue

4Feedback

Market Analysis

Distinctive

Financial Modeling

Strong

Execution Planning

Meeting Bar

Strategic Recommendations

Strong

Repeat

JPMorgan Interview Prep — B-School Interview | Socratify