Prepare for your JPMorgan finance interview

Technical modeling, deal execution, and behavioral rounds designed for JPMorgan’s excellence-driven, full-service banking culture.

Socratify AI

The Interview

What JPMorgan is looking for

Technical Interview

Technical Finance Interview

01Three-Statement Modeling

02DCF & Comparable Analysis

03Merger Model Mechanics

04Enterprise vs Equity Value Bridge

Deal Execution Interview

Deal Execution & Pitchbook

01Transaction Structuring

02Capital Markets Awareness

03Pitchbook Construction

04Client Relationship Management

Behavioral Interview

01Leadership & Initiative

02Analytical Problem Solving

03Teamwork & Collaboration

04Resilience Under Pressure

Full-service banking platform//Cross-product integration//Global deal execution scale

Practice Library

JPMorgan exercises

Ready to ace your JPMorgan finance interview?

Prepare for your JPMorgan finance interview

Technical modeling, deal execution, and behavioral rounds designed for JPMorgan’s excellence-driven, full-service banking culture.

Socratify AI

The Interview

What JPMorgan is looking for

Technical Interview

Technical Finance Interview

01Three-Statement Modeling

02DCF & Comparable Analysis

03Merger Model Mechanics

04Enterprise vs Equity Value Bridge

Deal Execution Interview

Deal Execution & Pitchbook

01Transaction Structuring

02Capital Markets Awareness

03Pitchbook Construction

04Client Relationship Management

Behavioral Interview

01Leadership & Initiative

02Analytical Problem Solving

03Teamwork & Collaboration

04Resilience Under Pressure

Full-service banking platform//Cross-product integration//Global deal execution scale

How It Works

Master JPMorgan Finance Interviews

Technical modeling, deal execution, and behavioral rounds, scored on JPMorgan’s evaluation dimensions. · Click to expand

1Your Finance Goals

Financial Modeling

Practitioner

Valuation Analysis

Practitioner

2Finance Case Prep

Value a mid-cap SaaS company with $200M ARR growing 35% YoY but not yet profitable.

CASE INTERVIEWHard

JPMorgan

3Frameworks

Framework

Is the $1.2B price justified by intrinsic value?

What does a DCF analysis indicate?

Unlevered FCF: $95M, growing 6% with 9.5% WACC = $1.05B enterprise value

Terminal value accounts for 68% of total — high sensitivity to growth assumptions

How does the price compare to public comps?

Peer median EV/EBITDA: 10.2x vs implied 12.6x — 24% premium

Revenue multiple: 2.8x vs peer median 2.1x

Does the deal create strategic value beyond standalone?

Are synergies achievable and quantifiable?

Cost synergies: $45M/yr (admin consolidation + procurement)

Revenue synergies: $30M/yr (cross-sell, geographic expansion) — 60% realization risk

Market position improvement?

Combined market share: 18% → 26% in target region

What are the key risks and financing considerations?

How should the deal be financed?

Debt capacity: 4.5x EBITDA = ~$430M senior debt at L+275bps

Equity bridge: $770M — 8.2% dilution at current share price

Regulatory and integration risk?

Antitrust review: 6-9 month timeline, 15% probability of conditions

4Feedback

Valuation Methodology

Distinctive

Financial Modeling

Strong

Deal Analysis

Meeting Bar

Market Awareness

Strong

Repeat

Practice Library

JPMorgan exercises

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

CASE INTERVIEWHard

Technology · ValuationJPMorgan

Your client is considering an IPO vs a direct listing for their $5B fintech company....

LEARNMedium

Capital Markets · IPO AdvisoryJPMorgan

Build a three-statement model for a retailer with $1B revenue, 8% EBITDA margin, and...

LEARNMedium

Retail · Financial ModelingJPMorgan

Tell me about a time you led a team through a high-pressure project with a tight deadline.

BEHAVIORALMedium

Behavioral · LeadershipJPMorgan

Describe a situation where you had to pivot your analysis based on new information...

BEHAVIORALHard

Behavioral · Analytical AgilityJPMorgan