Prepare for your JPMorgan MBA interview

Financial modeling, M&A diligence, and strategic decision-making cases aligned with JPMorgan's rigorous analytical approach.

Socratify AI

The Interview

What JPMorgan is looking for

Financial Cases Interview

Financial & M&A Analysis

01Valuation & Financial Modeling

02Acquisition Economics & Synergy

03Investment Thesis Development

04Risk Assessment & Mitigation

Behavioral Interview

Leadership & Client Management

01Financial Acumen

02Stakeholder Communication

03Decision-Making Under Pressure

04Long-Term Strategic Thinking

Rigorous financial modeling and valuation//Deep M&A evaluation and integration planning//Enterprise-scale strategic thinking

Practice Library

JPMorgan exercises

Ready to ace your JPMorgan MBA interview?

Prepare for your JPMorgan MBA interview

Financial modeling, M&A diligence, and strategic decision-making cases aligned with JPMorgan's rigorous analytical approach.

Socratify AI

The Interview

What JPMorgan is looking for

Financial Cases Interview

Financial & M&A Analysis

01Valuation & Financial Modeling

02Acquisition Economics & Synergy

03Investment Thesis Development

04Risk Assessment & Mitigation

Behavioral Interview

Leadership & Client Management

01Financial Acumen

02Stakeholder Communication

03Decision-Making Under Pressure

04Long-Term Strategic Thinking

Rigorous financial modeling and valuation//Deep M&A evaluation and integration planning//Enterprise-scale strategic thinking

How It Works

Master JPMorgan MBA Finance Cases

Acquisition evaluation, investment thesis, and financial strategy cases aligned with JPMorgan's analytical standards. · Click to expand

1Your MBA Goals

Business Strategy

Practitioner

Financial Analysis

Practitioner

2MBA Case Prep

Build a financial model and investment thesis for acquiring a $1B financial services...

LEARNHard

JPMorgan

3Frameworks

Framework

Is there compelling strategic fit?

Market and competitive positioning?

Target adds $50M ARR, enters $2B market we want to own

Competitor acquisition would strengthen rival by 3x market share

Capability and product gaps?

Target has AI/ML stack (18-month build for us)

Their customer base (SMB) expands our TAM by 35%

Do the financial returns justify the investment?

Revenue and profitability synergies?

Estimated IRR: 18% (target: 15%+, our WACC: 8%)

Synergy capture: $80M (35% of $500M value), 65% likely realization

Payback period and downside protection?

Payback timeline: 4.2 years (target: <5 years)

Worst case (30% prob): 8% IRR (still above WACC)

Can we successfully integrate and retain talent?

Culture and team dynamics fit?

Target: startup culture, rapid iteration; our: process-heavy

Estimated key talent loss: 25-35% in first 18 months

Governance and decision-making alignment?

Proposed: standalone P&L for 24 months, then integration

Retention bonus pool: $15M for key 40 people

What are the key execution risks?

Integration complexity and timeline?

Technical integration: 12 months (platform consolidation)

Commercial integration: 18-24 months (go-to-market alignment)

Key risk mitigation and contingencies?

Dependency risk: target has 40% revenue from top 3 customers

Mitigation: pre-deal customer commitment letters (3-year)

4Feedback

Strategic Thinking

Distinctive

Financial Modeling

Strong

Execution Planning

Meeting Bar

Business Judgment

Strong

Repeat

Practice Library

JPMorgan exercises

Value this $1B acquisition target using DCF analysis. Walk me through key assumptions...

LEARNHard

Finance · ValuationJPMorgan

A bank is considering acquiring a fintech competitor. What are the top 5 synergies and...

CASE INTERVIEWHard

Finance & Fintech · M&A StrategyJPMorgan

Build an investment thesis for entering a new $50B market. Include market sizing,...

LEARNMedium

Finance · Market Entry StrategyJPMorgan

Tell me about a time you had to convince a client to make a difficult financial...

BEHAVIORALHard

Behavioral · Client ImpactJPMorgan

Describe a situation where you managed competing stakeholder interests in a complex...

BEHAVIORALHard

Behavioral · Stakeholder ManagementJPMorgan