Jai Malhotra

Critic
DISC Type : C

Incoming 2027 Investment Banking Summer Analyst at J.P. Morgan

Larchmont, New York, United States

Overview

Jai is a finance student at Cornells Dyson School and the co-founder of LWYRD, a legal tech company. He has interned in venture capital and at a global investment platform, and is an incoming Investment Banking Summer Analyst at J. P. Morgan, showing a strong focus on finance and entrepreneurship.

He has a keen interest in economic development, demonstrated by his involvement with the National High School Microfinance Coalition. Jai also possesses a strong academic interest in history, having authored a publication on the religious and political history of British India.

While still an undergraduate student, he co-founded a company with the mission to make legal services more accessible.

Personality Overview

Negotiator

Critic

Information Seeker

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They enjoy working alone and do not rely on others very often.

Topics They Care About

Legal Tech
Co-founded LWYRD, a company with the stated mission of making legal services more accessible.
Global Investing
Expressed strong support for a platform providing globally diversified investment portfolios, noting its importance for families.
Microfinance Initiatives
Actively promoted a speaker event for the National High School Microfinance Coalition, showing a clear interest in the field.

Media Appearances

Jai has no verified media appearances

Work History

2-2026
Incoming 2027 Investment Banking Summer Analyst at J.P. Morgan
5-2025 - 7-2025
Intern at Plum Alley Ventures Company
12-2024 - 1-2025
Intern at Paasa
8-2023 - 3-2024
Chief Communications Officer (CCO) at Series
4-2023 - 10-2023
Research And Development Intern at Caja Los Andes

Education

2024 - 5-2028
Bachelor of Science - BS from Cornell Dyson School of Applied Economics & Management
2017 - 6-2024
High School Diploma from Riverdale Country School

More Information

Social Presence :

Prographics :

Exp : 1 Location : Larchmont, New York, United States Job Level : Junior Designation : Incoming 2027 Investment Banking Summer Analyst at J.P. Morgan
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Insights For Selling To Jai

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t try too hard to build a relationship with them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jai is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Jai

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Jai move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Jai take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Jai

Personality Compatibility


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