Securities Services P&A Finance Data Analytics Senior Associate
As a Securities Services P&A Finance Analytics Senior Associate, you will partner with Finance and Technology stakeholders to deliver high-impact, data-driven insights that support CFO-level decisioning. You will design, build, and continuously improve BI dashboards and analytics solutions end-to-end from requirements gathering and KPI definition through data validation, visualization design, and production deployment, leveraging tools such as Tableau, Sigma, and Power BI. Your work will be enabled by modern data platforms (e.g., Databricks and comparable technologies) and will focus on producing clear, actionable management data visualization, advanced analytics, and reporting.
Within the Financial Analysis domain, you will analyze, prepare, and reconcile accounting and technical data, investigate variances, and ensure integrity and alignment to source systems and finance controls. You will also contribute to forecasting, budgeting, and financial control activities, and help deliver weekly, monthly, and quarterly management reporting. In addition, you will support special projects and time-sensitive analytics requests across the broader team.
Job Responsibilities
- Design, develop, and define the data (and metadata) required to enable business execution, performance measurement, and analytics
- Plan, manage, and deliver end-to-end solutions for data infrastructure and scalable data products
- Analyze, prepare, and reconcile accounting and technical datasets; investigate anomalies and ensure consistency with source systems and established controls
- Develop financial business cases to support strategic initiatives and investment decisions
- Monitor and report on key metrics, drive data quality improvements, and help shape future analytics and reporting needs within the product area
- Build and maintain performance scorecards and dashboards; create presentations and deliver financial insights and ad hoc analyses to senior management
- Perform variance and driver analysis; communicate clear, concise commentary on changes versus prior forecasts, plans, and budgets
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree in Accounting, Finance, or a technical discipline
- 6+ years of relevant experience in MIS, Business Intelligence, and/or Analytics roles
- Strong analytical programming capability utilizing SQL, Python, and/or R skills, including the ability to write complex queries; solid understanding of data warehousing concepts
- Experience with one or more BI tools and database/platform ecosystems such as AWS or Databricks; and Oracle / SQL Server / Teradata; Tableau / Cognos / BusinessObjects; SAS / R
- Proficiency in key data and BI concepts including ETL, data modeling, reporting automation, and dashboard development
- Self-starter with strong collaboration skills and clear, professional communication; proactive about seeking input when needed
- Ability to take direction, apply feedback, and independently drive problem solving to completion
- Strong attention to detail with the ability to connect analysis to broader business outcomes
- Curious, diligent, and comfortable constructively challenging assumptions to improve outcomes
- Demonstrated ability to deliver special projects with limited lead time, ambiguity, or incomplete information
Excellent time management and prioritization skills; ability to perform under pressure and tight deadlines
Preferred Qualifications
- 6+ years of experience in financial analysis, planning & analysis, and/or management reporting
- Bachelor’s degree required; concentration in IT, Computer Science, Finance, Accounting, or Business preferred. Exposure to LLM/AI-enabled solutions is a plus
- Strong BI/reporting skills in Tableau, Sigma, Alteryx; experience migrating BI solutions is an advantage
- Experience with cloud data platforms such as AWS, Databricks, Snowflake, or other cloud data warehouses
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Skills Required
- Bachelor's degree in Accounting, Finance, or a technical discipline
- 6+ years of relevant experience in MIS, Business Intelligence, and/or Analytics roles
- Strong analytical programming capability using SQL, Python, and/or R, including complex queries
- Solid understanding of data warehousing concepts
- Experience with BI tools and database/platform ecosystems (e.g., Databricks, AWS, Oracle, SQL Server, Teradata, Tableau, Cognos, BusinessObjects, SAS)
- Proficiency in ETL, data modeling, reporting automation, and dashboard development
- Strong collaboration skills and clear, professional communication
- Ability to take direction, apply feedback, and independently drive problem solving to completion
- Strong attention to detail and ability to connect analysis to business outcomes
- Demonstrated ability to deliver special projects under tight deadlines and ambiguity
- Experience in financial analysis, planning & analysis, and/or management reporting
- Strong BI/reporting skills in Tableau, Sigma, Alteryx; experience migrating BI solutions
- Experience with cloud data platforms such as AWS, Databricks, Snowflake
- Exposure to LLM/AI-enabled solutions
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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