Help senior leaders see around corners by turning complex financial data into clear insights and actions. You will partner across Finance and Markets to guide planning, forecasting, and performance reporting that informs critical decisions. This role offers exposure to firmwide stakeholders and high-impact deliverables for executive management. If you enjoy rigorous analysis, strong teamwork, and fast-paced priorities, you will thrive with us.
As an Associate in Markets Planning and Analysis in Financial Planning and Analysis, you will coordinate budgeting and forecasting cycles and deliver performance insights through reports and presentations. You will work closely with business leaders, Finance partners, and Controllers to translate results and outlooks into clear narratives and decision-ready materials. You will help strengthen our controls and analytical practices so our work is accurate, timely, and scalable.
Job responsibilities
- Coordinate the annual budgeting and mid-year forecasting processes
- Prepare recurring and ad-hoc financial reports on performance and outlook
- Analyze quarterly business performance and key drivers versus plan and prior periods
- Perform competitor benchmarking and summarize implications for leadership discussions
- Support Markets Resolution and Recovery planning activities and deliverables
- Build executive-ready presentations and supporting materials for senior management
- Partner with Business Heads, CFOs, and Controllers to support strategic decision-making
- Contribute to cross-finance strategic initiatives and project workstreams
- Implement controls and best practices to improve accuracy and efficiency of analysis
- Synthesize multiple data sets into cohesive insights, recommendations, and narratives
- Build and maintain strong relationships across firmwide, functional finance, and line-of-business teams
Required qualifications, capabilities, and skills
- Bachelor’s degree in Finance, Economics, or Accounting
- 4+ years of relevant financial planning and analysis experience
- Demonstrated ability to manage multiple priorities and shifting deadlines in a fast-paced environment
- Strong quantitative, analytical, and problem-solving skills
- Proven ability to communicate complex concepts clearly in writing and verbally
- Advanced Microsoft Excel and PowerPoint skills
- Experience using Essbase and building analysis from large, multi-source data sets
- High attention to detail with the ability to deliver accurate work under pressure
- Professional judgment, maturity, and personal integrity
- Collaborative mindset and ability to build strong partnerships across teams
Preferred qualifications, capabilities and skills
- Experience financial services experience preferred
- CFA, CPA, or MBA
- Experience supporting earnings and business performance narratives for executive audiences
- Experience with Visual Basic, Excel macros, or other automation techniques
- Experience supporting recovery and resolution planning processes
- Strong presentation development skills for senior stakeholder forums
Additional Information
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
About UsWe offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Bachelor's degree in Finance, Economics, or Accounting
- 4+ years of relevant financial planning and analysis experience
- Ability to manage multiple priorities and shifting deadlines in a fast-paced environment
- Strong quantitative, analytical, and problem-solving skills
- Ability to communicate complex concepts clearly in writing and verbally
- Advanced Microsoft Excel and PowerPoint skills
- Experience using Essbase and building analysis from large, multi-source data sets
- High attention to detail and ability to deliver accurate work under pressure
- Professional judgment, maturity, and personal integrity
- Collaborative mindset and ability to build strong partnerships across teams
- Financial services experience
- CFA, CPA, or MBA
- Experience supporting earnings and business performance narratives for executive audiences
- Experience with Visual Basic, Excel macros, or other automation techniques
- Experience supporting recovery and resolution planning processes
- Strong presentation development skills for senior stakeholder forums
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 — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
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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