As a Finance & Business Management - Associate within Commercial Banking F&BM you will support the Client Onboarding & Servicing (COS) organization, leveraging your penchant for story-telling with financial data and strategic, analytical and energetic approach. This is a high-impact opportunity on our F&BM team ensuring senior management across the Commercial & Investment Bank have visibility into major initiatives, business metrics, financials and data insights to achieve their strategic objectives. This role will provide support to senior Business and Operations leaders and key partners across CIB Finance, Business Management and Data & Analytics teams to enable effective end-to-end execution.
Job Responsibilites:
- Experience with Business Management/Data Analytics
- Partner with COS and CIB F&BM to prepare executive presentations – ability to package and present projections and performance trends by bringing financials and data together to tell a cohesive story
- Design management reporting packages to communicate business results in a transparent and concise manner to all constituents
- Ability to take analysis and create executive level presentation using PowerPoint PitchPro+
- Coordinate deliverables with business managers, finance, project managers and other F&BM teams
- Analyze large amounts of data, assess KPI trends, and create impactful analysis to assist in developing COS strategy
- Partner with COS and CIB F&BM team to budget and forecast headcount and direct expenses
- Participate in the activity based costing process used to allocate expenses across LOB’s and downstream client profitability system
- Strong professional presence with the ability to communicate directly with all levels
Must be able to interact, collaborate, and partner with peer team members across business and staff areas at all levels and achieve goals without direct control over all resources
Preferred qualifications, skills and capabilities:
- Bachelors degree with minimum 3-4 years of experience in financial data analysis and story-telling
- Ability to work collaboratively; develop strong partnership with multiple levels of employees
- Strong presentation skills and ability to tell the story on initiatives with the ability to produce successful results in a fast paced environment
- Ability to develop strong, positive relationships with business stakeholders to interpret and present complex data with strong attention to detail and solid work ethic
- Highly motivated, proactive attitude, with a natural passion to learn and an inquisitive personality
- Excellent problem solving and critical thinking skills with a mature, independent, highly organized, self-motivated and a team player
- Strong PowerPoint, Excel, and Word skills required and knowledge of or experience with BI tools, databases and SQL Querying is a plus
We 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
- Strong PowerPoint skills (PitchPro+ experience)
- Strong Excel skills
- Strong Word skills
- Knowledge of or experience with BI tools, databases and SQL querying
- Bachelor's degree
- 3-4 years of financial data analysis and storytelling experience
- Experience designing management reporting and creating executive-level presentations
- Experience analyzing large datasets, assessing KPI trends and producing actionable insights
- Experience budgeting and forecasting headcount and direct expenses
- Familiarity with activity-based costing and expense allocation processes
- Strong communication and stakeholder management skills with senior leaders
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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