Finance & Business Management Associate

Posted 10 Minutes Ago
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Columbus, OH, USA
Hybrid
Junior
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Provides finance and business management support for consumer banking leaders through reporting, financial analysis, business reviews, performance insights, and strategic initiatives. The role analyzes deposits, investments, customer experience, outreach, and field staff performance while developing ad hoc analyses, supporting projects, and identifying opportunities to improve business results.
Summary Generated by Built In

Join the Consumer Banking Finance & Business Management team and help provide insights that support business performance across the Retail Financial Services network. You will partner with business and finance leaders to analyze results, develop reporting, and support strategic priorities. This role offers the opportunity to build deep business knowledge while contributing to divisional and national initiatives.

As a Finance & Business Management Associate in the Consumer Banking Finance & Business Management team, you will provide finance and business management support to divisional and regional business managers. You will analyze business performance and provide insights into areas such as deposit and investment balance growth, customer experience, client outreach, and field staff performance. You will prepare business reviews, conduct financial and strategic analysis, and support initiatives that help business leaders understand and optimize results.

Job Responsibilities

  • Support divisional and regional business managers through reporting, analysis, and deep dives into results to identify opportunities to optimize performance
  • Prepare divisional and regional business review packages
  • Develop periodic and ad hoc analysis to support financial and strategic objectives
  • Build knowledge of key focus areas and provide subject matter expertise to the team
  • Support ad hoc special projects and business requests
  • Contribute to divisional and national initiatives, including owning and driving select projects

Required qualifications, capabilities, and skills

  • Bachelor’s degree in Accounting, Finance, or a related discipline
  • 2 years of experience in financial services or a related field
  • Knowledge of financial principles with the ability to connect business activities to financial results
  • Strong verbal and written communication skills
  • Strong analytical and organizational skills with the ability to manage multiple and changing deliverables
  • Ability to collaborate and build relationships across the organization
  • Strong follow-through and ability to execute against priorities
  • Proficiency in Microsoft Office and financial applications
  • Strong attention to detail and ability to deliver solutions
  • Ability to travel as required

Preferred qualifications, capabilities, and skills

  • Experience with Tableau or QlikView
  • Knowledge of branch banking
  • Knowledge of retail banking financial systems
About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans

About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Skills Required

  • Bachelor's degree in Accounting, Finance, or a related discipline
  • 2 years of experience in financial services or a related field
  • Knowledge of financial principles and ability to connect business activities to financial results
  • Strong verbal and written communication skills
  • Strong analytical and organizational skills
  • Ability to manage multiple and changing deliverables
  • Ability to collaborate and build relationships across the organization
  • Strong follow-through and ability to execute against priorities
  • Proficiency in Microsoft Office and financial applications
  • Strong attention to detail and ability to deliver solutions
  • Ability to travel as required
  • Experience with Tableau or QlikView
  • Knowledge of branch banking
  • Knowledge of retail banking financial systems

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.

  • Healthcare Strength — Medical coverage and wellness resources, including mental-health support and wellness incentives, are described as comprehensive and accessible; feedback suggests income-based contributions help keep care affordable.
  • Retirement Support — A dollar-for-dollar 401(k) match up to 5% of eligible pay, plus additional employer contributions in some cases, is highlighted as a strong pillar of financial security. Feedback suggests this structure is a notable advantage of the total rewards package.
  • Parental & Family Support — Up to 16 weeks of paid parental leave for all parents, along with fertility, adoption, surrogacy, childcare, and family-support resources, signals a family-forward approach. Feedback suggests these programs are a standout feature of the package.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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