Financial Analysis - Chase Auto Treasury

Posted 12 Minutes Ago
Be an Early Applicant
2 Locations
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Supports Chase Auto Treasury through funds transfer pricing, funding execution, capital and liquidity management, forecasting, budgeting, financial controls, risk analysis, and management reporting. The role conducts interest-rate and portfolio analyses, develops dashboards and reporting capabilities, coordinates cross-functional funding initiatives, and communicates financial insights to leadership and external clients.
Summary Generated by Built In

As a Financial Analyst Senior Associate in the Chase Auto (CA) Treasury team, you will support the Chase Auto Funds Transfer Pricing (CA FTP) process and strategy and supporting the team with capital and liquidity management. Additionally, you will also be providing data that will be used and shared in external client meetings. In this role, you will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. You will be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, and development of new reporting capabilities (e.g. dashboards).

Job responsibilities

  • Chase Auto Funds Transfer Pricing (funding) execution and strategy
    • Lead and execute BAU funding processes 
    • Complete ad hoc analyses to enhance Chase Auto FTP Strategy
    • Lead cross function work streams to execute and deliver on funding related projects 
    • Act as a subject matter expert in the short term interest rate market environment, prepare updates and presentations on the impacts of interest rate market developments to the funding costs for all respective Chase Auto Finance portfolios 
    • Support other work related to funding and proforma pricing 
  • Capital and Liquidity Management
    • Participate and support the management and optimization of overall capital and Risk Weighted Assets processes for Chase Auto Finance 
    • Participate and support the risk analysis on a monthly basis (structural features, underlying credit exposure, relevant market data) as it relates to capital markets activity 

 

Required Qualifications, Capabilities, and Skills

  • Bachelor’s degree in Finance, Accounting, Economics, Statistics, Mathematics, Engineering, Computer Science, or a related analytical field
  • 4+ years of experience in finance, analytics, accounting, FP&A, data/BI, or a closely related analytical role
  • Ability to interpret financial data and communicate insights clearly (e.g., macroeconomic updates and data releases from various government agencies)
  • Advanced Excel skills (e.g., PivotTables, VLOOKUP/XLOOKUP, nested IF logic, and familiarity with INDEX/MATCH or equivalent approaches); ability to build and maintain repeatable analysis templates
  • Strong PowerPoint skills; ability to synthesize analysis into clear, leadership-ready materials
  • SQL: ability to run and adapt basic queries to pull, validate, and reconcile data (deep SQL expertise not required)
  • Strong analytical and problem-solving skills with attention to detail
  • Strong interpersonal skills; ability to work across a matrixed, cross-functional organization
  • Ability to manage multiple priorities in a fast-paced environment with tight deadlines
  • Strong written and verbal communication skills

Preferred Qualifications, Capabilities, and Skills

  • Experience with Alteryx preferred 

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 (including but not limited to H1B, H4–EAD, OPT, TN, or L visas). 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). This role is not eligible for relocation assistance.

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 Finance, Accounting, Economics, Statistics, Mathematics, Engineering, Computer Science, or a related analytical field
  • 4+ years of experience in finance, analytics, accounting, FP&A, data/BI, or a closely related analytical role
  • Ability to interpret financial data and communicate insights clearly
  • Advanced Excel skills, including PivotTables, VLOOKUP/XLOOKUP, nested IF logic, and INDEX/MATCH or equivalent approaches
  • Ability to build and maintain repeatable analysis templates
  • Strong PowerPoint skills and ability to create leadership-ready materials
  • Ability to run and adapt basic SQL queries to pull, validate, and reconcile data
  • Strong analytical and problem-solving skills with attention to detail
  • Strong interpersonal skills and ability to work across a matrixed, cross-functional organization
  • Ability to manage multiple priorities in a fast-paced environment with tight deadlines
  • Strong written and verbal communication skills
  • Experience with Alteryx

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, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

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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