Elevate your career as an Associate in our D&PS Planning & Analysis Team. In this dynamic role, you'll support critical budgeting and forecasting processes and deliver valuable insights to Senior Management. Collaborate with Finance Managers, Business Managers, and P&A teams to drive strategic decision-making and improve financial performance.
As an Associate in the D&PS Planning & Analysis team, you will support financial planning and analysis functions within the Commercial & Investment Banking (CIB) D&PS organization. Partner with various departments to provide insights and recommendations that drive strategic decision-making. Lead and coordinate budgeting and forecasting processes, and prepare management reports for Senior Management and Business Leads.
Job Responsibilities:
- Assist in managing the annual budgeting and forecasting processes.
- Serve as a liaison between Firm-wide P&A, lines of business, and Functional Finance teams.
- Produce presentations and analysis for key internal clients, including Senior Management.
- Develop, consolidate, and present qualitative and quantitative financial analysis.
- Create, maintain, and review financial models and analyses.
- Conduct deep dive analyses on key issues impacting clients.
- Collaborate with business partners to ensure timely and effective delivery of initiatives.
- Build and maintain strong relationships with key business stakeholders.
- Monitor key performance indicators (KPIs) and provide actionable insights.
- Ensure accuracy and integrity of financial data and reporting.
Required Qualifications, Skills, and Capabilities:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 3 years of experience in financial planning and analysis or a similar role within the financial services industry.
- Strong analytical and problem-solving skills with attention to detail.
- Proficiency in financial modeling and data analysis tools (e.g., Excel, PowerPoint, Essbase).
- Excellent communication and presentation skills.
- Ability to work collaboratively in a team environment and manage multiple priorities.
- Ability to navigate multiple data sets and synthesize them into cohesive presentations.
Preferred Qualifications, Skills, and Capabilities:
- CFA, CPA, or MBA.
- Experience with SQL, Tableau, Qliksense
- Ability to build strong partnerships with colleagues and think strategically.
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, Accounting, Economics, or related field
- 3 years of experience in financial planning and analysis or similar role within financial services
- Proficiency in financial modeling and data analysis tools (Excel, PowerPoint, Essbase)
- Strong analytical and problem-solving skills with attention to detail
- Excellent communication and presentation skills
- Ability to work collaboratively in a team environment and manage multiple priorities
- Ability to navigate multiple data sets and synthesize them into cohesive presentations
- CFA, CPA, or MBA
- Experience with SQL, Tableau, Qliksense
- Ability to build strong partnerships with colleagues and think strategically
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 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.
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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.
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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
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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