You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team
AAs a Financial Planning & Analysis - Associate in our Home Lending Finance team, you will play a critical role in developing, maintaining, and automating forecasting models and processes that promote strategic decision-making and regulatory compliance.
Job Responsibilities
- Develop, refine, and maintain qualitative models, including time series forecasting, econometric, and machine learning models, in alignment with firm’s model risk guidelines.
- Support the monthly and quarterly forecast process, and annual budget/mid-year forecast reporting for Home Lending.
- Lead or participate in the migration of legacy forecasting models to strategic platforms, including requirements gathering, feasibility studies, and documentation.
- Conduct business and process due diligence to develop functional requirement documents and support user acceptance testing (UAT), including test planning, execution, and training documentation.
- Interface with multiple stakeholders, including Home Lending leadership, business finance, technology, risk, and project teams, to communicate findings, resolve issues, and drive process improvements.
- Prepare and maintain model documentation for regulatory submissions and senior management reports, ensuring accuracy and compliance.
- Contribute to ad-hoc analyses and strategic projects, providing actionable insights and recommendations to senior management.
- Support centralized activities for Home Lending and ensure the integrity of model inputs and outputs.
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree in Finance, Accounting, Economics, Analytics, or any tech field
- 9+ years of experience in finance, management consulting, analytics, risk, or financial planning & analysis roles.
- Strong critical thinking, and analytical problem-solving skills, with experience in econometric modeling (e.g., OLS, time series) and familiarity with machine learning techniques.
- Proficiency in Python (required), SQL and strong knowledge of Microsoft Office.
- Experience with analytical and database platforms such as Essbase, Tableau, Alteryx and Databricks.
- Extensive project management experience, with the ability to manage multiple tasks and deliverables simultaneously.
- Excellent written and verbal communication skills, with the ability to create clear and concise documentation and communicate effectively with stakeholders at all levels.
- Strong judgment, professional maturity, personal integrity, and a proactive, results-oriented approach.
Preferred Qualifications, Capabilities, and Skills
- Master’s degree in a quantitative field, CFA/FRM certification a plus. Master’s degree or MBA preferred.
- Experience in mortgage banking and regulatory reporting.
- Data science, AI/ML, and automation experience.
- Understanding of macroeconomic and business environments.
- Willingness to work US shifts during critical periods to collaborate with US-based teams.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, Analytics, or a technology-related field
- 9+ years of experience in finance, management consulting, analytics, risk, or financial planning and analysis
- Experience with econometric modeling, including OLS and time series forecasting
- Familiarity with machine learning techniques
- Proficiency in Python
- Proficiency in SQL
- Strong knowledge of Microsoft Office
- Experience with Essbase, Tableau, Alteryx, and Databricks
- Extensive project management experience
- Strong written and verbal communication skills
- Ability to create clear documentation and communicate with stakeholders at all levels
- Strong critical thinking and analytical problem-solving skills
- Strong judgment, professional maturity, integrity, and proactive results-oriented approach
- Master's degree or MBA, preferably in a quantitative field
- CFA or FRM certification
- Experience in mortgage banking and regulatory reporting
- Data science, AI/ML, and automation experience
- Understanding of macroeconomic and business environments
- Willingness to work US shifts during critical periods
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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