Shape how world-class technology, product, and design teams operate—at scale. In this role, you’ll sit at the intersection of strategy, finance, and execution, partnering directly with senior leaders to make smart investment decisions, improve operational rigor, and accelerate transformation. If you’re energized by complex problems, high standards, and measurable outcomes, you’ll find a platform here to do some of your best work.
As a Finance & Business Management (F&BM) Associate in Global Private Bank Technology, you will help define where the organization invests, how it plans, and how it delivers—bringing clarity to priorities and transparency to spend and capacity. You’ll lead financial planning and forecasting, develop and review business cases, and build decision-ready reporting for senior leaders. You’ll build trusted relationships across technology, product, design, finance, and HR to ensure teams have the insights and resources to execute with speed and discipline.
Job Responsibilities- Partner with technology, product, and design leadership to set and execute strategic initiatives that drive growth, efficiency, and operating-model evolution
- Own business case development and review, ensuring investment decisions are well-structured, data-driven, and aligned to enterprise priorities
- Lead financial planning and forecasting with timely, accurate insights that help leaders manage trade-offs and meet commitments
- Monitor and optimize expenses across headcount, infrastructure, vendors, and other non-labor costs, identifying opportunities to reinvest or improve efficiency
- Build and maintain headcount forecasting models, keeping assumptions current and outputs decision-ready
- Run deep-dive reviews on headcount, infrastructure, vendor strategy, financial performance, and location strategy, turning analysis into clear recommendations
- Coordinate closely with HR and Finance to gather inputs, validate data, and refine models as business needs change
- Design executive-ready reporting (dashboards, recurring packs, and narrative insights) that enables fast, confident decision-making
- Continuously improve reporting processes, closing gaps, strengthening controls, and increasing automation where it adds value
- Lead ad hoc projects and transformation initiatives, driving execution, tracking outcomes, and elevating operational excellence
- Apply firm-approved AI-enabled productivity and analytics tools to automate routine analysis and improve decision support, exercising strong judgment around data sensitivity and appropriate use
- Bachelor’s degree in Finance, Engineering, Economics, or a related field, plus 5+ years of relevant experience in business management, financial planning, strategic planning, or a similar role
- Demonstrated expertise building and maintaining forecasting models and management reporting, with strong attention to detail
- Strong analytical judgment, with ability to translate complex data into clear, actionable insights and recommendations
- Experience managing budgets and driving cost optimization across labor and non-labor expense types
- Proven ability to lead through influence in a matrixed environment, manage senior stakeholders effectively, and resolve conflict constructively
- Excellent communication and interpersonal skills—structured, concise, and confident with executives and cross-functional partners
- Continuous-improvement mindset with a track record of making processes more effective and scalable; comfortable operating at pace with shifting priorities, high standards, and willingness to travel as needed
Master’s degree or MBA in Finance, Engineering, Economics, or a related field
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
- Bachelor's degree in Finance, Engineering, Economics, or a related field
- 5+ years of relevant experience in business management, financial planning, strategic planning, or a similar role
- Experience building and maintaining forecasting models and management reporting
- Strong analytical judgment and ability to translate complex data into actionable insights
- Experience managing budgets and optimizing labor and non-labor expenses
- Ability to lead through influence in a matrixed environment and manage senior stakeholders
- Excellent executive and cross-functional communication skills
- Track record of continuous process improvement and scalable operations
- Willingness to travel as needed
- Master's degree or MBA in Finance, Engineering, Economics, or a related field
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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