Infrastructure Financial Analysis Senior Associate

Reposted 2 Months Ago
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Plano, TX, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Provide financial planning, analysis, and reporting for Asset & Wealth Management infrastructure and cloud spend. Manage cloud demand planning, billing/allocation, cost-usage dashboards, and FinOps optimization; partner with technology and finance stakeholders to deliver insights, forecasts, and recommendations to senior management.
Summary Generated by Built In

J.P. Morgan Asset & Wealth Management Finance & Business Management ("AWM F&BM") has an opening for a Technology & Data Finance Associate. This position will report directly to the Head of Planning & Analysis for Asset & Wealth Management Technology & Data and support the AWM Technology & Data organization. The role sits at the intersection of finance, data, technology, and artificial intelligence, helping build the financial management capabilities required to support the next generation of AWM's technology investments. 


AWM Technology & Data Finance is an integral part of the broader Finance & Business Management organization, providing financial leadership, strategic decision support, and governance across infrastructure, cloud, data, and AI investments. As AWM accelerates adoption of Artificial Intelligence and Generative AI capabilities, understanding and managing consumption-based technology costs, including cloud infrastructure and token usage, is becoming increasingly critical to both business and technology organizations across Asset & Wealth Management. 


As an Associate within the Infrastructure, AI & Token Economics team, you will help establish and scale the financial management capabilities required to support AWM's evolving AI ecosystem. The role will provide financial, analytical, and strategic support across cloud infrastructure, data platforms, and AI technologies while helping create transparency into token consumption, usage patterns, cost drivers, forecasting methodologies, and optimization opportunities.


This role extends beyond traditional financial analysis. You will partner closely with Technology, Data & AI, Product, Business Management, and Finance teams to transform large, complex datasets into actionable insights that improve decision-making across Asset & Wealth Management. As both business and technology organizations increasingly leverage AI-powered solutions, you will play a key role in developing scalable analytics, reporting, governance, forecasting, and visualization capabilities that help leaders understand the financial implications of AI adoption and maximize value from these investments.


Job responsibilities:

  • Analyze financial results to identify business drivers, trends, risks, and opportunities, and translate findings into actionable insights.
  • Produce recurring management reporting (monthly/quarterly/semi-annual/annual) and deliver ad hoc analyses for senior leadership.
  • Support budgeting, forecasting, and multi-period financial planning across infrastructure, cloud, data, and AI investments; build executive-ready materials to support decisions.
  • Manage cloud demand planning, forecasting, monthly billing, allocations, and financial reporting processes in partnership with Accounting, Finance, and Technology.
  • Monitor cloud/infrastructure consumption and spend to detect variances and anomalies, and drive cost optimization recommendations.
  • Partner with Technology, FinOps, and Infrastructure teams to improve visibility into cost drivers/utilization, align forecast assumptions and modernization plans, and track optimization initiatives, realized savings, and outcomes.
  • Build and maintain scalable, repeatable analytics solutions (dashboards, scorecards, visualizations) that provide near real-time transparency into AI token consumption, cloud/infrastructure utilization, and cost trends for business managers, CFOs, and technology leaders.
  • Analyze large, complex datasets to identify usage patterns, consumption drivers, optimization opportunities, and emerging financial risks; develop automated reporting/monitoring to proactively flag spending anomalies, consumption spikes, and forecast variances.
  • Develop and evolve token forecasting methodologies, attribution models, allocation frameworks, and governance processes for AI expenses; evaluate model usage, infrastructure efficiency, and vendor pricing/consumption-based costs, translating technical metrics into executive-ready financial impacts and recommendations while driving continuous improvement in automation, data quality, forecast accuracy, and overall analytical capabilities.
  • Lead financial reviews and investment assessments to support strategic decisions, ensuring analysis ties spend to outcomes and business impact.
  • Partner across Technology, Data & AI, Infrastructure, Business Management, and Finance to influence strategy and execution—acting as a change agent to strengthen visibility, governance, and decision-making across technology investments.

Required qualifications, capabilities, and skills:

  • Bachelor's degree in Finance, Economics, Data Analytics, Management Information Systems, Computer Science, Engineering, or related discipline. 
  • 3+ years of experience in financial planning & analysis, business intelligence, analytics, data science, strategy, technology finance, FinOps, or related functions. 
  • Strong analytical and problem-solving skills with the ability to independently explore large datasets and identify meaningful business insights. 
  • Advanced proficiency with data and analytics tools such as SQL, Databricks, Tableau, Power BI, Alteryx, Python, Excel, or similar platforms. 
  • Experience developing dashboards, visualizations, and executive-ready reporting. 
  • Experience performing forecasting, scenario modeling, financial analysis, and executive storytelling.
  • Strong communication, presentation, collaboration, and influence skills. 
  • Ability to thrive in a fast-paced environment and manage multiple priorities.


Preferred Qualifications

  • Experience supporting cloud infrastructure, technology, data, AI, or engineering organizations.
  • Knowledge of cloud cost management, infrastructure optimization, and FinOps practices.
  • Experience working with large-scale usage-based, consumption-based, telemetry, or operational datasets.
  • Familiarity with Artificial Intelligence, Generative AI, token consumption concepts, large language models (LLMs), or AI financial governance.
  • Experience developing cost attribution methodologies, allocation frameworks, forecasting models, or scenario analyses for emerging technologies.
  • Experience leveraging automation and advanced analytics to improve reporting quality, speed, and scalability.

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 Us
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 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

About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

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

  • 3+ years of experience in financial planning & analysis, forecasting/modeling, business intelligence, data or risk analysis, or internal/external reporting
  • Bachelor's or Master's degree in Finance, Data Analysis, MIS, Computer Science or related discipline
  • Strong working knowledge of Microsoft Excel, Tableau, Alteryx, Databricks Query, SQL or similar tools
  • Ability to perform data mining, data analytics, financial/operational reporting, and data-driven storytelling end-to-end
  • Ability to manage multiple priorities and deliverables with strategic prioritization under pressure
  • Ability to collaborate across technical and business stakeholders to deliver outcome-based results
  • Ability to present public cloud analysis and key messages effectively and simply to non-technical audiences
  • Highly motivated self-starter able to manage BAU F&BM deliverables and ad hoc research
  • Strong influence management skills to obtain stakeholder buy-in
  • Excellent verbal, written, and interpersonal communication skills
  • Authorized to work in the United States; employer will not provide employment-based immigration sponsorship

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 — 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.
  • 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.
  • 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

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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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