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.
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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 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
- 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.
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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.
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