Join our Deposits & Liquidity Performance Analytics team, where you’ll help shape the financial future of our Liquidity & Account Solutions business. You’ll collaborate with talented colleagues, influence key decisions, and make a measurable impact through your analytical expertise and proactive approach.
As an Associate in Deposits & Liquidity Performance Analytics, you support the Liquidity & Account Solutions business within Treasury Services. You will deliver critical financial insights through forecasting, variance analysis, and executive reporting. You’ll partner with stakeholders across Finance, Product, and Treasury, translating complex data into clear recommendations. Your work will drive improvements in forecasting, reporting, and controls, with opportunities to demonstrate leadership and grow your career.
Job Responsibilities
- Lead balance sheet and revenue forecasting and analytics for Liquidity & Account Solutions, ensuring timely and accurate outputs.
- Support the end-to-end revenue and net interest income (NII) forecast, including model development, assumptions, and scenario analysis.
- Run scenario and sensitivity analyses on rates, yield curves, policy changes, balance movements, and client repricing; synthesize results and recommend actions.
- Prepare monthly P&L variance analysis, including variance bridges versus plan, forecast, and prior year; develop driver commentary and investigate key variances.
- Reconcile actuals to source systems and allocation methodologies, maintaining traceability and documentation; identify and address data or methodology gaps.
- Produce recurring executive-ready reporting, ensuring metric consistency, accuracy, and narrative enhancement as business conditions evolve.
- Coordinate inputs and messaging across Finance, Product, and Treasury partners; manage timelines, dependencies, and follow-ups with minimal oversight.
- Identify and lead initiatives to improve data quality and automation across forecasting, performance measurement, and reporting.
- Uphold strong control standards across reconciliations, allocations, and model governance; ensure documentation is complete and audit-ready.
- Serve as a go-to partner for day-to-day questions, communicating complex concepts clearly and escalating risks with proposed solutions.
- Demonstrate team-lead potential by mentoring junior team members, driving best practices, and leading small projects or workstreams as needed.
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree with experience in finance, treasury, or wholesale transaction banking products.
- Strong analytical skills and advanced Excel proficiency, including experience with driver-based models and large datasets.
- Experience with business intelligence or analytics tools (e.g., Tableau, Alteryx) and ability to learn new tools quickly.
- Proven ability to manage multiple priorities under tight deadlines and work independently through ambiguity.
- Strong communication skills, with the ability to translate analysis into concise, executive-ready materials.
- Demonstrated leadership behaviors, such as leading workstreams, owning initiatives, process improvement, or mentoring.
Preferred Qualifications, Capabilities, and Skills
- Experience with deposits or liquidity products.
- Track record of driving automation or process enhancements in financial analysis or reporting.
- Familiarity with model governance and audit requirements.
- Experience collaborating with cross-functional teams in a matrixed environment.
About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
Skills Required
- Bachelor's degree with experience in finance, treasury, or wholesale transaction banking products.
- Strong analytical skills and advanced Excel proficiency, including driver-based models and large datasets.
- Experience with business intelligence or analytics tools (e.g., Tableau, Alteryx) and ability to learn new tools quickly.
- Proven ability to manage multiple priorities under tight deadlines and work independently through ambiguity.
- Strong communication skills, with the ability to translate analysis into concise, executive-ready materials.
- Demonstrated leadership behaviors, such as leading workstreams, owning initiatives, process improvement, or mentoring.
- Experience with deposits or liquidity products.
- Track record of driving automation or process enhancements in financial analysis or reporting.
- Familiarity with model governance and audit requirements.
- Experience collaborating with cross-functional teams in a matrixed environment.
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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