Securities Services Planning and Analysis - Senior Associate

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New York, NY, USA
Hybrid
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role

Job Description
Join JPMorgan Chase, a global leader in financial services with operations worldwide and assets of approximately $4 trillion. Our team offers opportunities in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.
Elevate your career with JPMorgan Chase as a Senior Associate in the Securities Services Planning & Analysis (P&A) Team. In this dynamic role, you'll lead critical budgeting and forecasting processes, collaborate with diverse teams, and present insights to top-level executives. Drive financial excellence and make a tangible impact on our global operations by developing comprehensive financial analyses and fostering strong relationships with key stakeholders.
As a Senior Associate in the Securities Services P&A Team, you will support the Securities Services organization by managing major deliverables and shaping the strategic vision of the business. Collaborate with stakeholders and senior business leads to manage critical deliverables, contribute to the digital transformation agenda, and drive key regulatory reporting.
Job Responsibilities:

  • Manage end-to-end ownership of major deliverables for securities services sub-businesses, including budgeting, forecasting, and executive reviews.
  • Consolidate and analyze financial results, providing actionable insights to business leads.
  • Collaborate with Business Management, Product Controller teams, and Securities Services Strategy team on critical presentations and projects.
  • Create and deliver robust reporting that forecasts performance and assesses offerings.
  • Drive key regulatory reporting, such as CCAR and OCC.
  • Assist in developing and presenting qualitative and quantitative financial analysis.
  • Conduct deep dive analyses on key issues impacting the business.
  • Build and maintain strong relationships with key business stakeholders.
  • Manage accountabilities and expectations at all levels.


Required Qualifications, Skills, and Capabilities:

  • BA/BS in Finance, Economics, Accounting
  • 4 years of relevant FP&A or strategic finance experience in financial services.
  • Strong problem-solving skills and ability to address performance and strategy issues.
  • Exceptional financial modeling and analytical skills.
  • Strong relationship and interpersonal skills for interacting with senior executives.
  • Strong communication, executive storytelling, and presentation skills.
  • Proficiency in PowerPoint and Excel with high attention to detail.


Preferred Qualifications, Skills, and Capabilities:

  • CFA, CPA, or MBA.
  • Experience in digital transformation initiatives within financial services.


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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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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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