Associate, Markets Planning and Analysis

JPMorgan Chase & Co. • New York, NY

9d • $100,700 - $145,000

About The Position

As an Associate in Markets Planning and Analysis within Financial Planning and Analysis, you will coordinate budgeting and forecasting cycles and provide performance insights through reports and presentations. You will work with business leaders, Finance partners, and Controllers to translate financial results and outlooks into clear narratives and decision-ready materials. The role supports critical decisions through rigorous analysis, strengthens controls and analytical practices, and offers exposure to firmwide stakeholders and executive-management deliverables.

Requirements

• Bachelor’s degree in Finance, Economics, or Accounting.
• 4+ years of relevant financial planning and analysis experience.
• Ability to manage multiple priorities and shifting deadlines in a fast-paced environment.
• Strong quantitative, analytical, and problem-solving skills.
• Ability to communicate complex concepts clearly in writing and verbally.
• Advanced Microsoft Excel and PowerPoint skills.
• Experience using Essbase and building analysis from large, multi-source data sets.
• High attention to detail and ability to deliver accurate work under pressure.
• Professional judgment, maturity, and personal integrity.
• Collaborative mindset and ability to build strong partnerships across teams.
• Authorization to work in the United States; employment-based immigration sponsorship and assistance with other immigration sponsorship or benefits are not offered.

Nice To Haves

• Financial services experience.
• CFA, CPA, or MBA.
• Experience supporting earnings and business performance narratives for executive audiences.
• Experience with Visual Basic, Excel macros, or other automation techniques.
• Experience supporting recovery and resolution planning processes.
• Strong presentation development skills for senior stakeholder forums.

Responsibilities

• Coordinate the annual budgeting and mid-year forecasting processes.
• Prepare recurring and ad-hoc financial reports on performance and outlook.
• Analyze quarterly business performance and key drivers versus plan and prior periods.
• Perform competitor benchmarking and summarize implications for leadership discussions.
• Support Markets Resolution and Recovery planning activities and deliverables.
• Build executive-ready presentations and supporting materials for senior management.
• Partner with Business Heads, CFOs, and Controllers to support strategic decision-making.
• Contribute to cross-finance strategic initiatives and project workstreams.
• Implement controls and best practices to improve the accuracy and efficiency of analysis.
• Synthesize multiple data sets into cohesive insights, recommendations, and narratives.
• Build and maintain strong relationships across firmwide, functional finance, and line-of-business teams.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level