Finance & Business Management

JPMorgan Chase & Co.•Jersey City, NJ

4d•$104,500 - $145,000

About The Position

In this role, you’ll sit at the intersection of strategy, finance, and execution, partnering directly with senior leaders to make smart investment decisions, improve operational rigor, and accelerate transformation. As a Finance & Business Management (F&BM) Associate in Global Private Bank Technology, you will help define where the organization invests, how it plans, and how it delivers—bringing clarity to priorities and transparency to spend and capacity. You’ll lead financial planning and forecasting, develop and review business cases, and design decision-ready reporting for senior leaders. You’ll build trusted relationships across technology, product, design, finance, and HR to ensure teams have the insights and resources to execute with speed and discipline.

Requirements

Bachelor’s degree in Finance, Engineering, Economics, or a related field, plus 8+ years of relevant experience in business management, financial planning, strategic planning, or a similar role
Demonstrated expertise building and maintaining forecasting models and management reporting, with strong attention to detail
Strong analytical judgment, with the ability to translate complex data into clear, actionable insights and recommendations
Experience managing budgets and driving cost optimization across labor and non-labor expense types
Proven ability to lead through influence in a matrixed environment, manage senior stakeholders effectively, and resolve conflict constructively
Excellent communication and interpersonal skills—structured, concise, and confident with executives and cross-functional partners; comfortable operating at pace with shifting priorities and high standards
Continuous-improvement mindset with a track record of making processes more effective and scalable; willingness to travel as needed

Nice To Haves

Master’s degree or MBA in Finance, Engineering, Economics, or a related field

Responsibilities

Partner with technology, product, and design leadership to set and execute strategic initiatives that drive growth, efficiency, and operating-model evolution
Own business case development and review, ensuring investment decisions are well-structured, data-driven, and aligned to enterprise priorities
Lead financial planning and forecasting with timely, accurate insights that help leaders manage trade-offs and meet commitments
Monitor and optimize expenses across headcount, infrastructure, vendors, and other non-labor costs, identifying opportunities to reinvest or improve efficiency
Build and maintain headcount forecasting models, keeping assumptions current and outputs decision-ready
Run deep-dive reviews on headcount, infrastructure, vendor strategy, financial performance, and location strategy, turning analysis into clear recommendations
Coordinate closely with HR and Finance to gather inputs, validate data, and refine models as business needs change
Design executive-ready reporting (dashboards, recurring packs, and narrative insights) that enables fast, confident decision-making
Continuously improve reporting processes, closing gaps, strengthening controls, and increasing automation where it adds value
Lead ad hoc projects and transformation initiatives, driving execution, tracking outcomes, and elevating operational excellence
Apply AI-enabled ways of working to increase productivity—leveraging AI development tools (e.g., for analysis automation, forecasting model enhancement, reporting generation, and workflow optimization) to help teams work smarter and accelerate decision cycles