Financial Analysis Associate - Lending Private Bank CFO Team

JPMorgan Chase & Co. • Plano, TX

4h • Onsite

About The Position

Join our dynamic team as a Financial Analysis Associate, where you’ll play a key role in driving strategic decision-making and business growth through insightful analytics. This is an exciting opportunity to develop your expertise, collaborate with industry leaders, and make a meaningful impact in a fast-paced, innovative environment. The Global Private Bank business provides integrated wealth management services for ultra-high net worth and high net worth families and individuals worldwide, overseeing more than $1 trillion of client balances across credit, deposit, investment management, capital market and trust products. Our team covers Wholesale Lending, Mortgage, and Deposit products for the Global Private Bank from a finance perspective, which includes financial analytics around the profitability of these products, forecasting, and ad-hoc analytics to support business decisions.
As a Financial Analysis Associate within the Global Private Bank Credit & Deposit CFO Team, you will play a crucial role in analyzing profitability and forecasting the financial performance of our Lending portfolio. You will perform ad-hoc analytics to support business leaders in making data-promotion decisions, develop and manage the execution of the financial forecasting framework, and promote finance-related projects impacting the Lending business. You will be a key member of the team, helping us analyze the profitability and forecast the financial performance of the ~180B Lending portfolio as well as perform analytics for business leaders to support business decisions.

Requirements

• 3+ years of experience; experience with Lending products required
• Strong analytical skills and ability to work with large data sets required
• Strong experience with Excel required
• Interact and communicate clearly and confidently with management
• Ability to work in a fast-paced and intellectually-demanding environment
• Team oriented and strong work ethic
• Utilize judgment and discretion in working with highly confidential information
• To be eligible for this role, you must be authorized to work in the United States.
• Candidates must be able to physically work in our offices full-time (5 days).

Nice To Haves

• Familiarity with SQL, Alteryx, Tableau, and/or Python a plus

Responsibilities

• Perform ad-hoc analytics (e.g., profitability analytics, capacity analytics, etc.) to aid the Lending business heads in making data driven business decisions.
• Develop, enhance, and manage the execution of the Lending financial forecasting framework through partnership with Finance, Treasury, and business leadership
• Resolve inquiries regarding front office comp metrics
• Drive projects/activities impacting the Lending business from a finance perspective (e.g., Funds Transfer Pricing enhancements, etc.)

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed