Analyst - Investment Decisioning -Cards Finance
JPMorgan Chase · Posted Oct 16
Global banking, investment, credit card, mortgage, and asset management services
Get a personal compatibility score
Add a resume for personal matches
About the role
The Cards Finance team defines, refines, and delivers financial goals supporting the firm's card acquisition strategy, working alongside Marketing, Sales, and Product. The role focuses on financial analysis, forecasting, ROI/NPV and cost-benefit modeling, KPI monitoring, and reporting/dashboard development for card acquisition initiatives. The analyst will build business cases, run scenario-based modeling, and present executive-ready financial insights to senior leadership.
What you will do
- Track and evaluate card acquisition campaign performance, leveraging data-driven insights to optimize strategies and improve outcomes.
- Forecast financial results for acquisition strategies using advanced statistical techniques (e.g., time series modeling, cohort analysis, scenario planning, Monte Carlo simulations) to guide investment decisions.
- Define and monitor KPIs and success metrics to measure performance and drive continuous improvement.
- Build comprehensive financial business cases that support strategic initiatives and quantify ROI, payback, and sensitivity to key drivers.
- Develop and track performance metrics; create executive-ready presentations; and deliver financial analysis on a wide range of topics for senior management.
- Partner closely with Marketing, Sales, and Product to align financial objectives with business goals and accelerate card acquisition.
- Cultivate strong relationships with internal and external stakeholders, providing financial expertise and timely support.
- Design and implement new reports and dashboards to efficiently deliver financial results and insights to senior leadership.
- Enhance controls and streamline processes, introducing automation to reduce cycle times and error rates.
- Prepare insightful, high-quality senior management presentations with clear narratives and actionable recommendations.
- Ensure all reports include insightful commentary on key movements, underlying drivers, and watch items.
- Deliver weekly, monthly, and quarterly reporting packages as required.
Skills used in this role
What the employer is looking for
- CFA/ MBA/ (Finance)/ PG in Statistics/Economics(or similar educational background)
- Strong financial analytical skills – Fusion of Finance and Data Capabilities
- Excellent communication and partnering skills. Ability to multi-task and work autonomously within team environment
- Ability to research issues/problems and provide a 'solution-based' approach. Adaptable to change and ambiguity in the work environment
- Expert knowledge of Excel (i.e. use of pivot tables, macros, arrays, etc)
- Inquisitive, enthusiastic, and diligent, and capable of challenging status quo
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Highly motivated self-starter with excellent time management/prioritization skills
- Strong analytical and problem-solving skills with ability to analyze large data sets and present conclusions concisely
Preferred qualifications
- 3+ years of experience in finance, preferably within the banking or financial services industry.
- Background in Data Science a strong plus. Experience in SQL/SAS/Python/Tableau a plus
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
Recent coverage
GuruFocus
JPMorgan Chase Reports Strong Q3 2026 Earnings with Focus on Dividend Sustainability2026-10-13
BigGo
JPMorgan Posts Record $15.3B Net Income as Equities Revenue Surges2026-10-13
JPMorgan Chase Newsroom
JPMorganChase Plans Dividend Increase and Has Authorized a New Common Share Repurchase Program2026-06-24
J.P. Morgan Press Release
JPMorganChase reports second-quarter 2026 net income of $21.2 billion2026-07-14