Financial Analysis-Associate
JPMorgan Chase · Posted Oct 29
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 Financial Analysis team at JPMorgan Chase supports firmwide planning and analysis, budgeting, forecasting, and financial reporting across lines of business. The team produces financial models, analyses, and presentations for senior management and internal partners. This role leads and coordinates budgeting and forecasting processes, including short- and long-term projections of earnings and capital across varying economic scenarios.
What you will do
- Serve as a liaison between firmwide planning and analysis, lines of business, functional finance teams and other support teams to provide impactful reporting, planning and insightful analyses
- Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
- Develop, consolidate and present qualitative and quantitative financial analysis including annual budget and quarterly/monthly forecast variances
- Create, maintain and review financial models and analyses (both recurring and ad-hoc)
- Conduct deep-dive analyses on key issues impacting the client to determine root cause and propose solutions
- Collaborate with business partners across planning and analysis, lines of business and the firm to ensure timely, accurate and effective delivery of recurring and ad-hoc initiatives
- Build and maintain strong relationships with key business stakeholders across firmwide, functional finance and lines of business teams
Skills used in this role
What the employer is looking for
- Demonstrate a self-starter mindset and ability to work in a fast-paced, results-driven environment
- Hold a BA/BS in Finance, Economics, or Accounting
- Exercise sound judgment, professional maturity and personal integrity; demonstrate strong work ethic and a proactive, results-oriented approach
- Manage multiple tasks simultaneously and remain comfortable with frequently changing priorities
- Comprehend and clearly communicate complex concepts while maintaining composure in a dynamic environment
- Demonstrate excellent organizational, management, verbal and written communication skills
- Apply strong quantitative, analytical and problem-solving skills
- Use strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic, and macros
- Navigate multiple data sets and synthesize information into cohesive presentations and recommendations
- Maintain strong attention to detail and perform well under pressure while handling multiple projects and initiatives simultaneously; work collaboratively as a team-oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
Preferred qualifications
- CFA, CPA, or MBA
- Have at least 3 years of relevant financial planning and analysis experience (financial services industry experience preferred)
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
JPMorgan Chase Newsroom
One year in, JPMorganChase's Security and Resiliency Initiative is helping to strengthen industries critical to long-term economic growth2026-10-19
JPMorgan Chase Newsroom
JPMorganChase expands at 2400 Market Street, bringing Philadelphia employees together, plans to add over 150 local jobs2026-10-13
JPMorgan Chase Newsroom
JPMorganChase reports second-quarter 2026 net income of $21.2 billion, or $7.70 per share2026-07-14
Philadelphia Business Journal
Why JPMorgan chose 2400 Market for its new Philadelphia office2026-10-26