Financial Analysis-Associate
JPMorgan Chase · Posted Oct 29
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Deposits & Liquidity Performance Analytics team supports the Liquidity & Account Solutions business within Treasury Services. The role delivers financial insights through balance sheet and revenue forecasting, variance analysis, and executive reporting, partnering with Finance, Product, and Treasury. It also drives improvements in data quality, automation, controls, and reporting.
What you will do
- Lead balance sheet and revenue forecasting and analytics for Liquidity & Account Solutions, ensuring timely and accurate outputs.
- Support the end-to-end revenue and net interest income (NII) forecast, including model development, assumptions, and scenario analysis.
- Run scenario and sensitivity analyses on rates, yield curves, policy changes, balance movements, and client repricing; synthesize results and recommend actions.
- Prepare monthly P&L variance analysis, including variance bridges versus plan, forecast, and prior year; develop driver commentary and investigate key variances.
- Reconcile actuals to source systems and allocation methodologies, maintaining traceability and documentation; identify and address data or methodology gaps.
- Produce recurring executive-ready reporting, ensuring metric consistency, accuracy, and narrative enhancement as business conditions evolve.
- Coordinate inputs and messaging across Finance, Product, and Treasury partners; manage timelines, dependencies, and follow-ups with minimal oversight.
- Identify and lead initiatives to improve data quality and automation across forecasting, performance measurement, and reporting.
- Uphold strong control standards across reconciliations, allocations, and model governance; ensure documentation is complete and audit-ready.
- Serve as a go-to partner for day-to-day questions, communicating complex concepts clearly and escalating risks with proposed solutions.
- Demonstrate team-lead potential by mentoring junior team members, driving best practices, and leading small projects or workstreams as needed.
Skills used in this role
What the employer is looking for
- Bachelor’s degree with experience in finance, treasury, or wholesale transaction banking products.
- Strong analytical skills and advanced Excel proficiency, including experience with driver-based models and large datasets.
- Experience with business intelligence or analytics tools (e.g., Tableau, Alteryx) and ability to learn new tools quickly.
- Proven ability to manage multiple priorities under tight deadlines and work independently through ambiguity.
- Strong communication skills, with the ability to translate analysis into concise, executive-ready materials.
- Demonstrated leadership behaviors, such as leading workstreams, owning initiatives, process improvement, or mentoring.
Preferred qualifications
- Experience with deposits or liquidity products.
- Track record of driving automation or process enhancements in financial analysis or reporting.
- Familiarity with model governance and audit requirements.
- Experience collaborating with cross-functional teams in a matrixed environment.
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
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