Financial Planning & Analysis - Associate
JPMorgan Chase · Posted Oct 16
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Home Lending Finance team at JPMorgan Chase develops, maintains, and automates forecasting models and processes that support strategic decision-making and regulatory compliance. The work spans quantitative forecasting, econometric and machine learning modeling, regulatory reporting, and financial planning and analysis. This Associate role owns the monthly, quarterly, and annual forecast processes, migrates legacy models to strategic platforms, and partners with Home Lending leadership, business finance, technology, and risk teams.
What you will do
- Develop, refine, and maintain qualitative models, including time series forecasting, econometric, and machine learning models, in alignment with firm’s model risk guidelines.
- Support the monthly and quarterly forecast process, and annual budget/mid-year forecast reporting for Home Lending.
- Lead or participate in the migration of legacy forecasting models to strategic platforms, including requirements gathering, feasibility studies, and documentation.
- Conduct business and process due diligence to develop functional requirement documents and support user acceptance testing (UAT), including test planning, execution, and training documentation.
- Interface with multiple stakeholders, including Home Lending leadership, business finance, technology, risk, and project teams, to communicate findings, resolve issues, and drive process improvements.
- Prepare and maintain model documentation for regulatory submissions and senior management reports, ensuring accuracy and compliance.
- Contribute to ad-hoc analyses and strategic projects, providing actionable insights and recommendations to senior management.
- Support centralized activities for Home Lending and ensure the integrity of model inputs and outputs.
Skills used in this role
What the employer is looking for
- Bachelor’s degree in Finance, Accounting, Economics, Analytics, or any tech field
- 9+ years of experience in finance, management consulting, analytics, risk, or financial planning & analysis roles.
- Strong critical thinking, and analytical problem-solving skills, with experience in econometric modeling (e.g., OLS, time series) and familiarity with machine learning techniques.
- Proficiency in Python (required), SQL and strong knowledge of Microsoft Office.
- Experience with analytical and database platforms such as Essbase, Tableau, Alteryx and Databricks.
- Extensive project management experience, with the ability to manage multiple tasks and deliverables simultaneously.
- Excellent written and verbal communication skills, with the ability to create clear and concise documentation and communicate effectively with stakeholders at all levels.
- Strong judgment, professional maturity, personal integrity, and a proactive, results-oriented approach.
Preferred qualifications
- Master’s degree in a quantitative field, CFA/FRM certification a plus. Master’s degree or MBA preferred.
- Experience in mortgage banking and regulatory reporting.
- Data science, AI/ML, and automation experience.
- Understanding of macroeconomic and business environments.
- Willingness to work US shifts during critical periods to collaborate with US-based teams.
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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