JP Morgan Chase & Co.

Associate, D&PS Planning & Analysis

JP Morgan Chase & Co.$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 3 years of experience in financial planning and analysis or similar role in financial services.
  • Strong analytical and problem-solving skills with attention to detail.
  • Proficiency in financial modeling and data analysis tools (Excel, PowerPoint, Essbase).
  • Excellent communication and presentation skills.
  • Ability to work collaboratively and manage multiple priorities.
  • Capability to synthesize various data sets into cohesive presentations.

Responsibilities

  • Assist in managing annual budgeting and forecasting processes.
  • Serve as a liaison between Firm-wide P&A, business lines, and Functional Finance teams.
  • Produce presentations and analysis for senior internal clients.
  • Develop and present qualitative and quantitative financial analysis.
  • Create, maintain, and review financial models and analyses.
  • Conduct deep dive analyses on key client impact issues.
  • Collaborate with business partners to ensure effective initiative delivery.

Benefits

  • Collaborative team environment.
  • Opportunities to deliver strategic decision-making insights.
  • Access to senior management for guidance and mentorship.
  • Engagement with multiple business departments.
  • Exposure to key performance indicators and actionable insights.
Full Job Description
JOB DESCRIPTION

Elevate your career as an Associate in our D&PS Planning & Analysis Team. In this dynamic role, you'll support critical budgeting and forecasting processes and deliver valuable insights to Senior Management. Collaborate with Finance Managers, Business Managers, and P&A teams to drive strategic decision-making and improve financial performance.

As an Associate in the D&PS Planning & Analysis team, you will support financial planning and analysis functions within the CIB D&PS organization. Partner with various departments to provide insights and recommendations that drive strategic decision-making. Lead and coordinate budgeting and forecasting processes, and prepare management reports for Senior Management and Business Leads.

Job Responsibilities:

  • Assist in managing the annual budgeting and forecasting processes.
  • Serve as a liaison between Firm-wide P&A, lines of business, and Functional Finance teams.
  • Produce presentations and analysis for key internal clients, including Senior Management.
  • Develop, consolidate, and present qualitative and quantitative financial analysis.
  • Create, maintain, and review financial models and analyses.
  • Conduct deep dive analyses on key issues impacting clients.
  • Collaborate with business partners to ensure timely and effective delivery of initiatives.
  • Build and maintain strong relationships with key business stakeholders.
  • Monitor key performance indicators (KPIs) and provide actionable insights.
  • Ensure accuracy and integrity of financial data and reporting.

Required Qualifications, Skills, and Capabilities:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 3 years of experience in financial planning and analysis or a similar role within the financial services industry.
  • Strong analytical and problem-solving skills with attention to detail.
  • Proficiency in financial modeling and data analysis tools (e.g., Excel, PowerPoint, Essbase).
  • Excellent communication and presentation skills.
  • Ability to work collaboratively in a team environment and manage multiple priorities.
  • Ability to navigate multiple data sets and synthesize them into cohesive presentations.

 

Preferred Qualifications, Skills, and Capabilities:

  • CFA, CPA, or MBA.
  • Experience with SQL, Tableau, Qliksense
  • Ability to build strong partnerships with colleagues and think strategically.

 

Additional Information

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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