JP Morgan Chase & Co.

Finance & Business Management, Associate

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

Qualifications

  • Bachelor's degree in Accounting, Finance, or a quantitative/technical field.
  • 3+ years of experience in Financial Services or accounting/controller roles.
  • Advanced skills in Microsoft Excel, PowerPoint, and Copilot for executive-ready analyses.
  • Proficient in communicating complex topics clearly and effectively across various audiences.
  • Ability to handle special projects in fast-paced settings with tight deadlines.
  • Strong analytical skills with experience in large datasets and concise reporting.
  • Collaborative approach with a proven track record of building credibility with stakeholders.

Responsibilities

  • Generate presentation materials for executive financial reporting and reviews.
  • Assist in developing a target booking model alongside the financial integration office.
  • Collaborate with client segment teams for insightful reporting and strategic dialogues.
  • Drive value-add changes to simplify processes and enhance automation with AI.
  • Monitor and report on key metrics while ensuring data quality across products.
  • Conduct variance analysis and provide context for changes in forecasts and budgets.
  • Design new reports and presentations to extract insights from the lending portfolio.

Benefits

  • Opportunity for direct exposure to senior management and decision-making processes.
  • Chance to drive innovation by enhancing reporting capabilities and analytics.
  • Engagement with the latest AI technologies for process automation.
  • Collaborative work environment fostering teamwork across various financial areas.
Full Job Description
JOB DESCRIPTION

Global Banking Lending P&A Team is responsible for partnering across the Firm on a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

As a Senior Associate on the Global Banking Lending P&A Team you will be responsible for running business and financial analytics and reporting on an ongoing basis, including but not limited to internal executive management reporting (i.e. business reviews), quarterly earnings and investor day, monthly flash reporting (forecast) and budget overviews, along with various process improvements.

Job responsibilities:

  • Generate presentation materials and financial analytics for senior management for financial reporting meetings, quarterly business reviews, and budget overviews
  • Assist financial integration office in developing target booking model for Global Banking lending
  • Partner with client segment and business management teams to develop insightful reporting, focusing on drivers, and the 3o what, now what?4 dialogue
  • The Senior Associate will also have exposure to senior management and the opportunity to drive value-add change by helping to simplify processes, accelerate automation via AI, and enhance analytics and business support
  • Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
  • Performing variance analysis to understand the key drivers of the results and providing commentary to senior managers, explaining changes from prior forecasts/budgets
  • Helping design new reports and presentations, driving additional insights in the lending portfolio

Required qualifications, capabilities and skills:

  • Bachelor9s degree in Accounting, Finance or another quantitative/technical discipline
  • 3+ years of work experience in Financial Services, and/or accounting/controller background
  • Advanced proficiency in Microsoft Excel, PowerPoint, and Copilot, with ability to build clear, executive-ready analyses and materials
  • Strong written and verbal communication skills; able to distill complex topics into clear, actionable messaged for varied audiences
  • Demonstrated ability to execute special projects and ad-hoc requests in fast-paced environments, often with tight timelines
  • Strong analytical and problem-solving skills, including experience working with large datasets and synthesizing findings into concise conclusions and recommendations
  • Collaborative, team-oriented approach with a track record of building credibility and trust with Business partners, Finance, and other key stakeholders

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.

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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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