JP Morgan Chase & Co.

Financial Analysis Senior Associate - Card Acquisitions Investments

JP Morgan Chase & Co.$85K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, or a related field
  • 4+ years in Finance or an analytical/reporting role
  • Experience in financial modeling and forecasting
  • Knowledge of investment modeling techniques (NPV, ROI, ROE, etc.)
  • Proficiency in Microsoft Office, especially Excel and PowerPoint
  • Strong skills in SAS/SQL or similar programming languages for data analysis
  • Excellent verbal and written communication skills
  • Strong organizational and decision-making abilities
  • Ability to manage multiple projects in a fast-paced environment

Responsibilities

  • Perform detailed quantitative analysis using SAS/SQL and Alteryx/Tableau
  • Act as the main liaison for cross-functional teams, including risk and marketing
  • Identify and automate areas for improvement in acquisition forecasting
  • Develop tools and processes to enhance forecast accuracy and reporting
  • Use quantitative insights to shape acquisition investment strategies
  • Conduct post-implementation reviews comparing forecasts with actual results
  • Perform valuations for acquisition-related business cases requiring IT resources
  • Present analytical findings and recommendations to senior management

Benefits

  • Access to professional development opportunities
  • Collaborative work environment
  • Exposure to cross-functional teams
  • Opportunity to influence investment strategies
  • Role in enhancing forecasting methodologies
Full Job Description
JOB DESCRIPTION

As a Senior Associate on the Card Finance Analytics team, you will be responsible for analytics of acquisitions investment strategies, offer tracking, performance, and profitability to drive forward investment strategies and growth.  You will develop an expertise of the Card P&L, drive offer strategies, and develop and enhance investment forecast mechanisms and the business planning process.

Job responsibilities

  • Perform detailed quantitative analysis and design analytical framework utilizing SAS/SQL programming and Alteryx/Tableau to predict key account performance and profitability drivers and improve forecasting methodologies
  • Be the key point of contact for cross-functional teams including risk, marketing, and business teams, and partner effectively across all aspects of the acquisition’s investment process
  • Identify key areas of the business that can be improved and/or automated across acquisition forecasting functions
  • Develop technology tools and processes to reduce manual work and increase accuracy of forecasts and reporting
  • Leverage quantitative analysis to provide insights and recommendations for acquisitions investment strategies
  • Create post implementation reviews (PIR) of new offer strategies to compare results against forecast projections
  • Perform valuations of acquisitions related business cases requiring IT resources
  • Present analytics and recommendations clearly and concisely to senior management

Required qualifications, capabilities, and skills

  • Bachelor’s degree in Finance, Economics or other related area required
  • 4+ years of experience in Finance or an analytical/reporting role
  • Experience with financial modeling and forecasting
  • Understanding of investment modeling including NPV, ROI, ROE, etc.
  • Proficiency in Microsoft Office (especially Excel and PowerPoint)
  • Proficient in SAS/SQL or other programming language – adept at building code and working with granular data-tables to draw out customer/segment level profitability
  • Excellent communication (verbal and written) skills
  • Strong organizational skills, including good judgment and decision-making abilities
  • Capable of working in a dynamic environment and managing multiple projects with tight timelines

 

Preferred qualifications, capabilities, and skills

  • Prior experience in Tableau/Alteryx
  • Card experience preferred

 

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 (including but not limited to H1B, H4–EAD, OPT, TN, or L visas). 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). This role is not eligible for relocation assistance.

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.

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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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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.

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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.

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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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