JP Morgan Chase & Co.

Financial Analysis Vice President - Card Finance Analytics

JP Morgan Chase & Co.$130K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related quantitative field
  • 7+ years of financial analysis experience with demonstrated leadership
  • Advanced analytical skills with experience in managing large datasets and full analytical project cycles
  • Proficient in Excel, PowerPoint, Python, SAS, SQL, Alteryx, and Tableau; experienced in data migration
  • Ability to simplify complex quantitative data into understandable formats for various audiences
  • Strong business acumen with a focus on consumer lending and credit risk

Responsibilities

  • Own the financial evaluation framework for Card-based installment products including investment modeling
  • Build and present financial forecasts for senior leadership during investment reviews
  • Collaborate with cross-functional teams to align analytical frameworks with business goals
  • Monitor and report on performance against forecasts, providing actionable insights
  • Improve forecasting processes and maintain compliance with audit standards
  • Lead and mentor junior analysts, promoting collaboration and sharing of best practices

Benefits

  • Access to cutting-edge analytical tools and technology
  • Comprehensive professional development opportunities
  • Collaborative environment with talented industry professionals
  • Opportunities for growth within analytics and finance functions
Full Job Description
JOB DESCRIPTION

Join our Portfolio Marketing Valuation team, where you will play a pivotal role in evaluating the financial impact of installment lending initiatives. Your analytical expertise will directly shape investment strategy and drive meaningful results, with access to cutting-edge analytical tools, comprehensive professional development, and opportunities to collaborate with some of the industry’s most talented professionals. You will have the opportunity to grow within our organization’s analytics and finance functions.

As a Vice President on the Portfolio Marketing Valuation team, you will own the financial evaluation framework for our key Card‑based installment lending products, lead analytical initiatives that directly influence investment decisions, and serve as a trusted advisor to senior stakeholders across the organization. In this role, you will produce volume, revenue, and expense forecasts that support the Card annual planning cycle. You will translate complex quantitative analyses into clear business cases that project the financial impact of changes in our strategies, capabilities, and targeting. You will also lead by example, fostering the analytical and professional development of junior team members.

Job responsibilities
  • Own the financial evaluation framework for Card-based installment initiatives, including comprehensive financial impact assessments and investment modeling (NPV/ROI/IRR) to inform portfolio and capital allocation decisions.
  • Build and present volume, revenue, expense, and NPV forecasts investment review forums and the Card annual planning cycle, translating complex analyses into clear business cases for senior leadership.
  • Partner with cross-functional teams (Risk, Marketing, Data & Analytics, Operations) to drive business planning, forecasting, and regulatory stress testing, aligning analytical frameworks to business objectives.
  • Monitor performance versus forecast for installment programs, identify variance drivers and risks/opportunities, and deliver concise monthly readouts with actionable recommendations.
  • Enhance modeling efficiency and forecasting accuracy through process improvements; maintain model governance documentation and ensure compliance with regulatory and audit standards.
  • Lead and mentor analysts and associates; foster cross-functional collaboration, knowledge sharing, and best practices across the installment valuation agenda.
Required qualifications, capabilities and skills
  • Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related quantitative field
  • 7+ years of experience in financial analysis, decision science or quantitative modeling with demonstrated team leadership.
  • Advanced analytical problem solving with experience managing complex, large-scale datasets and end-to-end analytical projects in fast-paced environments; fluency in financial forecasting for multi‑year horizons.
  • Proficient in Excel and PowerPoint; advanced proficiency in Python, SAS, SQL, Alteryx, and Tableau, with proven experience migrating logic from SAS to Databricks SQL to improve querying efficiency and data management.
  • Ability to translate complex quantitative concepts and NPV analyses into clear narratives for diverse audiences; proven track record presenting financial insights to senior management.
  • Strong business acumen and proactive leadership, with deep understanding of consumer lending, credit risk, and the regulatory environment; demonstrated ability to drive continuous improvement in investment evaluation processes.
Preferred qualifications, capabilities and skills
  • Experience in consumer lending, credit card industry, or financial services with specific exposure to credit line management or balance transfer products
  • Knowledge of regulatory frameworks and stress testing methodologies (CCAR, CECL)
  • Experience with cloud-based analytics platforms and big data technologies

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.

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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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