Financial Analysis Associate - Lending Private Bank CFO Team at JPMC Candidate Experience page

Plano, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

25 May, 26

Salary

0.0

Posted On

24 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Analysis, Lending Products, Profitability Analytics, Forecasting, Ad-hoc Analytics, Data Analysis, Excel, Communication, Judgment, Discretion, Teamwork, SQL, Alteryx, Tableau, Python

Industry

Financial Services

Description

Join our dynamic team as a Financial Analysis Associate, where you’ll play a key role in driving strategic decision-making and business growth through insightful analytics. This is an exciting opportunity to develop your expertise, collaborate with industry leaders, and make a meaningful impact in a fast-paced, innovative environment. The Global Private Bank business provides integrated wealth management services for ultra-high net worth and high net worth families and individuals worldwide, overseeing more than $1 trillion of client balances across credit, deposit, investment management, capital market and trust products. Our team covers Wholesale Lending, Mortgage, and Deposit products for the Global Private Bank from a finance perspective, which includes financial analytics around the profitability of these products, forecasting, and ad-hoc analytics to support business decisions. As a Financial Analysis Associate within the Global Private Bank Credit & Deposit CFO Team, you will play a crucial role in analyzing profitability and forecasting the financial performance of our Lending portfolio. You will perform ad-hoc analytics to support business leaders in making data-promotion decisions, develop and manage the execution of the financial forecasting framework, and promote finance-related projects impacting the Lending business. You will be a key member of the team, helping us analyze the profitability and forecast the financial performance of the ~180B Lending portfolio as well as perform analytics for business leaders to support business decisions. Job responsibilities Perform ad-hoc analytics (e.g., profitability analytics, capacity analytics, etc.) to aid the Lending business heads in making data driven business decisions. Develop, enhance, and manage the execution of the Lending financial forecasting framework through partnership with Finance, Treasury, and business leadership Resolve inquiries regarding front office comp metrics Drive projects/activities impacting the Lending business from a finance perspective (e.g., Funds Transfer Pricing enhancements, etc.) Required qualifications, capabilities, and skills 3+ years of experience; experience with Lending products required Strong analytical skills and ability to work with large data sets required Strong experience with Excel required Interact and communicate clearly and confidently with management Ability to work in a fast-paced and intellectually-demanding environment Team oriented and strong work ethic Utilize judgment and discretion in working with highly confidential information Preferred qualifications, capabilities, and skills Familiarity with SQL, Alteryx, Tableau, and/or Python a plus 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). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Responsibilities

The associate will play a crucial role in analyzing the profitability and forecasting the financial performance of the Lending portfolio, performing ad-hoc analytics to support business leaders' data-driven decisions. Key duties include developing and managing the financial forecasting framework and driving finance-related projects impacting the Lending business.