Finance & Business Management - Associate

The Finance & Business Management Associate in JPMorgan Chase's Branch Network Finance team provides financial analysis, planning, and business management support to optimize Branch Network Expansion and the One Chase Strategy. This onsite role is based in Columbus, Ohio and requires a bachelor’s degree with at least three years of relevant experience.

Responsibilities

• Perform both quantitative and qualitative analyses to shape the strategic priorities of the Branch Expansion and One Chase Strategy group, delivering clearly framed problems, structured outputs, and practical recommendations.
• Assist budgeting, forecasting, and reporting for profit and loss, headcount, OKRs, and other key financial and operational metrics used in BAU reviews and ad hoc requests; investigate variances and identify drivers to guide decision making.
• Collaborate with stakeholders to collect and validate essential data inputs for ongoing business-case development and portfolio reviews, ensuring assumptions and methodologies are thoroughly documented.
• Consolidate data from multiple sources into organized, decision-ready formats and conduct deep-dive analyses on new-build branch portfolios to identify performance trends, drivers, and leading indicators.
• Assist in the annual FDIC deposit market share process, develop subject-matter expertise, and surface national and local market trends benchmarking Chase against peers for inclusion in leadership forums such as Investor Day and Operating Committee Market Visits.
• Analyze competitor branch distribution strategies using industry data such as quarterly branch counts, earnings materials, industry conferences, and press releases to identify implications for our footprint and sales strategy.
• Maintain rigorous data governance, document analyses and assumptions for auditability, and comply with risk, controls, and regulatory expectations.
• Produce concise, executive-ready materials that distill insights and recommended actions for senior leadership.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• 3+ years of relevant Financial Services experience in financial analytics, strategy, or business management.
• Excellent verbal and written communication skills with the ability to translate complex analyses into concise insights and executive-level presentations for senior stakeholders.
• Strong quantitative and problem-solving abilities with high proficiency in Excel and PowerPoint/PitchPRO+.
• Ability to manage tasks in a fast-paced environment, prioritize effectively, seek clarification when needed, and drive deliverables to completion on deadlines.
• Demonstrated ability to work cross-functionally, build solid partnerships, and influence outcomes through collaboration.
• Strong follow-through, initiative, and sense of urgency; meticulous attention to detail and ownership over deliverables.
• Commitment to risk management, data quality, and adherence to controls.

Technologies

• Excel
• PowerPoint
• PitchPRO+
• Essbase

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity

Preferred Qualifications, Skills, and Capabilities

• Experience with Essbase (preferred) or similar planning and analytics tools is a plus.

About the Team

• Our Consumer & Community Banking division serves Chase customers through a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and