Finance & Business Management - Associate

Support JPMorganChase’s Client Onboarding & Servicing (COS) organization by translating financial data and analytics into executive-ready visibility across initiatives, metrics, financials, and insights.

Responsibilities

• Partner with COS and CIB Finance & Business Management to create executive presentations, combining financials and data into a cohesive narrative around projections and performance trends
• Develop management reporting packages that communicate business results clearly and concisely to multiple constituents
• Use analysis to build executive-level slides in PowerPoint, including work with PitchPro+ to present initiatives and outcomes
• Coordinate deliverables across business managers, finance, project managers, and other F&B&M teams to support end-to-end execution
• Analyze large data sets, review KPI trends, and produce insights that support COS strategy development
• Partner with COS and CIB F&B&M to support budgeting and headcount and direct expense forecasting
• Participate in the activity based costing process to allocate expenses across LOBs and support downstream client profitability reporting
• Maintain a strong professional presence and communicate directly with stakeholders at all levels
• Collaborate across business and staff areas; achieve goals through partnership, including when direct control over resources is limited

Requirements

• Experience with Business Management and/or Data Analytics
• Bachelor’s degree and minimum 3-4 years of experience in financial data analysis and storytelling
• Ability to work collaboratively and build strong partnerships across multiple levels of employees
• Strong presentation skills and experience presenting complex initiatives and results in a fast-paced environment
• Proven ability to build positive relationships with business stakeholders; strong attention to detail and consistent work ethic
• Highly motivated, proactive mindset with a passion for learning and an inquisitive approach
• Excellent problem-solving and critical thinking; mature, independent, highly organized, self-motivated team player
• PowerPoint, Excel, and Word skills required
• Knowledge of or experience with BI tools, databases, and SQL querying is a plus

Technologies

• PowerPoint
• PitchPro+
• Excel
• Word
• BI tools
• Databases
• SQL Querying (plus)

Location and Salary

• Location: Plano, TX (onsite)
• Compensation: USD 95,000 - 130,000 per year

About the Team

• J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments
• Clients in more than 100 countries entrust the firm with their business
• The Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and extends liquidity across global markets