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JP Morgan Chase

Runs a consumer bank and an investment bank

Payments Liquidity & Account Solutions - Planning & Analysis, Associate

Corporate Finance & FP&AUpdated on Nov 11
Full-time$100.7k - $145k

About the Job

Requirements

  • A Bachelor's degree in Accounting, Finance, Economics, Business, or a related field of a technical nature is required.
  • At least 3 years of professional experience within banking or financial services is required.
  • Demonstrate organization, attention to detail and accuracy, a strong control focus, and the ability to produce timely, high-quality results.
  • Adapt quickly and thrive in a changing environment that requires innovative approaches and experimentation.
  • Present comfortably to senior audiences and communicate complex issues clearly in oral and written formats, tailoring business narratives to varied stakeholders.
  • Demonstrate initiative, motivation, a drive to excel, and the ability to initiate improvements.
  • Build relationships, collaborate effectively, influence stakeholders, and resolve issues as a trusted partner.
  • Use analytical, problem-solving, and critical-thinking abilities to analyze large data sets, present concise conclusions, and execute deliverables.
  • Multi-task in a fast-paced environment with changing priorities and meet deadlines under pressure using strong time-management and prioritization skills.
  • Be authorized to work in the United States; employment-based immigration sponsorship and support for other immigration benefits are not provided.

Responsibilities

  • Conduct in-depth analysis of business performance, including revenue, expenses, and balance sheet, and develop materials for senior monthly business reviews.
  • Collaborate on revenue planning, including annual budgeting, periodic forecasting, and analysis of variances to plan.
  • Perform ad hoc analysis of the business and its drivers as needed.
  • Coordinate with F&BM and corporate functions, including Treasury, Firmwide P&A, Business Management, and Product Control, to resolve control and reporting issues accurately and promptly.
  • Drive efficiencies and process improvements in the P&A function.
  • Ensure integrity, accuracy, and timeliness of financial reporting, including Earnings materials.
  • Support the Liquidity and Account Solutions team through monthly business reviews, Quarterly Earnings, and budget cycles.

Desired Qualifications

  • Experience in Liquidity Management and Capital concepts, Financial Planning and Analysis, including analysis of revenue, expenses, and balance sheet drivers; relevant experience in Product Control, Business Management, Treasury & Capital, Risk, or Strategy is also considered.
  • Strong technical skills in Microsoft Excel and PowerPoint; experience with data, data analytics tools, and financial planning programs is preferred.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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