Full-Time

Payments Business Transformation-Financial Planning & Analysis Kinexys Execution Associate

Posted on 11/18/2025

JP Morgan Chase

JP Morgan Chase

10,001+ employees

Global financial services with diversified offerings

No salary listed

New York, NY, USA

In Person

Category
Finance & Banking (1)
Required Skills
Product Management
Word/Pages/Docs
Risk Management
Investment Banking
Excel/Numbers/Sheets
Financial Modeling
PowerPoint/Keynote/Slides
Requirements
  • Bachelor’s degree in Finance, Accounting, Business Administration or related field
  • 3+ years of experience or equivalent expertise working in Product, Technology, or Project Management
  • Developing knowledge of risk management and controls, regional and local nuances, and governance requirements
  • Experience in developing and executing regulatory testing procedures
  • Proficiency in Microsoft Word, Excel, and PowerPoint
  • 3+ years of experience in management finance, accounting, investment banking and/or business management role with a strong understanding of financial statements, and demonstrable financial modeling skills, particularly on forecasting revenues and costs; experience or equivalent expertise working in Product, Technology, or Project Management
  • Exceptional organizational skills and attention to detail and proven ability to manage multiple priorities and deliver high-quality work within tight deadlines
  • Excellent written and verbal communication skills; ability to present complex information clearly and concisely; highly motivated self-starter with excellent time management/prioritization skills
  • Able to forge strong internal relationships across a broad range of functions
Responsibilities
  • Maintain and track Kinexys’ budget, non-comp expenses at the vendor level, and support headcount planning and reporting to ensure it is in-line with planned budget
  • Prepare and submit budget forecasts, accruals, ensuring compliance with deadlines, liaising with Planning & Analysis throughout approval process
  • Analyze variances, trends, risks and opportunities, performance against budget/forecast/targets, key business drivers and sensitivities and support ad-hoc financial analysis in support of key functional areas of the business and opportunities and analyze financial performance, including expenses; identify productivity initiatives and drive implementation
  • Liaise with partners across the organization, including Product teams, to align on budget and track cross-functional deliverables and work with Finance partners across the organization including Planning & Analysis, Controllers, Technology F&BM, Vendor Management and Tax teams to track and execute budget
  • Prepare monthly and quarterly updates on financials and key revenue drivers (volumes, clients, pricing) for the senior management team, including co-heads of Payments and CFO of Payments
  • Supports the team on pricing analysis to evaluate market trends, competitor pricing strategies, and client behavior
  • Develops a strong understanding of our products and services to effectively tailor collateral to specific markets
  • Applies the defined regulatory testing procedures and uses discretion to identify and respond to complex cases when it is unclear whether a product meets market requirements
  • Contributes to the development of the regulatory testing process and identifies inefficiencies for product improvements
  • Builds and maintains working relationships with stakeholders across distinct functions including Legal, Risk, Compliance Operations, and Technology
Desired Qualifications
  • Experience with budget planning and compensation processes

A global financial services firm offering investment banking, asset management, private equity, financial services, and consumer banking to individuals and institutions. It works by providing advisory, lending, trading, and financing services through a worldwide network, earning revenue from interest, fees, and trading commissions, and using its data and the JPMorgan Chase Institute to analyze economies. It stands apart from peers due to its size, full-range services across consumer and corporate markets, extensive market access, and in-house data-driven insights. Its goal is to deliver comprehensive financial products with integrity and growth while supporting clients and communities through data-backed analysis and targeted programs.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1959

Simplify Jobs

Simplify's Take

What believers are saying

  • Q1 2026 revenue rose 10% with 23% return on equity.
  • Provided $400M loan to AT&T's $1.35B Plano HQ in 2026.
  • Partnered with Corpay for Kinexys stablecoin settlements May 2026.

What critics are saying

  • Corpay's blockchain integration cuts JPMorgan's transaction fees within 6-12 months.
  • Anthropic's enterprise AI erodes JPMorgan Institute insights in 12-18 months.
  • Rising rates trigger Ventas stake losses offsetting gains in 18-24 months.

What makes JP Morgan Chase unique

  • Roots trace to 1799 Manhattan Company founded by Aaron Burr.
  • J.P. Morgan & Co. established in 1871 financing railroads.
  • Formed in 2000 via Chase Manhattan and J.P. Morgan merger.

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Benefits

Health Insurance

Flexible Work Hours

Paid Sick Leave

Paid Holidays

Company News

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Pakistan signals return to global capital markets after four years.

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The Associated Press
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America's largest banks reported strong first-quarter profits driven by investment banking activity and a resilient economy, but executives warned about emerging economic headwinds from rising energy prices and geopolitical uncertainty. JPMorgan Chase posted a 13% profit increase to $16.49 billion, with investment banking fees jumping 30%. Wells Fargo earned $5.25 billion whilst Citigroup reported $5.79 billion in profits. The gains came amid market volatility and increased merger activity. However, JPMorgan CEO Jamie Dimon cited "an increasingly complex set of risks" including wars, energy prices and trade tensions. Wells Fargo's CFO noted consumers allocating more spending towards petrol whilst reducing discretionary purchases. Dimon warned that higher oil prices' impact "will likely take some time to materialise" if they persist.

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