Financial Analysis Senior Associate - Card Acquisitions Investments

Job Description

Join the JPMorganChase Card Finance Analytics team to help drive key business decisions and support the growth and success of the Card business!

As a Senior Associate on the Card Finance Analytics team, you will be responsible for analytics of acquisitions investment strategies, offer tracking, performance, and profitability to drive forward investment strategies and growth.  You will develop an expertise of the Card P&L, drive offer strategies, and develop and enhance investment forecast mechanisms and the business planning process.

Job responsibilities

• Perform detailed quantitative analysis and design analytical framework utilizing SAS/SQL programming and Alteryx/Tableau to predict key account performance and profitability drivers and improve forecasting methodologies
• Be the key point of contact for cross-functional teams including risk, marketing, and business teams, and partner effectively across all aspects of the acquisition’s investment process
• Identify key areas of the business that can be improved and/or automated across acquisition forecasting functions
• Develop technology tools and processes to reduce manual work and increase accuracy of forecasts and reporting
• Leverage quantitative analysis to provide insights and recommendations for acquisitions investment strategies
• Create post implementation reviews (PIR) of new offer strategies to compare results against forecast projections
• Perform valuations of acquisitions related business cases requiring IT resources
• Present analytics and recommendations clearly and concisely to senior management

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Economics or other related area required
• 4+ years of experience in Finance or an analytical/reporting role
• Experience with financial modeling and forecasting
• Understanding of investment modeling including NPV, ROI, ROE, etc.
• Proficiency in Microsoft Office (especially Excel and PowerPoint)
• Proficient in SAS/SQL or other programming language – adept at building code and working with granular data-tables to draw out customer/segment level profitability
• Excellent communication (verbal and written) skills
• Strong organizational skills, including good judgment and decision-making abilities
• Capable of working in a dynamic environment and managing multiple projects with tight timelines

Preferred qualifications, capabilities, and skills

• Prior experience in Tableau/Alteryx
• Card experience preferred

Additional Information
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 (including but not limited to H1B, H4–EAD, OPT, TN, or L visas). 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). This role is not eligible for relocation assistance.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

The CCB Data & Analytics team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting, data science and machine learning. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes.