Financial Analysis Associate - Lending Private Bank CFO Team
JPMorgan Chase
Join our dynamic team as a Financial Analysis Associate, where you'll play a key role in driving strategic decision-making and business growth through insightful analytics. This is an exciting opportunity to develop your expertise, collaborate with industry leaders, and make a meaningful impact in a fast-paced, innovative environment. The Global Private Bank business provides integrated wealth management services for ultra-high net worth and high net worth families and individuals worldwide, overseeing more than $1 trillion of client balances across credit, deposit, investment management, capital market and trust products. Our team covers Wholesale Lending, Mortgage, and Deposit products for the Global Private Bank from a finance perspective, which includes financial analytics around the profitability of these products, forecasting, and ad-hoc analytics to support business decisions. As a Financial Analysis Associate within the Global Private Bank Credit & Deposit CFO Team, you will play a crucial role in analyzing profitability and forecasting the financial performance of our Lending portfolio. You will perform ad-hoc analytics to support business leaders in making data-driven decisions, develop and manage the execution of the financial forecasting framework, and promote finance-related projects impacting the Lending business. You will be a key member of the team, helping us analyze the profitability and forecast the financial performance of the ~180B Lending portfolio as well as perform analytics for business leaders to support business decisions. Job responsibilities Perform ad-hoc analytics (e.g., profitability analytics, capacity analytics, etc.) to aid the Lending business heads in making data driven business decisions. Develop, enhance, and manage the execution of the Lending financial forecasting framework through partnership with Finance, Treasury, and business leadership. Resolve inquiries regarding front office comp metrics. Drive projects/activities impacting the Lending business from a finance perspective (e.g., Funds Transfer Pricing enhancements, etc.). Required qualifications, capabilities, and skills 3+ years of experience; experience with Lending products required. Strong analytical skills and ability to work with large data sets required. Strong experience with Excel required. Interact and communicate clearly and confidently with management. Ability to work in a fast-paced and intellectually-demanding environment. Team oriented and strong work ethic. Utilize judgment and discretion in working with highly confidential information. Preferred qualifications, capabilities, and skills Familiarity with SQL, Alteryx, Tableau, and/or Python a plus. 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. 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). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. #J-18808-Ljbffr JPMorgan Chase
- A leading financial institution is seeking a Financial Analysis Associate in Plano, Texas. This role will focus on driving strategic... ...analytics within the Global Private Bank. You will analyze... ...has 3+ years of experience with Lending products, strong analytical skills...PrivateFull time
- A leading global financial firm is seeking a Financial Analysis Associate to drive strategic decision-making and business growth through analytics. You will analyze the profitability of the Lending portfolio, manage financial forecasting, and support business leaders in...Private
- On this team, you will work in partnership with business... ...leads the business and financial analytics for Commercial & Investment Bank and each of its segments... ...to public disclosure associated with the business’ strategy... ...As a Financial Analysis Senior Associate within...Bank staff
- ...Private Wealth Advisor This team is passionately dedicated to the communities... ..., deposit, lending, and trust solutions... ...relationships including ongoing financial planning (as agreed... ...investment analysis and financial planning... ...the success of the bank, customers and your...PrivateWork experience placementWork at office
- ...Co. is a leading global financial services firm with... ...segments including Investment Banking, Commercial Banking,... ...capabilities. JPMorgan Private Bank was recognized in... ...Equity Portfolio Management team within Wealth... ...traditional fundamental equity analysis with rigorous...Bank staffPrivate
- ...opportunity to join our JPMorgan Global Private Bank Finance & Business Management (“GPB F&BM”) team where you will report directly... ...lead, providing consolidated financial analysis and reporting largely centered... ...balance sheet. As an Associate on our Global Private Bank...Bank staffPrivateFull timeLocal areaImmediate startRelocationVisa sponsorshipRelocation package
- ...Securities Based Lending Analyst Join a dynamic team where your expertise in credit and lending will help... ...exposure to a broad range of financial products and the opportunity to develop... ..., and skills Three years of private banking, asset management, or credit/...PrivateWork at office
- Job Title: Private Lending - Funding Desk Associate/Manager Location: Dallas, TX Job Type:... ...Manager to join our dynamic team. The ideal candidate will... ...strong understanding of financial markets, a keen eye for... ...Use financial modeling and analysis to assess loan structures...PrivateFull time
$50k - $60k
...Description Position Title: Financial Advisor Reports to:... .... Alongside our Plano team as a dually licensed... ...fact-finding and needs analysis process, getting to... ...public accounting, or banking is preferred · Proven... ...tech-enabled services private equity firms and by its...PrivateFull timeWork at officeNight shift- ...Commercial Mortgage Lending - Northern... ...operators—primarily private investors and generational... ...an effective team of Client Sales Managers... ...leaders, trade associations, and client... ...Experience in credit analysis and risk assessment... ...mental health support, financial coaching and more....PrivateFull timeInternshipWork at officeLocal area
- ...the country. The Interim CFO is responsible for... ...hospital, which includes all financial reporting, cash... ...Prepares routine reports and analysis. Analyzes reports... ...companies. Reconciles bank statements and coordinate... ...), American Hospital Association (and state) annual reporting...Interim role
- Position: Associate, M&A and Corporate Finance Location: Frisco, TX Remote Status:... ...Associate to support transaction execution, financial analysis, and integration efforts across all... ...5 years of experience in investment banking, private equity, FP&A, or corporate finance...PrivateFull timeRemote work
- ...looking for talented team members who... ...is Toyota Financial Services (TFS),... ...Senior Dealer Lending Analyst. The primary... ...financial analysis based on company... ...capitalization. Complete bank statement, GL... ...the risk associated with all credit... ...in TFS/Private Label Group internal...PrivateWork experience placement
- ...with precision and pride. Our team combines hands-on experience with... ...company seeking a strategic CFO to join our executive team.... ...individual to use their expertise in financial management to drive our... .... Excellent knowledge of data analysis and forecasting methods. 6....Local area
- ...Interim CFO Community Hospital Corporation owns, manages and consults with hospitals through three distinct structures CHC Community... ...throughout their assigned hospital, which includes all financial reporting, cash management, budgeting and auditing. Responsible...Interim role
- ...Senior Associate, Card Pricing Finance Join the Card... ...Investment Strategy team for an exciting opportunity to provide financial analysis, budgeting, forecasting... ...Knowledge of Card, Consumer lending, or other financial... ...Consumer & Community Banking division serves our...Local areaImmediate startRelocationVisa sponsorshipRelocation package
- ...Wealth Management Mortgage Processing Specialist Join a team where your attention to detail and problem-solving skills make a real impact for Private Bank clients. As a Wealth Management Mortgage Processing Specialist, you'll play a key role in ensuring mortgage applications...Bank staffPrivateFlexible hours
- ...Mortgage Product Owner (Associate) The Global... ...Net Worth Global Private Bank clients servicing... ...Solutions team includes a global... ...them in their home lending financing needs.... ...stories, accelerating analysis and documentation... ...of the oldest financial institutions, offers...PrivateWork at office
- Role Title: Private Lending - Underwriter Location: Dallas, TX Job Type... ...valuations, borrower financials, and other key risk factors... ...established lending criteria and risk analysis. Collaborate with loan... ...transactions. Work closely with legal teams to prepare necessary...PrivateFull time
- ...key stakeholders to deliver actionable financial insights that drive operational efficiency... ...forecasting, reporting, and financial analysis for the client’s franchise and license business... ...how we collect, keep, and process your private information, please review Insight...Private
- ...Executive Director Business Banking Lending Finance Bring your leadership... ...businesses. You will lead a team that turns complex... ...team that delivers pricing analysis, forecasting support, and management... .... You will translate financial performance into actionable...
- ...Description The Real Estate Financial Analyst conducts... ...modeling and investment analysis in support of Public... ...Acquisitions, Development, Lending, and Third‑Party... ...third‑party management teams on investment timing and... ...asset management, or private equity Real Estate...PrivateWork at officeRemote workVisa sponsorshipFlexible hours
- First United Bank and Trust is hiring in Frisco, Texas for a loan analyst role responsible... ...creditworthiness. You will manage risks associated with loans and prepare reports for Loan... ...ability to communicate effectively with team members. Join us to contribute to banking...
- ...Project Manager, Vice President Join our dynamic Commercial Bank Onboarding team as an Operations Project Manager and lead innovative... ...will involve significant cross-functional collaboration, data analysis, and conflict management to align operations initiatives with...Bank staff
- ...Analyst Join the Alts Client Reporting team within Alternative Investments Middle... ...of JPMorgan's Asset & Wealth Management Private Bank. With over $250 billion in assets under... ...expands JPMorganChase, one of the oldest financial institutions, offers innovative...PrivateWork at office
- ..., dedicated to optimizing financial performance for healthcare... ...highly experienced Fractional CFO to join our executive team and provide strategic... ...submission of financial data and associated reports. - Direct the... ...reports. 4. Performance Analysis and Improvement: -...Contract workTemporary work
- ...clients. You have found the right team. As a Relationship Manager... ...closely with the firm‑wide bank coverage team, including JPMorgan... ...business reviews and analysis on strategic client relationship... ...as well as provide compelling financial and market analysis to support...Bank staff
$105.56k - $247.9k
...our high performing team with the... ...activities of our Private Equity clients and... ...performing relevant deal analysis. If you're ready to... ...side accounting and financial due diligence... ...financial reporting, or CFO responsibilities (... ..., function and associated responsibilities,...PrivateWork experience placementLocal areaRemote work- Are you someone who has an interest in Financial Analysis and Management and is looking to grow your... ...Chase & Co. As a Financial Analysis Senior Associate within the Asset and Wealth Management Finance & Business Management team, you play a crucial role in strategically...Full timeWork experience placementWork at officeLocal areaImmediate startRelocationVisa sponsorshipRelocation package
- ...Description Are you someone who has an interest in Financial Analysis and Management and is looking to grow... ...& Co. As a Financial Analysis Senior Associate within the Asset and Wealth Management Finance & Business Management team, you play a crucial role in strategically...Full timeWork experience placementWork at officeLocal areaImmediate startRelocationVisa sponsorshipRelocation package
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Analysis Associate - Lending Private Bank CFO Team. Be the first to apply!
- jde finance consultant Plano, TX
- financial advisor Plano, TX
- financial planner Plano, TX
- senior financial advisor Plano, TX
- financial planning assistant Plano, TX
- financial advisor associate Plano, TX
- financial counselor Plano, TX
- junior oracle financial functional consultant Plano, TX
- oracle cloud financials consultant Plano, TX
- financial planning associate Plano, TX



