Global Private BankTechnology Finance & Business Management- Associate

Finance & Business Management Associate In Global Private Bank TechnologyShape how world-class technology, product, and design teams operate—at scale. In this role, you'll sit at the intersection of strategy, finance, and execution, partnering directly with senior leaders to make smart investment decisions, improve operational rigor, and accelerate transformation. If you're energized by complex problems, high standards, and measurable outcomes, you'll find a platform here to do some of your best work.As a Finance & Business Management (F&BM) Associate in Global Private Bank Technology, you will help define where the organization invests, how it plans, and how it delivers—bringing clarity to priorities and transparency to spend and capacity. You'll lead financial planning and forecasting, develop and review business cases, and build decision-ready reporting for senior leaders. You'll build trusted relationships across technology, product, design, finance, and HR to ensure teams have the insights and resources to execute with speed and discipline.Job ResponsibilitiesPartner with technology, product, and design leadership to set and execute strategic initiatives that drive growth, efficiency, and operating-model evolutionOwn business case development and review, ensuring investment decisions are well-structured, data-driven, and aligned to enterprise prioritiesLead financial planning and forecasting with timely, accurate insights that help leaders manage trade-offs and meet commitmentsMonitor and optimize expenses across headcount, infrastructure, vendors, and other non-labor costs, identifying opportunities to reinvest or improve efficiencyBuild and maintain headcount forecasting models, keeping assumptions current and outputs decision-readyRun deep-dive reviews on headcount, infrastructure, vendor strategy, financial performance, and location strategy, turning analysis into clear recommendationsCoordinate closely with HR and Finance to gather inputs, validate data, and refine models as business needs changeDesign executive-ready reporting (dashboards, recurring packs, and narrative insights) that enables fast, confident decision-makingContinuously improve reporting processes, closing gaps, strengthening controls, and increasing automation where it adds valueLead ad hoc projects and transformation initiatives, driving execution, tracking outcomes, and elevating operational excellenceApply firm-approved AI-enabled productivity and analytics tools to automate routine analysis and improve decision support, exercising strong judgment around data sensitivity and appropriate useRequired Qualifications, Capabilities, and SkillsBachelor's degree in Finance, Engineering, Economics, or a related field, plus 5+ years of relevant experience in business management, financial planning, strategic planning, or a similar roleDemonstrated expertise building and maintaining forecasting models and management reporting, with strong attention to detailStrong analytical judgment, with ability to translate complex data into clear, actionable insights and recommendationsExperience managing budgets and driving cost optimization across labor and non-labor expense typesProven ability to lead through influence in a matrixed environment, manage senior stakeholders effectively, and resolve conflict constructivelyExcellent communication and interpersonal skills—structured, concise, and confident with executives and cross-functional partnersContinuous-improvement mindset with a track record of making processes more effective and scalable; comfortable operating at pace with shifting priorities, high standards, and willingness to travel as neededPreferred Qualifications, Capabilities, and SkillsMaster's degree or MBA in Finance, Engineering, Economics, or a related fieldAbout UsJPMorgan Chase, 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/VeteransAbout the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.? Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.