Finance & Business Management - Associate

Job Description

The Commercial & Investment Banking Finance & Business Management team is seeking a strategic, analytical, and energetic professional to support the Merchant Services (Payments) business. The team leads financial processes and business operations for the Small & Medium sized business, including investment planning, business cases, budgeting, monthly business reviews, OKRs, financial analysis, and special projects for senior leadership.

Key Responsibilities:

• Reporting and analytics: Create and maintain recurring and ad‑hoc reporting; conduct deep‑dive analyses on key business drivers to surface trends, risks, and opportunities
• Executive materials:  Develop and deliver polished executive materials that articulate performance, competitive positioning, market opportunities, and progress against goals; rapidly produce mock‑ups for management presentations, reports, and dashboards; use PitchPro+ for executive‑level presentation development 
• Stakeholder engagement: Coordinate deliverables with business managers, finance, project managers, and other F&BM teams; provide high responsiveness to executive ad‑hoc requests across project management, presentation development, and business analysis 
• Data tooling: Leverage Excel to organize and analyze large datasets and produce impactful analysis; distill data into clear, concise conclusions and executive‑ready materials 
• Problem solving and delivery: Identify issues, involve affected parties, design solutions, obtain buy‑in, and communicate through resolution; manage daily ad‑hoc requests while continuously simplifying and improving business processes with global team members 
• Conduct bespoke / ad-hoc analyses to diagnose performance, size opportunities, validate hypotheses, and measure impact of initiatives

 

Required qualifications, skills and capabilities:

• Communication & storytelling:  Strong presentation skills with the ability to craft a clear narrative for initiatives and translate complex qualitative and quantitative insights into concise executive materials 
• Analytical & technical:  Strong analytical and problem‑solving skills; advanced Excel and PowerPoint; ability to handle large datasets and derive insights for decision‑making 
• Project & time management:  Demonstrated ability to manage multiple priorities in a fast‑paced environment with strong organization and attention to detail; effective time management and prioritization 
• Collaboration & influence : Able to collaborate across large, matrixed teams; build trusted relationships at multiple levels; provide direction and partner with experienced leadership to implement significant business solutions 
• Adaptability & ownership: Self‑motivated, tenacious, and able to work independently; comfortable pivoting focus with shifting business priorities while maintaining quality outcomes
• PitchPro+ for executive‑level presentation development 
• Advanced Excel (or Alteryx) for analytics and reporting automation
  
   

Preferred qualifications, skills and capabilities:  

• Bachelor’s degree in Business, Finance, Economics, or a related field 
• PitchPro+ for executive‑level presentation development
• Advanced Excel (or Alteryx) for analytics and reporting automation 

 

 

 

JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans. We are committed to providing an inclusive workplace where all employees feel respected and valued. We do not discriminate on the basis of race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, age, disability, pregnancy, marital status, protected veteran status, or any other basis protected under applicable law.

About Us

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

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.