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Technology Investment Valuation Portfolio Lead, Consumer and Community Banking, Senior Associate

JPMorgan Chase

Job Title

Product Experience and Design (PXT) Investments

Job Description

Product Experience and Design (PXT) Investments is within the larger PXT Finance organization. The goal of the PXT Investments team is prioritizing several billion dollars of annual technology spend across the entirety of JPMorgan Chase's Consumer and Community Banking division (CCB). CCB features several product portfolios spanning both line of business and functional areas (e.g., Auto Lending, Operations, Credit Card). The PXT Investments team seeks to identify the correct balance of technology projects while also identifying opportunities to shift investment dollars across the product portfolios.

As a Finance & Business Management professional within the team, you will play a key supporting role in the investment process, assisting with data collection, analysis, and reporting to help inform investment decisions and track outcomes.

Job Responsibilities

  • Assist with gathering and organizing financial and non-financial data for assigned product portfolios
  • Help validate and check data accuracy, escalating issues or inconsistencies to senior team members
  • Maintain and update valuation data, ensuring information reflects the latest changes
  • Participate in post-implementation reviews by compiling results and supporting documentation of findings
  • Contribute to team efforts to improve investment valuation processes by sharing observations and feedback; Support resource and framework development
  • Collaborate with colleagues to collect information and follow up on outstanding items

Required Qualifications, Capabilities and Skills

  • 2 plus years of experience in Finance or related fields
  • Bachelor's degree in Business, Finance, Economics, or a related area
  • Effective written and verbal communication skills; able to work with colleagues across functions
  • Strong attention to detail and analytical skills; comfortable working with complex data
  • Ability to manage time and prioritize tasks to meet deadlines
  • Experience supporting recurring processes and a willingness to learn and improve

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

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.

JPMorgan Chase
Vacancy posted 2 days ago
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