Corporate Finance Analytics, Senior Associate

Corporate Finance Analytics (\"CFA\") is part of the Financial Analysis group of JPMorgan Chase. The team provides financial analysis and perspective to senior management to support decision-making on high-profile, topical issues.


As a Senior Associate on this team, you will develop a firmwide perspective of how JPM operates across its businesses and its dynamics within the financial services industry, achieve a solid understanding of key strategic frameworks/ financial concepts and how they are applied at the firm, and learn about the overall financial industry and JPM's competitors, while serving as a leader to the team by taking a lead role in projects, deliverables and overseeing junior teammates' contributions.

Job responsibilities:

• Drive the analysis, data charts and fact validation for the Chairman & CEO Letter to Shareholders, coordinating with many teams and business partners across the firm, while also being able to provide guidance and mentorship to junior team members, reviewing their work for accuracy and completeness
• Serve as a lead reviewer on quarterly and ad-hoc competitor analysis, earnings coverage and research, owning the deliverables end-to-end while ensuring deliverables meet the highest standards by critically evaluating methodologies, challenging assumptions, and providing constructive feedback
• Complete ad-hoc projects and analysis for high-priority and topical issues for senior management
• Conduct ad-hoc and monthly valuation analysis, along with a clear understanding of different valuation techniques (e.g., Dividend Discount Modeling)
• Aid in data preparation for external and internal events/conferences, e.g., Investor Day
• Own and manage weekly and/or monthly firmwide financial reporting, along with ad-hoc reporting asks from senior management
• Become proficient in systems such as FactSet and Capital IQ for competitor research, financial analysis, the Chairman & CEO Letter to shareholders, and other ad-hoc requests
• Create PowerPoint presentations for senior management, including ad-hoc analysis, presentations for townhalls, and other BAU reporting
• Integrate internal AI/ML tools into competitor coverage and other financial reporting, improving efficiency and quality of output
• Consistently evaluate processes and recommend enhancements
• Aid in mentoring, teaching and developing talent across the team

Required qualifications, capabilities, and skills:

• Bachelors degree required
• 5 years professional experience in a similar role (e.g. Planning and Analysis, Investor Relations, Corporate Finance)
• Advanced PowerPoint and Excel skills
• Strong analytical, creative thinking and problem solving skills
• Able to manage projects end-to-end with a high degree of autonomy
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Ability to generate new ideas for the improvement of internal processes

Preferred qualifications, capabilities, and skills:

• Bachelor's degree in finance, accounting, economics, sciences, or engineering preferred
• FactSet experience
• Capital IQ experience

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).

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

Base Pay/Salary
New York,NY $99,750.00 - $140,000.00 / year