Financial Analysis

**JOB DESCRIPTION**
You are a strategic thinker passionate about driving solutions in **financial analysis**. You have found the right team.

As a Financial Analyst in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will focus on generating and synthesizing insights to influence the Consumer and Community Banking's (CCB’s) balance sheet strategy. A key aspect of the team’s work is measurement and analysis of interest rate risk (IRR), liquidity, capital, and balance sheet costs associated with CCB’s assets of over $600B and liabilities of over $1T. We partner with teams throughout the Firm, including Corporate Treasury, Finance, Risk, Capital Markets, and Chase lines of business (LOBs).

**Responsibilities**:

- Deliver and maintain capital calculators as part of a global team, ensuring data sourcing and operating model integration to meet business and regulatory standards.
- Collaborate with functional teams and technology groups to gather requirements and execute project plans, ensuring high-quality delivery aligned with regulatory and business expectations. Document and deliver comprehensive, high-quality Business Requirements and Functional Specifications.
- Prepare detailed test cases, expected results, and perform both Functional and User Acceptance Testing.
- Identify project benefits and establish success criteria and definitions of done.
- Track key milestones, highlight risks, issues, and dependencies on specific items. Drive change control and configuration management processes.
- Manage, influence, and motivate teams both upward and downward.
- Resolve conflicts through expert collaboration and broad decision-making.
- Adhere to a challenging delivery schedule in a fast-paced and fluid environment.
- Liaise with appointed project contacts to ensure the overall direction and integrity of the project.
- Communicate and liaise regularly with Program Sponsors and Senior Stakeholders

**Required qualifications, capabilities, and skills**:

- Minimum 6 years of full-time work experience, ideally in finance or strategy
- Analytically focused undergraduate or graduate degree (e.g., finance, economics, mathematics, engineering) or other demonstrated quantitative and analytical ability
- Relevant knowledge in at least one of the team’s key content areas (e.g., capital, liquidity, interest rate risk management, corporate finance, loan pricing, deposit pricing, or planning & analysis)
- Advanced PowerPoint and Excel skills
- Aptitude to read, comprehend, and synthesize insights on industry and competitive landscape using a variety of sources like earning disclosures, thought pieces, etc.
- Working knowledge of retail banking and products

**Preferred qualifications, capabilities, and skills**:

- MBA and/or progress towards CFA, CPA, FRM, or other financial certification
- Familiarity with Essbase, Tableau, Alteryx, or a scripted language (e.g., Python)

**ABOUT US**

JPMorgan Chase & Co., 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 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.

**ABOUT THE TEAM**

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

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 fortres