JPMorganChase
Financial Planning and Analysis, Senior Associate
JPMorganChase, New York, New York, us, 10261
Join our dynamic Global Investment Banking Planning and Analysis (P&A) team and help drive the future of our business. We are seeking a strategic and experienced Senior Associate who thrives in a fast-paced environment and is excited to help drive financial performance and growth through analysis, innovation and collaboration. This role offers high visibility and the opportunity to work with senior leaders across the Investment Bank and will play a key part in supporting decision-making processes and delivering impactful financial insights.
Job Summary As a Financial Planning & Analysis Senior Associate on the Global Investment Banking team, you will play a key role in driving financial performance and supporting strategic planning. This role offers exposure to high-impact projects, opportunities to collaborate with senior stakeholders, and the chance to influence key business decisions through financial and business insights. You will work closely with a diverse group of stakeholders in a dynamic and inclusive environment.
Job Responsibilities
Assist in developing and executing financial budgeting and forecasting processes to align with business objectives and market conditions
Support business heads in conducting strategic business reviews by providing financial insights and recommendations
Prepare earnings materials for the Chief Financial Officer, ensuring accuracy and clarity in financial reporting
Conduct competitive benchmarking analysis against peers in the investment banking industry to inform strategic decision-making
Partner with the business management team to manage headcount and drive expense‑saving initiatives
Develop and deliver compelling PowerPoint presentations for senior management and external stakeholders
Serve as a key representative for the Investment Bank in calls with senior management, including the CFO, Business Heads, and FP&A leads
Exhibit strong public speaking qualities to effectively communicate financial insights and strategies
Collaborate with cross‑functional teams to support business objectives
Analyze data and develop innovative, solution‑focused ideas to address business challenges
Ensure accuracy and quality in financial analysis and reporting
Required Qualifications, Capabilities, and Skills
At least 4 years of experience, skilled in financial analysis and presentation tools, including Microsoft Office applications (Excel, Outlook, Word, PowerPoint)
Values input and works effectively in cross‑functional teams
Anticipates trends and develops long‑term strategies
Conveys complex information clearly with excellent verbal and written communication skills
Builds strong relationships and demonstrates empathy and emotional intelligence
Analyzes data and develops innovative, solution‑focused ideas
Manages multiple tasks and adapts to changing environments
Ensures accuracy and quality in analysis and reporting
Makes informed, timely decisions under pressure
Upholds high ethical standards and confidentiality
Confident and persuasive public speaker
Preferred Qualifications, Capabilities, and Skills
Experience partnering with multiple senior stakeholders
Degree qualification in Business, Finance, Economics, or related area
Previous experience in a finance or planning role in banking or financial services
Experience in analytical reviews and presentation of business performance
This position is not eligible for sponsorships.
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.
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Job Summary As a Financial Planning & Analysis Senior Associate on the Global Investment Banking team, you will play a key role in driving financial performance and supporting strategic planning. This role offers exposure to high-impact projects, opportunities to collaborate with senior stakeholders, and the chance to influence key business decisions through financial and business insights. You will work closely with a diverse group of stakeholders in a dynamic and inclusive environment.
Job Responsibilities
Assist in developing and executing financial budgeting and forecasting processes to align with business objectives and market conditions
Support business heads in conducting strategic business reviews by providing financial insights and recommendations
Prepare earnings materials for the Chief Financial Officer, ensuring accuracy and clarity in financial reporting
Conduct competitive benchmarking analysis against peers in the investment banking industry to inform strategic decision-making
Partner with the business management team to manage headcount and drive expense‑saving initiatives
Develop and deliver compelling PowerPoint presentations for senior management and external stakeholders
Serve as a key representative for the Investment Bank in calls with senior management, including the CFO, Business Heads, and FP&A leads
Exhibit strong public speaking qualities to effectively communicate financial insights and strategies
Collaborate with cross‑functional teams to support business objectives
Analyze data and develop innovative, solution‑focused ideas to address business challenges
Ensure accuracy and quality in financial analysis and reporting
Required Qualifications, Capabilities, and Skills
At least 4 years of experience, skilled in financial analysis and presentation tools, including Microsoft Office applications (Excel, Outlook, Word, PowerPoint)
Values input and works effectively in cross‑functional teams
Anticipates trends and develops long‑term strategies
Conveys complex information clearly with excellent verbal and written communication skills
Builds strong relationships and demonstrates empathy and emotional intelligence
Analyzes data and develops innovative, solution‑focused ideas
Manages multiple tasks and adapts to changing environments
Ensures accuracy and quality in analysis and reporting
Makes informed, timely decisions under pressure
Upholds high ethical standards and confidentiality
Confident and persuasive public speaker
Preferred Qualifications, Capabilities, and Skills
Experience partnering with multiple senior stakeholders
Degree qualification in Business, Finance, Economics, or related area
Previous experience in a finance or planning role in banking or financial services
Experience in analytical reviews and presentation of business performance
This position is not eligible for sponsorships.
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.
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