Finance & Business Management – Associate

You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team.

As a Finance & Business Management – Associate within our Finance team, you will act as a subject matter expert on costing methodologies and providing insights to Product/ Business Managers thereby supporting strategic initiatives and business planning. This role provides a unique opportunity to interact with cross-functional teams such as product managers, business managers, operations and technology partners. This role is suited for someone with a strong finance and analytics background, adept at working in a fast-paced environment, and possessing excellent technical and communication skills.

Job Responsibilities 

• Develop and implement costing strategies for the Securities Services business, ensuring accuracy and alignment with operational realities.
• Utilize costing to support pricing decisions and client reviews, providing critical data that informs strategic decision-making by senior management.
• Build and maintain data models using Alteryx and create insightful reports in Tableau; familiarity with QlikSense is a plus.
• Ensure costing is integrated into the firm’s financial reporting systems, supporting transparency and accuracy in financial statements.
• Collaborate with Product Managers, Business Managers, and Operations/Technology teams to derive unit costs that inform pricing strategies and enhance profitability analytics.
• Automate and build controls and checks, perform reconciliation of input data with output, and provide regular updates to stakeholders.
• Act as a subject matter expert on costing methodologies, addressing queries and providing insights to Product/Business management across various lines of business, thereby supporting strategic initiatives and business planning.

Required qualifications, capabilities, and skills

• Minimum 4 years of FP&A experience
• Master’s degree in Finance, Economics, or Accounting
• Strong judgment, integrity, and work ethic.
• Excellent communication and organizational skills.
• Ability to manage multiple tasks and adapt to changing priorities.
• Strong analytical and problem-solving skills. Team-oriented and strategic thinker.

Preferred qualifications, capabilities, and skills

• Minimum 4 years of FP&A experience, preferably in financial services.
• CFA, CPA, MBA preferred
• Proficiency in Excel, PowerPoint, Alteryx, Tableau, and Qlik Sense is preferred.

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 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.