JPMorganChase Logo

JPMorganChase

Finance & Business Management - Associate

Posted 3 Hours Ago
Be an Early Applicant
Hybrid
Chicago, IL, USA
Mid level
Hybrid
Chicago, IL, USA
Mid level
Support Client Onboarding & Servicing by preparing executive presentations and management reporting, analyzing large datasets and KPI trends, budgeting and forecasting headcount and expenses, participating in activity-based costing and expense allocation, coordinating deliverables across finance and operations, and communicating insights to senior stakeholders.
The summary above was generated by AI

As a Finance & Business Management - Associate within Commercial Banking F&BM you will support the Client Onboarding & Servicing (COS) organization, leveraging your penchant for story-telling with financial data and strategic, analytical and energetic approach. This is a high-impact opportunity on our F&BM team ensuring senior management across the Commercial & Investment Bank have visibility into major initiatives, business metrics, financials and data insights to achieve their strategic objectives. This role will provide support to senior Business and Operations leaders and key partners across CIB Finance, Business Management and Data & Analytics teams to enable effective end-to-end execution.


Job Responsibilites:

  • Experience with Business Management/Data Analytics
  • Partner with COS and CIB F&BM to prepare executive presentations – ability to package and present projections and performance trends by bringing financials and data together to tell a cohesive story
  • Design management reporting packages to communicate business results in a transparent and concise manner to all constituents
  • Ability to take analysis and create executive level presentation using PowerPoint PitchPro+
  • Coordinate deliverables with business managers, finance, project managers and other F&BM teams 
  • Analyze large amounts of data, assess KPI trends, and create impactful analysis to assist in developing COS strategy
  • Partner with COS and CIB F&BM team to budget and forecast headcount and direct expenses
  • Participate in the activity based costing process used to allocate expenses across LOB’s and downstream client profitability system
  • Strong professional presence with the ability to communicate directly with all levels
  • Must be able to interact, collaborate, and partner with peer team members across business and staff areas at all levels and achieve goals without direct control over all resources 


Preferred qualifications, skills and capabilities:

  • Bachelors degree with minimum 3-4 years of experience in financial data analysis and story-telling 
  • Ability to work collaboratively; develop strong partnership with multiple levels of employees
  • Strong presentation skills and ability to tell the story on initiatives with the ability to produce successful results in a fast paced environment
  • Ability to develop strong, positive relationships with business stakeholders to interpret and present complex data with strong attention to detail and solid work ethic
  • Highly motivated, proactive attitude, with a natural passion to learn and an inquisitive personality
  • Excellent problem solving and critical thinking skills with a mature, independent, highly organized, self-motivated and a team player
  • Strong PowerPoint, Excel, and Word skills required and knowledge of or experience with BI tools, databases and SQL Querying is a plus
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 TeamJ.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. 

JPMorganChase Chicago, Illinois, USA Office

Chicago, IL, United States

Similar Jobs

Senior level
Financial Services
Support CTO finance leadership by converting strategy into measurable outcomes via budgeting, forecasting, expense management, headcount reporting, investment governance, dashboards, and senior-ready communications. Partner across finance, risk, and technology to maintain operating rhythms, ensure data quality, and deliver timely, actionable materials for decision-making.
Top Skills: ExcelPowerPoint
Mid level
Financial Services
Perform expense-focused FP&A: lead allocation model, analyze expense/variance trends, deliver management reporting, modernize forecasting/reporting using tools like Anaplan, Alteryx, Tableau, ThoughtSpot, and liaise with regional and US partners.
Top Skills: AlteryxAnaplanExcelPowerPointSQLTableauThoughtspot
Mid level
Financial Services
Support Merchant Services finance by producing recurring and ad-hoc reports, deep-dive analyses, executive materials, and dashboards. Coordinate with stakeholders, manage project deliverables, respond to executive requests, automate reporting, and run bespoke analyses to diagnose performance, size opportunities, validate hypotheses, and measure initiative impact.
Top Skills: AlteryxExcelPitchpro+PowerPoint

What you need to know about the Chicago Tech Scene

With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.

Key Facts About Chicago Tech

  • Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
  • Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
  • Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
  • Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account