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Treasury Financial Planning & Analysis, Senior Associate

JPMorgan Chase

Treasury Financial Planning & Analysis, Senior Associate

JPMorgan Chase

Brooklyn, NY, United States, US

·

On-site

·

Full-time

·

1mo ago

Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (net interest income), Legal Entity Balance Sheet, SLR and GSIB.

As a Treasury Financial Planning & Analysis Senior Associate within the Line of Business Product Control team, you will play a critical role in contributing to various Planning & Analysis activities and partnering with key stakeholders across Line of Business Product Control and Line of Business/Firmwide functional groups to meet Corporate and Investment Banking Treasury's critical resource optimization objectives. This position requires a strategic thinker with strong accounting and Corporate and Investment Banking product knowledge, analytical skills, and the ability to lead and execute complex financial planning initiatives in a high-intensity environment.

Job responsibilities

  • Contribute to regular P&A cycles across key financials such as Balance Sheet, SLR etc.
  • Monitor and analyse business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
  • Provide ongoing updates to CIB Treasurer
  • Contribute to all CIBT P&A’s communications/presentations to senior management including C-suite or the Operating Committee
  • Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
  • Provide ad-hoc analysis supporting key deliverables such as earnings etc.
  • Contribute to control and efficiency initiatives, improving control documentation and process efficiency

Required qualifications, capabilities and skills

  • 4+ yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
  • Strong understanding of accounting principles, balance sheet and CIB product
  • Proven record in high complexity/intensity environment
  • Solid understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
  • Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
  • Meticulous attention to detail
  • Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
  • Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
  • Strong relationship management skills
  • Proficiency in Excel
  • Experience with Alteryx, Tableau, and AI tools

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).

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About JPMorgan Chase

JPMorgan Chase

JPMorgan Chase is a multinational investment bank and financial services company that provides banking, investment, and asset management services globally. It is one of the largest banks in the United States by assets and market capitalization.

300,000+

Employees

New York City

Headquarters

Reviews

4.2

10 reviews

Work Life Balance

4.2

Compensation

4.3

Culture

4.5

Career

4.4

Management

4.1

75%

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Pros

Good pay and benefits

Work-life balance

Career advancement opportunities

Cons

Heavy workload at times

Career advancement takes time

Pay could be better in some roles

Salary Ranges

47 data points

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analyst, Investment Banking

3 reports

$126,500

total / year

Base

$110,000

Stock

-

Bonus

-

$126,500

$126,500

Interview Experience

4 interviews

Difficulty

2.8

/ 5

Duration

14-28 weeks

Interview Process

1

Application Review

2

HireVue Video Interview

3

Technical/Behavioral Assessment

4

Final Interview Round

5

Offer Decision

Common Questions

Behavioral/STAR

Technical Knowledge

Past Experience

Culture Fit

Case Study