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Financial Planning and Analysis, Senior Associate
Brooklyn, NY, United States, US
·
On-site
·
Full-time
·
3w ago
必須スキル
Excel
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.
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 4years 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
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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JPMorgan Chaseについて

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
従業員数
New York City
本社所在地
$500B
企業価値
レビュー
3.8
10件のレビュー
ワークライフバランス
3.2
報酬
4.1
企業文化
3.8
キャリア
3.0
経営陣
2.5
65%
友人に勧める
良い点
Good benefits and compensation
Supportive and collaborative environment
Flexible work arrangements
改善点
Long hours and heavy workload
Management issues and lack of direction
High stress during peak times
給与レンジ
41件のデータ
Analyst
Junior/L3
Mid/L4
Senior/L5
Analyst · Analyst, Investment Banking
6件のレポート
$126,500
年収総額
基本給
$110,000
ストック
-
ボーナス
-
$103,500
$201,250
面接体験
5件の面接
難易度
3.0
/ 5
期間
14-28週間
内定率
40%
体験
ポジティブ 20%
普通 80%
ネガティブ 0%
面接プロセス
1
Application Review
2
HireVue Video Interview
3
Recruiter Screen
4
Superday/Panel Interview
5
Final Interview
6
Offer
よくある質問
Behavioral/STAR
Technical Knowledge
Culture Fit
Past Experience
Case Study
ニュース&話題
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