JPMorganChase · 5 months ago
Global Private Bank Finance Annuities & Life Insurance Associate
8181 Communications Pkwy Ste C, Plano, TX, 75024, US
Full-time
Onsite
Mid, Senior Level
5+ years expJPMorganChase is seeking a Financial Associate to join their Asset & Wealth Management Finance and Business Management team in Plano, Texas. This role involves conducting financial analytics for the Global Private Bank Annuities & Life Insurance division, providing forecasting and analytical support to drive strategic business decisions.
Asset ManagementBankingFinancial Services
Responsibilities
Serve as a strategic partner to the business by providing analytics and guidance which drives business development and aids in the execution of key business initiatives
Understand and evaluate the financial impact: changes in yields, pipeline projections, sales, product mix, and impacts
Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes
Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology
Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and USWM organizations, etc.)
Qualification
Required
Ability to take ownership and work independently
Analytical ability with capacity to tell the story and see the big picture
Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWM
Ability to articulate ideas in a clear, concise, and structured manner
Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making
Highly organized and structured; ability to prioritize and time manage is crucial
Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key
Utilize judgment and discretion in working with highly confidential information
Bachelor's degree
5+ years relevant experience
Preferred
Experience in Annuities, Life Insurance, or Financial Analysis
Proficiency in SQL and/or Python is a plus
Proficiency in LLMs AI tools (Alteryx, Thoughtspot, DataBricks) is a plus
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
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2026-01-08
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