Corporate Finance Analytics, Senior Associate jobs in United States
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JPMorganChase · 10 hours ago

Corporate Finance Analytics, Senior Associate

JPMorgan Chase is one of the oldest financial institutions, providing innovative financial solutions. The Senior Associate in Corporate Finance Analytics will develop a firmwide perspective on JPM's operations, lead projects, and deliver financial analysis to support senior management's decision-making.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Drive the analysis, data charts and fact validation for the Chairman & CEO Letter to Shareholders, coordinating with many teams and business partners across the firm, while also being able to provide guidance and mentorship to junior team members, reviewing their work for accuracy and completeness
Serve as a lead reviewer on quarterly and ad-hoc competitor analysis, earnings coverage and research, owning the deliverables end-to-end while ensuring deliverables meet the highest standards by critically evaluating methodologies, challenging assumptions, and providing constructive feedback
Complete ad-hoc projects and analysis for high-priority and topical issues for senior management
Conduct ad-hoc and monthly valuation analysis, along with a clear understanding of different valuation techniques (e.g., Dividend Discount Modeling)
Aid in data preparation for external and internal events/conferences, e.g., Investor Day
Own and manage weekly and/or monthly firmwide financial reporting, along with ad-hoc reporting asks from senior management
Become proficient in systems such as FactSet and Capital IQ for competitor research, financial analysis, the Chairman & CEO Letter to shareholders, and other ad-hoc requests
Create PowerPoint presentations for senior management, including ad-hoc analysis, presentations for townhalls, and other BAU reporting
Integrate internal AI/ML tools into competitor coverage and other financial reporting, improving efficiency and quality of output, aiding in
Consistently evaluate processes and recommend enhancements
Aid in mentoring, teaching and developing talent across the team

Qualification

Financial AnalysisAdvanced ExcelAdvanced PowerPointFactSetCapital IQLeadershipCritical ThinkingProject ManagementVerbal CommunicationWritten CommunicationTeam PlayerCreative Thinking

Required

Bachelor's Degree in finance, accounting, economics, sciences, or engineering preferred
Minimum of 3 years professional experience, ideally in a similar role (e.g. Planning and Analysis, Investor Relations, Corporate Finance)
Advanced PowerPoint and Excel skills
Strong analytical, creative thinking and problem solving skills
Able to manage projects end-to-end with a high degree of autonomy
Strong verbal and written communication skills, with the ability to articulate complex issues clearly
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
Ability to generate new ideas for the improvement of internal processes

Preferred

FactSet experience
Capital IQ experience

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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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.

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 Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase