Financial Analysis, Associate - International Private Bank

Job Description

Are you passionate about financial analysis and wealth management? Join our globally diverse team and help drive impactful business decisions in Asset & Wealth Management (AWM) supporting the Latin America (LATAM) and Global Families Group.

As a Financial Analysis Associate in Asset & Wealth Management Finance and Business Management (AWM F&BM), you will partner with market leadership, advisors, and FP&A teams to deliver financial reporting, analysis, and strategic planning. You will support key financial measures (such as revenue, expense, headcount, profitability), develop new reporting capabilities, and provide insights to senior management. This role offers the opportunity to influence business strategy and collaborate across Finance & Business Management. This position will report directly to the Latin America and Global Families Group Private Bank Finance Lead.

Job responsibilities

• Deliver financial planning and forecasting activities in coordination with market leadership.
• Partner with market leadership to review and analyze financial performance, trends, and strategy.
• Participate in monthly financial close processes and annual budgeting exercises.
• Develop and track performance metrics, and create presentations for senior management.
• Provide financial analysis on a variety of topics to senior management.
• Design new reports and dashboards to efficiently deliver financial results and key metrics.
• Enhance controls and streamline processes, introducing automation where possible.
• Support financial control, budgeting, and analysis of business metrics.
• Advise line of business CFOs on profitability and efficiency improvements.
• Collaborate with FP&A teams and interact regularly with Finance & Business Management peers.
• Ensure integrity in handling highly sensitive and confidential information.

Required qualifications, capabilities, and skills

• Hold a bachelor’s degree in Accounting, Finance, or a technical field.
• Possess 2+ years of work experience
• Demonstrate advanced skills in Excel and PowerPoint.
• Exhibit strong analytical and problem-solving skills with ability to analyze large data sets.
• Show proficiency in data mining, gathering, and manipulation of data sets.
• Display strong verbal and written communication skills.
• Be a highly motivated self-starter with excellent time management and prioritization skills.
• Thrive under pressure and tight deadlines.
• Maintain integrity in handling confidential information.
• Work effectively as a team player and trusted partner for Business, Finance, and FP&A Teams.

Preferred qualifications, capabilities, and skills

• Preferably in Financial Services , accounting/controller or financial analysis roles.
• Familiarity with Thoughtspot, Essbase, and Tableau
• Experience in automation and process improvement.
• Inquisitive, enthusiastic, and diligent approach to work.
• Ability to challenge peers constructively.

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).

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 Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.