Associate, Planning and Analysis - Corporate Planning & Analysis
JPMorgan Chase 9,847 reviews - New York, NY

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Job Description

JPMorgan Chase & Co.(NYSE: JPM) is a leading global financial services firm with assets of $2 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity


The Corporate Planning & Analysis Group (P&A) supports the JPMorgan Chase (JPMC) CFO and Controller by providing pertinent and timely analysis of the financial performance of JPMC and each of its business units. P&A is primarily responsible for leading and coordinating the Firmwide budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. P&A operates in close cooperation with the CFO/Planning groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors. Additionally, P&A collaborates with other corporate areas, such as Investor Relations, Corporate Reporting, Corporate Finance Analytics, and Treasury on various internal and external deliverables and to facilitate control and reporting at month-end.

Candidate’s Responsibilities:
Play an integral team support role in the preparation and firm-wide consolidation of a number of key financial processes / activities including, but not limited to:

Annual Budget and Mid-Year Forecast

Regulatory Capital Management (CCAR / DFAST)

Corporate Risk Appetite

Execution of the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars

Support and / or lead additional one-off and repeatable analyses as required by senior management

Develop and prepare senior management reports and presentations for distribution to the CEO, CFO, Controller, Operating Committee and the Board of Directors. Add value by creating greater efficiencies in the processes and producing more meaningful, relevant financial reports for management review

Communicate and coordinate effectively with the lines of business and corporate functions areas (e.g. External Reporting, Corporate Tax, Investor Relations, HR, Corp Sector P&A)

Analyze LOB business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results within the Corporate P&A team

Support ad hoc projects as necessary

The Corporate P&A team has a number of specific roles / deliverables, as such this role would be anticipated to potentially support other Corporate P&A deliverables during peak periods if needed


Bachelor's Degree in Business Administration, Accounting, Finance, Economics, or related field

3 to 5 years of relevant experience

Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables

Excellent oral & written communication and relationship management skills

Detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately

Ability to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure

Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary

Advanced Microsoft Office skills (Excel & PowerPoint in particular)

Experience with internal financial systems, such as Essbase and Hyperion

JPMorgan Chase is an equal opportunity and affirmative action employer M/F/D/




Primary Location

US-NY-New York-270 Park Avenue / 02317


Corporate Finance



Job Type



Day Job

Employee Status


About this company
9,847 reviews
At JPMorgan Chase, the work we do matters. All of us are committed to putting our resources and our voices to work every day for our...