Commercial Finance Partner – Associate - J.P. Morgan Personal Investing (formerly Nutmeg)

JPMorgan Chase & Co.; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services company is seeking a Commercial Finance Partner to shape the future of digital investing. You'll develop business models, analyze product profitability, and collaborate with cross-functional teams. Ideal candidates are professionally qualified in finance, with advanced Excel and SQL skills. The role emphasizes strong problem-solving capabilities and attention to detail, allowing you to make a significant impact in a fast-paced environment.

Qualifications

• Advanced Excel skills; SQL experience is desirable.
• Proven ability to report complex data findings clearly to stakeholders.
• Demonstrated skill in constructing detailed financial models.

Responsibilities

• Develop business models to support new and existing investment products.
• Collaborate with product and marketing teams for financial insights.
• Analyze product profitability drivers and present findings in reports.

Skills

Advanced Excel skills

SQL experience

Problem solving

Attention to detail

Stakeholder management

Education

Professionally qualified in finance or accounting (e.g., ACA, ACCA, CIMA)

Job description

Are you passionate about using financial analysis to shape the future of digital investing? Join our team and help deliver award-winning investment solutions to over 250,000 clients. As a Commercial Finance Partner, you’ll collaborate with cross-functional teams, influence key business decisions, and contribute to our mission of providing the best digital investing experience. This is your opportunity to make a real impact in a fast-growing, innovative environment.

Job Responsibilities:

• Develop business models to support new and existing investment products
• Collaborate with product and marketing teams to deliver actionable financial insights
• Analyze product profitability drivers and present findings in clear, impactful reports
• Support regulatory submissions and internal model validation reviews
• Contribute to monthly financial reports with meaningful data and analysis
• Participate in company-wide budgeting and forecasting processes
• Manage and prioritize multiple projects and ad hoc financial initiatives
• Communicate complex data findings to stakeholders in a clear, concise manner
• Ensure effective controls and governance in all financial processes

Required Qualifications, Capabilities, and Skills:

• Professionally qualified in finance or accounting (e.g., ACA, ACCA, CIMA, university degree or equivalent)
• Advanced Excel skills; SQL experience is desirable
• Proven ability to report complex data findings clearly to stakeholders
• Demonstrated skill in constructing detailed financial models and communicating key assumptions and outputs
• Ability to work with and manipulate multiple data sets to solve analytical questions
• Strong commitment to problem solving and attention to detail
• Ability to manage workload and competing priorities effectively
• Energy, enthusiasm, and a desire to learn and develop rapidly

Preferred Qualifications, Capabilities, and Skills:

• Experience in digital wealth management or financial services
• Exposure to budgeting, forecasting, and financial planning processes
• Familiarity with regulatory reporting in financial services
• Strong stakeholder management skills
• Experience working in cross-functional teams
• Ability to adapt in a fast-paced, changing environment
• Interest in digital innovation and technology-driven finance