Liquidity Forecasting & Analytics Associate

J.P. MORGAN; Greater London; On-site; GBP 65,000 - 85,000; Full time

Job summary

J.P. Morgan is seeking an Associate in Deposits & Liquidity Performance Analytics within Treasury Services in London.

You will deliver critical financial insights through forecasting, variance analysis and executive reporting, partnering with Finance, Product and Treasury to translate data into actionable recommendations. You will drive improvements in forecasting, reporting, and controls, with opportunities to mentor junior colleagues and lead small projects, shaping the liquidity business and

Qualifications

• Bachelor's degree in finance, treasury, or wholesale transaction banking products.
• Strong analytical skills and advanced Excel proficiency with driver-based models and large datasets.
• Experience with BI/analytics tools (Tableau, Alteryx) and ability to learn new tools quickly.
• Proven ability to manage multiple priorities under tight deadlines and work independently.
• Strong communication skills to translate analysis into executive-ready materials.
• Demonstrated leadership behaviors, such as leading workstreams or mentoring.

Responsibilities

• Lead balance sheet and revenue forecasting and analytics for Liquidity & Account Solutions, ensuring timely and accurate outputs.
• Support end-to-end revenue and NII forecast, including model development and scenario analysis.
• Run scenario analyses on rates, yield curves, policy changes, balance movements and repricing; synthesize results and guide actions.
• Prepare monthly P&L variance analysis with bridges versus plan, forecast and prior year; develop driver commentary.
• Reconcile actuals to source systems and allocation methodologies, ensuring traceability and addressing gaps.
• Produce recurring executive-ready reporting with consistent metrics and narrative as conditions evolve.
• Coordinate inputs across Finance, Product and Treasury; manage timelines and dependencies.
• Identify and lead initiatives to improve data quality and automation in forecasting and reporting.
• Uphold strong control standards across reconciliations, allocations and model governance; ensure audit-ready documentation.
• Serve as go-to partner for day-to-day questions and escalate risks with solutions.
• Demonstrate leadership by mentoring juniors and leading small projects as needed.

Skills

Advanced Excel

Driver-based models

Forecasting

Financial analysis

Executive reporting

Leadership

Communication

Education

Bachelor's degree in finance/treasury

Tools

Tableau

Alteryx

Job description

J.P. Morgan is seeking an Associate in Deposits & Liquidity Performance Analytics within Treasury Services in London.

You will deliver critical financial insights through forecasting, variance analysis and executive reporting, partnering with Finance, Product and Treasury to translate data into actionable recommendations. You will drive improvements in forecasting, reporting, and controls, with opportunities to mentor junior colleagues and lead small projects, shaping the liquidity business and