Financial Planning & Analysis- Associate

JPMorgan Chase & Co.; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

JPMorgan Chase & Co. in Mumbai invites an Associate for Markets Planning & Analysis to support financial planning, forecasting and analytics to drive business performance.

You will partner with Markets leadership, Finance and stakeholders to deliver high‑quality planning and reporting and provide insightful analysis for decisions. The role emphasizes end‑to‑end planning, variance analysis, and collaboration across global teams in a rapidly evolving environment.

Qualifications

• Demonstrated experience in financial analysis, planning and reporting.
• Strong analytical and problem‑solving skills with ability to interpret data.
• Proven ability to manage own workload and meet deadlines.
• Solid understanding of financial statements and business metrics.
• Strong written and verbal communication skills.

Responsibilities

• Support end‑to‑end planning and forecasting for the Markets business (revenues, expenses, headcount, KPIs).
• Prepare and enhance monthly and quarterly management reporting (P&L, balance sheet, drivers).
• Perform deep‑dive analysis on performance to explain variances and support initiatives.
• Partner with Markets, Finance and other functions to align assumptions and support investments.
• Contribute to process and reporting enhancements to improve data quality and efficiency.
• Support governance and controls across planning and reporting processes.

Skills

Financial analysis

Forecasting

Reporting

Analytical thinking

Communication

Tools

Excel

PowerPoint

Job description

• Job Identification 210753246
• Business Unit Commercial & Investment Bank
• Job Schedule Full time
• Job Shift Mid-Day

Job Description

Markets Planning & Analysis Team, supporting financial planning, forecasting and analytics to drive Markets business performance.

As an Associate in Markets Planning & Analysis, you support financial planning, forecasting and analytics to promote Markets business performance. The role partners closely with Markets leadership, Finance and other stakeholders to deliver high‑quality financial planning, forecasting and management reporting, and to provide insightful analysis that supports strategic and day‑to‑day decisions.

Job responsibilities

• Support the end‑to‑end planning and forecasting process for the Markets business (e.g., revenues, expenses, headcount and key performance metrics), ensuring accuracy, timeliness and alignment with firm standards.
• Prepare and enhance monthly and quarterly management reporting, including P&L, balance sheet and key business drivers, highlighting trends, risks and opportunities for Markets leadership.
• Perform deep‑dive analysis on business performance (e.g., product, client, region, desk) to explain variances versus plan/prior periods and to support strategic initiatives and senior management requests.
• Partner with Markets business, Finance & Business Management and other functions to align assumptions, validate drivers and support decision‑making on investments, resource allocation and cost discipline.
• Contribute to process and reporting enhancements (including standardization and automation) to improve data quality, efficiency and productivity in Planning & Analysis activities
• Support governance, control and documentation standards across planning and reporting processes, in line with firm policies and expectations on risk, controls and conduct
• Collaborate effectively across global and cross‑functional teams, fostering a transparent and inclusive environment that supports growth and development, consistent with firm performance expectations

Required qualifications, capabilities and skills

• Demonstrated experience in financial analysis, planning and reporting (e.g., in Markets, investment banking, corporate finance, or a related analytical finance role).
• Strong analytical and problem‑solving skills with the ability to interpret complex data, identify key drivers and communicate clear, concise insights to stakeholders.
• Proven ability to manage own workload, plan and organize deliverables in a deadline‑driven environment.
• Solid understanding of financial statements and key business performance metrics, with comfort working with large data sets and multiple systems.
• Strong written and verbal communication skills, with the ability to summarize complex analysis for senior stakeholders.

Preferred qualifications, capabilities, and skills

• Advanced Excel and PowerPoint skills; experience with analytics or reporting tools is a plus.

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 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 ourFAQs for more information about requesting an accommodation.

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.