Associate, Markets Planning and Analysis

Aumni; New York (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an Associate in Markets Planning and Analysis within FP&A to coordinate budgeting cycles and deliver performance insights.

You will translate results into clear narratives for executive audiences and work with Finance, Controllers and business leaders to strengthen controls and analytical practices. The role requires 4+ years in FP&A, advanced Excel/PowerPoint, and experience with Essbase.

Qualifications

• Bachelor’s degree in Finance, Economics, or Accounting.
• 4+ years of relevant FP&A experience.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong quantitative, analytical, and problem-solving skills.
• Proven ability to communicate complex concepts clearly in writing and verbally.
• Advanced Microsoft Excel and PowerPoint skills.
• Experience using Essbase and building analyses from large, multi-source data sets.
• High attention to detail with the ability to deliver accurate work under pressure.
• Professional judgment, maturity and integrity.
• Collaborative mindset and ability to build strong partnerships across teams.

Responsibilities

• Coordinate the annual budgeting and mid-year forecasting processes.
• Prepare recurring and ad-hoc financial reports on performance and outlook.
• Analyze quarterly business performance and key drivers versus plan and prior periods.
• Support leadership discussions with benchmarking insights.
• Build executive-ready presentations and materials for senior management.
• Partner with CFOs, Controllers and Business Heads to inform strategic decisions.
• Contribute to cross-finance strategic initiatives and project workstreams.
• Implement controls and best practices to improve analysis accuracy and efficiency.
• Synthesize data sets into clear insights and narratives.
• Maintain strong relationships across firmwide finance teams.

Skills

Advanced Excel

PowerPoint

Financial modeling

Data analysis

Communication

Collaboration

Presentation skills

Quantitative analysis

Education

Bachelor’s degree in Finance, Economics, or Accounting

CFA, CPA, or MBA

Tools

Essbase

Excel macros

Visual Basic

Power BI

Job description

Help senior leaders see around corners by turning complex financial data into clear insights and actions. You will partner across Finance and Markets to guide planning, forecasting, and performance reporting that informs critical decisions. This role offers exposure to firmwide stakeholders and high-impact deliverables for executive management. If you enjoy rigorous analysis, strong teamwork, and fast-paced priorities, you will thrive with us.

As an Associate in Markets Planning and Analysis in Financial Planning and Analysis, you will coordinate budgeting and forecasting cycles and deliver performance insights through reports and presentations. You will work closely with business leaders, Finance partners, and Controllers to translate results and outlooks into clear narratives and decision-ready materials. You will help strengthen our controls and analytical practices so our work is accurate, timely, and scalable.

Job responsibilities

• Coordinate the annual budgeting and mid-year forecasting processes
• Prepare recurring and ad-hoc financial reports on performance and outlook
• Analyze quarterly business performance and key drivers versus plan and prior periods
• Perform competitor benchmarking and summarize implications for leadership discussions
• Support Markets Resolution and Recovery planning activities and deliverables
• Build executive-ready presentations and supporting materials for senior management
• Partner with Business Heads, CFOs, and Controllers to support strategic decision-making
• Contribute to cross-finance strategic initiatives and project workstreams
• Implement controls and best practices to improve accuracy and efficiency of analysis
• Synthesize multiple data sets into cohesive insights, recommendations, and narratives
• Build and maintain strong relationships across firmwide, functional finance, and line-of-business teams

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Economics, or Accounting
• 4+ years of relevant financial planning and analysis experience
• Demonstrated ability to manage multiple priorities and shifting deadlines in a fast-paced environment
• Strong quantitative, analytical, and problem-solving skills
• Proven ability to communicate complex concepts clearly in writing and verbally
• Advanced Microsoft Excel and PowerPoint skills
• Experience using Essbase and building analysis from large, multi-source data sets
• High attention to detail with the ability to deliver accurate work under pressure
• Professional judgment, maturity, and personal integrity
• Collaborative mindset and ability to build strong partnerships across teams

Preferred qualifications, capabilities and skills

• Experience financial services experience preferred
• CFA, CPA, or MBA
• Experience supporting earnings and business performance narratives for executive audiences
• Experience with Visual Basic, Excel macros, or other automation techniques
• Experience supporting recovery and resolution planning processes
• Strong presentation development skills for senior stakeholder forums

Additional Information

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).

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

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. Shape markets finance forecasts and insights through budgeting, reporting and executive-ready analysis.