Corporate Finance Analytics, Senior Associate

Testing Site - JPMC; New York (NY); On-site; USD 110,000 - 160,000; Full time

Job summary

JPMorgan Chase Corporate Finance Analytics (CFA) in New York seeks a Senior Associate to develop a firmwide perspective, lead projects, and mentor junior teammates. You will apply financial frameworks, analyze competitors, macro topics, and prepare summaries for senior management, Investor Relations, and other stakeholders.

Responsibilities include end-to-end analysis, data validation, creating PowerPoint presentations, and integrating AI/ML tools into reporting.

Qualifications

• Bachelor’s degree or equivalent in finance, accounting, economics, sciences, or engineering.
• Minimum 3 years professional experience in a similar role (Planning & Analysis, Investor Relations, Corporate Finance).
• Advanced PowerPoint and Excel skills.
• Strong analytical, creative thinking and problem solving abilities.
• Autonomy to manage projects end-to-end.
• Clear verbal and written communication; trusted partner across teams.
• Ability to generate ideas to improve internal processes.

Responsibilities

• Drive analysis, data charts and validation for the Chairman & CEO Letter to Shareholders, coordinating with many teams.
• Lead quarterly and ad-hoc competitor analysis, earnings coverage and research end-to-end; critique methodologies and provide feedback.
• Complete ad-hoc projects for high-priority issues for senior management.
• Conduct ad-hoc and monthly valuation analysis using techniques like Dividend Discount Modeling.
• Prepare data for external/internal events, e.g., Investor Day.
• Own and manage weekly/monthly firmwide financial reporting and ad-hoc asks.
• Develop proficiency in FactSet and Capital IQ for research and reporting.
• Create PowerPoint presentations for senior management and town halls.

Skills

Leadership

Critical thinking

Communication

Project management

Teamwork

Education

Bachelor's Degree in finance, accounting, economics, sciences, or engineering

Tools

PowerPoint

Excel

Capital IQ

FactSet

Job description

Corporate Finance Analytics (\"CFA\") is part of the Financial Analysis group of JPMorgan Chase. The team provides financial analysis and perspective to senior management to support decision-making on high-profile, topical issues.

As a Senior Associate on this team, you will develop a firmwide perspective of how JPM operates across its businesses and its dynamics within the financial services industry, achieve a solid understanding of key strategic frameworks/ financial concepts and how they are applied at the firm, and learn about the overall financial industry and JPM’s competitors, while serving as a leader to the team by taking a lead role in projects, deliverables and overseeing junior teammates’ contributions.

Other key skills that will be used and further developed in this role include leadership skills to other teammates, critical thinking to challenge current practices and identify new opportunities across business/functional areas, enhancing your ability to articulate and deliver key summaries, presentations, and analysis for Senior Management, Firmwide P&A, Investor Relations, and other stakeholders in regards to competitors, macroenvironmental topics, and other strategic initiatives, improving project management skills/multi-tasking, and becoming high performing in PowerPoint, Excel, Capital IQ, and FactSet.

Job responsibilities:

• Drive the analysis, data charts and fact validation for the Chairman & CEO Letter to Shareholders, coordinating with many teams and business partners across the firm, while also being able to provide guidance and mentorship to junior team members, reviewing their work for accuracy and completeness


• Serve as a lead reviewer on quarterly and ad-hoc competitor analysis, earnings coverage and research, owning the deliverables end-to-end while ensuring deliverables meet the highest standards by critically evaluating methodologies, challenging assumptions, and providing constructive feedback


• Complete ad-hoc projects and analysis for high-priority and topical issues for senior management


• Conduct ad-hoc and monthly valuation analysis, along with a clear understanding of different valuation techniques (e.g., Dividend Discount Modeling)


• Aid in data preparation for external and internal events/conferences, e.g., Investor Day


• Own and manage weekly and/or monthly firmwide financial reporting, along with ad-hoc reporting asks from senior management


• Become proficient in systems such as FactSet and Capital IQ for competitor research, financial analysis, the Chairman & CEO Letter to shareholders, and other ad-hoc requests


• Create PowerPoint presentations for senior management, including ad-hoc analysis, presentations for townhalls, and other BAU reporting


• Integrate internal AI/ML tools into competitor coverage and other financial reporting, improving efficiency and quality of output


• Consistently evaluate processes and recommend enhancements


• Aid in mentoring, teaching and developing talent across the team

Required qualifications, capabilities, and skills:

• Bachelor’s Degree in finance, accounting, economics, sciences, or engineering preferred


• Minimum of 3 years professional experience, ideally in a similar role (e.g. Planning and Analysis, Investor Relations, Corporate Finance)


• Advanced PowerPoint and Excel skills


• Strong analytical, creative thinking and problem solving skills


• Able to manage projects end-to-end with a high degree of autonomy


• Strong verbal and written communication skills, with the ability to articulate complex issues clearly


• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams


• Ability to generate new ideas for the improvement of internal processes

Preferred qualifications, capabilities, and skills:

• FactSet experience


• Capital IQ experience

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).