Corporate Finance Analytics, Vice President

JPMorgan Chase & Co.; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Vice President for Corporate Finance Analytics to develop a firmwide perspective on JPM operations, frameworks and industry dynamics.

You will lead major projects, mentor juniors, and deliver high-quality analyses and presentations for senior leadership. You will gain exposure to capital allocation, business drivers assessment, competitive benchmarking, and advanced tools like FactSet and Capital IQ, while driving efficiency in reporting and investor-facing

Qualifications

• Bachelors degree required.
• 6 years professional experience in a similar role (e.g. Financial 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.
• Ability to pick up new concepts quickly.
• Ability to multi-task and work well under pressure; comfortable with ambiguity.
• Strong verbal, interpersonal and written communication skills.
• Team player with the ability to be trusted as a partner for Business, Finance, and FP&A Teams.
• Ability to generate new ideas for process improvements.

Responsibilities

• Drive analysis, data charts and fact validation for the Chairman & CEO Letter to Shareholders, coordinating with many teams and business partners across the firm, guiding junior team members.
• Lead quarterly and ad-hoc competitor analysis, earnings coverage and research end-to-end with rigorous methodologies.
• Lead ad-hoc projects and analysis for high-priority and topical issues for senior management.
• Integrate internal AI/ML tools into competitor coverage and financial reporting to improve efficiency and quality.
• Aid in data preparation for Investor Day and other external/internal events.
• Own and manage weekly and/or monthly firmwide financial reporting and ad-hoc requests from senior management.
• Become proficient in systems such as FactSet and Capital IQ for research and reporting.
• Obtain understanding of key strategic frameworks/ financial concepts and how applied at the firm.
• Create PowerPoint presentations for senior management, including ad-hoc analysis and townhall reporting.
• Continuously evaluate processes and recommend enhancements.
• Aid in mentoring, teaching and developing talent across the team.

Skills

PowerPoint

Excel

Analytical thinking

Project management

Communication

Team player

Education

Bachelor's degree

Tools

FactSet

Capital IQ

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 Vice President 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 and deliverables.

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 contributor 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
• Lead ad-hoc projects and analysis for high-priority and topical issues for senior management
• Integrate internal AI/ML tools into competitor coverage and other financial reporting, improving efficiency and quality of output
• 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
• Obtain a solid understanding of key strategic frameworks/ financial concepts and how they are applied at the firm (e.g., capital allocation, assessment of business drivers, competitive benchmarking)
• Create PowerPoint presentations for senior management, including ad-hoc analysis, presentations for townhalls, and other reporting
• Consistently evaluate processes and recommend enhancements
• Aid in mentoring, teaching and developing talent across the team

Required qualifications, capabilities, and skills:

• Bachelors degree required
• 6 years professional experience in a similar role (e.g. Financial 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
• Ability to pick up new concepts quickly
• Ability to multi-task and work well under pressure; comfortable with ambiguity
• Strong verbal, interpersonal 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:

• Bachelor’s degree in finance, accounting, economics, sciences, or engineering preferred
• Competitor analysis, competitor research, or financial benchmarking 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).