Deposit Forecasting & Analytics Associate

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH is seeking a Financial Analysis- Associate to help forecast and report on roughly $13B in annual deposit net interest revenue.

The role requires collaborating with Treasury, Product and Pricing, Technology, and P&A to deliver timely forecasts and month-end results, with a focus on accurate analytics and clear communication to senior leaders. You will analyze deposit drivers, balances, customer rates, transfers, and funding dynamics, build scalable analytics,

Qualifications

• Bachelor's degree in related field required (finance, economics, statistics, math)
• 3+ years of experience in one or a combination of the following: financial analytics or reporting, treasury or pricing analytics at a large financial institution or management consulting firm
• An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), and work well in cross-functional teams
• Ability to find relationships and identify patterns in large datasets and to see business implications of findings, and translate into concise, insightful, and actionable recommendations
• Aspiration to become a future leader and manager of others at the firm

Responsibilities

• Partner with the planning & analysis (P&A) teams for the execution of the forecast and the monthly reporting deliverables
• Partner with the model analytics team to understand model drivers and derive analytical frameworks for forecasting deposit balances and customer rate paid
• Stress, sensitize, and troubleshoot forecast model results to ensure reasonable outcomes
• Advancing the team’s data capabilities in order to provide senior management more insights into deposit trends
• Present forecast updates to LOB CFOs, Pricing, Treasury and other key senior partners
• Timely address ad-hoc requests from senior management

Skills

Bachelor's degree

3+ years experience

Analytical mindset

Communication skills

Cross-functional teamwork

Leadership potential

Education

Bachelor's degree in finance/economics/statistics/math

Tools

Essbase

Tableau

Alteryx

Python

R

SQL

Job description

JPMorgan Chase & Co. in Columbus, OH is seeking a Financial Analysis- Associate to help forecast and report on roughly $13B in annual deposit net interest revenue.

The role requires collaborating with Treasury, Product and Pricing, Technology, and P&A to deliver timely forecasts and month-end results, with a focus on accurate analytics and clear communication to senior leaders. You will analyze deposit drivers, balances, customer rates, transfers, and funding dynamics, build scalable analytics,