Deposit Forecasting and Analytics - Senior Associate

JPMorganChase; Columbus (OH); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorganChase is seeking a Deposit Forecasting and Analytics Associate to support the forecast execution of substantial annual deposit NII. You will collaborate with Treasury, P&A, Technology, and executive teams to develop analytics around deposit growth and NII drivers for forecasting and month-end reporting.

The role involves presenting updates to senior partners, enhancing data capabilities, and translating insights into strategic funding and ALM frameworks.

Qualifications

• Bachelor’s degree in finance, economics, statistics, or mathematics.
• 3+ years of experience in financial analytics or reporting, treasury or pricing analytics at a large financial institution or consulting firm.
• Strong problem solving and communication skills, with cross‑functional collaboration.
• Ability to identify relationships in large datasets and translate findings into actions.
• Aspire to become a future leader and manager at the firm.

Responsibilities

• Partner with P&A teams for forecast execution and monthly reporting deliverables.
• Collaborate with model analytics to understand drivers and develop forecasting frameworks.
• Stress and troubleshoot forecast model results for reasonable outcomes.
• Advance data capabilities to provide senior management with insights into deposit trends.
• Present forecast updates to CFOs, Pricing, Treasury, and senior partners.
• Address ad hoc requests from senior management.

Skills

Analytical thinking

Effective communication

Cross-functional collaboration

Problem solving

Leadership potential

Education

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

Tools

Tableau

Alteryx

Python

R

SQL

Job description

Job Description
This is a key position to support the forecast execution of over $13B in annual deposit net interest revenue. The role requires close collaboration with Treasury, Product & Pricing, Technology, CFOs, Corporate Planning & Analysis (P&A), Corporate Treasury & Chief Investment Office (TCIO), Controllers, and other line‑of‑business finance teams.

As a Deposit Forecasting and Analytics Associate within consumer banking, you will understand key promoters such as accounts, customer rates paid, transfer funds pricing (FTP), balances, debit card transactions, overdrafts, and investment flows. You will develop best‑in‑class analytics around deposit growth and NII drivers to support forecasting and month‑end reporting. The insights derived will be used extensively by the business to inform strategy and by the Corporate Treasury and Chief Investment Office to develop funding, capital, IRR and ALM frameworks.

Responsibilities

• Partner with the 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 rates paid.
• Stress, sensitize, and troubleshoot forecast model results to ensure reasonable outcomes.
• Advance the team's data capabilities to provide senior management with deeper 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.

Required Qualifications, Skills, and Capabilities

• Bachelor's degree in a related field (finance, economics, statistics, mathematics) required.
• 3+ years of experience in financial analytics or reporting, treasury or pricing analytics at a large financial institution or management consulting firm.
• Outstanding ability to analyze problems, communicate effectively and confidently (oral and written), and work well in cross‑functional teams.
• Ability to identify relationships and patterns in large datasets and translate findings into concise, actionable recommendations.
• Aspiring to become a future leader and manager at the firm.

Preferred Qualifications, Skills, and Capabilities

• CFA or Master's degree preferred.
• Familiarity with basic statistics and analytical tools such as Tableau, Alteryx, Python, R, and SQL.

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). 

Equal Opportunity Employer/Disability/Veterans