Finance & Business Management

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Deposit Forecasting and Analytics Associate in Columbus to drive forecasting and analytics for over $13B in annual deposit NII.

You will work with Treasury, Pricing, Technology, CFOs, P&A, TCIO, Controllers and other finance teams to develop insights and robust forecasting models. The role involves partnering with multiple teams, analyzing drivers of deposit growth, presenting updates to senior partners, and supporting month-end reporting with a data-forward

Qualifications

• Bachelor's degree in finance, economics, statistics or math.
• 3+ years in financial analytics or reporting, treasury or pricing analytics at a large financial institution or management consulting.
• Strong analytical and communication skills, cross‑functional collaboration.

Responsibilities

• Partner with P&A for forecast execution and monthly reporting deliverables.
• Collaborate with model analytics to derive frameworks for forecasting deposit balances and rates.
• Stress and troubleshoot forecast model results for reasonableness.
• Advance data capabilities to provide senior management more insights into deposit trends.
• Present forecast updates to CFOs, Pricing, Treasury and other senior partners.
• Address ad-hoc requests from senior management.

Skills

Financial analytics

Forecasting

Data interpretation

Cross-functional teamwork

Effective communication

Education

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

Tools

Tableau

Alteryx

Python

R

SQL

Job description

This is a key position to support the forecast execution of over ~$13B in annual deposit net interest revenue. This position will require close interaction with others teams including 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 also be accountable for developing best in-class analytics around deposit growth and NII drivers to support forecasting and month-end reporting.Additionally, the analytics derived from these exercises will be used extensively by the business to inform strategy as well as by the Corporate Treasury and Chief Investment Office to develop funding, capital, interest rate risk (IRR), and asset-liability management (ALM) frameworks.

Job 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

Required Qualifications, skills, and capabilities:

• 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

Preferred Qualifications, skills, and capabilities:

• Essbase familiarity preferred
• Familiarity with basic statistics and analytical tools such as Tableau, Alteryx, Python, R, and SQL is a plus

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).