Finance & Business Management

JPMorganChase; Jersey City (NJ); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorganChase in Global Private Bank Technology seeks an Associate to define where the organization invests, how it plans, and how it delivers—bringing clarity to priorities and transparency to spend and capacity. You’ll lead financial planning and forecasting, develop business cases, and design reporting for senior leaders to enable fast, confident decisions.

You’ll partner with technology, product, design, finance, and HR to ensure teams have insights and resources, manage headcount and

Qualifications

• Bachelor’s degree in Finance, Engineering, Economics, or related field and 8+ years of experience in business management, financial planning, strategic planning, or a similar role.
• Experience building forecasting models and management reporting, with strong attention to detail.
• Strong analytical judgment; ability to translate complex data into clear, actionable insights and recommendations.
• Experience managing budgets and driving cost optimization across labor and non-labor expense types.
• Proven ability to lead through influence in a matrixed environment and to manage senior stakeholders.
• Excellent communication and interpersonal skills—structured, concise, and confident with executives and cross-functional partners; able to operate at pace with changing priorities.
• Willingness to travel as needed.

Responsibilities

• Set and execute strategic initiatives with technology, product, and design leadership.
• Own business case development and review, ensuring investment decisions are well-structured and data-driven.
• Lead financial planning and forecasting with timely, accurate insights for trade-offs and commitments.
• Monitor and optimize expenses across headcount, infrastructure, vendors, and other costs; identify reinvestment opportunities.
• Build headcount forecasting models; keep assumptions current and outputs decision-ready.
• Run deep-dive reviews on headcount, infrastructure, vendor strategy, performance, and location strategy with clear recommendations.
• Coordinate with HR and Finance to validate data and refine models as needs change.
• Design executive-ready reporting (dashboards, packs, narratives) for fast, confident decisions.
• Continuously improve reporting processes and increase automation where value is added.
• Lead ad hoc projects and transformation initiatives to drive execution and operational excellence.
• Apply AI-enabled approaches to boost productivity—using AI tools for analysis automation, forecasting enhancement, reporting, and workflow optimization.

Skills

Forecasting models

Management reporting

Stakeholder management

Data analysis

Executive communication

Travel readiness

Process improvement

Education

Bachelor's degree in Finance, Engineering, Economics

MBA or Master’s degree (preferred)

Job description

Job DescriptionShape how world-class technology teams operate—at scale. In this role, you’ll sit at the intersection of strategy, finance, and execution, partnering directly with senior leaders to make smart investment decisions, improve operational rigor, and accelerate transformation. If you’re energized by complex problems, high standards, and measurable outcomes, you’ll find a platform here to do some of your best work.

Job DescriptionShape how world-class technology teams operate—at scale. In this role, you’ll sit at the intersection of strategy, finance, and execution, partnering directly with senior leaders to make smart investment decisions, improve operational rigor, and accelerate transformation. If you’re energized by complex problems, high standards, and measurable outcomes, you’ll find a platform here to do some of your best work.
As a Finance & Business Management (F&BM) Associate in Global Private Bank Technology, you will help define where the organization invests, how it plans, and how it delivers—bringing clarity to priorities and transparency to spend and capacity. You’ll lead financial planning and forecasting, develop and review business cases, and design decision-ready reporting for senior leaders. You’ll build trusted relationships across technology, product, design, finance, and HR to ensure teams have the insights and resources to execute with speed and discipline.

Job Responsibilities

• Partner with technology, product, and design leadership to set and execute strategic initiatives that drive growth, efficiency, and operating-model evolution
• Own business case development and review, ensuring investment decisions are well-structured, data-driven, and aligned to enterprise priorities
• Lead financial planning and forecasting with timely, accurate insights that help leaders manage trade-offs and meet commitments
• Monitor and optimize expenses across headcount, infrastructure, vendors, and other non-labor costs, identifying opportunities to reinvest or improve efficiency
• Build and maintain headcount forecasting models, keeping assumptions current and outputs decision-ready
• Run deep-dive reviews on headcount, infrastructure, vendor strategy, financial performance, and location strategy, turning analysis into clear recommendations
• Coordinate closely with HR and Finance to gather inputs, validate data, and refine models as business needs change
• Design executive-ready reporting (dashboards, recurring packs, and narrative insights) that enables fast, confident decision-making
• Continuously improve reporting processes, closing gaps, strengthening controls, and increasing automation where it adds value
• Lead ad hoc projects and transformation initiatives, driving execution, tracking outcomes, and elevating operational excellence
• Apply AI-enabled ways of working to increase productivity—leveraging AI development tools (e.g., for analysis automation, forecasting model enhancement, reporting generation, and workflow optimization) to help teams work smarter and accelerate decision cycles

Required Qualifications, Capabilities, And Skills

• Bachelor's degree in Finance, Engineering, Economics, or a related field, plus 8+ years of relevant experience in business management, financial planning, strategic planning, or a similar role
• Demonstrated expertise building and maintaining forecasting models and management reporting, with strong attention to detail
• Strong analytical judgment, with the ability to translate complex data into clear, actionable insights and recommendations
• Experience managing budgets and driving cost optimization across labor and non-labor expense types
• Proven ability to lead through influence in a matrixed environment, manage senior stakeholders effectively, and resolve conflict constructively
• Excellent communication and interpersonal skills—structured, concise, and confident with executives and cross-functional partners; comfortable operating at pace with shifting priorities and high standards
• Continuous-improvement mindset with a track record of making processes more effective and scalable; willingness to travel as needed

Preferred Qualifications, Capabilities, And Skills

• Master's degree or MBA in Finance, Engineering, Economics, or a related field

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.