Rotational Finance Analyst: Banking, Treasury & Underwriting

JPMorgan Chase & Co.; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Phoenix offers an Analyst role in the Commercial & Specialized Industries group. The program provides two 14-month rotations across banking, treasury, and underwriting, building financial modeling and client-facing skills for a career in financial services.

You’ll develop expertise in transaction-ready models, client materials, and treasury product opportunities, while collaborating with deal teams to translate market insights into actionable plans.

Qualifications

• Bachelor’s or Master’s degree with graduation date Dec 2026 – Jun 2027.
• Authorized to work permanently in the U.S.

Responsibilities

• Build and maintain financial models to support financing structuring and underwriting.
• Create client-facing materials for executive-level dialogue (pitch books, case studies, data-driven narratives).
• Develop understanding of treasury and liquidity solutions to map client pain points to product opportunities.
• Partner with deal teams to advance business development through prospect identification and relationship mapping.
• Connect client objectives to JPMorganChase platform capabilities across banking, credit, IB, markets, and treasury services.
• Conduct rigorous client and prospect research to inform call preparation and pipeline development.

Skills

Verbal communication

Written communication

Problem solving

Attention to detail

Collaboration in fast-paced teams

Education

Bachelor’s or Master’s degree

Job description

JPMorgan Chase & Co. in Phoenix offers an Analyst role in the Commercial & Specialized Industries group. The program provides two 14-month rotations across banking, treasury, and underwriting, building financial modeling and client-facing skills for a career in financial services.

You’ll develop expertise in transaction-ready models, client materials, and treasury product opportunities, while collaborating with deal teams to translate market insights into actionable plans.