Strategic Finance & Investment Analysis- Vice President

JPMorganChase; Plano (TX); Sur place; USD 150 000 - 200 000; Plein temps

Avantages offerts par ce poste

Comprehensive healthcare coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Résumé du poste

A major financial institution is seeking a Vice President for Strategic Finance & Investment Analysis in Plano, TX. The ideal candidate will possess strong analytical skills to support senior management in making data-driven investment decisions. Responsibilities include developing business cases, analyzing data trends, and creating executive presentations. Candidates should have 7+ years of experience in financial data analysis and hold a Bachelor’s degree, with an MBA preferred. The role offers competitive compensation and benefits.

Qualifications

• 7 years of experience in financial data analysis and storytelling.
• Ability to present complex data effectively.

Responsabilités

• Develop product investment business cases and KPIs.
• Analyze operational throughput to identify efficiency opportunities.
• Lead data-driven analyses for decision-making.

Connaissances

Financial data analysis

Data storytelling

PowerPoint skills

Excel skills

Strong communication

Problem-solving

Formation

Bachelor’s degree

MBA (preferred)

Description du poste

Strategic Finance & Investment Analysis- Vice President

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Strategic Finance & Investment Analysis- Vice President

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Job Description

Join the Commercial & Investment Bank Finance & Business Management (F&BM) team as a highly energetic, strategic, and analytical professional. In this high-impact role, you will ensure senior management across the Commercial & Investment Bank has visibility into major initiatives, business metrics, financials, and data insights to drive strategic success. Collaborate with senior leaders across Product, Operations, Business Management, and Data & Analytics teams to lead transformative efforts and enable seamless end-to-end execution.

Job Description

Join the Commercial & Investment Bank Finance & Business Management (F&BM) team as a highly energetic, strategic, and analytical professional. In this high-impact role, you will ensure senior management across the Commercial & Investment Bank has visibility into major initiatives, business metrics, financials, and data insights to drive strategic success. Collaborate with senior leaders across Product, Operations, Business Management, and Data & Analytics teams to lead transformative efforts and enable seamless end-to-end execution.

As a Business Manager Vice President in the Commercial & Investment Bank, you will support Wholesale Lending Services (WLS) by developing product investment business cases, conducting portfolio analyses, and providing quantitative and qualitative analysis to drive optimization efforts. Your role involves structuring complex problems, designing management reporting packages, and creating executive-level presentations.

Job Responsibilities

• Partner with WLS leaders and F&BM colleagues to develop product investment business cases and KPIs.
• Analyze operational throughput to identify efficiency opportunities and drive transformation efforts.
• Provide analysis to enable leaders to make optimization decisions.
• Utilize large datasets to conduct portfolio analyses and identify investment opportunities.
• Analyze data, assess KPI trends, and assist in developing WLS strategy.
• Lead data-driven analyses to provide transparency and enable decision-making.
• Structure complex problems into simple frameworks for strategic development.
• Design management reporting packages to communicate business results.
• Create executive-level presentations using PowerPoint PitchPro+.
• Collaborate with leaders to structure complex problems and drive impactful transformation efforts.
• Communicate effectively with business partners to drive project next steps.
  
  

Required Qualifications, Skills, And Capabilities

• Bachelor’s degree.
• 7 years of experience in financial data analysis and storytelling.
• Strong PowerPoint, Excel, and Word skills required.
• Ability to work collaboratively and develop strong partnerships with employees at multiple levels.
• Strong presentation skills and ability to communicate initiatives effectively.
• Strong verbal and written communication skills.
• Ability to produce results in a fast-paced environment.
• Ability to interpret and present complex data.
• Strong attention to detail and solid work ethic.
• Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
• Excellent problem-solving and critical thinking skills.
  
  

Preferred Qualifications, Skills, And Capabilities

• MBA strongly preferred.
• Experience in financial services or a related field.
• Familiarity with data visualization tools and techniques.
  
  

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’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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