Strategic Tech Finance & Investment Associate

JPMorgan Chase & Co.; Jersey City (NJ); On-site; USD 110,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in New Jersey seeks a Finance & Business Management Associate to partner with technology, product, and design leadership. You will lead forecasting, budgeting, and strategic investment reviews to enable fast, disciplined decision-making.

You will build and maintain headcount and spend models, prepare executive-ready reporting, and drive cost optimization across the organization. A strong analytical mindset and effective stakeholder management are essential.

Qualifications

• Bachelor’s degree in Finance, Engineering, Economics, or a related field.
• Experience building forecasting models and management reporting.
• Strong analytical judgment with ability to translate data into actionable insights.
• Experience managing budgets and driving cost optimization across labor and non-labor expenses.
• Proven ability to lead through influence in a matrixed environment and manage senior stakeholders.

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 and data-driven.
• Lead financial planning and forecasting with timely, accurate insights for leaders to manage trade-offs.
• Monitor and optimize expenses across headcount, infrastructure, vendors, and other non-labor costs.
• Build and maintain headcount forecasting models, keeping assumptions current and outputs decision-ready.
• Run deep-dive reviews on headcount, infrastructure, vendor strategy, and financial performance, turning analysis into recommendations.
• Coordinate with HR and Finance to gather inputs, validate data, and refine models as needs change.
• Design executive-ready reporting (dashboards, packs, and insights) for fast decision-making.
• Continuously improve reporting processes and increase automation where value-added.
• Lead ad hoc projects and transformation initiatives to drive execution and outcomes.
• Apply AI-enabled productivity tools to automate routine analysis while safeguarding data.

Skills

Forecasting models

Management reporting

Data analysis

Stakeholder management

Executive communication

Budget management

Education

Bachelor’s degree in Finance, Engineering, Economics, or a related field

MBA or Master’s degree (preferred)

Job description

JPMorgan Chase & Co. in New Jersey seeks a Finance & Business Management Associate to partner with technology, product, and design leadership. You will lead forecasting, budgeting, and strategic investment reviews to enable fast, disciplined decision-making.

You will build and maintain headcount and spend models, prepare executive-ready reporting, and drive cost optimization across the organization. A strong analytical mindset and effective stakeholder management are essential.