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Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

Capital Strategy and Allocation, Senior Associate

at J.P. Morgan

ExperiencedNo visa sponsorship

Posted 17 days ago

No clicks

Senior Associate on the Capital Management team within Treasury & Chief Investment Office, supporting firm-wide capital strategy, allocation and forecasting. You will develop and present senior management materials, manage the capital allocation process, liaise with line-of-business partners, and support new product and regulatory reviews. The role requires strong analytical skills, experience with regulatory capital, and proficiency in PowerPoint/Excel with Tableau or Python. It offers visibility into strategic capital initiatives and requires the ability to work independently and collaborate across functions.

Compensation
Not specified

Currency: Not specified

City
New York City
Country
United States

Full Job Description

Location: New York, NY, United States

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of over $3 trillion and operations in more than 60 countries. The Treasury and Chief Investment Office (TCIO) manages JPM’s balance sheet strategy to ensure the firm achieves its capital, liquidity, and interest rate exposure targets while growing shareholder value. Capital Management is a team within T/CIO that partners with several JPMC functions, including Operating Committee, Risk, Policy, Investor Relations, as well as LOB Treasurers and key business partners, to provide perspective on regulatory capital-related topics and ensuring efficient and appropriate management of capital.

As a Senior Associate within the Capital Management team, you will have good visibility into strategic capital management activities as well as the unique opportunity to understand initiatives from a Firm wide perspective. You will have the ability to work independently, handle ambiguity, and proactively seek support and input where required. The ability to pick up new and complex concepts quickly, work efficiently, and communicate effectively will be one of the keys to success.

Job responsibilities:

  • Develop and present materials for senior management to help support decision-making on high profile capital-related topics 
  • Manage day to day aspect of Capital Allocation process / develop senior management review materials
  • Liaise with LOB counterparts to understand and review allocation processes
  • Support new product / initiative review process
  • Support in the preparation of materials utilized by the C-Suite for quarterly earnings, industry conferences, as well as meetings with various regulatory agencies and trade groups 
  • Support analysis of Capital Forecast / Allocation and other capital processes across the Capital Management team
  • Partner with various functions across TCIO, Firm wide and LOBs to execute and track strategic projects
  • Support initiatives to continually improve existing capital management processes and enhance the team’s understanding of capital

Required qualifications, capabilities and skills:

  • 4+ years of relevant experience; background in financial institutions and strategy
  • Undergraduate degree; sciences, economics, engineering, accounting, or finance
  • Experience applying financial concepts (returns, capitalization, investment evaluation, etc.)
  • High proficiency in Microsoft Office Suite (PowerPoint and Excel in particular)
  • Prior knowledge and experience in regulatory capital
  • Tableau / Python experience
  • Creative self-starter with strong initiative and ability to take ownership and work independently as well as contribute to the broader team and be unafraid to ask questions
  • Strong interpersonal and communication skills and ability to multi-task and work effectively with senior management in a fast-paced environment to meet deadlines under pressure
  • Strong analytical, critical thinking, and problem-solving skills with a track record of execution against deliverables
As a Senior Associate, this role will offer good visibility into strategic capital management activities.

Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

17 days ago

clicks

Capital Strategy and Allocation, Senior Associate

at J.P. Morgan

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: New York City

Country: United States

Senior Associate on the Capital Management team within Treasury & Chief Investment Office, supporting firm-wide capital strategy, allocation and forecasting. You will develop and present senior management materials, manage the capital allocation process, liaise with line-of-business partners, and support new product and regulatory reviews. The role requires strong analytical skills, experience with regulatory capital, and proficiency in PowerPoint/Excel with Tableau or Python. It offers visibility into strategic capital initiatives and requires the ability to work independently and collaborate across functions.

Full Job Description

Location: New York, NY, United States

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of over $3 trillion and operations in more than 60 countries. The Treasury and Chief Investment Office (TCIO) manages JPM’s balance sheet strategy to ensure the firm achieves its capital, liquidity, and interest rate exposure targets while growing shareholder value. Capital Management is a team within T/CIO that partners with several JPMC functions, including Operating Committee, Risk, Policy, Investor Relations, as well as LOB Treasurers and key business partners, to provide perspective on regulatory capital-related topics and ensuring efficient and appropriate management of capital.

As a Senior Associate within the Capital Management team, you will have good visibility into strategic capital management activities as well as the unique opportunity to understand initiatives from a Firm wide perspective. You will have the ability to work independently, handle ambiguity, and proactively seek support and input where required. The ability to pick up new and complex concepts quickly, work efficiently, and communicate effectively will be one of the keys to success.

Job responsibilities:

  • Develop and present materials for senior management to help support decision-making on high profile capital-related topics 
  • Manage day to day aspect of Capital Allocation process / develop senior management review materials
  • Liaise with LOB counterparts to understand and review allocation processes
  • Support new product / initiative review process
  • Support in the preparation of materials utilized by the C-Suite for quarterly earnings, industry conferences, as well as meetings with various regulatory agencies and trade groups 
  • Support analysis of Capital Forecast / Allocation and other capital processes across the Capital Management team
  • Partner with various functions across TCIO, Firm wide and LOBs to execute and track strategic projects
  • Support initiatives to continually improve existing capital management processes and enhance the team’s understanding of capital

Required qualifications, capabilities and skills:

  • 4+ years of relevant experience; background in financial institutions and strategy
  • Undergraduate degree; sciences, economics, engineering, accounting, or finance
  • Experience applying financial concepts (returns, capitalization, investment evaluation, etc.)
  • High proficiency in Microsoft Office Suite (PowerPoint and Excel in particular)
  • Prior knowledge and experience in regulatory capital
  • Tableau / Python experience
  • Creative self-starter with strong initiative and ability to take ownership and work independently as well as contribute to the broader team and be unafraid to ask questions
  • Strong interpersonal and communication skills and ability to multi-task and work effectively with senior management in a fast-paced environment to meet deadlines under pressure
  • Strong analytical, critical thinking, and problem-solving skills with a track record of execution against deliverables
As a Senior Associate, this role will offer good visibility into strategic capital management activities.