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Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

Finance and Business Management (F&BM): Planning & Analysis (P&A) Senior Associate

at J.P. Morgan

ExperiencedNo visa sponsorship

Posted 17 days ago

No clicks

Senior Associate in the International Consumer Banking Finance & Business Management (F&BM) Planning & Analysis team based in London. The role leads monthly outlooks and annual budgets for P&L, balance sheet and headcount, produces baseline and stressed forecasts for regulatory submissions, and supports senior management reporting such as quarterly earnings and Investor Day. You will partner with business and strategy teams on ad-hoc financial modelling, migrate processes from Excel to firmwide systems, and present findings to senior leaders across global locations. The role requires strong Excel and analytical skills, attention to auditable records, and the ability to adapt to new planning tools and cross-functional collaboration.

Compensation
Not specified

Currency: Not specified

City
London
Country
United Kingdom

Full Job Description

Location: LONDON, LONDON, United Kingdom

 

Join a team at the forefront of international consumer banking, where your insights shape business decisions and drive growth. As part of the ICB F&BM team, you will collaborate with talented colleagues across global locations, gaining exposure to senior leaders and innovative financial tools. This role offers the opportunity to expand your expertise, contribute to impactful projects, and accelerate your career progression. Experience a culture that values inclusivity, agility, and continuous learning. Make a difference by delivering analysis that supports strategic initiatives and business success.

As a Finance & Business Management Analyst in the International Consumer Banking (ICB) F&BM team, you play a key role in supporting strategic and financial priorities across ICB Chase Retail & Invest businesses, Latin America (C6 Bank), and ICB initiatives. You will collaborate with senior leaders in London and Mumbai, delivering insightful analysis to drive business decisions. We foster an inclusive, forward-thinking culture where you can grow your skills and career. You will have the opportunity to build new processes and contribute to impactful projects. Together, we create solutions that support the success of our global business.

 

Job Responsibilities

  • Lead production and reporting of monthly outlooks and annual budgets for P&L, balance sheet, and headcount at the legal entity level
  • Learn and become a subject matter expert in new planning and analysis tools as they are implemented
  • Support firmwide teams by addressing queries related to ICB financial performance
  • Assist in preparing materials for quarterly earnings, Investor Day, senior management reviews, and offsite meetings
  • Produce and analyze baseline and stressed forecasts for regulatory submissions
  • Partner with business and strategy teams to perform ad-hoc financial modelling
  • Contribute to strategic projects, including developing long-term solutions for user tools
  • Migrate processes from Excel to firmwide systems
  • Demonstrate agility and cross-functional collaboration to support wider teams
  • Present findings and recommendations to senior management
  • Maintain accurate and auditable records for all financial analysis
  •  

    Required Qualifications, Capabilities, and Skills

  • Demonstrate excellent communication skills, with the ability to analyze and summarize large data sets
  • Thrive in a fast-paced, results-driven environment
  • Exhibit strong analytical and problem-solving abilities
  • Show flexibility and resilience under pressure, meeting changing requirements and strict deadlines
  • Maintain exceptional attention to detail and commitment to auditable records
  • Proficiency in Microsoft Office Suite, including advanced Excel skills
  • Ability to synthesize multiple data sources into cohesive presentations and recommendations
  • Experience presenting findings to senior management
  • Adapt quickly to new technology tools
  • Collaborate effectively across global teams
  • Uphold high standards of accuracy and integrity in financial analysis and demonstrate initiative and ownership in driving projects forward

     

  • Preferred Qualifications, Capabilities, and Skills

  • Experience with VBA development
  • Knowledge of Anaplan or similar planning tools
  • Exposure to financial modelling for new business initiatives
  • Familiarity with regulatory submissions such as ICAAP, ILAAP, or CCAR
  • Experience supporting Investor Day or senior management reviews
  • Background in migrating processes to firmwide systems
  • Ability to contribute to strategic projects and long-term solutions
  • Drive financial analysis and strategic support for International Consumer Banking in a dynamic, growth-focused team.

    Job Details

    J.P. Morgan logo
    Bulge Bracket Investment Banks

    17 days ago

    clicks

    Finance and Business Management (F&BM): Planning & Analysis (P&A) Senior Associate

    at J.P. Morgan

    ExperiencedNo visa sponsorship

    Not specified

    Currency not set

    City: London

    Country: United Kingdom

    Senior Associate in the International Consumer Banking Finance & Business Management (F&BM) Planning & Analysis team based in London. The role leads monthly outlooks and annual budgets for P&L, balance sheet and headcount, produces baseline and stressed forecasts for regulatory submissions, and supports senior management reporting such as quarterly earnings and Investor Day. You will partner with business and strategy teams on ad-hoc financial modelling, migrate processes from Excel to firmwide systems, and present findings to senior leaders across global locations. The role requires strong Excel and analytical skills, attention to auditable records, and the ability to adapt to new planning tools and cross-functional collaboration.

    Full Job Description

    Location: LONDON, LONDON, United Kingdom

     

    Join a team at the forefront of international consumer banking, where your insights shape business decisions and drive growth. As part of the ICB F&BM team, you will collaborate with talented colleagues across global locations, gaining exposure to senior leaders and innovative financial tools. This role offers the opportunity to expand your expertise, contribute to impactful projects, and accelerate your career progression. Experience a culture that values inclusivity, agility, and continuous learning. Make a difference by delivering analysis that supports strategic initiatives and business success.

    As a Finance & Business Management Analyst in the International Consumer Banking (ICB) F&BM team, you play a key role in supporting strategic and financial priorities across ICB Chase Retail & Invest businesses, Latin America (C6 Bank), and ICB initiatives. You will collaborate with senior leaders in London and Mumbai, delivering insightful analysis to drive business decisions. We foster an inclusive, forward-thinking culture where you can grow your skills and career. You will have the opportunity to build new processes and contribute to impactful projects. Together, we create solutions that support the success of our global business.

     

    Job Responsibilities

  • Lead production and reporting of monthly outlooks and annual budgets for P&L, balance sheet, and headcount at the legal entity level
  • Learn and become a subject matter expert in new planning and analysis tools as they are implemented
  • Support firmwide teams by addressing queries related to ICB financial performance
  • Assist in preparing materials for quarterly earnings, Investor Day, senior management reviews, and offsite meetings
  • Produce and analyze baseline and stressed forecasts for regulatory submissions
  • Partner with business and strategy teams to perform ad-hoc financial modelling
  • Contribute to strategic projects, including developing long-term solutions for user tools
  • Migrate processes from Excel to firmwide systems
  • Demonstrate agility and cross-functional collaboration to support wider teams
  • Present findings and recommendations to senior management
  • Maintain accurate and auditable records for all financial analysis
  •  

    Required Qualifications, Capabilities, and Skills

  • Demonstrate excellent communication skills, with the ability to analyze and summarize large data sets
  • Thrive in a fast-paced, results-driven environment
  • Exhibit strong analytical and problem-solving abilities
  • Show flexibility and resilience under pressure, meeting changing requirements and strict deadlines
  • Maintain exceptional attention to detail and commitment to auditable records
  • Proficiency in Microsoft Office Suite, including advanced Excel skills
  • Ability to synthesize multiple data sources into cohesive presentations and recommendations
  • Experience presenting findings to senior management
  • Adapt quickly to new technology tools
  • Collaborate effectively across global teams
  • Uphold high standards of accuracy and integrity in financial analysis and demonstrate initiative and ownership in driving projects forward

     

  • Preferred Qualifications, Capabilities, and Skills

  • Experience with VBA development
  • Knowledge of Anaplan or similar planning tools
  • Exposure to financial modelling for new business initiatives
  • Familiarity with regulatory submissions such as ICAAP, ILAAP, or CCAR
  • Experience supporting Investor Day or senior management reviews
  • Background in migrating processes to firmwide systems
  • Ability to contribute to strategic projects and long-term solutions
  • Drive financial analysis and strategic support for International Consumer Banking in a dynamic, growth-focused team.