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Risk Management & Compliance – Planning & Analysis Reporting, Automation & Analytics — Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 7 days ago

No clicks

**Risk Management & Compliance Planning & Analysis Reporting, Automation & Analytics — Associate** As an Associate in Risk Management & Compliance's Planning & Analysis team, you'll blend automation and analysis to drive informed decisions. In this role, you'll design, automate, and maintain high-quality reporting and analytics solutions, supporting Consumer & Community Banking and Asset & Wealth Management Risk. Key responsibilities include: - **Planning & Analysis**: Analyze forecasts, complete monthly financial close activities, maintain cost center compliance, and provide actionable insights to business leads. - **Automation & Technology Development**: Build, automate, and maintain scalable reporting solutions and data workflows using SQL, Python, Alteryx, Databricks, Tableau, and Anaplan XL. - **Executive Reporting & Analytics**: Produce Executive Management Reports, develop and maintain dashboards, and deliver weekly/monthly headcount reporting. Requiring 3+ years of experience, the ideal candidate possesses advanced analytical, problem-solving, and data storytelling skills. Proficiency in SQL, experience with Alteryx, and familiarity with Tableau are essential. Python, Databricks, and Anaplan experience are preferred.

Compensation
Not specified USD

Currency: $ (USD)

City
Jersey City
Country
United States

Full Job Description

Location: Jersey City, NJ, United States

Job Summary

Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about challenging the status quo and striving to be best in class.

As an Associate in the Risk Management & Compliance Planning & Analysis Team, you will support a dynamic function that blends automation and technology development with planning and analysis responsibilities. You will design, automate, and maintain reporting and analytics solutions, delivering high-quality Executive Management Reports and dashboards used by senior leaders across Risk Management and Compliance. You will also drive forecasting, budgeting, and variance analysis to support Consumer & Community Banking Risk and Asset & Wealth Management Risk.

Job Responsibilities 

Planning & Analysis

  • Analyze performance and forecasts for direct and indirect expenses for Risk, including expense and headcount variance explanations, trend analysis, and monthly forecast updates.

  • Assist with annual financial planning processes, including run rate analysis, expense savings opportunities, and allocation methodology.

  • Complete monthly financial close activities, including management reporting adjustments, forecast/outlook, and General Ledger review and investigations.

  • Maintain cost center hierarchy compliance with legal entity requirements and reporting expectations and track hierarchy changes and headcount movements.

  • Partner with business leads to understand risks and opportunities, trends, future impacts and provide actionable conclusions.

Automation & Technology Development

  • Build, automate, and maintain scalable reporting solutions and data workflows using SQL, Python, Alteryx, Databricks, Tableau, and Anaplan XL.

  • Improve process efficiency through standardization, controls, documentation, and simplification of recurring deliverables.

  • Maintain and enhance data pipelines, logic layers, and reporting datasets to improve accuracy, timeliness, and auditability.

Executive Reporting & Analytics

  • Produce and enhance Executive Management Reports (EMRs), including KPI reporting, commentary, variance drivers, and executive-ready presentation materials.

  • Develop and maintain dashboards (including headcount dashboards and non-compensation expense dashboards) and ensure consistent definitions and metrics.

  • Deliver weekly/monthly headcount reporting and support hierarchy maintenance (org structures, reporting lines, cost center/management hierarchies) to enable accurate rollups and insights.

Required qualifications, capabilities and skills 

  • Minimum 3 years of related experience.

  • Demonstrate advanced analytical, critical thinking, and problem-solving skills with the ability to think strategically, challenge the status quo, and drive continuous improvement.

  • Strong hands-on experience with SQL (querying, data validation, reconciliation, and performance-aware design).

  • Experience with Alteryx for workflow automation and Tableau for dashboard development and maintenance.

  • Proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook) and familiarity with Hyperion/Essbase and SAP.

  • Create clear, executive-ready deliverables with strong data storytelling.

  • Communicate effectively and operate confidently with senior stakeholders and finance partners.

  • Maintain high attention to detail, exercise sound judgment, and handle confidential information appropriately.

  • Self-motivated with the ability to thrive in a demanding environment, manage competing priorities, and consistently meet deadlines.

Preferred qualifications, capabilities and skills 

  • Working proficiency in Python for automation, analytics, and repeatable data processing.

  • Experience using Databricks for data preparation/analysis and building scalable datasets.

  • Experience with Anaplan/Anaplan XL (reporting outputs, model interaction, and planning/reporting workflows); knowledge of Atoti a plus.

Drive both planning & analysis support and analytical solutions for Line of Business Risk Management.

Risk Management & Compliance – Planning & Analysis Reporting, Automation & Analytics — Associate

Compensation

Not specified USD

City: Jersey City

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

7 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Risk Management & Compliance Planning & Analysis Reporting, Automation & Analytics — Associate** As an Associate in Risk Management & Compliance's Planning & Analysis team, you'll blend automation and analysis to drive informed decisions. In this role, you'll design, automate, and maintain high-quality reporting and analytics solutions, supporting Consumer & Community Banking and Asset & Wealth Management Risk. Key responsibilities include: - **Planning & Analysis**: Analyze forecasts, complete monthly financial close activities, maintain cost center compliance, and provide actionable insights to business leads. - **Automation & Technology Development**: Build, automate, and maintain scalable reporting solutions and data workflows using SQL, Python, Alteryx, Databricks, Tableau, and Anaplan XL. - **Executive Reporting & Analytics**: Produce Executive Management Reports, develop and maintain dashboards, and deliver weekly/monthly headcount reporting. Requiring 3+ years of experience, the ideal candidate possesses advanced analytical, problem-solving, and data storytelling skills. Proficiency in SQL, experience with Alteryx, and familiarity with Tableau are essential. Python, Databricks, and Anaplan experience are preferred.

Full Job Description

Location: Jersey City, NJ, United States

Job Summary

Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about challenging the status quo and striving to be best in class.

As an Associate in the Risk Management & Compliance Planning & Analysis Team, you will support a dynamic function that blends automation and technology development with planning and analysis responsibilities. You will design, automate, and maintain reporting and analytics solutions, delivering high-quality Executive Management Reports and dashboards used by senior leaders across Risk Management and Compliance. You will also drive forecasting, budgeting, and variance analysis to support Consumer & Community Banking Risk and Asset & Wealth Management Risk.

Job Responsibilities 

Planning & Analysis

  • Analyze performance and forecasts for direct and indirect expenses for Risk, including expense and headcount variance explanations, trend analysis, and monthly forecast updates.

  • Assist with annual financial planning processes, including run rate analysis, expense savings opportunities, and allocation methodology.

  • Complete monthly financial close activities, including management reporting adjustments, forecast/outlook, and General Ledger review and investigations.

  • Maintain cost center hierarchy compliance with legal entity requirements and reporting expectations and track hierarchy changes and headcount movements.

  • Partner with business leads to understand risks and opportunities, trends, future impacts and provide actionable conclusions.

Automation & Technology Development

  • Build, automate, and maintain scalable reporting solutions and data workflows using SQL, Python, Alteryx, Databricks, Tableau, and Anaplan XL.

  • Improve process efficiency through standardization, controls, documentation, and simplification of recurring deliverables.

  • Maintain and enhance data pipelines, logic layers, and reporting datasets to improve accuracy, timeliness, and auditability.

Executive Reporting & Analytics

  • Produce and enhance Executive Management Reports (EMRs), including KPI reporting, commentary, variance drivers, and executive-ready presentation materials.

  • Develop and maintain dashboards (including headcount dashboards and non-compensation expense dashboards) and ensure consistent definitions and metrics.

  • Deliver weekly/monthly headcount reporting and support hierarchy maintenance (org structures, reporting lines, cost center/management hierarchies) to enable accurate rollups and insights.

Required qualifications, capabilities and skills 

  • Minimum 3 years of related experience.

  • Demonstrate advanced analytical, critical thinking, and problem-solving skills with the ability to think strategically, challenge the status quo, and drive continuous improvement.

  • Strong hands-on experience with SQL (querying, data validation, reconciliation, and performance-aware design).

  • Experience with Alteryx for workflow automation and Tableau for dashboard development and maintenance.

  • Proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook) and familiarity with Hyperion/Essbase and SAP.

  • Create clear, executive-ready deliverables with strong data storytelling.

  • Communicate effectively and operate confidently with senior stakeholders and finance partners.

  • Maintain high attention to detail, exercise sound judgment, and handle confidential information appropriately.

  • Self-motivated with the ability to thrive in a demanding environment, manage competing priorities, and consistently meet deadlines.

Preferred qualifications, capabilities and skills 

  • Working proficiency in Python for automation, analytics, and repeatable data processing.

  • Experience using Databricks for data preparation/analysis and building scalable datasets.

  • Experience with Anaplan/Anaplan XL (reporting outputs, model interaction, and planning/reporting workflows); knowledge of Atoti a plus.

Drive both planning & analysis support and analytical solutions for Line of Business Risk Management.