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Finance & Business Management - Associate
mid · Investment Banking
The Commercial & Investment Banking Finance & Business Management team is seeking a strategic, analytical, and energetic professional to support the Merchant Services (Payments) business. The team leads financial processes and business operations for the Small & Medium sized business, including investment planning, business cases, budgeting, monthly business reviews, OKRs, financial analysis, and special projects for senior leadership.
Key Responsibilities:
- Reporting and analytics: Create and maintain recurring and ad‑hoc reporting; conduct deep‑dive analyses on key business drivers to surface trends, risks, and opportunities
- Executive materials: Develop and deliver polished executive materials that articulate performance, competitive positioning, market opportunities, and progress against goals; rapidly produce mock‑ups for management presentations, reports, and dashboards; use PitchPro+ for executive‑level presentation development
- Stakeholder engagement: Coordinate deliverables with business managers, finance, project managers, and other F&BM teams; provide high responsiveness to executive ad‑hoc requests across project management, presentation development, and business analysis
- Data tooling: Leverage Excel to organize and analyze large datasets and produce impactful analysis; distill data into clear, concise conclusions and executive‑ready materials
- Problem solving and delivery: Identify issues, involve affected parties, design solutions, obtain buy‑in, and communicate through resolution; manage daily ad‑hoc requests while continuously simplifying and improving business processes with global team members
- Conduct bespoke / ad-hoc analyses to diagnose performance, size opportunities, validate hypotheses, and measure impact of initiatives
Required qualifications, skills and capabilities:
- Communication & storytelling: Strong presentation skills with the ability to craft a clear narrative for initiatives and translate complex qualitative and quantitative insights into concise executive materials
- Analytical & technical: Strong analytical and problem‑solving skills; advanced Excel and PowerPoint; ability to handle large datasets and derive insights for decision‑making
- Project & time management: Demonstrated ability to manage multiple priorities in a fast‑paced environment with strong organization and attention to detail; effective time management and prioritization
- Collaboration & influence: Able to collaborate across large, matrixed teams; build trusted relationships at multiple levels; provide direction and partner with experienced leadership to implement significant business solutions
- Adaptability & ownership: Self‑motivated, tenacious, and able to work independently; comfortable pivoting focus with shifting business priorities while maintaining quality outcomes
- PitchPro+ for executive‑level presentation development
- Advanced Excel (or Alteryx) for analytics and reporting automation
Preferred qualifications, skills and capabilities:
- Bachelor’s degree in Business, Finance, Economics, or a related field
- PitchPro+ for executive‑level presentation development
- Advanced Excel (or Alteryx) for analytics and reporting automation
JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans. We are committed to providing an inclusive workplace where all employees feel respected and valued. We do not discriminate on the basis of race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, age, disability, pregnancy, marital status, protected veteran status, or any other basis protected under applicable law.