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Financial Analysis Associate

Jpmc Dev8 Fa Oraclecloud Com CX 1001 · Plano, TX, United States; 59636-Legacy West C, Plano, TX, US · On Site · Active · $1 · Oracle Recruiting Cloud / Fusion HCM

Job facts

FieldValue
CompanyJpmc Dev8 Fa Oraclecloud Com CX 1001
TitleFinancial Analysis Associate
Normalized title-
Department / teamAsset & Wealth Management
LocationPlano, TX, United States
Work modelOn Site
Employment typeFull Time
Salary$1
Statusactive
ATS providerOracle Recruiting Cloud / Fusion HCM
Posted / first seen2025-10-21 / 2026-05-31
Changed / last seen2026-05-31 / 2026-06-22

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Linked records

CompanyJpmc Dev8 Fa Oraclecloud Com CX 1001
Source67768d3a-7e27-4ba5-8913-7059426e9cc3
ATS providerOracle Recruiting Cloud / Fusion HCM

Description

Description Join our dynamic team as a Financial Analysis Associate, where you’ll play a key role in driving strategic decision-making and business growth through insightful financial analysis. This is an exciting opportunity to develop your expertise, collaborate with industry leaders, and make a meaningful impact in a fast-paced, innovative environment. As a Financial Analysis Associate within the Global Private Bank Credit & Deposit CFO Team, you will play a crucial role in analyzing the profitability and forecasting the financial performance of our Lending portfolio. You will perform ad-hoc analytics to support business leaders in making data-promoten decisions, develop and manage the execution of the financial forecasting framework, and promote finance-related projects impacting the Lending business. The Global Private Bank business provides integrated wealth management services for ultra-high net worth and high net worth families and individuals worldwide, overseeing more than $1 trillion of client balances across credit, deposit, investment management, capital market and trust products. The Credit and Banking CFO Team covers Wholesale Lending, Mortgage, and Deposit products for the Global Private Bank from a finance perspective. Which includes financial analytics around the profitability of these products, forecasting, and ad-hoc analytics to support business decisions. The Lending Financial Associate will be a key member of the Global Private Bank Credit & Deposit CFO Team. This position will help analyze the profitability and forecast the financial performance of the ~180B Lending portfolio as well as perform analytics for business leaders to support business decisions. Job responsibilities Perform ad-hoc analytics (e.g., profitability analytics, capacity analytics, etc.) to aid the Lending business heads in making data driven business decisions. Develop, enhance, and manage the execution of the Lending financial forecasting framework through partnership with Finance, Treasury, and the business Resolve inquiries regarding front office comp metrics Drive projects/activities impacting the Lending business from a finance perspective (e.g., Funds Transfer Pricing enhancements, etc.) Required qualifications, capabilities, and skills 3+ years of experience; experience with Lending products required Strong analytical skills and ability to work with large data sets required Strong experience with Excel required Interact and communicate clearly and confidently with management Ability to work in a fast-paced and intellectually-demanding environment Team oriented and strong work ethic Utilize judgment and discretion in working with highly confidential information Preferred qualifications, capabilities, and skills Familiarity with SQL, Alteryx, Tableau, and/or Python a plus Organization J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​ Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet. Company JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Full job record

Job IDb440646c9bd190310b00c47fed4808b7ffee9147
Org ID9a4e7b98-c002-4f43-9ceb-0e6718cc394e
Source ID67768d3a-7e27-4ba5-8913-7059426e9cc3
Board ID67768d3a-7e27-4ba5-8913-7059426e9cc3
Provideroracle_hcm
Provider Job Key210665490
TitleFinancial Analysis Associate
Normalized Title
Statusactive
Activeyes
Location TextPlano, TX, United States; 59636-Legacy West C, Plano, TX, US
DepartmentAsset & Wealth Management
Team
Employment Typefull_time
Workplace Typeon_site
Remote Policy
CountryUnited States
RegionTX
CityPlano
Salary RawDescription Join our dynamic team as a Financial Analysis Associate, where you’ll play a key role in driving strategic decision-making and business growth through insightful financial analysis. This is an exciting opportunity to develop your expertise, collaborate with industry leaders, and make a meaningful impact in a fast-paced, innovative environment. As a Financial Analysis Associate within the Global Private Bank Credit & Deposit CFO Team, you will play a crucial role in analyzing the profitability and forecasting the financial performance of our Lending portfolio. You will perform ad-hoc analytics to support business leaders in making data-promoten decisions, develop and manage the execution of the financial forecasting framework, and promote finance-related projects impacting the Lending business. The Global Private Bank business provides integrated wealth management services for ultra-high net worth and high net worth families and individuals worldwide, overseeing more than $1 trillion of client balances across credit, deposit, investment management, capital market and trust products. The Credit and Banking CFO Team covers Wholesale Lending, Mortgage, and Deposit products for the Global Private Bank from a finance perspective. Which includes financial analytics around the profitability of these products, forecasting, and ad-hoc analytics to support business decisions. The Lending Financial Associate will be a key member of the Global Private Bank Credit & Deposit CFO Team. This position will help analyze the profitability and forecast the financial performance of the ~180B Lending portfolio as well as perform analytics for business leaders to support business decisions. Job responsibilities Perform ad-hoc analytics (e.g., profitability analytics, capacity analytics, etc.) to aid the Lending business heads in making data driven business decisions. Develop, enhance, and manage the execution of the Lending financial forecasting framework through partnership with Finance, Treasury, and the business Resolve inquiries regarding front office comp metrics Drive projects/activities impacting the Lending business from a finance perspective (e.g., Funds Transfer Pricing enhancements, etc.) Required qualifications, capabilities, and skills 3+ years of experience; experience with Lending products required Strong analytical skills and ability to work with large data sets required Strong experience with Excel required Interact and communicate clearly and confidently with management Ability to work in a fast-paced and intellectually-demanding environment Team oriented and strong work ethic Utilize judgment and discretion in working with highly confidential information Preferred qualifications, capabilities, and skills Familiarity with SQL, Alteryx, Tableau, and/or Python a plus Organization J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​ Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet. Company JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Salary Min1
Salary Max
Salary CurrencyUSD
Salary Period
Source URLhttps://jpmc-dev8.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210665490
Apply URLhttps://jpmc-dev8.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210665490
First Seen At2026-05-31 18:03:52Z
Last Seen At2026-06-22 14:59:56Z
Last Checked At2026-06-22 14:59:56Z
Last Changed At2026-05-31 18:03:52Z
Inactive At
Source Posted At2025-10-21 13:58:42Z
Source Updated At
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