Treasury Analytics Associate

Description

Join the Treasury Analytics team and help drive JPMorgan’s asset-liability management, deposit valuation, and retail deposit insights framework. This is a critical role where you will oversee balance sheet analytics, covering interest rate risk, capital, liquidity, transfer pricing, pricing & valuation, and strategy.

As an Associate in Treasury Analytics, you will be responsible for analytics on Consumer & Community Banking's $1T+ retail deposit portfolio, driving improvements to valuation frameworks/models, and providing key insights into macroeconomic & industry trends related to retail banking. You must be able to operate independently to solve ambiguous problems, forging relationships across the firm to generate lasting impacts for teams outside your specific scope of direct influence. Refining balance sheet strategy and assessing market and quantitatively assessing industry trends are key elements of our team’s responsibilities. This is a fast-paced role with direct exposure to senior business leaders responsible for the direction of the org's balance sheet.

Job responsibilities

Design and execute financial analyses to guide business decisions; preparing data; ensure accuracy and integrity of data and results

Deliver high quality, well-structured written presentations to senior audiences; clearly communicate the team’s work to both senior and junior colleagues with finance and non-finance backgrounds

Build relationships and influencing colleagues at all levels; serving as an internal consultant to help solve some of the biggest challenges across CCB; leading disparate cross-functional teams to achieve common goals

Leverage & create dashboards, AI tools, and other automation techniques to reduce errors and increase processing speed

Required qualifications, capabilities, and skills

2+ years of full-time work experience in finance, investment banking, consulting or strategy

Proven ability to deal with ambiguous problems, leveraging core financial principles to create viable and innovative solutions

Solid understanding of corporate finance concepts including capital budgeting, DCF, residual income, cost of capital, IRR, and ROE

Ability to approach problems methodically, structuring analyses and spreadsheets in an easy to follow manner for individuals unfamiliar with the analysis

Demonstrated ability to pick up complex concepts quickly, analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), and work well in cross-functional teams

Quantitatively focused undergraduate and/or graduate degree or other demonstrated quantitative and analytical ability

Relevant knowledge in at least one of the team’s key content areas (e.g., capital, liquidity, or interest rate risk management, corporate finance, loan or deposit pricing)

Working knowledge of retail banking and products

Advanced PowerPoint and Excel skills

Preferred qualifications, capabilities, and skills

Self-motivated, thrive in a fast-paced environment, and have passion and intellectual curiosity to find and capture business value

MBA and/or progress towards CFA charter, CPA, CTP, or other financial certification

Experience at another large retail banking institution

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance, so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.