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Treasury - Financial Planning & Analysis - Associate

Job in New York, New York County, New York, 10261, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-02-24
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Location: New York

Job responsibilities

  • Contribute to regular P&A cycles across key financials such as Balance Sheet, SLR etc.
  • Monitor and analyze business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
  • Provide ongoing updates to the CIB Treasurer
  • Contribute to all CIBT P&A’s communications/presentations to senior management including C-suite or the Operating Committee
  • Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
  • Provide ad-hoc analysis supporting key deliverables such as Earnings
  • Contribute to control and efficiency initiatives, improving control documentation and process efficiency
Required qualifications, capabilities and skills
  • 2+ yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
  • Strong understanding of accounting principles and balance sheet
  • Solid understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles (or proven record of ability to learn quickly in technical subjects)
  • Proven record in high complexity and intensity environment
  • Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
  • Meticulous attention to detail
  • Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
  • Strong relationship management skills and a positive professional to work with
  • Proficiency in toolsets including Excel, AI tools etc.
Preferred qualifications, capabilities and skills
  • Professional accounting qualificationa plus (e.g. CPA, CA, ACCA)

Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (net interest income), Legal Entity Balance Sheet, SLR and GSIB.

As a Treasury Financial Planning & Analysis Associate within the Line of Business Product Control team, you will play a critical role in contributing to various Planning & Analysis activities and partnering with key stakeholders across Line of Business Product Control and Line of Business/Firmwide functional groups to meet Corporate and Investment Banking Treasury's critical resource optimization objectives. This position requires a strategic thinker with strong accounting and Corporate and Investment Banking product knowledge, analytical skills, and the ability to lead and execute complex financial planning initiatives in a high-intensity environment.

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).

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Position Requirements
10+ Years work experience
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