Financial Analysis Senior Associate - Card Acquisitions Investments

Job Description

Join the JPMorgan

Chase Card Finance Analytics team to help drive key business decisions and support the growth and success of the Card business! As a Senior Associate on the Card Finance Analytics team, you will be responsible for standardizing investment strategies and forecasting across acquisition marketing, underwriting and line assignment working closely with the Card Credit Decisioning Unit. You will develop an expertise of the Card P&L, drive offer strategies, and develop and enhance investment forecast mechanisms and the business planning process.

• Perform detailed quantitative analysis and design analytical framework utilizing SAS/SQL programming and Alteryx/Tableau to predict key account performance and profitability drivers and improve forecasting methodologies
• Be the key point of contact for cross-functional teams including risk, marketing, and business teams, and partner effectively across all aspects of the acquisition’s investment process
• Identify key areas of the business that can be improved and/or automated across acquisition forecasting functions
• Develop technology tools and processes to reduce manual work and increase accuracy of forecasts and reporting
• Leverage quantitative analysis to provide insights and recommendations for acquisitions investment strategies
• Present analytics and recommendations clearly and concisely to senior management

• Bachelor’s degree in Finance, Economics or other related area required
• 4+ years of experience in Finance or an analytical/reporting role
• Experience with financial modeling and forecasting
• Understanding of investment modeling including NPV, ROI, ROE, etc.
• Proficiency in Microsoft Office (especially Excel and PowerPoint)
• Proficient in SAS/SQL or other programming language – adept at building code and working with granular data-tables to draw out customer/segment level profitability
• Excellent communication (verbal and written) skills
• Strong organizational skills, including good judgment and decision-making abilities
• Capable of working in a dynamic environment and managing multiple projects with tight timelines

• Prior experience in Tableau/Alteryx
• Card experience preferred

Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at this time. 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.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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…