Finance and Business Management (F&BM): Planning & Analysis (P&A) Senior Associate
Finance and Business Management (F&BM): Planning & Analysis (P&A) Senior Associate

Finance and Business Management (F&BM): Planning & Analysis (P&A) Senior Associate

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead financial analysis and reporting to drive strategic business decisions.
  • Company: Join J.P. Morgan, a global leader in financial services.
  • Benefits: Inclusive culture, career growth, and exposure to senior leaders.
  • Why this job: Make an impact with your insights in a fast-paced environment.
  • Qualifications: Strong analytical skills and proficiency in Excel required.
  • Other info: Collaborate globally and contribute to innovative financial projects.

The predicted salary is between 36000 - 60000 £ per year.

Join a team at the forefront of international consumer banking, where your insights shape business decisions and drive growth. As part of the ICB F&BM team, you will collaborate with talented colleagues across global locations, gaining exposure to senior leaders and innovative financial tools. This role offers the opportunity to expand your expertise, contribute to impactful projects, and accelerate your career progression. Experience a culture that values inclusivity, agility, and continuous learning. Make a difference by delivering analysis that supports strategic initiatives and business success.

As a Finance & Business Management Analyst in the International Consumer Banking (ICB) F&BM team, you play a key role in supporting strategic and financial priorities across ICB Chase Retail & Invest businesses, Latin America (C6 Bank), and ICB initiatives. You will collaborate with senior leaders in London and Mumbai, delivering insightful analysis to drive business decisions. We foster an inclusive, forward-thinking culture where you can grow your skills and career. You will have the opportunity to build new processes and contribute to impactful projects. Together, we create solutions that support the success of our global business.

Job Responsibilities
  • Lead production and reporting of monthly outlooks and annual budgets for P&L, balance sheet, and headcount at the legal entity level
  • Learn and become a subject matter expert in new planning and analysis tools as they are implemented
  • Support firmwide teams by addressing queries related to ICB financial performance
  • Assist in preparing materials for quarterly earnings, Investor Day, senior management reviews, and offsite meetings
  • Produce and analyze baseline and stressed forecasts for regulatory submissions
  • Partner with business and strategy teams to perform ad-hoc financial modelling
  • Contribute to strategic projects, including developing long-term solutions for user tools
  • Migrate processes from Excel to firmwide systems
  • Demonstrate agility and cross-functional collaboration to support wider teams
  • Present findings and recommendations to senior management
  • Maintain accurate and auditable records for all financial analysis
Required Qualifications, Capabilities, and Skills
  • Demonstrate excellent communication skills, with the ability to analyze and summarize large data sets
  • Thrive in a fast-paced, results-driven environment
  • Exhibit strong analytical and problem-solving abilities
  • Show flexibility and resilience under pressure, meeting changing requirements and strict deadlines
  • Maintain exceptional attention to detail and commitment to auditable records
  • Proficiency in Microsoft Office Suite, including advanced Excel skills
  • Ability to synthesize multiple data sources into cohesive presentations and recommendations
  • Experience presenting findings to senior management
  • Adapt quickly to new technology tools
  • Collaborate effectively across global teams
  • Uphold high standards of accuracy and integrity in financial analysis and demonstrate initiative and ownership in driving projects forward
Preferred Qualifications, Capabilities, and Skills
  • Experience with VBA development
  • Knowledge of Anaplan or similar planning tools
  • Exposure to financial modelling for new business initiatives
  • Familiarity with regulatory submissions such as ICAAP, ILAAP, or CCAR
  • Experience supporting Investor Day or senior management reviews
  • Background in migrating processes to firmwide systems
  • Ability to contribute to strategic projects and long-term solutions

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

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.

Finance and Business Management (F&BM): Planning & Analysis (P&A) Senior Associate employer: JPMorgan Chase

At J.P. Morgan, we pride ourselves on being an exceptional employer, offering a dynamic work environment that fosters inclusivity and continuous learning. As a Finance and Business Management Senior Associate, you will have the opportunity to collaborate with talented professionals across global locations, engage with senior leaders, and contribute to impactful projects that drive business success. Our commitment to employee growth, coupled with innovative financial tools and a culture that values agility, ensures that you can thrive and advance your career in the heart of international consumer banking.
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Contact Detail:

JPMorgan Chase Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Finance and Business Management (F&BM): Planning & Analysis (P&A) Senior Associate

✨Tip Number 1

Network like a pro! Reach out to current employees in the Finance & Business Management team on LinkedIn. Ask them about their experiences and any tips they might have for your application process. Personal connections can give you insights that make you stand out.

✨Tip Number 2

Prepare for those interviews! Research common questions for finance roles and practice your responses. Use the STAR method (Situation, Task, Action, Result) to structure your answers, especially when discussing your analytical skills and problem-solving abilities.

✨Tip Number 3

Showcase your skills! Create a portfolio of your financial analyses or projects you've worked on. This could be anything from Excel models to presentations. Having tangible examples will impress interviewers and demonstrate your expertise.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team and contributing to impactful projects.

We think you need these skills to ace Finance and Business Management (F&BM): Planning & Analysis (P&A) Senior Associate

Financial Analysis
Budgeting
Data Synthesis
Advanced Excel Skills
Communication Skills
Analytical Skills
Problem-Solving Skills
Agility
Collaboration
VBA Development
Financial Modelling
Regulatory Submissions Knowledge
Attention to Detail
Project Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Finance & Business Management role. Highlight your analytical abilities and any relevant financial tools you've used, as this will catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about the role and how your background makes you a perfect fit for our team. Be genuine and let your personality come through.

Showcase Your Analytical Skills: Since this role involves a lot of data analysis, make sure to include examples of how you've successfully tackled complex data sets in the past. We love seeing how you can turn numbers into actionable insights!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!

How to prepare for a job interview at JPMorgan Chase

✨Know Your Numbers

As a candidate for the Planning & Analysis Senior Associate role, it's crucial to be well-versed in financial metrics and analysis. Brush up on key performance indicators relevant to the finance sector, and be prepared to discuss how you've used data to drive business decisions in your previous roles.

✨Showcase Your Analytical Skills

This role demands strong analytical abilities, so come ready to demonstrate your problem-solving skills. Prepare examples of complex data sets you've worked with, and how you synthesised that information into actionable insights. Practising a few case studies can really help you articulate your thought process.

✨Familiarise Yourself with Tools

Since the job involves using various planning and analysis tools, make sure you're familiar with any mentioned in the job description, like Anaplan or advanced Excel functions. If you have experience with VBA development, highlight that too! Being able to discuss these tools confidently will set you apart.

✨Engage with the Culture

The company values inclusivity and collaboration, so during your interview, express your enthusiasm for working in diverse teams. Share experiences where you've successfully collaborated across different functions or locations, and how you adapt to new environments. This will show that you align with their culture.

Finance and Business Management (F&BM): Planning & Analysis (P&A) Senior Associate
JPMorgan Chase
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  • Finance and Business Management (F&BM): Planning & Analysis (P&A) Senior Associate

    Full-Time
    36000 - 60000 £ / year (est.)
  • J

    JPMorgan Chase

    10000+
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