JPMorgan US Private Bank - Lending Solutions Professional Analyst 

United States, Pennsylvania, Philadelphia 

432592443

As a Senior Associate in Treasury Analytics, you will have the opportunity to share your analysis through direct exposure to senior business leaders, helping to frame our understanding of key competitor financial performance, industry trends, as well as broad competitive intelligence across the firm. As a member of the Treasury Analytics team, you will also dive into analytics on liquidity characteristics helping to drive improvements in our analytical framework and models focused on our $1 Trillion + retail deposit portfolio. You will tackle ambiguous problem statements, work independently forging deep connections across the firm that creates lasting impact for the team and across the firm!

Job responsibilities

• Gather and analyze publicly available data, like regulatory filings and earnings supplements, to build a deep understanding of competitive performance though synthesis and nuanced definition differences becoming a key SME and knowledge center for colleagues across the firm and senior leaders (data mastery)

• Conduct thorough analyses of peer banks’ data, integrating disparate sources, collaborating and learning from other experts across the enterprise, generate informed assumptions while ensuring accuracy and data integrity driving the collective intelligence ahead (financial analysis)

• Gain deep exposure to treasury analytics including a wide range of elements of our fortress balance sheet, developing expertise in core finance and banking skills including, interest rate risk, capital, liquidity and transfer pricing as well as valuation and strategic analytics significantly advancing your subject-matter expertise (ad-hoc analytics)

• Build relationships across the firm, influence colleagues at all levels in a dynamic, high-stakes environment as you serve as an internal consultant tackling major business challenges ensuring timely delivery

• Advance your skills in delivering high impact, well-structured presentations, clearly conveying the teams work to finance and non-finance audience alike, sharing compelling messages to our senior leaders

• Leverage existing tools and techniques to create repeatable processed for intelligence creation while integrating the newest in technology advancements to further reduce errors and maximize the speed to insights

Required qualifications, capabilities, and skills

• 4+ years of full-time work experience, ideally in retail finance, investment banking, consulting or strategy in quantitatively focused roles

• Bachelor’s degree in Finance, Accounting, Mathematics, Engineering, Statistics or other quantitative, analytical or financial subject areas

• Advanced Excel proficiency, practical knowledge in financial analysis, competitive analytics and data management

• Familiarity with retail banking and products

• Excellent written and verbal communication skills with experience in debating complex concepts with senior leaders

Preferred qualifications, capabilities, and skills

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

• Experience with programming languages, LLMs and statistical packages (e.g. Python, SQL, R)

• Highly self-motivated, thrive in a dynamic environment, and have passion for uncovering business value

• Knowledge of Hyperion Essbase, Dodeca, PitchPro, Tableau and relational data structures

• Ability to understand the business context behind data