JPMorgan Product Experience Design Finance - Investment Planning Sr Associate 

United States, Texas, Plano 

460660326

As a Senior Associate in Investment Planning within Chase PXT, you will be instrumental in institutionalizing the planning and prioritization process. Your responsibilities will encompass the strategic design of quarterly planning, managing changes in investments, and developing strategic tools for future planning. Additionally, you will offer analytical insights to enhance the overall investment process.

Job Responsibilities

• Support VP staff to execute the Planning and Prioritization for the Chase PXT agenda across all level of the organization including the quarterly planning process for 2025 and beyond
• Help assess the operational and strategic performance by frequent assessment of a common value dashboard (including NPV, ROI, CX, RTE performance)
• Anticipate and prepare materials for an Investment Review Forum, which enable the Senior Leaders to engage on PXT planning and prioritization
• Creates and owns reports on insights regarding execution of PXT investment planning & prioritization

Required qualifications, capabilities, and skills

• 4 years professional experience in a technical field (e.g., finance, product, economics)
• Demonstrable strategic thinking abilities with problem-solving aptitude
• Experience with tracking and reporting value based outputs
• Advance expertise in Microsoft suite and specifically, PowerPoint, Excel
• Excellent written, oral, and visual communications skills and a comfort interacting with senior leaders
• Ability to deliver iterative progress quickly

Preferred qualifications, capabilities and skills

• Prior experience as a product manager, program manager, or experience working in planning role