Investment Valuation Analyst

PXT Investment Valuation - Analyst

Job Description

Product Experience and Design (PXT) Investments is part of the broader PXT Finance organization. The PXT Investments team is responsible for prioritizing several billion dollars of annual technology spend across JPMorgan Chase’s Consumer and Community Banking division (CCB), which includes multiple product portfolios spanning both line of business and functional areas (e.g., Auto Lending, Operations, Credit Card). The team aims to identify the optimal balance of technology projects and opportunities to shift investment dollars across product portfolios.

As an Associate in Solutions and Insights team, you will play a key supporting role in generating financial insights, developing solutions, and reporting to help inform investment decisions and track outcomes. You will work closely with team members and partners across Finance and Product, contributing to the overall success of investment planning and value articulation.

 

Job Responsibilities:

• Assist with collecting and organizing both financial and non-financial data for all PXT portfolios and units, ensuring completeness and accuracy.
• Support the development, maintenance, and enhancement of reporting and solution frameworks, making sure they align with evolving business priorities and requirements.
• Help validate and check data accuracy, promptly escalating any issues or inconsistencies to senior team members for resolution.
• Participate in preparing investment value reports for F&BMs and Senior Leadership, including benefit coverage, performance tracking, and follow-up on outstanding items.
• Collaborate with colleagues and contribute to internal focus groups by compiling feedback, supporting documentation, and sharing observations to aid solution and framework development.
• Support control-related activities such as testing and updating documentation for intelligence solutions, and contribute to continuous improvement of investment valuation processes.
• Proficient in Excel with an interest in developing Alteryx or SQL skills. Experienced in building executive dashboards using Tableau, Power BI, or similar tools, demonstrating strong data modeling, security, and design capabilities.

Required qualifications, capabilities and skills:

• 4+ years of experience in Finance, Data Analytics, Statistics or related fields
• Bachelor’s degree in Business, Finance, Economics or Computer Science, Engineering from top Tier Institute is required
• Effective written and verbal communication skills; able to work with colleagues across functions
• Strong attention to detail and analytical skills; comfortable working with complex data
• Ability to manage time and prioritize tasks to meet deadlines
• Experience supporting recurring processes and a willingness to learn and improve

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. Visit our FAQs for more information about requesting an accommodation.

Experience Level

Mid Level