Financial Planning and Analysis Associate

Financial Planning & Analysis- Associate

Associate role in Markets Planning & Analysis, supporting financial planning, forecasting and analytics to drive Markets business performance.

As an Associate in Markets Planning & Analysis, you support financial planning, forecasting and analytics to promote Markets business performance. The role partners closely with Markets leadership, Finance and other stakeholders to deliver high‑quality financial planning, forecasting and management reporting, and to provide insightful analysis that supports strategic and day‑to‑day decisions. At the 602 level, the role requires a complete understanding of the relevant financial and business domain, acting as a subject matter expert on complex topics, coordinating across teams. 

Job responsibilities

• Support the end‑to‑end planning and forecasting process for the Markets business (e.g., revenues, expenses, headcount and key performance metrics), ensuring accuracy, timeliness and alignment with firm standards.
• Prepare and enhance monthly and quarterly management reporting, including P&L, balance sheet and key business drivers, highlighting trends, risks and opportunities for Markets leadership.
• Perform deep‑dive analysis on business performance (e.g., product, client, region, desk) to explain variances versus plan/prior periods and to support strategic initiatives and senior management requests.
• Partner with Markets business, Finance & Business Management and other functions to align assumptions, validate drivers and support decision‑making on investments, resource allocation and cost discipline.
• Contribute to process and reporting enhancements (including standardization and automation) to improve data quality, efficiency and productivity in Planning & Analysis activities 
• Support governance, control and documentation standards across planning and reporting processes, in line with firm policies and expectations on risk, controls and conduct 
• Collaborate effectively across global and cross‑functional teams, fostering a transparent and inclusive environment that supports growth and development, consistent with firm performance expectations 

Required qualifications, capabilities and skills

• Demonstrated experience in financial analysis, planning and reporting (e.g., in Markets, investment banking, corporate finance, or a related analytical finance role).
• Strong analytical and problem‑solving skills with the ability to interpret complex data, identify key drivers and communicate clear, concise insights to stakeholders.
• Proven ability to manage own workload, plan and organize deliverables in a deadline‑driven environment, consistent with expectations that 602 roles plan and organize their work and support team goals
• Solid understanding of financial statements and key business performance metrics, with comfort working with large data sets and multiple systems.
• Strong written and verbal communication skills, with the ability to summarize complex analysis for senior stakeholders.

Preferred qualifications, capabilities, and skills 

• Advanced Excel and PowerPoint skills; experience with analytics or reporting tools is a plus.

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