Chase · 12 hours ago
Capital Strategy and Allocation, Senior Associate
JPMorgan Chase & Co. is a leading global financial services firm with assets of over $3 trillion. As a Senior Associate within the Capital Management team, you will manage capital allocation processes and develop materials for senior management to support decision-making on capital-related topics.
BankingFinancial Services
Responsibilities
Develop and present materials for senior management to help support decision-making on high profile capital-related topics
Manage day to day aspect of Capital Allocation process / develop senior management review materials
Liaise with LOB counterparts to understand and review allocation processes
Support new product / initiative review process
Support in the preparation of materials utilized by the C-Suite for quarterly earnings, industry conferences, as well as meetings with various regulatory agencies and trade groups
Support analysis of Capital Forecast / Allocation and other capital processes across the Capital Management team
Partner with various functions across TCIO, Firm wide and LOBs to execute and track strategic projects
Support initiatives to continually improve existing capital management processes and enhance the team’s understanding of capital
Qualification
Required
4+ years of relevant experience; background in financial institutions and strategy
Undergraduate degree; sciences, economics, engineering, accounting, or finance
Experience applying financial concepts (returns, capitalization, investment evaluation, etc.)
High proficiency in Microsoft Office Suite (PowerPoint and Excel in particular)
Prior knowledge and experience in regulatory capital
Tableau / Python experience
Creative self-starter with strong initiative and ability to take ownership and work independently as well as contribute to the broader team and be unafraid to ask questions
Strong interpersonal and communication skills and ability to multi-task and work effectively with senior management in a fast-paced environment to meet deadlines under pressure
Strong analytical, critical thinking, and problem-solving skills with a track record of execution against deliverables
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
Recent News
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2026-01-09
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