JPMorganChase · 12 hours ago
Capital Strategy and Allocation, Senior Associate
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Mid, Senior Level
$109K/yr - $150K/yr
4+ years expJPMorgan Chase & Co. is a leading global financial services firm, and they are seeking a Senior Associate within the Capital Management team. This role involves developing materials for senior management to support decision-making on capital-related topics and managing the capital allocation process while collaborating with various functions across the firm.
Asset ManagementBankingFinancial 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
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-13
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2026-01-08
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