Chase · 18 hours ago
Corporate Finance Analytics, Senior Associate
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Mid, Senior Level
$86K/yr - $140K/yr
3+ years expJPMorgan Chase is one of the oldest financial institutions, and they are seeking a Senior Associate for their Corporate Finance Analytics team. This role involves providing financial analysis to support decision-making for senior management, leading projects, and mentoring junior team members.
BankingFinancial Services
Responsibilities
Drive the analysis, data charts and fact validation for the Chairman & CEO Letter to Shareholders, coordinating with many teams and business partners across the firm, while also being able to provide guidance and mentorship to junior team members, reviewing their work for accuracy and completeness
Serve as a lead reviewer on quarterly and ad-hoc competitor analysis, earnings coverage and research, owning the deliverables end-to-end while ensuring deliverables meet the highest standards by critically evaluating methodologies, challenging assumptions, and providing constructive feedback
Complete ad-hoc projects and analysis for high-priority and topical issues for senior management
Conduct ad-hoc and monthly valuation analysis, along with a clear understanding of different valuation techniques (e.g., Dividend Discount Modeling)
Aid in data preparation for external and internal events/conferences, e.g., Investor Day
Own and manage weekly and/or monthly firmwide financial reporting, along with ad-hoc reporting asks from senior management
Become proficient in systems such as FactSet and Capital IQ for competitor research, financial analysis, the Chairman & CEO Letter to shareholders, and other ad-hoc requests
Create PowerPoint presentations for senior management, including ad-hoc analysis, presentations for townhalls, and other BAU reporting
Integrate internal AI/ML tools into competitor coverage and other financial reporting, improving efficiency and quality of output, aiding in
Consistently evaluate processes and recommend enhancements
Aid in mentoring, teaching and developing talent across the team
Qualification
Required
Bachelor's Degree in finance, accounting, economics, sciences, or engineering preferred
Minimum of 3 years professional experience, ideally in a similar role (e.g. Planning and Analysis, Investor Relations, Corporate Finance)
Advanced PowerPoint and Excel skills
Strong analytical, creative thinking and problem solving skills
Able to manage projects end-to-end with a high degree of autonomy
Strong verbal and written communication skills, with the ability to articulate complex issues clearly
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
Ability to generate new ideas for the improvement of internal processes
Preferred
FactSet experience
Capital IQ experience
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.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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