Corporate Finance Analytics, Senior Associate
On-site · New York City, New York, United States
Job Summary
Senior Associate in Corporate Finance Analytics at JPMorgan Chase. Responsible for leading analysis, data charts, and validation for high-profile communications (e.g., Chairman & CEO Letter to Shareholders), mentoring junior teammates, and owning end-to-end deliverables. Key duties include leading quarterly/ad-hoc competitor analysis and earnings coverage, performing valuation analysis (e.g., Dividend Discount Modeling), preparing data for Investor Day and other events, managing weekly/monthly firmwide financial reporting, and creating PowerPoint presentations for senior management. The role emphasizes integrating internal AI/ML tools into coverage and reporting, evaluating processes for enhancements, and mentoring talent across the team. Required skills include a Bachelor’s degree (or equivalent), 3+ years of experience, advanced PowerPoint and Excel, strong analytical and communication abilities, project management, and experience with or willingness to develop proficiency in tools like FactSet and Capital IQ. The position is based in New York, NY, with no immigration sponsorship provided. The posting highlights leadership, strategic analysis, and stakeholder-facing presentation responsibilities, along with collaboration across Finance, FP&A, Investor Relations, and other stakeholders.
Required Qualifications
- Bachelor’s Degree in finance, accounting, economics, sciences, or engineering preferred
- Minimum of 3 years professional experience
- 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
- 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 qualifications: FactSet experience, Capital IQ experience
- Authorized to work in the United States (no sponsorship)
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