Forecasting Lead - Workforce Analysis

Location: EDINBURGH, MIDLOTHIAN, United Kingdom

Job Family: Specialty Operations

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a commitment to innovation and excellence in operations. The Forecasting Lead - Workforce Analysis role within our Specialty Operations team in Edinburgh, Midlothian, United Kingdom, offers an exciting opportunity to lead a dedicated forecasting team. You will play a pivotal role in optimizing workforce planning for our high-volume financial processing and support functions, ensuring our global operations remain agile and efficient in a competitive banking landscape. This position is ideal for a seasoned professional passionate about leveraging data to drive strategic decisions in the financial services industry. In this leadership role, you will oversee the development of sophisticated forecasting models that predict staffing requirements based on transaction volumes, market fluctuations, and regulatory changes specific to JP Morgan Chase's operations. Collaborating closely with cross-functional teams, you will analyze complex datasets using advanced tools to provide actionable insights that support budgeting, resource allocation, and risk mitigation. Your work will directly contribute to maintaining our firm's operational resilience, enabling seamless service delivery to clients worldwide while adhering to stringent compliance standards in the financial sector. We value professionals who thrive in dynamic environments and bring a blend of technical expertise and leadership acumen. As Forecasting Lead, you will mentor your team, foster innovation in predictive analytics, and present findings to senior executives to influence business strategy. Joining JP Morgan Chase means becoming part of a supportive culture that invests in your growth, offering unparalleled opportunities to advance your career in one of the world's most influential financial institutions.

Key Responsibilities

• Lead a team of forecasting analysts to develop and maintain accurate workforce models for JP Morgan Chase's Specialty Operations
• Analyze historical data, market trends, and business drivers to forecast staffing needs across global teams
• Collaborate with operational leaders to align forecasting with strategic business objectives in financial services
• Implement advanced statistical models and tools to enhance prediction accuracy and efficiency
• Monitor and report on key performance indicators (KPIs) related to workforce utilization and capacity planning
• Identify risks and opportunities in workforce planning, providing recommendations to mitigate operational disruptions
• Ensure compliance with regulatory requirements and internal policies in all forecasting activities
• Drive continuous improvement initiatives, including adoption of new technologies for forecasting in banking environments
• Mentor and develop team members, fostering a culture of data-driven decision-making
• Present forecasting insights and scenarios to senior management to support budgeting and resource allocation

Required Qualifications

• Bachelor's degree in Finance, Business Analytics, Statistics, or a related field
• Minimum of 5 years of experience in workforce forecasting, planning, or capacity management within financial services
• Proven leadership experience managing forecasting teams in a high-volume operational environment
• Strong proficiency in data analysis tools and statistical modeling
• Experience with financial services regulations and compliance standards
• Demonstrated ability to handle complex datasets and derive actionable insights
• Excellent communication skills with experience presenting to senior stakeholders

Preferred Qualifications

• Advanced degree (Master's or MBA) in a quantitative field
• Certification in forecasting methodologies (e.g., CPIM or similar)
• Prior experience at a global financial institution like JP Morgan Chase
• Knowledge of AI-driven forecasting tools in banking operations
• Experience in agile project management within financial operations

Required Skills

• Advanced Excel and data visualization tools (e.g., Tableau, Power BI)
• Statistical modeling and forecasting techniques (e.g., ARIMA, regression analysis)
• SQL and database querying for large-scale data handling
• Leadership and team management in dynamic environments
• Analytical thinking and problem-solving for complex financial datasets
• Communication and stakeholder engagement skills
• Project management methodologies (e.g., Agile, Waterfall)
• Knowledge of financial services operations and risk management
• Proficiency in Python or R for data analysis
• Attention to detail and accuracy in reporting
• Adaptability to fast-paced, regulatory-driven industry
• Strategic planning and forecasting horizon management
• Collaboration across multicultural, global teams
• Time management and prioritization under pressure
• Ethical decision-making aligned with banking compliance

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health and wellness benefits, including medical, dental, and vision coverage
• Generous retirement savings plan with company matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development opportunities through JP Morgan's internal training programs
• Employee stock purchase plan and financial planning services
• Flexible work arrangements, including hybrid options in Edinburgh
• Access to global mobility programs and career advancement within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.