Global Private Bank Finance Associate

Location: Plano, TX, United States

Job Family: Financial Analysis

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.9 trillion and operations worldwide. The Global Private Bank is at the forefront of providing bespoke wealth management solutions to high-net-worth clients. As a Global Private Bank Finance Associate in our Plano, TX office, you will play a pivotal role in supporting the Deposit CFO and the Global Deposit business. This position involves delivering high-quality financial analytics to inform strategic decisions, optimize deposit operations, and drive profitability in a dynamic, client-centric environment. You will contribute to the firm's commitment to excellence by ensuring robust financial oversight in the private banking sector. In this role, you will develop sophisticated financial models to analyze deposit trends, forecast performance, and assess risks within the global deposit portfolio. Collaborating closely with the Deposit CFO and cross-functional teams, you will prepare insightful reports and presentations that influence business strategies and regulatory compliance. Your work will directly impact key decisions, such as resource allocation and product enhancements, while adhering to JPMorgan Chase's stringent standards for data integrity and ethical practices. This opportunity allows you to leverage your financial expertise in a supportive team setting, gaining exposure to international markets and high-stakes financial operations. The ideal candidate thrives in a fast-paced financial services landscape, bringing analytical rigor and a proactive mindset to support the Global Private Bank's growth objectives. At JPMorgan Chase, we value innovation, integrity, and diversity, offering a collaborative culture where your contributions can shape the future of wealth management. Join us in Plano, TX, to advance your career while helping deliver unparalleled value to our clients worldwide.

Key Responsibilities

• Provide financial analytics and reporting to support the Deposit CFO and Global Deposit business decisions
• Develop and maintain financial models to forecast deposit trends and performance metrics
• Analyze deposit portfolio data to identify risks, opportunities, and key performance indicators
• Collaborate with cross-functional teams to ensure accurate financial planning and budgeting
• Prepare executive-level presentations and reports on deposit business health and strategy
• Support regulatory compliance and audit processes related to deposit finances
• Monitor market trends and economic factors impacting global deposit operations
• Assist in variance analysis and ad-hoc financial projects for the Global Private Bank
• Contribute to process improvements in financial reporting and analytics
• Ensure data integrity and accuracy in all financial deliverables

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Minimum of 2-3 years of experience in financial analysis, preferably in banking or financial services
• Strong proficiency in financial modeling and data analysis tools
• Knowledge of regulatory requirements in the financial services industry, including deposit regulations
• Ability to handle confidential information with discretion
• Excellent communication skills for presenting financial insights to senior stakeholders
• Commitment to JPMorgan Chase's core values of integrity and client focus

Preferred Qualifications

• Advanced degree (MBA or Master's in Finance)
• Experience in private banking or wealth management finance
• Familiarity with JPMorgan Chase's internal financial systems and reporting tools
• Certification such as CFA or CPA
• Prior exposure to global deposit business operations

Required Skills

• Financial modeling and forecasting
• Data analysis and interpretation
• Proficiency in Excel, including advanced functions and pivot tables
• Knowledge of SQL for querying financial databases
• Understanding of GAAP and regulatory financial reporting
• Analytical thinking and problem-solving
• Attention to detail and accuracy
• Strong written and verbal communication
• Team collaboration and stakeholder management
• Time management and ability to meet deadlines
• Adaptability to fast-paced financial environments
• Familiarity with Tableau or Power BI for visualization
• Risk assessment and mitigation
• Project management basics
• Ethical judgment in handling sensitive financial data

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and other financial wellness benefits
• On-site fitness centers and wellness programs at JPMorgan Chase locations
• Global mobility opportunities and career advancement support within the firm

JP Morgan Chase is an equal opportunity employer.