National Branch & Self-Directed Investing - Associate

Location: Columbus, OH, United States

Job Family: Financial Analysis

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. As a National Branch & Self-Directed Investing Associate in our Columbus, OH office, you will play a pivotal role in driving the financial health of our retail banking and investment arms. This position within the Financial Analysis category involves overseeing critical processes like forecasting, budgeting, and reporting for our national branch network and self-directed investing platforms, which serve millions of Chase customers. You will contribute to strategic initiatives that enhance operational efficiency and support the growth of our consumer banking division, leveraging JP Morgan's vast resources to deliver actionable insights in a dynamic market. Your day-to-day responsibilities will include developing robust financial models to predict branch performance and investing trends, ensuring accurate and timely reporting to executive leadership, and innovating new reporting tools to streamline data delivery. Collaborating with teams across retail banking, investments, and technology, you will analyze KPIs such as deposit growth, transaction volumes, and investment advisory metrics, while identifying opportunities to optimize costs and comply with stringent regulatory standards like those from the SEC and FINRA. This role demands a blend of technical expertise and business acumen to support JP Morgan Chase's commitment to empowering clients through seamless self-directed investing experiences. We value associates who thrive in a collaborative, high-impact environment and are passionate about the financial services industry. Joining JP Morgan Chase means access to world-class training, diverse career paths, and the chance to contribute to initiatives that shape the future of banking. If you are ready to advance your career while making a tangible difference in how millions manage their finances, apply today to become part of our innovative team in Columbus.

Key Responsibilities

• Oversee the annual forecasting and budgeting processes for National Branch and Self-Directed Investing teams
• Develop and maintain timely financial reports and dashboards for senior leadership
• Collaborate with cross-functional teams to enhance reporting capabilities and automate processes
• Analyze branch performance metrics and self-directed investing trends to support strategic decisions
• Monitor key performance indicators (KPIs) related to revenue, expenses, and operational efficiency
• Identify opportunities for cost optimization and revenue growth in branch and investing operations
• Ensure compliance with internal controls and regulatory standards in all financial reporting
• Support ad-hoc analysis and scenario modeling for business initiatives
• Mentor junior analysts and contribute to team development initiatives
• Present financial insights and recommendations to stakeholders at JP Morgan Chase

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field
• Minimum of 3 years of experience in financial analysis, budgeting, or forecasting within the financial services industry
• Proficiency in financial modeling and data analysis tools
• Strong understanding of branch operations and self-directed investing products
• Experience with reporting and analytics in a large-scale financial institution
• Ability to handle confidential information with discretion
• CFA or CPA certification (or progress toward obtaining one)

Preferred Qualifications

• Advanced degree (MBA) in Finance or related discipline
• Prior experience at a major bank like JP Morgan Chase in investment or retail banking
• Knowledge of regulatory requirements for self-directed investing (e.g., SEC rules)
• Experience with agile methodologies for developing reporting tools
• Familiarity with JPMorgan's internal systems and Chase consumer banking platforms

Required Skills

• Financial modeling and forecasting
• Budgeting and variance analysis
• Data visualization (e.g., Tableau, Power BI)
• Excel proficiency (advanced functions, pivot tables)
• SQL for database querying
• Analytical thinking and problem-solving
• Attention to detail and accuracy
• Communication and presentation skills
• Project management
• Knowledge of financial regulations
• Team collaboration
• Time management in fast-paced environments
• Adaptability to changing priorities
• Risk assessment
• Stakeholder management

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and holidays
• Tuition reimbursement for professional development and advanced degrees
• Employee stock purchase plan and performance-based bonuses
• Wellness programs with gym memberships and mental health support
• Parental leave and family-friendly benefits
• Access to JP Morgan's global mobility and career development opportunities

JP Morgan Chase is an equal opportunity employer.