Private Client Office Planning & Analysis - 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-focused solutions. The Private Client Office Planning & Analysis - Associate role is pivotal in driving the financial strategy for our Private Client division, which serves high-net-worth individuals with personalized wealth management services. In this position, you will oversee the coordination of budgeting and forecasting processes, ensuring alignment with the firm's overarching goals. Based in Columbus, OH, you will work closely with senior executives to deliver actionable insights that enhance operational efficiency and support sustainable growth in a dynamic financial services environment. Your core responsibilities will include developing sophisticated financial models, preparing comprehensive management reports, and creating executive-level presentations that highlight key trends and opportunities. You will analyze variances, monitor KPIs, and collaborate with cross-functional teams to integrate data from various sources, all while adhering to JP Morgan Chase's rigorous standards for accuracy and compliance. This role demands a proactive approach to financial planning, where you will contribute to quarterly forecasting cycles and ad-hoc projects that directly impact client services and business performance. We seek a detail-oriented professional with a strong foundation in financial analysis and a passion for the wealth management sector. Joining JP Morgan Chase offers not only the chance to work on high-impact initiatives but also access to world-class resources and career development opportunities. If you thrive in a fast-paced setting and are committed to excellence in financial services, this associate-level position provides a platform to advance your career while contributing to one of the most respected names in global finance.

Key Responsibilities

• Oversee the coordination of budgeting and forecasting processes for the Private Client Office division
• Develop and maintain financial models to support strategic planning and decision-making
• Prepare management reports, dashboards, and presentations for senior leadership at JP Morgan Chase
• Analyze financial performance metrics and provide insights to optimize resource allocation
• Collaborate with cross-functional teams to ensure accurate and timely financial data integration
• Monitor key performance indicators (KPIs) and variance analysis for budgeting accuracy
• Support ad-hoc financial analysis projects related to private client services
• Ensure compliance with regulatory standards and internal financial policies
• Facilitate quarterly and annual forecasting cycles, including scenario planning

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field
• Minimum of 3-5 years of experience in financial planning and analysis, budgeting, or forecasting within the financial services industry
• Strong proficiency in financial modeling and analysis tools
• Experience with budgeting and forecasting processes in a large-scale organization
• Ability to manage multiple priorities and meet tight deadlines
• Excellent communication skills for presenting financial data to senior stakeholders

Preferred Qualifications

• MBA or advanced degree in Finance or related field
• Prior experience at a major financial institution like JP Morgan Chase
• Knowledge of private banking or wealth management financial operations
• Certification such as CFA or CPA
• Experience with enterprise financial planning software

Required Skills

• Financial modeling and forecasting
• Budgeting and variance analysis
• Proficiency in Microsoft Excel and PowerPoint
• Data visualization tools like Tableau or Power BI
• Analytical thinking and problem-solving
• Strong attention to detail
• Excellent verbal and written communication
• Project management and organizational skills
• Knowledge of financial regulations in banking
• Team collaboration and stakeholder management
• Advanced SQL for data querying
• Risk assessment and scenario planning
• Time management under pressure
• Adaptability to changing financial landscapes

Benefits

• Competitive base salary and performance-based annual bonus
• 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 holidays
• Professional development opportunities, including tuition reimbursement and leadership training
• Employee stock purchase plan and financial wellness programs
• On-site fitness centers and wellness initiatives at JP Morgan Chase locations
• Parental leave and family support benefits

JP Morgan Chase is an equal opportunity employer.