Senior Associate – Global Banking Central P&A

Location: Plano, TX, United States

Job Family: Financial Analysis

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a rich history of innovation and client-focused solutions. As a Senior Associate in Global Banking Central Planning & Analysis (P&A) based in our state-of-the-art Plano, TX office, you will play a pivotal role in transforming complex data into strategic insights that drive business decisions and enhance client outcomes. This position within the Corporate & Investment Bank division offers the opportunity to tackle challenging financial problems, contribute to global banking strategies, and collaborate with top-tier professionals in a supportive, high-impact environment. If you thrive on turning numbers into narratives that influence executive strategies, this role is your chance to make a meaningful difference at one of the world's most admired financial institutions. In this role, you will be responsible for developing sophisticated financial models, conducting in-depth analyses of performance metrics, and delivering clear, actionable recommendations to senior stakeholders. Working closely with global teams, you will forecast budgets, perform variance analyses, and ensure alignment with regulatory standards such as those outlined by the Federal Reserve and international bodies. Your insights will directly support key initiatives in areas like capital management, revenue optimization, and risk mitigation, helping JP Morgan Chase maintain its leadership in global banking. This position demands a blend of technical expertise and business acumen, allowing you to influence outcomes that affect millions of clients worldwide. We value professionals who are passionate about financial services and eager to grow within a dynamic organization. Joining JP Morgan Chase means access to unparalleled resources for career development, including mentorship from industry leaders and exposure to cutting-edge technologies in fintech. In Plano, TX, you'll benefit from a vibrant campus environment designed for collaboration and work-life balance, all while contributing to initiatives that shape the future of banking. If you're ready to elevate your career and impact global finance, apply today to become part of the JP Morgan Chase family.

Key Responsibilities

• Develop and maintain financial models to support global banking planning and analysis
• Analyze financial performance metrics and provide actionable insights to senior leadership
• Collaborate with cross-functional teams to forecast budgets and resource allocation
• Conduct variance analysis and identify key drivers of financial results
• Support strategic decision-making through data-driven recommendations
• Prepare executive-level reports and presentations on business performance
• Ensure compliance with internal controls and regulatory standards in financial reporting
• Drive process improvements in planning and analytics workflows
• Monitor market trends and their impact on global banking operations

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Minimum of 3-5 years of experience in financial analysis, planning, and analytics within the banking or financial services sector
• Proficiency in financial modeling, forecasting, and data analysis tools
• Strong understanding of global banking operations and regulatory requirements
• Experience with large-scale data sets and business intelligence reporting
• Ability to work collaboratively in a fast-paced, matrixed organization

Preferred Qualifications

• Advanced degree (MBA or Master's) in Finance or Business Administration
• Prior experience at a major financial institution like JP Morgan Chase
• Certification such as CFA, CPA, or FRM
• Knowledge of capital markets and investment banking products

Required Skills

• Financial modeling and forecasting
• Data analysis and visualization (e.g., Excel, Tableau)
• SQL and database querying
• Business intelligence tools (e.g., Power BI)
• Regulatory knowledge in banking (e.g., Basel III)
• Analytical thinking and problem-solving
• Communication and presentation skills
• Project management
• Attention to detail
• Team collaboration
• Adaptability in dynamic environments
• Risk assessment
• Strategic planning
• Proficiency in Microsoft Office Suite

Benefits

• Competitive base salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching
• Generous paid time off and flexible work arrangements
• Professional development programs and tuition reimbursement
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness initiatives at Plano campus
• Parental leave and family support benefits

JP Morgan Chase is an equal opportunity employer.