Apply Now    

Chief Investment Office & Treasury - Planning & Analysis, Associate

Req #: 170078139
Location: New York, NY, US
Job Category: Accounting/Finance/Audit/Risk
Job Description:
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at

Department Description:

The CIO/Treasury/Private Equity Global Balance Sheet P&A group is responsible for managing the Global CIO/Treasury/Private Equity Annual Budget, Mid-Year Forecast, Internal Capital Adequacy and Assessment (ICAAP), CCAR and monthly forecasting processes, and weekly financial updates covering Balance Sheet, Risk Weighted Assets and Capital. The group is also a provider of critical MIS reports which go to Senior Management on a daily, weekly and monthly basis. This group is the primary contact and the subject matter experts on all matters concerning Risk Weighted Assets and Regulatory Capital and frequently interfaces with various Corporate Finance groups and Corporate Finance Senior Management to report and explain the capital results of the business. In addition, this group works very closely with various groups in CIO, like front office and risk, to help with the capital needed for various investments.  The group reports to the Global P&A head of CIO/Treasury/Private Equity and serves as an analytical resource to help senior management understand our business.


Associate Roles and Responsibilities:

  • Key responsibility deals with analyzing and understanding composition of CIO/Treasury Balance Sheet (notional size of $ 700Bn), Risk Weighted Assets and Capital under Basel III Standardized and Basel III Advanced rules and regulations
  • Provide necessary schedules/presentations for executive management for both external and internal requirements
  • Review and oversee consolidation of Balance Sheet for Finance & Risk meetings, Risk Appetite, ICAAP, CCAP and Annual Budget
  • Press release and Quarter-end reporting support and analysis
  • Complete daily SMR P&L sign off (when scheduled)
  • Work to identify areas to create more efficient processes within the group
  • As hoc analysis
  • Background in Finance, Accounting,
  • 3-5 years’ experience
  • Successful candidates will demonstrate a strong work ethic and analytical ability, be able to work independently and with the team, have excellent communication skills and manage through tight timelines
  • Ability to synthesize and analyze large amounts of data to ascertain key facts and trends
  • Ability to work in pressure oriented environment and able to handle multiple tasks
  • Self starter with ability to process and acquire information with limited supervision
  • Excel, PowerPoint skills
  • Previous experience with Hyperion Essbase management reporting software a plus

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Other Information

Apply Using LinkedIn

You can also apply using your LinkedIn® profile. It may save you some time because your information will be automatically transferred into our system. Just click on the LinkedIn logo when you get to the application screen and follow the directions.

Submit an Updated Résumé

During the application process, be sure you have an up-to-date copy of your Résumé, your cover letter and any other documentation you would like to submit.