Finance & Business Management

JPMorgan Chase
New York, NY
On-site

Who this role is best for

Candidates with analytical expertise and cross-functional collaboration experience will find this strategic finance role at JPMorgan Chase in New York, NY, offers significant exposure to Mergers and Acquisitions leadership.

Best fit for

  • Candidates with analytical expertise and cross-functional collaboration experience
    — “coordinate across multiple functions to deliver insights that inform leadership decisions”
  • Professionals with a background in financial planning and budget management
    — “Develop and manage financial budgets, quarterly and monthly forecasts”
  • Individuals who can synthesize complex data into strategic narratives for senior stakeholders
    — “build skills that accelerate your career”

Things to consider

  • Commitment to managing competing priorities across multiple teams is essential
    — “ability to coordinate across multiple functional teams and manage competing priorities”
  • High level of engagement with senior stakeholders is expected daily
    — “engaging directly with senior stakeholders every day”

How to stand out

  • Highlight experience in delivering actionable insights from complex data sets
    — “turning complex data into actionable insights”
  • Demonstrate leadership in cross-functional projects with clear outcomes
    — “experience managing or influencing cross-functional projects”
  • Showcase ability to create visually compelling executive-level presentations
    — “create visually compelling presentations for senior audiences”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Delivered strategic insights
  • Managed financial budgets
  • Supported strategic initiatives
Typical background
Finance and business management experienceInvestment banking background

Skills & requirements

Required

Financial PlanningStrategic AnalyticsProject ManagementExcelPowerpointCommunication

Preferred

Deal Analytics PlatformsInvestment Banking ProductsMergers And Acquisitions Knowledge

Stack & domain

Financial PlanningStrategic AnalyticsData-driven InsightsBusiness StrategyFinancial BudgetsQuarterly ForecastsMonthly ForecastsRevenue ReconciliationExpense ManagementPipeline ManagementProjectionsVariance AnalysisFinancial ReportingMarket StatisticsTrendsCompetitive LandscapeDeals DoneExecutive-level PresentationsBusiness ReviewsAd Hoc AnalysesHeadcount PlanningOrganizational Structure OptimizationEvaluation ProcessesProductivity ReportingCross-functional DeliverablesRegulatory WorkstreamsTechnology InitiativesStrategic ProjectsAutomationScalable Analytics SolutionsReporting ProcessesGlobal Support AreasProduct ControllersComplianceLegalTaxRiskHuman ResourcesAnalytical ThinkingStrategic MindsetComplex DataActionable InsightsTurning Complex Data Into Actionable InsightsComplex RequirementsRobust SolutionsScalabilityIndependent Deployable UI ComponentsTeam BoundariesEnd-to-end OwnershipPlatform ScalabilityLow LatencyFault ToleranceSecure Service DesignClean CodeMaintainable CodeHigh EfficiencyWell-tested CodeDebuggingProfilingOptimizing Complex SQL QueriesExecution PlansDatabase LocksDistributed Backend MicroservicesAi-assisted ToolingCursorCopilotClaude CodeFinanceInvestment BankingBusiness ManagementMergers And Acquisitions

About the role

Original posting from JPMorgan Chase

Join a team where your analytical thinking and strategic mindset directly influence the direction of one of the most dynamic areas in investment banking. This is an opportunity to work at the intersection of finance, strategy, and business management — partnering with senior leaders to shape decisions that drive growth. You'll gain unparalleled exposure to Mergers and Acquisitions leadership while building skills that accelerate your career. If you thrive on turning complex data into actionable insights and want to make a measurable impact, this role is for you.

As a Business Management Senior Associate in the Mergers and Acquisitions group, you will serve as a trusted partner and advisor to the Head of Mergers and Acquisitions Globally and Regional Heads, driving business strategy, financial planning, and critical analytics. You will coordinate across multiple functions to deliver insights that inform leadership decisions, support strategic initiatives, and ensure operational excellence. This role offers you the chance to shape how the Mergers and Acquisitions business grows, competes, and operates — sitting alongside the banking team and engaging directly with senior stakeholders every day.

Job Responsibilities

Drive strategic analytics and deliver data-driven insights that inform management decision-making and support business growthLead and support strategic business projects in partnership with cross-functional teams to achieve revenue, market share, and wallet growth objectivesDevelop and manage financial budgets, quarterly and monthly forecasts, revenue reconciliation, and expense management processesOversee pipeline management, projections, and variance analysis to ensure accurate and timely financial reportingAnalyze market statistics, trends, competitive landscape, and deals done away to identify areas of strategic opportunityBuild and deliver executive-level presentations, business reviews, and ad hoc analyses for senior leadershipManage headcount planning, organizational structure optimization, evaluation processes, and productivity reportingRepresent the business on cross-functional deliverables including regulatory workstreams, technology initiatives, and strategic projectsAutomate reporting processes and develop scalable analytics solutions to drive efficiency across the teamCoordinate with global support areas including Product Controllers, Compliance, Legal, Tax, Risk, and Human ResourcesRequired qualifications, capabilities and skills

3 years of relevant experience in business management, COO, CAO, investment banking, or similar functionsBachelor's degreeStrong proficiency in Excel, including the ability to distill large datasets into clear, concise outputsStrong proficiency in PowerPoint, with the ability to create visually compelling presentations for senior audiencesDemonstrated analytical, problem-solving, and project management skills with the ability to synthesize results for diverse stakeholdersExcellent written and verbal communication skillsStrong organizational skills with the ability to coordinate across multiple functional teams and manage competing prioritiesPreferred qualifications, capabilities and skills

Experience with Dealogic or similar deal analytics platformsFamiliarity with investment banking products and workflowsKnowledge of Mergers and Acquisitions markets, trends, and competitive dynamicsExperience managing or influencing cross-functional projects in a matrixed environment

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Source: JPMorgan Chase careers

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