The Commercial and Investment Bank Finance & Business Management Resource Planning team is looking for a strategic, analytical, and energetic professional to support the Wholesale Lending Services organization. On this team, you will partner with the business to help achieve their goals.
As a Resource Planning Associate on the Commercial and Investment Bank team, you will have the opportunity to work closely with senior Operations leaders and key partners across Commercial and Investment Bank Finance, Business Management and Data & Analytics teams. You will play a crucial role in enabling effective end-to-end execution, providing visibility into major initiatives, business metrics, financials, and data insights to senior management. This role offers the chance to leverage your analytical skills and strategic thinking in a high-impact leadership position.
Job responsibilities
- Partner with Wholesale Lending Service and Commercial and Investment Bank Finance & Business Management team to budget and forecast headcount and direct expenses
- Participate in the activity based costing process used to allocate expenses across various lines of business and downstream client profitability system
- Partner with Finance to build out loan origination forecasting models, and transfer those results into actionable volume forecasts
- Assist with build out and enhancement of capacity models across functions and activities
- Assume responsibility capacity plan deliverables for an organization, partnering with business leaders and finance to model the impact of various business drivers to that organization's staffing needs
- Analyze large amounts of data to create impactful analysis to assist in developing strategy
- Participate in the budget and planning process, including supporting analytics and forecasting by conducting monthly capacity plan calls with senior business leaders, participating in hiring decisions and operational planning
Required qualifications, capabilities and skills
- Bachelor's degree
- 4+ years of relevant experience
- Strong presentation skills and ability to tell the story on initiatives
- Ability to work collaboratively; develop strong partnership with multiple levels of employees through strong oral and written communication skills
- Ability to handle multiple priorities and produce successful results in a fast paced environment
- Ability to interpret and present complex data with strong Excel skills
Preferred qualifications, capabilities and skills
- 3+ years of financial services experience
- Hands-on experience in the use of data to solve complex business problems, leveraging toolsets such as: Qlik Sense, Tableau, SQL, Alteryx, Python
- Statistics/KPI experience
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).ABOUT USJPMorganChase, 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
ABOUT THE TEAMJ.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
