Treasury Peer Analytics Senior Associate

About This Role

Join the Treasury Analytics team at J.P. Morgan to drive peer analytics and financial analysis, contributing to high-profile decision-making for senior management. This role focuses on understanding competitor financial performance, industry trends, and broad competitive intelligence while also diving into analytics for a large retail deposit portfolio.

Responsibilities

• Gather and analyze publicly available data like regulatory filings and earnings supplements to understand competitive performance and act as a subject matter expert
• Conduct thorough analyses of peer banks' data, integrating disparate sources and generating informed assumptions while ensuring accuracy and data integrity
• Gain deep exposure to treasury analytics, understanding elements of the balance sheet, interest rate risk, capital, liquidity, transfer pricing, valuation, and strategic analytics
• Build relationships across J.P. Morgan, influencing colleagues at all levels to tackle major business challenges and ensure timely delivery
• Advance skills in delivering high-impact, well-structured presentations to both finance and non-finance audiences, conveying compelling messages to senior leaders
• Leverage existing tools to create repeatable processes for intelligence creation and integrate new technology for error reduction and faster insights

Requirements

• Bachelor’s degree in Finance, Accounting, Mathematics, Engineering, Statistics or other quantitative, analytical or financial subject areas
• 4+ years of full-time work experience, ideally in retail finance, investment banking, consulting or strategy in quantitatively focused role
• Advanced Excel proficiency
• Practical knowledge in financial analysis, competitive analytics and data management
• Familiarity with retail banking and products
• Excellent written and verbal communication skills with experience in debating complex concepts with senior leaders

Qualifications

• Bachelor’s degree in Finance, Accounting, Mathematics, Engineering, Statistics or other quantitative, analytical or financial subject areas
• 4+ years of full-time work experience, ideally in retail finance, investment banking, consulting or strategy in quantitatively focused role

Nice to Have

• Desire and/or progress towards MBA, CFA charter, CPA, CTP or other financial certification
• Experience with programming languages, LLMs and statistical packages (e.g. Python, SQL, R)
• Highly self-motivated and thrive in a dynamic environment
• Passion for uncovering business value
• Ability to understand the business context behind data
• Knowledge of Hyperion Essbase, Dodeca, PitchPro, Tableau and relational data structures

Skills

* Required skills

Benefits