Commercial and Investment Bank - Treasury , Markets & Balance Sheet Management - Associate

analytical support to senior team members and stakeholders

• Build and maintain automated dashboards and analytical tools to monitor balance sheet scenarios, liquidity metrics, funding costs, and stress testing under guidance from senior team members

• Assist with due diligence reviews of new business initiatives, analyzing balance sheet impacts and preparing supporting documentation

• Develop working knowledge of global and regional Treasury regulations affecting balance sheet management and their practical application

• Support collaboration with Product, Risk, Technology, and Liquidity Risk Infrastructure teams on implementation of risk management methodologies

• Prepare process maps, user stories, and contribute to business requirements documentation for strategic initiatives

• Support automation efforts by coding routine tasks, creating analytical tools, and coordinating with IT teams on system enhancements

• Contribute to analytical reports, management presentations, and MIS enhancements while managing assigned project workstreams

Required qualifications, capabilities, and skills

• Bachelor's in Finance, Economics, or quantitative field required

• Proficiency in Python, SQL, or VBA with ability to create analytical tools and automate reporting processes

• Strong written and verbal communication skills with ability to prepare management-level presentations

• Ability to manage multiple tasks effectively and collaborate with cross-functional teams

• Self-motivated with strong attention to detail and ability to work independently

• Working knowledge of liquidity regulations (LCR, NSFR, stress testing frameworks) and legal entity management concepts

• Strong financial modeling skills with understanding of balance sheet optimization and FTP concepts

• Prior exposure to similar functions (CIB or corporate treasury, Financial Resource management) at a G-SIB

• Experience participating in system implementations, automation projects, or regulatory initiatives

• Familiarity with risk management or trading platforms

• Demonstrated initiative in process improvement and adoption of new technologies

Preferred qualifications, capabilities, and skills

• 3+ years of relevant experience. Treasury, balance sheet management, or financial analysis within banking preferred; exposure to Markets products advantageous

• Basic proficiency in Tableau, Power BI, Alteryx, or other analytical tools; experience with AI-assisted coding advantageous

• Working knowledge of liquidity regulations (LCR, NSFR, stress testing frameworks) and legal entity management concepts

• Strong financial modeling skills with understanding of balance sheet optimization and FTP concepts

• Prior exposure to similar functions (CIB or corporate treasury, Financial Resource management) at a G-SIB

• Basic proficiency in Tableau, Power BI, Alteryx, or other analytical tools; experience with AI-assisted coding advantageous

• Experience participating in system implementations, automation projects, or regulatory initiatives

• Familiarity with risk management or trading platforms

• Demonstrated initiative in process improvement and adoption of new technologies

ABOUT US

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 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.

ABOUT THE TEAM

J.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.