PXT Investment Valuation - Analyst

overall success of investment planning and value articulation.

Job Responsibilities:

• Assist with collecting and organizing both financial and non-financial data for all PXT portfolios and units, ensuring completeness and accuracy.

• Support the development, maintenance, and enhancement of reporting and solution frameworks, making sure they align with evolving business priorities and requirements.

• Help validate and check data accuracy, promptly escalating any issues or inconsistencies to senior team members for resolution.

• Participate in preparing investment value reports for F&BMs and Senior Leadership, including benefit coverage, performance tracking, and follow-up on outstanding items.

• Collaborate with colleagues and contribute to internal focus groups by compiling feedback, supporting documentation, and sharing observations to aid solution and framework development.

• Support control-related activities such as testing and updating documentation for intelligence solutions, and contribute to continuous improvement of investment valuation processes.

• Proficient in Excel with an interest in developing Alteryx or SQL skills. Experienced in building executive dashboards using Tableau, Power BI, or similar tools, demonstrating strong data modeling, security, and design capabilities.

Required qualifications, capabilities and skills:

• 4+ years of experience in Finance, Data Analytics, Statistics or related fields

• Bachelor's degree in Business, Finance, Economics or Computer Science, Engineering from top Tier Institute is required

• Effective written and verbal communication skills; able to work with colleagues across functions

• Strong attention to detail and analytical skills; comfortable working with complex data

• Ability to manage time and prioritize tasks to meet deadlines

• Experience supporting recurring processes and a willingness to learn and improve

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

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.