J.P. Morgan Payments Operations, Digital & Platform Services Financial Analysis - Associate

JP Morgan

Location: Dorset

Job Type: Full time


Employer Description

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

Organization Description

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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.

Functional Responsibilities

  • Work with product partners to evaluate allocation rules, maintain proper allocation hygiene with no rule breaks or mis-allocations
  • Produce monthly reporting decks (e.g. Relationship reviews, Steer Co. decks, Business reviews and dashboards) for the senior management on regular / ad hoc basis containing both financial and operational details).
  • Present business story during budget cycle for broader management reviews.
  • Identify and understand costing models and how it impacts rules
  • Review all incoming indirect expense being charged to business globally.
  • Ensure all incoming charges are in line with business agreement, monthly reporting and conducting deep dives
  • Develop, consolidate and present insightful and robust qualitative and quantitative financial and Headcount analysis including annual budget, quarterly/monthly forecast variances
  • Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
  • Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
  • Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams


  • MBA with relevant and provable years of experience / Graduate with relevant and provable years of related experience
  • Sound Knowledge of MS Excel and MS PowerPoint is must (VBA, Alteryx, Python, Visualization tools like Tableau / Qlik Sense are good to have)
You’ve got this!