Capital Strategy and Allocation, Senior Associate
Job in
New York City, Richmond County, New York, USA
Listed on 2026-01-24
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Corporate Finance, Risk Manager/Analyst, Financial Analyst
Job Description & How to Apply Below
As a Senior Associate within the Capital Management team, you will have good visibility into strategic capital management activities as well as the unique opportunity to understand initiatives from a Firm wide perspective. You will have the ability to work independently, handle ambiguity, and proactively seek support and input where required. The ability to pick up new and complex concepts quickly, work efficiently, and communicate effectively will be one of the keys to success.
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* Job responsibilities:
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* + Develop and present materials for senior management to help support decision-making on high profile capital-related topics
+ Manage day to day aspect of Capital Allocation process / develop senior management review materials
+ Liaise with LOB counterparts to understand and review allocation processes
+ Support new product / initiative review process
+ Support in the preparation of materials utilized by the C-Suite for quarterly earnings, industry conferences, as well as meetings with various regulatory agencies and trade groups
+ Support analysis of Capital Forecast / Allocation and other capital processes across the Capital Management team
+ Partner with various functions across TCIO, Firm wide and LOBs to execute and track strategic projects
+ Support initiatives to continually improve existing capital management processes and enhance the team's understanding of capital
** Required qualifications, capabilities and skills:*
* + 4+ years of relevant experience; background in financial institutions and strategy
+ Undergraduate degree; sciences, economics, engineering, accounting, or finance
+ Experience applying financial concepts (returns, capitalization, investment evaluation, etc.)
+ High proficiency in Microsoft Office Suite (PowerPoint and Excel in particular)
+ Prior knowledge and experience in regulatory capital
+ Tableau / Python experience
+ Creative self-starter with strong initiative and ability to take ownership and work independently as well as contribute to the broader team and be unafraid to ask questions
+ Strong interpersonal and communication skills and ability to multi-task and work effectively with senior management in a fast-paced environment to meet deadlines under pressure
+ Strong analytical, critical thinking, and problem-solving skills with a track record of execution against deliverables
JPMorgan
Chase, 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…
Position Requirements
10+ Years
work experience
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