Technology Investment Valuation Portfolio Lead, Consumer and Community Banking, Senior Associate

Job Responsibilities

• Aid in gathering and organizing financial and non-financial data for assigned product portfolios.
• Validate and check data accuracy, escalating issues or inconsistencies to senior team members.
• Maintain and update valuation data, ensuring information reflects the latest changes.
• Participate in post-implementation reviews by compiling results and supporting documentation of findings.
• Contribute to team efforts to improve investment valuation processes by sharing observations and feedback.
• Support resource and framework development.
• Collaborate with colleagues to collect information and follow up on outstanding items.

Required Qualifications, Capabilities And Skills

• Two (2) years of experience in Finance or related fields.
• Bachelor's degree in Business, Finance, Economics, or a related area.
• 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 The Role

The PXT Investments team within the larger PXT Finance organization prioritizes several billion dollars of annual technology spend across JPMorgan Chase's Consumer and Community Banking division (CCB). This includes various product portfolios spanning both line of business and functional areas such as Auto Lending, Operations, and Credit Card. The team aims to identify the right balance of technology projects and opportunities to shift investment dollars across these portfolios. As a Finance & Business Management professional, you will support the investment process by assisting with data collection, analysis, and reporting to inform investment decisions and track outcomes.

About Us

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 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. Additionally, we provide a range of benefits and programs to meet employee needs, including 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. We also offer 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 professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers, and employees up for success. 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.