Product Experience and Design Finance - Investment Planning - Sr. Associate - JPMorgan Chase
Plano, TX
About the Job
Product Experience and Design (PXT) Investments is a newly created team within the larger PXT Finance organization. The goal of the PXT Investments team is prioritizing several billion dollars of annual technology spend across the entirety of JPMorgan Chase's Consumer and Community Banking division (CCB). Consumer and Community Banking features several product portfolios spanning both line of business and functional areas (e.g., Auto Lending, Operations, Credit Card). The PXT Investments team seeks to identify the correct balance of technology projects while also identifying opportunities to shift investment dollars across the product portfolios.
As a Senior Associate in Investment Planning within Chase PXT, you will be instrumental in institutionalizing the planning and prioritization process. Your responsibilities will encompass the strategic design of quarterly planning, managing changes in investments, and developing strategic tools for future planning. Additionally, you will offer analytical insights to enhance the overall investment process.
Job Responsibilities
+ Support VP staff to execute the Planning and Prioritization for the Chase PXT agenda across all level of the organization including the quarterly planning process for 2025 and beyond
+ Help assess the operational and strategic performance by frequent assessment of a common value dashboard (including NPV, ROI, CX, RTE performance)
+ Anticipate and prepare materials for an Investment Review Forum, which enable the Senior Leaders to engage on PXT planning and prioritization
+ Creates and owns reports on insights regarding execution of PXT investment planning & prioritization
Required qualifications, capabilities, and skills
+ 4 years professional experience in a technical field (e.g., finance, product, economics)
+ Demonstrable strategic thinking abilities with problem-solving aptitude
+ Experience with tracking and reporting value based outputs
+ Advance expertise in Microsoft suite and specifically, PowerPoint, Excel
+ Excellent written, oral, and visual communications skills and a comfort interacting with senior leaders
+ Ability to deliver iterative progress quickly
Preferred qualifications, capabilities and skills
+ Prior experience as a product manager, program manager, or experience working in planning role
#LI-Hybrid
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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 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 accommodation.
Equal Opportunity Employer/Disability/Veterans
As a Senior Associate in Investment Planning within Chase PXT, you will be instrumental in institutionalizing the planning and prioritization process. Your responsibilities will encompass the strategic design of quarterly planning, managing changes in investments, and developing strategic tools for future planning. Additionally, you will offer analytical insights to enhance the overall investment process.
Job Responsibilities
+ Support VP staff to execute the Planning and Prioritization for the Chase PXT agenda across all level of the organization including the quarterly planning process for 2025 and beyond
+ Help assess the operational and strategic performance by frequent assessment of a common value dashboard (including NPV, ROI, CX, RTE performance)
+ Anticipate and prepare materials for an Investment Review Forum, which enable the Senior Leaders to engage on PXT planning and prioritization
+ Creates and owns reports on insights regarding execution of PXT investment planning & prioritization
Required qualifications, capabilities, and skills
+ 4 years professional experience in a technical field (e.g., finance, product, economics)
+ Demonstrable strategic thinking abilities with problem-solving aptitude
+ Experience with tracking and reporting value based outputs
+ Advance expertise in Microsoft suite and specifically, PowerPoint, Excel
+ Excellent written, oral, and visual communications skills and a comfort interacting with senior leaders
+ Ability to deliver iterative progress quickly
Preferred qualifications, capabilities and skills
+ Prior experience as a product manager, program manager, or experience working in planning role
#LI-Hybrid
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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 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 accommodation.
Equal Opportunity Employer/Disability/Veterans
Source : JPMorgan Chase