As a Treasury Associate, you'll analyze financial data, support capital planning, work on financial models, and collaborate with various teams to manage business risks.
Job Description
J.P. Morgan Asset & Wealth Management provides premier investment and private banking solutions globally, helping team members and foundations achieve financial goals. As part of JPMorgan Chase, a leader in financial services, we offer competitive compensation and comprehensive benefits, fostering diversity and inclusion for all employees.
As a Treasury Associate within the Treasury team, you will help us maintain a fortress balance sheet and ensure our business remains strong during times of stress. You will assist the business in achieving target Return on Equity (ROE) with limited earnings volatility through your expertise in capital and interest rate risk.
Job responsibilities:
Required qualifications, capabilities and skills:
Preferred qualifications, capabilities, and skills:
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 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 accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking 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.
J.P. Morgan Asset & Wealth Management provides premier investment and private banking solutions globally, helping team members and foundations achieve financial goals. As part of JPMorgan Chase, a leader in financial services, we offer competitive compensation and comprehensive benefits, fostering diversity and inclusion for all employees.
As a Treasury Associate within the Treasury team, you will help us maintain a fortress balance sheet and ensure our business remains strong during times of stress. You will assist the business in achieving target Return on Equity (ROE) with limited earnings volatility through your expertise in capital and interest rate risk.
Job responsibilities:
- Forecast business results under a variety of stress and baseline scenarios.
- Maintain, enhance and develop financial models in Excel and strategic platforms
- Support capital-related planning, forecasting and reporting
- Work with quantitative modeling teams on model design and implementation
- Analyze financial data to describe key drivers of change in results, comparing multiple exercises
- Partner with Corporate, Financial Planning & Analytics (FP&A), Finance and Risk functions to timely meet deliverables submitted at the Firmwide level to regulators and used at the most senior levels in the organization to understand the business' risk to adverse macroeconomic environments
- Support the business on ad-hoc analytical projects
Required qualifications, capabilities and skills:
- Thoroughness and attention to detail and high level of accuracy given contribution to regulatory submissions
- Proficiency in Microsoft Office applications, particularly strength in Excel and PowerPoint
- Skills in communication, writing, organization, and time management
- Good finance and accounting skills
- Bachelor's Degree
- 2+ years working experience
Preferred qualifications, capabilities, and skills:
- Interest in working with data sets, data mining, and analytics
- Ideally in financial planning or accounting, and in the financial services industry is a benefit
- Ability to manage multiple projects within concurrent deadlines
- A desire to partner with diverse teams and work in a team environment to ensure business objectives are met
- Developing knowledge of systems and technology; skills in Essbase, Tableau, and Alteryx would be beneficial
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 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 accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking 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.
Top Skills
Alteryx
Essbase
Excel
Microsoft Powerpoint
Tableau
Similar Jobs at JPMorganChase
Financial Services
As a Treasury Services Support Associate, you will support Treasury Management Officers by initiating implementations, ensuring billing accuracy, and enhancing client experiences through process improvement initiatives.
Top Skills:
MS Office
Financial Services
As a Treasury Sales Associate, you will manage client relationships, support sales targets, and develop Treasury solutions while collaborating with internal teams.
Top Skills:
MS Office
Financial Services
The executive director will originate and manage commercial mortgage loans, building relationships and evaluating risks while coordinating with teams for approval processes.
Top Skills:
Argus
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus