Investment Decisioning - Cards Finance - Associate

Responsibilities

• Track and evaluate card acquisition campaign performance using data-driven insights to optimize strategies.
• Forecast financial results for acquisition strategies using advanced statistical techniques such as time series modeling, cohort analysis, and Monte Carlo simulations.
• Build comprehensive financial business cases to support strategic initiatives, quantifying ROI, payback periods, and sensitivity to key drivers.
• Partner with Marketing, Sales, and Product teams to align financial objectives with business goals and accelerate card acquisition.
• Design and implement new reports and dashboards to deliver timely financial results and insights to senior leadership.
• Define and monitor KPIs and success metrics to drive continuous improvement in campaign performance.
• Enhance financial controls and streamline processes through automation to reduce cycle times and error rates.
• Prepare executive-ready presentations and deliver weekly, monthly, and quarterly reporting packages with actionable recommendations.

Requirements

• CFA, MBA (Finance), or Post Graduate degree in Statistics or Economics.
• Proven experience in credit card strategies, financial analysis, or related financial services areas.
• Strong financial analytical skills with the ability to fuse finance and data capabilities.
• Experience in team management, specifically managing Associate-level populations.
• Expert knowledge of Microsoft Excel, including pivot tables, macros, and arrays.
• Strong analytical and problem-solving skills with the ability to analyze large datasets and present conclusions concisely.
• Excellent communication and partnering skills with the ability to work autonomously.

Preferred Qualifications

• 4+ years of experience in finance, preferably within the banking or financial services industry.
• Background in Data Science is a strong plus.
• Proficiency in SQL, SAS, Python, or Tableau.

About the Company

JPMorganChase is a leading global financial services firm and one of the oldest financial institutions in the world. We offer innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. Our Consumer & Community Banking division serves Chase customers through a wide range of services, including personal banking, credit cards, and mortgage solutions.