Strategy & Business Intelligence - Associate/Senior Associate
About the role
Job Responsibilities
- Identify actionable global banking opportunities such as sell-side M&A, take-private situations, and IPO candidates by integrating internal client indicators with external deal activity, valuation signals, and sector dynamics
- Develop market and product insights by analyzing proprietary payment flows, public filings, and external data sources to uncover FX hedging, capital markets, and broader corporate finance opportunities
- Create market sizing, total addressable market (TAM), wallet, and share-of-wallet models to guide banker focus and inform strategic prioritization
- Monitor market, sector, and capital markets developments to generate timely insights that influence client engagement and product strategy
- Design and enhance banker coverage models, prioritization frameworks, and territory strategies to optimize resource deployment and improve revenue productivity
- Design and build analytical workflows, dashboards, and opportunity assessments that support banker decision-making at scale
- Drive complex analytical and strategic problem-solving efforts and translate outputs into concise, actionable recommendations for executive audiences
- Partner with leaders across Investment Banking, Corporate Banking, Payments, and Markets to ensure insights directly inform strategic agendas and client engagement
- Lead initiatives from ideation through execution ensuring analytical rigor, clarity of outcomes, and alignment with business objectives
Required Qualifications, Capabilities, and Skills
- 5+ years of experience with a leading management consulting firm, top-tier bank, or private equity firm with a focus on data-driven strategy and advanced analytics development
- Demonstrated expertise in revenue-driven analytics, market sizing, TAM and wallet modeling, and capital markets data analysis
- Strong analytical and problem-solving skills, including hands-on experience with large datasets, financial statements, public filings, and AI/LLM tools for insight generation
- Demonstrated experience in building data models (SQL, Python, Alteryx) and visualizations (Tableau, Qlik)
- Exceptional ability to translate complex analyses into clear, executive-level insights and actionable recommendations
- Proven track record of partnering with and influencing senior stakeholders across banking and product organizations
- Experience in financial services with exposure to capital markets, corporate banking, or payments.
- Proficient understanding and application of fundamental AI and ML techniques (e.g., NLP, time series, supervised learning, LLM)
- Bachelor's degree in computer science, Statistics, Engineering or related fields
- Advanced degree (MBA or analytics-focused master's) from a top-tier program.
Preferred Qualifications, Capabilities, and Skills
- Experience in financial services with exposure to capital markets, corporate banking, or payments.
- Proficient understanding and application of fundamental AI and ML techniques (e.g., NLP, time series, supervised learning, LLM)
- Bachelor's degree in computer science, Statistics, Engineering or related fields
- Advanced degree (MBA or analytics-focused master's) from a top-tier program.
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 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.
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
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