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Capital Strategy and Allocation, Senior Associate

JPMorgan Chase
York, NY Full Time
POSTED ON 3/16/2026
AVAILABLE BEFORE 5/16/2026

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of over $3 trillion and operations in more than 60 countries. The Treasury and Chief Investment Office (TCIO) manages JPM’s balance sheet strategy to ensure the firm achieves its capital, liquidity, and interest rate exposure targets while growing shareholder value. Capital Management is a team within T/CIO that partners with several JPMC functions, including Operating Committee, Risk, Policy, Investor Relations, as well as LOB Treasurers and key business partners, to provide perspective on regulatory capital-related topics and ensuring efficient and appropriate management of capital.

As a Senior Associate within the Capital Management team, you will have good visibility into strategic capital management activities as well as the unique opportunity to understand initiatives from a Firm wide perspective. You will have the ability to work independently, handle ambiguity, and proactively seek support and input where required. The ability to pick up new and complex concepts quickly, work efficiently, and communicate effectively will be one of the keys to success.

Job responsibilities:

  • Develop and present materials for senior management to help support decision-making on high profile capital-related topics 
  • Manage day to day aspect of Capital Allocation process / develop senior management review materials
  • Liaise with LOB counterparts to understand and review allocation processes
  • Support new product / initiative review process
  • Support in the preparation of materials utilized by the C-Suite for quarterly earnings, industry conferences, as well as meetings with various regulatory agencies and trade groups 
  • Support analysis of Capital Forecast / Allocation and other capital processes across the Capital Management team
  • Partner with various functions across TCIO, Firm wide and LOBs to execute and track strategic projects
  • Support initiatives to continually improve existing capital management processes and enhance the team’s understanding of capital

Required qualifications, capabilities and skills:

  • 4 years of relevant experience; background in financial institutions and strategy
  • Undergraduate degree; sciences, economics, engineering, accounting, or finance
  • Experience applying financial concepts (returns, capitalization, investment evaluation, etc.)
  • High proficiency in Microsoft Office Suite (PowerPoint and Excel in particular)
  • Prior knowledge and experience in regulatory capital
  • Tableau / Python experience
  • Creative self-starter with strong initiative and ability to take ownership and work independently as well as contribute to the broader team and be unafraid to ask questions
  • Strong interpersonal and communication skills and ability to multi-task and work effectively with senior management in a fast-paced environment to meet deadlines under pressure
  • Strong analytical, critical thinking, and problem-solving skills with a track record of execution against deliverables

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

Salary : $3

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