What are the responsibilities and job description for the Risk Management & Compliance – Planning & Analysis Reporting, Automation & Analytics — Associate position at JPMorgan Chase?
Job Summary
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about challenging the status quo and striving to be best in class.
As an Associate in the Risk Management & Compliance Planning & Analysis Team, you will support a dynamic function that blends automation and technology development with planning and analysis responsibilities. You will design, automate, and maintain reporting and analytics solutions, delivering high-quality Executive Management Reports and dashboards used by senior leaders across Risk Management and Compliance. You will also drive forecasting, budgeting, and variance analysis to support Consumer & Community Banking Risk and Asset & Wealth Management Risk.
Job Responsibilities
Planning & Analysis
Analyze performance and forecasts for direct and indirect expenses for Risk, including expense and headcount variance explanations, trend analysis, and monthly forecast updates.
Assist with annual financial planning processes, including run rate analysis, expense savings opportunities, and allocation methodology.
Complete monthly financial close activities, including management reporting adjustments, forecast/outlook, and General Ledger review and investigations.
Maintain cost center hierarchy compliance with legal entity requirements and reporting expectations and track hierarchy changes and headcount movements.
Partner with business leads to understand risks and opportunities, trends, future impacts and provide actionable conclusions.
Automation & Technology Development
Build, automate, and maintain scalable reporting solutions and data workflows using SQL, Python, Alteryx, Databricks, Tableau, and Anaplan XL.
Improve process efficiency through standardization, controls, documentation, and simplification of recurring deliverables.
Maintain and enhance data pipelines, logic layers, and reporting datasets to improve accuracy, timeliness, and auditability.
Executive Reporting & Analytics
Produce and enhance Executive Management Reports (EMRs), including KPI reporting, commentary, variance drivers, and executive-ready presentation materials.
Develop and maintain dashboards (including headcount dashboards and non-compensation expense dashboards) and ensure consistent definitions and metrics.
Deliver weekly/monthly headcount reporting and support hierarchy maintenance (org structures, reporting lines, cost center/management hierarchies) to enable accurate rollups and insights.
Required qualifications, capabilities and skills
Minimum 3 years of related experience.
Demonstrate advanced analytical, critical thinking, and problem-solving skills with the ability to think strategically, challenge the status quo, and drive continuous improvement.
Strong hands-on experience with SQL (querying, data validation, reconciliation, and performance-aware design).
Experience with Alteryx for workflow automation and Tableau for dashboard development and maintenance.
Proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook) and familiarity with Hyperion/Essbase and SAP.
Create clear, executive-ready deliverables with strong data storytelling.
Communicate effectively and operate confidently with senior stakeholders and finance partners.
Maintain high attention to detail, exercise sound judgment, and handle confidential information appropriately.
Self-motivated with the ability to thrive in a demanding environment, manage competing priorities, and consistently meet deadlines.
Preferred qualifications, capabilities and skills
Working proficiency in Python for automation, analytics, and repeatable data processing.
Experience using Databricks for data preparation/analysis and building scalable datasets.
Experience with Anaplan/Anaplan XL (reporting outputs, model interaction, and planning/reporting workflows); knowledge of Atoti a plus.