Product Experience and Design Finance - Investment Planning - Sr. Associate

Product Experience and Design (PXT) Investments is a newly created team within the larger PXT Finance organization.

The goal of the PXT Investments team is prioritizing several billion dollars of annual technology spend across the entirety of JPMorgan Chase's Consumer and Community Banking division (CCB).

Consumer and Community Banking features several product portfolios spanning both line of business and functional areas (e.g., Auto Lending, Operations, Credit Card).

The PXT Investments team seeks to identify the correct balance of technology projects while also identifying opportunities to shift investment dollars across the product portfolios.

As a Senior Associate in Investment Planning within Chase PXT, you will be instrumental in institutionalizing the planning and prioritization process.

Your responsibilities will encompass the strategic design of quarterly planning, managing changes in investments, and developing strategic tools for future planning.

Additionally, you will offer analytical insights to enhance the overall investment process.

Job Responsibilities


* Support VP staff to execute the Planning and Prioritization for the Chase PXT agenda across all level of the organization including the quarterly planning process for 2025 and beyond


* Help assess the operational and strategic performance by frequent assessment of a common value dashboard (including NPV, ROI, CX, RTE performance)


* Anticipate and prepare materials for an Investment Review Forum, which enable the Senior Leaders to engage on PXT planning and prioritization


* Creates and owns reports on insights regarding execution of PXT investment planning & prioritization

Required qualifications, capabilities, and skills


* 4 years professional experience in a technical field (e.g., finance, product, economics)


* Demonstrable strategic thinking abilities with problem-solving aptitude


* Experience with tracking and reporting value based outputs


* Advance expertise in Microsoft suite and specifically, PowerPoint, Excel


* Excellent written, oral, and visual communications skills and a comfort interacting with senior leaders


* Ability to deliver iterative progress quickly

Preferred qualifications, capabilities and skills


* Prior experience as a product manager, program manager, or experience working in planning role

#LI-Hybrid

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.

We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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 an...