Support mortgage finance for the Global Private Bank by delivering profitability analysis, forecasting, stress-testing (CCAR) and CECL analytics, translating model outputs into executive insights, supporting model implementation/validation, and driving process improvements and automation across forecasting, credit, and prepayment risk.
Are you looking to make an impact through data-driven insights? Join our Global Private Bank team, where you’ll partner with business leaders to shape strategy, enhance analytics, and support critical financial decisions.
As a Senior Associate – Mortgage Finance Analytics in Asset & Wealth Management Finance & Business Management (F&BM), you will support the Global Private Bank Deposit & Mortgage business. You will play a key role in delivering profitability insights, forecasting, and regulatory analytics while partnering closely with Finance, Credit Risk, and model stakeholders. This role offers the opportunity to own high-impact deliverables, enhance analytical capabilities, and translate complex data into actionable insights in a collaborative, control-focused environment.
Job Responsibilities
- Partner with Mortgage Finance and business leadership to deliver profitability analysis, trends, and decision-support insights
- Execute quarterly processes including mortgage stress testing (CCAR) and CECL reserve analytics
- Analyze stress testing and reserving outputs, summarizing key themes and presenting insights to senior management
- Perform ad hoc analytics to support Credit Risk, including credit cost trends and model result interpretation
- Collaborate with stakeholders to enhance and monitor forecasting frameworks across revenue, credit, and prepayment risks
- Support financial forecasting and outlook for mortgage-related metrics, including balance projections, NII, FTP, and client rates
- Translate complex model outputs and balance sheet drivers into clear, executive-ready insights
- Design and maintain analytical tools to support forecasting, model execution, and performance monitoring
- Support model implementation activities, including user acceptance testing (UAT), validation, and ongoing monitoring
- Ensure compliance with regulatory requirements and adherence to the firmwide Model Risk Policy
- Drive process improvements through automation, simplification, and enhancement of internal controls
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Experience in finance analytics, quantitative analytics, credit analytics, or forecasting
- Strong analytical and problem-solving skills with the ability to synthesize data into clear insights
- Advanced Excel skills, including working with large datasets and complex formulas
- Working knowledge of SQL and experience querying structured datasets
- Experience supporting model execution, implementation, or validation activities
- Strong communication skills with the ability to effectively engage stakeholders, including senior leadership
Preferred Qualifications, Capabilities and Skills
- Experience within mortgage, lending, or credit lifecycle analytics
- Familiarity with stress testing frameworks and CECL reserve methodologies
- Programming experience in Python, R, SAS, or similar tools
- Understanding of banking and balance sheet concepts such as NII and FTP
- Experience with data visualization or analytics tools such as Tableau or Alteryx
- Exposure to forecasting models, prepayment analytics, or credit risk modeling
- Experience working in a regulated financial services environment
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 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 and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Similar Jobs
Financial Services
Manage execution, testing, validation, and monitoring of pricing changes in Auto financing systems (CPE and LAZER). Act as liaison between Technology, Pricing, and Finance teams, develop requirements and test plans, run simulations, document results, support system upgrades/disaster recovery, and perform ad hoc portfolio performance and exception analysis.
Top Skills:
AlteryxCpeExcelLazerPowerPointSASSQLWord
Financial Services
Lead end-to-end MIS delivery including requirements, data acquisition, ELT/ETL pipeline development, validation, and dashboarding. Build automated pipelines, implement CI/CD/version control, apply advanced analytics (forecasting, anomaly detection, segmentation), enforce data quality and governance, translate insights for executives, prioritize and manage initiatives, mentor junior staff, and ensure audit-ready documentation and reproducibility.
Top Skills:
AirflowAlteryxApi IntegrationsAws GlueAws LambdaAws S3Ci/CdDbtDockerGitNumpyPandasPytestPythonRSnowflakeSQLTableau
Other • Utilities
Design, build, and operate resilient hybrid infrastructure across on-prem, AWS, and Azure. Implement and maintain CI/CD pipelines, IaC, containerization, observability, database performance tuning, and integrations (Kafka, Redis). Participate in on-call rotations, incident response, migrations, and automation to improve platform reliability and deployment efficiency.
Top Skills:
AnsibleAWSAzureAzure MonitorBashCassandraCloudwatchDockerElkGitlab Ci/CdGrafanaJenkinsKafkaKubernetesOraclePostgresPowershellPrometheusPythonRedisTerraform
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
