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Financial Sponsor Analytical and Data Specialist - Associate
Financial Sponsor Analytical and Data Specialist - Associate-March 2024
New York
Mar 31, 2026
About Financial Sponsor Analytical and Data Specialist - Associate

  Promote collaboration, development, and the implementation of strategic plans.

  As a Financial Sponsor Analytical & Data Specialist, you will be responsible for collaborating, developing and implementing the firm's strategic plan for sponsors. The Sponsor business encompasses the entire private equity ecosystem, including private equity and family office firms, funds, portfolio companies and their employees. In this role, you will investigate and act as a data steward ensuring consistency, completeness and accuracy of our sponsor book of work. The role requires engagement across lines of businesses, front office, risk and operations.

  Job Summary

  Growing our Global Financial Sponsors business - within the Corporate Investment Banking and across the firm - and delivering the firm seamlessly to the investor client base, is a top priority for JPMorgan Chase. Our financial sponsors rely on the firm's cross line of business banking partners to provide financing for acquisitions and recapitalizations, to optimize the treasury platforms for their portfolio companies, to offer M&A advisory services for both buy-side and sell-side opportunities, and to hedge interest rate, currency, commodity, and equity exposure. While the team maintains the relationship at the sponsor level, we work closely across lines of business' bankers to ensure local coverage of sponsor-owned companies and investments.

  Financial Sponsor Analytical & Data Specialist-is directly involved in centralizing the data collection, analysis of current and past investments, improving the client experience through a one firm lens, simplifying operations, and enhancing analytical capabilities. The data is sourced, validated, and distributed via J.P. Morgan's strategic reference data platform(s) and is used for corporate financing, trading, risk management, settlement and regulatory reporting.

  Job Responsibilities

  Support delivery of the Financial Sponsor ecosystem (including a portfolio of existing initiatives, as well as new initiatives for sponsor clients) through partnership with key business, front office and functional partners across Digital, Data and Product, Finance and Business Management, Marketing, Legal and Risk

  Monitor and maintain data integrity in core client reference data systems of sponsor related information

  Regular investigation and maintenance of sponsor portfolios and their respective reporting structures

  Participate & coordinate strategic multifaceted projects such as: supporting strategic data modelling initiatives across wholesale platforms, data remediations, process improvement analysis, metrics and profitability reporting and analysis

  Assisting in the development of system enhancements across core tools where required

  Perform web-based research to find missing or additional information required to establish the correct legal entity relationship with strong interaction with Sales/Bankers, Service, Compliance and Business Management

  Participate in and lead regular check-ins with partners regarding progress; problem solve when challenges arise, ensuring appropriate accountability and positive momentum; manage and track key follow-ups through completion

  Required qualifications, capabilities, and skills

  Preferred experience in data management, process management, business management

  Analytical and quantitative skills, including effective data analysis, investigative problem-solving skills, and ability to make sound decisions about risks and recommend appropriate corrective action

  Ability to prioritize multiple tasks and bring tasks to completion within established timeframes

  Strong communication, organizational and interpersonal skills

  Interact with Product, Technology and Operations team to understand and clarify the requirements

  Independent and self-motivated

  A proactive approach to problem solving, taking ownership of issues, and having the determination to follow through

  Extensive experience supporting large scale and complex delivery across multiple workstreams with varying timelines / priorities.

  Structured thinking ability and effective communication skills, including excellent written communication

  Highly organized and self-motivated individual who is continuously seeking opportunities for improvement

  Financial services background

  Preferred qualifications, capabilities, and skills

  Knowledge of Alteryx, SQL or other analytics tools

  Familiarity with internal JPMC systems and business intelligence toolsets

  Corporate & Investment Banking experience

  JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans

  Base Pay/Salary

  New York,NY $85,000.00 - $150,000.00 / year

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