Role Description
Join the Finance Division of the Treasury Chief Investment Office (TCIO) to be part of an organization with broad responsibilities of various finance disciplines under its umbrella, primarily focused on the controls, oversight and forecasting of the balance sheet and P&L of a regulated, public financial institution.
As an Associate in the Product Controller team, you will support the control and integrity of the balance sheet and P&L, as well as NII forecasting, through analytical reviews of portfolio performance, market movements, and key financial models. You will have the opportunity to develop proficiency in TCIO products, systems, and controls while supporting process enhancements and the migration of existing workflows into strategic platforms. A key focus of the role is contributing to automation and emerging AI-enabled tools to streamline recurring reporting, strengthen control evidence, and improve insight generation.
Job Responsibilities
- Perform analytical review of the investment portfolio, including review of positions, valuation drivers, P&L movements, and related control outputs.
- Support daily and periodic production, analysis, reconciliation, and reporting across Product Control activities.
- Partner with stakeholders to support the migration of existing processes and controls into strategic platforms, with a focus on standardization, simplification, and control enhancement.
- Contribute to initiatives that improve process design and operating efficiency through automation, data solutions, and AI technology tools.
- Support the preparation of management reporting, commentary, and review materials related to portfolio activity and control outcomes.
Required qualifications, capabilities, and skills
- Bachelor’s degree in Finance, Accounting, Economics, Business, Mathematics, or a related discipline, or equivalent relevant experience.
- Strong analytical and problem-solving skills with high attention to detail.
- Basic understanding of financial products, investment portfolios, and control processes. (e.g., MBS, asset-backed securities, interest rate swaps), including the relationship between present value, yield, rates, duration, convexity, and relative value.
- Ability to interpret data, investigate issues, and communicate findings clearly.
- Strong Excel and data handling skills, with an interest in process automation and workflow efficiency.
- Ability to manage multiple priorities and work effectively in a team-oriented environment.
Preferred qualifications, capabilities, and skills
- Prior internship or work experience in Product Control, Finance, Middle Office, Risk, or Operations.
- Exposure to P&L analysis, reconciliations, valuation review, or control reporting.
- Interest in using automation and AI-enabled tools to streamline workflows, enhance controls, and improve productivity.
Additional Information
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).
About UsWe 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
JPMorganChase San Francisco, California, USA Office
San Francisco, CA, United States
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