Analyst - Investment Decisioning -Cards Finance

Role overview

Analyst - Investment Decisioning -Cards Finance at JP Morgan

Responsibilities

• You will collaborate with cross-functional partners in Marketing, Sales, and Product to align financial objectives with business goals and promote market expansion and customer growth.
• You will forecast financial results for acquisition initiatives using advanced analytical techniques and scenario-based modeling to guide resource allocation.
• You will design and maintain reports and dashboards that provide timely, accurate financial results and insights to senior leadership.
• You will define and monitor KPIs and success metrics to evaluate campaign performance and promote continuous improvement.
• You will cultivate strong relationships with internal and external stakeholders, providing clear, data-promoten recommendations that support informed decision-making.
• Build comprehensive financial business cases that support strategic initiatives and quantify ROI, payback, and sensitivity to key drivers.
• Develop and track performance metrics; create executive-ready presentations; and deliver financial analysis on a wide range of topics for senior management.
• Design and implement new reports and dashboards to efficiently deliver financial results and insights to senior leadership.
• Prepare insightful, high-quality senior management presentations with clear narratives and actionable recommendations.
• Ensure all reports include insightful commentary on key movements, underlying drivers, and watch items.
• Deliver weekly, monthly, and quarterly reporting packages as required.

Required qualifications

• Required qualifications, capabilities, and skills CFA/ MBA/ (Finance)/ PG in Statistics/Economics(or similar educational background) Strong financial analytical skills – Fusion of Finance and Data Capabilities Excellent communication and partnering skills.

Preferred qualifications and skills

• Adaptable to change and ambiguity in the work environment Expert knowledge of Excel (i.e. use of pivot tables, macros, arrays, etc) Inquisitive, enthusiastic, and diligent, and capable of challenging status quo Highly motivated and able to thrive and think clearly under pressure and tight deadlines Highly motivated self-starter with excellent time management/prioritization skills Strong analytical and problem-solving skills with ability to analyze large data sets and present conclusions concisely Preferred qualifications, capabilities, and skills 3+ years of experience in finance, preferably within the banking or financial services industry.

Employment details

• Location: Bengaluru [Karnataka] [India]

Additional role details

• As a Cards Finance Analyst within our Finance team, you will define, refine, and deliver financial goals that support our firm’s card acquisition strategy.
• You will perform detailed financial analyses, including cost-benefit assessments, ROI and NPV calculations, and performance tracking to inform investment decisions.
• You will build comprehensive financial business cases that quantify ROI, payback periods, and sensitivities to key promoters for strategic initiatives.
• You will prepare and present regular financial reports, forecasts, and executive-ready presentations that highlight key trends, risks, and opportunities.
• You will enhance financial controls and streamline processes by introducing automation to reduce cycle times and error rates.
• Job Responsibilities Track and evaluate card acquisition campaign performance, leveraging data-driven insights to optimize strategies and improve outcomes.
• Forecast financial results for acquisition strategies using advanced statistical techniques (e.g., time series modeling, cohort analysis, scenario planning, Monte Carlo simulations) to guide investment decisions.
• Define and monitor KPIs and success metrics to measure performance and drive continuous improvement.
• Partner closely with Marketing, Sales, and Product to align financial objectives with business goals and accelerate card acquisition.
• Cultivate strong relationships with internal and external stakeholders, providing financial expertise and timely support.
• Enhance controls and streamline processes, introducing automation to reduce cycle times and error rates.
• Ability to multi-task and work autonomously within team environment Ability to research issues/problems and provide a 'solution-based' approach.
• Background in Data Science a strong plus.
• Experience in SQL/SAS/Python/Tableau a plus Build your career in Financial Analysis while working in the world’s most innovative bank which values creativity and excellence.