Mortgage CFO Team Associate - Global Private Bank

Company: JPMorganChase
Location: Plano
Posted on: April 2, 2026

Job Description:

Description Are you ready to fast track your journey toward becoming a CFO? The Global Private Bank Mortgage CFO team is seeking a high performing finance professional with two to three years of experience. Financial analysis or treasury background at a bank / financial institution, or product knowledge preferred. We are looking for an ambitious candidate to work alongside the Mortgage & Deposit CFO, directly supporting the Global Head of Mortgage and the firm’s most senior finance leaders. As an Associate on the Global Private Bank Mortgage CFO team, you will join us in a fast-paced, high-performing environment where you will gain unparalleled exposure, develop your expertise, and build a future career in finance that only the Private Bank can offer. Job responsibilities: Serve as a strategic partner to the business by providing analytics and guidance which drives business development and aids in the execution of key business initiatives Understand and evaluate the financial impact: changes in the yield curve, Fed balance sheet actions, flows, product mix, and impacts Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes Support the Deposit & Mortgage CFO on deposit stress testing and related analytics which impacts the firm’s capital adequacy assessment and its capital plan Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and Corporate Finance & Treasury organizations, etc.) Required qualifications, capabilities, and skills: Ability to take ownership and work independently Analytical ability with capacity to tell the story and see the big picture Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWM Ability to articulate ideas in a clear, concise, and structured manner Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making Highly organized and structured; ability to prioritize and time manage is crucial Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key Utilize judgment and discretion in working with highly confidential information Bachelor’s degree 3 years relevant experience ' Preferred qualifications, capabilities, and skills: Experience in Deposits, Mortgages, Financial Analysis, or Treasury Understanding of deposit pricing, liquidity management, and IRRBB (interest rate risk in the banking book) is a plus Proficiency in SQL and/or Python is a plus Proficiency in LLMs AI tools (Alteryx, Thoughtspot, DataBricks) is a plus 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). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance, so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

Keywords: JPMorganChase, Mesquite , Mortgage CFO Team Associate - Global Private Bank, Accounting, Auditing , Plano, Texas