Client Onboarding & Service Capacity Planning Analyst - Senior Associate
JPMorgan Chase & Co.
Office
Tampa, FL, United States
Full Time
Join the Commercial & Investment Banking Finance & Business Management Capacity Planning team as a professional supporting the Client Onboarding & Service organization. If you enjoy working with numbers, big data, possess excellent presentation skills, have sound statistical knowledge, and great stakeholder management, this role is for you! This high-visibility role involves direct interaction and partnership with various senior managers within the bank.
As a Capacity Planning Analyst within the Commercial & Investment Bank, you will advance the business analysis and reporting agenda, manage the monthly Performance Review process, and partner with other Business & Analytics teams to create dashboards and reporting for capacity modeling. Your role involves analyzing FTE Saves, identifying opportunities for advanced analyses, and building trusted relationships with stakeholders.
Job Responsibilities:
- Advance the business analysis and reporting agenda by providing efficiency recommendations based on forecasting and capacity planning insights.
- Use analytic tools to inform the business of risks and opportunities and prepare detailed business analysis to explain performance results.
- Develop cross-functional knowledge to understand performance and trends impacting decision-making on business strategies.
- Manage the monthly Performance Review process, producing the monthly performance deck and providing actionable recommendations.
- Partner with other Business & Analytics teams to create dashboards and reporting for capacity modeling.
- Analyze FTE Saves and benefits of business initiatives such as technology enhancements and productivity improvements.
- Identify opportunities and deploy advanced analyses at scale for CIB Client Onboarding & Service functions.
- Develop a deep understanding of systems and processes to extract insights from existing data and recommend enhancements.
- Build trusted relationships with stakeholders, cross-functional partners, and leadership.
- Create executive-level presentations using PowerPoint PitchPro+.
- Communicate effectively with business partners to drive project next steps.
Required Qualifications, Capabilities, and Skills:
- 2 years of experience in business analysis, reporting, Capacity Planning, and/or Workforce Management.
- Strong quantitative and problem-solving skills with the ability to multi-task in a fast-paced environment.
- Excellent interpersonal and communication skills.
- Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
- Excellent problem-solving and critical thinking skills with the ability to interpret and present complex data.
- Bachelor’s degree in a business discipline, quantitative, or related field (Data Analytics, Finance, Computer Science, etc.).
Preferred Qualifications, Skills, and Capabilities:
- 3 years of experience in using data technology to solve complex business problems.
- Hands-on expertise in multiple Business Intelligence toolsets and database platforms.
- Tableau and SQL/coding experience.
- Knowledge of Alteryx, Python/R, and Qlik Sense.
- Knowledge and experience with various analytical, modeling, and statistical methodologies.
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
Client Onboarding & Service Capacity Planning Analyst - Senior Associate
Office
Tampa, FL, United States
Full Time
August 12, 2025