Job description

J.P. Morgan Asset & Wealth Management Finance & Business Management ("AWM F&BM") has an opening for a Technology & Data Finance Associate. This position will report directly to the Head of Planning & Analysis for Asset & Wealth Management Technology & Data and support the AWM Technology & Data organization. The role sits at the intersection of finance, data, technology, and artificial intelligence, helping build the financial management capabilities required to support the next generation of AWM's technology investments. AWM Technology & Data Finance is an integral part of the broader Finance & Business Management organization, providing financial leadership, strategic decision support, and governance across infrastructure, cloud, data, and AI investments. As AWM accelerates adoption of Artificial Intelligence and Generative AI capabilities, understanding and managing consumption-based technology costs, including cloud infrastructure and token usage, is becoming increasingly critical to both business and technology organizations across Asset & Wealth Management. As an Associate within the Infrastructure, AI & Token Economics team, you will help establish and scale the financial management capabilities required to support AWM's evolving AI ecosystem. The role will provide financial, analytical, and strategic support across cloud infrastructure, data platforms, and AI technologies while helping create transparency into token consumption, usage patterns, cost drivers, forecasting methodologies, and optimization opportunities. This role extends beyond traditional financial analysis. You will partner closely with Technology, Data & AI, Product, Business Management, and Finance teams to transform large, complex datasets into actionable insights that improve decision-making across Asset & Wealth Management. As both business and technology organizations increasingly leverage AI-powered solutions, you will play a key role in developing scalable analytics, reporting, governance, forecasting, and visualization capabilities that help leaders understand the financial implications of AI adoption and maximize value from these investments. Job responsibilities: • Analyze financial results to identify business drivers, trends, risks, and opportunities, and translate findings into actionable insights. • Produce recurring management reporting (monthly/quarterly/semi-annual/annual) and deliver ad hoc analyses for senior leadership. • Support budgeting, forecasting, and multi-period financial planning across infrastructure, cloud, data, and AI investments; build executive-ready materials to support decisions. • Manage cloud demand planning, forecasting, monthly billing, allocations, and financial reporting processes in partnership with Accounting, Finance, and Technology. • Monitor cloud/infrastructure consumption and spend to detect variances and anomalies, and drive cost optimization recommendations. • Partner with Technology, FinOps, and Infrastructure teams to improve visibility into cost drivers/utilization, align forecast assumptions and modernization plans, and track optimization initiatives, realized savings, and outcomes. • Build and maintain scalable, repeatable analytics solutions (dashboards, scorecards, visualizations) that provide near real-time transparency into AI token consumption, cloud/infrastructure utilization, and cost trends for business managers, CFOs, and technology leaders. • Analyze large, complex datasets to identify usage patterns, consumption drivers, optimization opportunities, and emerging financial risks; develop automated reporting/monitoring to proactively flag spending anomalies, consumption spikes, and forecast variances. • Develop and evolve token forecasting methodologies, attribution models, allocation frameworks, and governance processes for AI expenses; evaluate model usage, infrastructure efficiency, and vendor pricing/consumption-based costs, translating technical metrics into executive-ready financial impacts and recommendations while driving continuous improvement in automation, data quality, forecast accuracy, and overall analytical capabilities. • Lead financial reviews and investment assessments to support strategic decisions, ensuring analysis ties spend to outcomes and business impact. • Partner across Technology, Data & AI, Infrastructure, Business Management, and Finance to influence strategy and execution—acting as a change agent to strengthen visibility, governance, and decision-making across technology investments. Required qualifications, capabilities, and skills: • Bachelor's degree in Finance, Economics, Data Analytics, Management Information Systems, Computer Science, Engineering, or related discipline. • 3+ years of experience in financial planning & analysis, business intelligence, analytics, data science, strategy, technology finance, FinOps, or related functions. • Strong analytical and problem-solving skills with the ability to independently explore large datasets and identify meaningful business insights. • Advanced proficiency with data and analytics tools such as SQL, Databricks, Tableau, Power BI, Alteryx, Python, Excel, or similar platforms. • Experience developing dashboards, visualizations, and executive-ready reporting. • Experience performing forecasting, scenario modeling, financial analysis, and executive storytelling. • Strong communication, presentation, collaboration, and influence skills. • Ability to thrive in a fast-paced environment and manage multiple priorities. Preferred Qualifications • Experience supporting cloud infrastructure, technology, data, AI, or engineering organizations. • Knowledge of cloud cost management, infrastructure optimization, and FinOps practices. • Experience working with large-scale usage-based, consumption-based, telemetry, or operational datasets. • Familiarity with Artificial Intelligence, Generative AI, token consumption concepts, large language models (LLMs), or AI financial governance. • Experience developing cost attribution methodologies, allocation frameworks, forecasting models, or scenario analyses for emerging technologies. • Experience leveraging automation and advanced analytics to improve reporting quality, speed, and scalability. 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). Deliver strategic financial insights, forecasting, budgeting, timely reporting, and innovate new reporting capabilities.

Requirements

Must-haves

Analyze financial results to identify business drivers, trends, risks, and opportunities, and translate findings into actionable insights.
Produce recurring management reporting (monthly/quarterly/semi-annual/annual) and deliver ad hoc analyses for senior leadership.
Support budgeting, forecasting, and multi-period financial planning across infrastructure, cloud, data, and AI investments; build executive-ready materials to support decisions.
Manage cloud demand planning, forecasting, monthly billing, allocations, and financial reporting processes in partnership with Accounting, Finance, and Technology.
Monitor cloud/infrastructure consumption and spend to detect variances and anomalies, and drive cost optimization recommendations.
Lead financial reviews and investment assessments to support strategic decisions, ensuring analysis ties spend to outcomes and business impact.
Required qualifications, capabilities, and skills:
Bachelor's degree in Finance, Economics, Data Analytics, Management Information Systems, Computer Science, Engineering, or related discipline.
3+ years of experience in financial planning & analysis, business intelligence, analytics, data science, strategy, technology finance, FinOps, or related functions.
Strong analytical and problem-solving skills with the ability to independently explore large datasets and identify meaningful business insights.
Advanced proficiency with data and analytics tools such as SQL, Databricks, Tableau, Power BI, Alteryx, Python, Excel, or similar platforms.
Experience developing dashboards, visualizations, and executive-ready reporting.
Experience performing forecasting, scenario modeling, financial analysis, and executive storytelling.
Strong communication, presentation, collaboration, and influence skills.
Ability to thrive in a fast-paced environment and manage multiple priorities.

Nice-to-haves

Experience supporting cloud infrastructure, technology, data, AI, or engineering organizations.
Knowledge of cloud cost management, infrastructure optimization, and FinOps practices.
Experience working with large-scale usage-based, consumption-based, telemetry, or operational datasets.
Familiarity with Artificial Intelligence, Generative AI, token consumption concepts, large language models (LLMs), or AI financial governance.
Experience developing cost attribution methodologies, allocation frameworks, forecasting models, or scenario analyses for emerging technologies.
Experience leveraging automation and advanced analytics to improve reporting quality, speed, and scalability.
Deliver strategic financial insights, forecasting, budgeting, timely reporting, and innovate new reporting capabilities.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

aisqlpython

Platform: oracle-cloud
Effort: medium