Job Description

The Home Lending Consumer Revenue Management team is responsible for developing, managing and implementing Chase Home Lending's pricing strategy. The team manages revenue each day using pricing analytics such as profitability, volumes/market share & competitiveness. Additionally, the team oversees the design & performance of Home Lending's relationship pricing program. The team acts as trusted advisors to the business & finance leadership and are directly responsible for optimizing business performance through pricing and by driving other key initiatives.

This is a fast paced and high-profile position which is instrumental in assisting/advising senior management and sales teams, in coordinating the deployment of the bank's resources to address strategic and tactical objectives & in creating revenue for the firm.

In a Financial Analyst role, you would be responsible for:

Relationship Pricing Program Support

Support the day-to-day operation of the relationship pricing program, including intake, analysis, recommendations, and documentation for pricing decisions and exceptions.
Maintain pricing guidance artifacts (e.g., playbooks, corridors/guardrails, approval thresholds) and help ensure consistent application across teams.
Prepare materials for pricing governance forums (e.g., weekly deal reviews / pricing committee): summaries, economics, key risks, and decision points.
Track pricing performance (e.g., discounting trends, exception volume, realized vs. target pricing) and identify drivers of pricing leakage and improvement opportunities.
Partner with Finance/Product to support relationship profitability analysis (e.g., contribution, cost-to-serve inputs, capital/liquidity considerations where applicable).

Net New Money (NNM) Program Execution

Support NNM reporting, business rhythms, and initiative execution (pipeline tracking, campaign performance, onboarding/activation metrics, inflow/outflow monitoring).
Help maintain standardized NNM measurement and attribution rules (definitions, inclusion/exclusion logic, timing conventions) and ensure consistent reporting.
Identify client- and segment-level NNM opportunities using data (target lists, retention watchlists, cross-sell/expansion signals) and support action planning with Coverage/Sales.
Assist with preparing performance updates for leadership (weekly/monthly scorecards, commentary, drivers, actions).

Analytics, Reporting, and Process Improvement

Build and maintain dashboards and reporting packs for pricing and NNM metrics; ensure data quality, controls, and timely delivery.
Conduct ad hoc analyses to support strategic deals, pricing proposals, competitive positioning, and growth initiatives.
Document processes, controls, and standard operating procedures (SOPs); identify opportunities for automation and simplification in partnership with Technology/Data teams.

Controls & Stakeholder Management

Ensure pricing and NNM activities are appropriately documented and aligned with internal policies, governance, and control expectations.
Coordinate with cross-functional partners (Risk, Compliance, Legal, Ops) to support approvals, issue resolution, and escalation as needed.
Provide clear, concise communications to stakeholders; translate data into actionable insights.

Qualifications

Bachelor's degree in Accounting, Finance or a subject of a technical nature
3 - 6+ years of work experience, preferably in pricing, business management, finance, analytics Financial Services background
Advanced skills in Excel and PowerPoint
Experience with BI and data tools (Power BI/Tableau); basic SQL and/or Alteryx/Python a plus (not required).
Proficiency with data mining/gathering and manipulation of data sets
Inquisitive, enthusiastic and diligent, and capable of challenging peers
Strong verbal and written communication skills, with the ability to articulate complex issues clearly
Strong analytical capability: Excel proficiency and comfort working with large datasets to produce insights and recommendations.
Ability to create ad hoc reporting for senior management
Proven track record for executing on special projects / assignments, often with little lead time or information
Highly motivated and able to thrive and think clearly under pressure and tight deadlines
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
Experience working in a matrixed organization with multiple stakeholders and competing priorities.
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

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Associate - CCB - Home Lending - RPP & NNM

Associate - CCB - Home Lending - RPP & NNM