Supports J.P. Morgan’s Personal Investing Commercial team through commercial analysis, performance reporting, business cases, financial modeling, and strategic initiative tracking. Develops assumptions and frameworks, monitors results, identifies risks and opportunities, prepares retrospective reviews, and provides data-driven recommendations. Coordinates initiatives across Product, Marketing, and Finance, maintains roadmaps and reporting tools, and communicates insights through stakeholder updates and presentations.
This role offers the opportunity to develop broad commercial expertise while contributing to meaningful business outcomes and customer value.
As a Commercial Analyst in the J.P. Morgan Personal Investing Commercial team, you will support the growth and performance of our investment proposition by delivering commercial insights, performance reporting, and analytical support for strategic initiatives. You will partner with Product, Marketing, and Finance teams to help identify opportunities, evaluate performance, and provide data-driven recommendations that support decision-making.
Job Responsibilities
- Develop and maintain commercial assumptions, models, and frameworks used to evaluate and track business initiatives.
- Monitor initiative performance and identify key drivers, risks, opportunities, and areas for improvement.
- Analyse outcomes and prepare retrospective reviews, highlighting insights and potential follow-up actions.
- Develop business cases, including assumptions, financial sizing, and performance measurement.
- Support the planning, coordination, and tracking of commercial initiatives across product, marketing, and growth activities.
- Contribute to the development of commercial insight frameworks, reporting tools, and knowledge-sharing processes
- Maintain initiative roadmaps, trackers, and reporting materials to support prioritisation and decision-making.
- Prepare stakeholder updates, presentations, and business review materials that communicate performance and recommendations clearly.
- Consolidate information from Product, Marketing, and Finance teams to support planning and portfolio reviews.
Required Qualifications, Capabilities, and Skills
- Experience in commercial analysis, finance, or strategy.
- Familiarity with NPV/ ROI modelling and how to use this data to make recommendations for product and growth initiatives.
- Strong analytical and quantitative skills with the ability to interpret data and develop actionable insights.
- Advanced Excel skills, including the use of pivot tables, lookups, and financial or commercial modelling techniques.
- Ability to work with assumptions, imperfect information, and competing priorities in a structured manner.
- Strong written and verbal communication skills with the ability to present findings clearly to stakeholders.
- Excellent attention to detail and organisational skills.
- Ability to manage multiple workstreams and coordinate activity across stakeholders.
- Proactive mindset with a willingness to learn and continuously improve processes and ways of working.
- Collaborative approach and ability to build effective working relationships across functions.
Preferred Qualifications, Capabilities, and Skills
- Experience within financial services, fintech, technology, or another regulated industry.
- Knowledge of retail investing, wealth management, brokerage platforms, or managed investment products.
- Experience supporting commercial planning, business cases, or portfolio management activities.
- Familiarity with SQL, Python, business intelligence tools, or other analytical technologies.
- Experience preparing presentations and reporting materials for senior stakeholders.
- Additional European language skills.
About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
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