JPMorgan Chase
Balance Sheet & Capital Strategy Lead - Business Management Payments
$133K–$210K
New York, NY · Full-time · Posted Oct 26, 2026
- Experience
- 10+ years of relevant experience in finance, business management, financial analysis, strategy, banking, or related functions.
- Education
- Bachelor’s degree required; advanced degree preferred.
About the job
Leads portfolio, balance sheet, and financial strategy for JPMorgan Chase’s Trade & Working Capital lending franchise, driving capital and funding optimization, performance oversight, governance, and digital transformation.
What you'll do
- Develop scenario-planning and balance sheet frameworks, analytics, and executive reporting to assess portfolio resilience and guide decisions.
- Lead capital and funding optimization, profitability and pricing initiatives, and strategic execution with cross-functional partners.
- Automate portfolio reporting and analytics while strengthening governance, controls, and oversight.
What they ask for
- Bachelor’s degree.
- 10+ years of relevant experience in finance, business management, financial analysis, strategy, banking, or related functions.
- Advanced analytics skills, including using data for predictive, scenario-based, and actionable insights.
- Strong project management and experience leading complex, cross-functional initiatives.
Nice to have
- Advanced degree.
- Familiarity with Trade & Working Capital products / trade finance solutions.
Pay
USD $133,000.00-$210,000.00 base salary
Tools
Microsoft Office, Excel, PowerPoint, Tableau, Alteryx, Qlik, AI tools
AI focus
AI tools are listed among relevant analytics tools; the posting does not specify particular AI duties.
Model-written summary · the original posting is authoritative