About Morgan Stanley
Morgan Stanley is one of the world's leading financial services institutions, offering investment banking, wealth management, sales and trading, research, and technology solutions across global markets. The company is committed to supporting talented individuals from diverse backgrounds and helping them build successful careers in finance and STEM-related fields.
Program Overview
Morgan Stanley is inviting applications for its 2026 Step In, Step Up: Foundations In Finance Program in London, United Kingdom. This unique development program is designed to identify undiscovered talent, promote socioeconomic diversity, and provide career-building opportunities for Year 13 students preparing to enter university.
The program offers participants an opportunity to gain valuable insights into the financial services industry while learning directly from experienced professionals across multiple business divisions.
Program Details
Program Name: 2026 Step In, Step Up: Foundations In Finance
Company: Morgan Stanley
Location: London, United Kingdom
Job ID: 21031
Program Type: Internship Program
Program Duration: 24 August 2026 to 26 August 2026
Application Deadline: 23 June 2026
What You Will Learn
During the intensive three-day program, students will participate in workshops, networking opportunities, mentoring sessions, and professional development activities covering various business areas including:
- Technology
- Investment Banking
- Global Capital Markets
- Sales
- Trading
- Research
Participants will also gain exposure to Morgan Stanley's workplace culture while developing both technical and professional skills through panel discussions, training sessions, and interactions with industry experts.
Eligibility Criteria
Applicants must meet all of the following requirements:
- Be a Year 13 student.
- Have a confirmed university offer to begin an undergraduate degree at a UK university in Autumn 2026.
- Demonstrate a strong interest in the financial services industry and/or STEM opportunities.
- Include all confirmed university offers on their CV.
- Include GCSE and A-Level grades or equivalent qualifications on their CV.
- Have attended a state-funded, non-fee-paying school or college.
Additionally, applicants must meet at least one of the following criteria:
- Have received Free School Meals.
- Have received household income support.
- Have spent time in local authority care.
- Have current or previous refugee status.
- Have dependents or caring responsibilities.
- Have experienced other indicators of socioeconomic or personal disadvantage identified through Morgan Stanley's contextual recruitment process.
Travel and Accommodation Support
Morgan Stanley can provide support for eligible travel and accommodation requirements associated with attending the program.
Why Join This Program?
The Foundations In Finance Program provides students with:
- Direct exposure to leading finance professionals.
- Insight into careers within global financial markets.
- Professional networking opportunities.
- Mentorship from experienced employees.
- Technical and workplace skills training.
- A deeper understanding of investment banking, technology, markets, and research functions.
This program is ideal for students looking to explore career opportunities in finance and STEM while building a strong foundation before starting university.
Application Process
Applications are reviewed on a rolling basis. Interested candidates are encouraged to submit their applications as early as possible.
Final Application Deadline: 23:59 PM on Monday, 22 June 2026.
Job Summary
| Details | Information |
|---|---|
| Company | Morgan Stanley |
| Program | Step In, Step Up: Foundations In Finance 2026 |
| Location | London, United Kingdom |
| Program Type | Internship |
| Job ID | 21031 |
| Duration | 24 August 2026 – 26 August 2026 |
| Eligibility | Year 13 Students with UK University Offer |
| Application Deadline | 23 June 2026 |
Job Features
| Job Category | Finance Internship |
About Morgan Stanley Morgan Stanley is one of the world’s leading financial services institutions, offering investment banking, wealth management, sales […]
JPMorganChase is hiring a Vice President for its Portfolio & Performance Analysis team within Asset & Wealth Management, with this role open across Mumbai, Maharashtra and Bengaluru, Karnataka, India. This is a full-time opportunity ideal for highly motivated finance professionals with strong expertise in fixed income, performance measurement and attribution, and GIPS reporting.
About the Role
As a Vice President in the Portfolio & Performance Analysis team, you will be responsible for overseeing a broad spectrum of performance measurement and attribution calculations, while creating solutions for a complex and continuously expanding business line. If you have a strong analytical mindset combined with deep knowledge of fixed income and portfolio accounting, this role offers an excellent platform to make a significant impact.
Job Responsibilities
- Leading strategic infrastructure initiatives designed to implement best-in-class solutions for stakeholders
- Providing the best client service experience by understanding client needs and developing relationships across the organization, specifically with Portfolio Managers, Investment Specialists, Middle Office, Client Reporting, and others
- Interpreting results and producing attribution commentary for a range of portfolio strategies, including long and short duration, emerging markets, and high yield, including determining sources of alpha and identifying the factors responsible for these results
- Providing regular and bespoke risk and return analysis to portfolio managers and investment specialists
- Overseeing a broad spectrum of performance measurement and attribution calculations and creating reporting solutions
- Monitoring data quality and performing comparisons between computations from different sources, such as internal versus external data
Required Qualifications, Capabilities and Skills
- Bachelor's degree
- 10+ years of experience in Performance and Attribution measurement
- Strong understanding of fixed income products, including structured products and derivatives
- Knowledge of asset management products and clients, along with a good understanding of portfolio accounting principles and performance and attribution methodologies
- Established quantitative skills with strong cognitive and problem-solving capabilities
- Effective communicator, with the ability to lead discussions, present business results, and influence a variety of business stakeholders
- Strong relationship management skills to build sustainable and productive alliances across matrix organizations
Preferred Qualifications, Capabilities and Skills
- CFA or CIPM designation
- Strong MS Excel skills
- Experience in fixed income products
- Proficiency in issue resolution and root cause analysis, including the ability to research and resolve issues in a timely manner
About JPMorganChase
JPMorganChase is one of the oldest and most prominent financial institutions, offering 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. With a history spanning over 200 years, the firm is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
JPMorganChase recognizes that its people are its strength, and the diverse talents they bring to its global workforce are directly linked to its success. The company is an equal opportunity employer and places a high value on diversity and inclusion, with no discrimination 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, disability, or any other basis protected under applicable law. Reasonable accommodations are made for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors, and institutions with strategies and expertise that span the full spectrum of asset classes through a global network of investment professionals. Wealth Management helps individuals, families, and foundations take a more intentional approach to their wealth or finances, helping them better define, focus, and realize their goals.
Job Locations
This role is open at two locations: Nirlon Knowledge Park, Western Express Highway, Goregaon (East), Mumbai, Maharashtra 400063, India, and Parcel 9, Embassy Tech Village, Outer Ring Road, Deverabeesanhalli Village, Varthur Hobli, Bengaluru, Karnataka 560103, India.
Employment Type
This is a full-time position with JPMorganChase.
Application Deadline
Interested candidates should apply before 26th June 2026. This is a great opportunity for experienced performance and attribution professionals to take on a senior leadership role within one of the world's leading asset management firms.
Job Features
| Job Category | Vice President - Asset Management |
JPMorganChase is hiring a Vice President for its Portfolio & Performance Analysis team within Asset & Wealth Management, with this […]
JPMorganChase is hiring an Associate for its GF&BM Cards Finance team in Bengaluru, Karnataka, India. This is a full-time, mid-day shift opportunity within the Consumer & Community Banking division, ideal for finance professionals with strong FP&A experience looking to work closely with senior leadership on Cards & Connected Commerce business performance.
About the Role
The Cards & Connected Commerce Finance team provides real-time insights to Cards & Connected Commerce leadership on business performance, annual operating plans, standard financial reporting, and bespoke analysis. The team is structured with dedicated CFOs and CFO support teams, with each card product supported by an aligned finance team that owns the product P&L and related balance sheet impacts. The team translates business scenarios into actionable financial insights and supports real-time decision-making across a broad range of topics.
Financial Planning & Analysis (FP&A) is responsible for leading and coordinating budgeting and forecasting, including short- and long-term projections across varying economic scenarios. FP&A partners closely with stakeholders across the firm to deliver reporting, analysis, and insights that enable effective decision-making.
Job Responsibilities
- Ensure coordination of the budgeting and forecasting process for the Cards & Connected Commerce business
- Develop, consolidate, and present insightful and robust qualitative and quantitative financial analysis, including annual budget and quarterly/monthly forecast variances
- Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams, and other support teams to provide impactful reporting, planning, and insightful analyses
- Produce presentations, analysis, and supporting materials for key internal clients including senior management; participate in and support ad-hoc special projects and requests as needed
- Conduct "deep dive" analyses on key issues impacting clients to determine root cause and propose solutions
- Collaborate with business partners across P&A, lines of business, and the firm to ensure timely, accurate, and effective delivery of recurring and ad-hoc initiatives
- Build and maintain strong relationships with key business stakeholders, including firm-wide, Functional Finance, and lines of business teams
Required Qualifications, Capabilities & Skills
- Graduation in Finance & Accounting
- 6+ years of overall experience in Financial Planning & Analysis
- Self-starter who is able to work in a fast-paced, results-driven environment with sound judgment, professional maturity, and personal integrity
- Strong work ethic, proactive and results-oriented approach, with the ability to manage multiple tasks simultaneously
- Comfortable with frequently changing priorities; team-oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
- Ability to comprehend and clearly communicate complex concepts while maintaining composure in a fast-paced, dynamic environment
- Excellent organizational, management, and both verbal and written communication skills
- Strong quantitative, analytical, and problem-solving skills
- Ability to navigate multiple data sets and synthesize them into cohesive presentations and recommendations
- Strong technical and analytical skills, including Excel, PowerPoint, and Essbase
Preferred Qualifications, Capabilities, and Skills
- CFA, CPA, or MBA, preferably within banking or financial services
About JPMorganChase
JPMorganChase is one of the oldest and most prominent financial institutions, offering 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. With a history spanning over 200 years, the firm is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
JPMorganChase recognizes that its people are its strength, and the diverse talents they bring to its global workforce are directly linked to its success. The company is an equal opportunity employer and places a high value on diversity and inclusion, with no discrimination 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, disability, or any other basis protected under applicable law. Reasonable accommodations are made for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
About the Team
The Consumer & Community Banking division serves Chase customers through a wide range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. The division leads the U.S. in credit card sales and deposit growth and offers some of the most-used digital banking solutions, while ranking first in customer satisfaction.
The Global Finance & Business Management team 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, the team ensures the company can navigate all types of market conditions while protecting its fortress balance sheet.
Job Location
This role is based in Bengaluru, Karnataka, India.
Employment Type
This is a full-time position with a mid-day shift schedule.
Apply Today
Finance professionals with strong FP&A experience and a passion for cards and connected commerce are encouraged to apply for this exciting opportunity with JPMorganChase.
Job Features
| Job Category | Financial Analyst |
JPMorganChase is hiring an Associate for its GF&BM Cards Finance team in Bengaluru, Karnataka, India. This is a full-time, mid-day […]
JPMorganChase is hiring an Executive Director for Operations, Product for Ops Finance & Location Strategy, based in Bengaluru, Karnataka, India. This is a full-time leadership position within the Consumer & Community Banking division, ideal for senior finance professionals with a strong background in financial planning, operations, and strategic transformation.
About the Role
As Executive Director, you will play a critical leadership role overseeing financial planning, forecasting, and performance management across product and operations portfolios. You will work closely with senior stakeholders to provide insight into financial results and drive operational improvements at scale.
Key Responsibilities
- You will oversee financial planning, forecasting, and performance management across product and operations portfolios, while providing clear narrative and insight into financial results, including the drivers of performance, risks, and opportunities.
- A major part of this role involves leading end-to-end transformation initiatives, leveraging automation, data, and emerging technologies to modernize processes and enable scalable growth. You will also partner with Operations and Real Estate stakeholders to ensure effective deployment of resources.
- A major part of this role involves leading end-to-end transformation initiatives, leveraging automation, data, and emerging technologies to modernize processes and enable scalable growth. You will also partner with Operations and Real Estate stakeholders to ensure effective deployment of resources.
- Driving operational excellence will be a key focus area, including identifying opportunities to improve productivity, standardizing processes, and enhancing resiliency. You will build strong partnerships with CFOs, Ops Product Heads, Operations leaders, and other functional stakeholders.
- This role also requires leading, developing, and inspiring a large, multi-level team spanning Analysts through VPs across multiple disciplines. You will be responsible for driving talent strategy, succession planning, and capability building, particularly in analytics, automation, and strategic thinking.
Required Qualifications, Capabilities, and Skills
Candidates must have 15 or more years of experience in Finance, Operations, Strategy, or Business Management within a global financial institution. A proven ability to partner with CFOs and senior executives, influencing strategic decisions, is essential. Candidates should also possess exceptional analytical, problem-solving, and decision-making capabilities, along with executive-level communication and storytelling skills, including the ability to simplify complex topics.
Preferred Qualifications, Capabilities, and Skills
An advanced degree such as an MBA, Finance, or a related field is preferred. Experience in Operations, Location Strategy, or Corporate Real Estate/Workplace Strategy will be a plus. Exposure to data and digital transformation, including automation, advanced analytics, and AI/ML, is also preferred.
About JPMorganChase
JPMorganChase is one of the oldest and most prominent financial institutions, offering 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. With a history spanning over 200 years, the firm is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
JPMorganChase recognizes that its people are its strength, and the diverse talents they bring to its global workforce are directly linked to its success. The company is an equal opportunity employer and places a high value on diversity and inclusion, with no discrimination 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, disability, or any other basis protected under applicable law. Reasonable accommodations are made for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
About the Team
The Consumer & Community Banking division serves Chase customers through a wide range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. The division leads the U.S. in credit card sales and deposit growth and offers some of the most-used digital banking solutions, while ranking first in customer satisfaction.
The Global Finance & Business Management team 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, the team ensures the company can navigate all types of market conditions while protecting its fortress balance sheet.
Job Location
This role is based at Parcel 9, Embassy Tech Village, Outer Ring Road, Deverabeesanhalli Village, Varthur Hobli, Bengaluru, Karnataka, 560103, India.
Employment Type
This is a full-time position with JPMorganChase.
Application Deadline
Interested candidates should apply before 25th June 2026. Don't miss this opportunity to join one of the world's leading financial institutions in a high-impact leadership role.
Job Features
| Job Category | Financial Analyst |
JPMorganChase is hiring an Executive Director for Operations, Product for Ops Finance & Location Strategy, based in Bengaluru, Karnataka, India. […]
Company: JPMorgan Chase & Co.
Location: Mumbai, Maharashtra, India (Nirlon Knowledge Park, Goregaon East)
Job Type: Full Time | Mid-Day Shift
Experience: 7+ Years in FP&A
Education: CA or MBA (Finance)
Job Category: Financial Analysis
Business Unit: Asset & Wealth Management
Job ID: 210745809
Posted: 13 May 2026
Apply Before: 19 June 2026
About JPMorgan Chase
JPMorgan Chase, one of the oldest and most prominent financial institutions in the world, offers innovative financial solutions to millions of consumers, small businesses, and leading corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With a history spanning over 200 years, the firm is a global leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors, and institutions with strategies and expertise spanning the full spectrum of asset classes. Wealth Management helps individuals, families, and foundations take a more intentional approach to their wealth and financial goals.
About the Role
This Associate role sits within Global Finance & Business Management, supporting the Asset & Wealth Management Technology line of business. You will shape financial outcomes through insight-led planning and analysis, influencing key decisions by delivering executive-ready reporting, forecasting, and allocation transparency.
The role offers high visibility, cross-firm partnership, and strong opportunities to modernise analytics through automation. You will lead budgeting, forecasting, and management reporting to deliver clear insights on expense performance and key business drivers — championing process improvement and automation while maintaining strong controls, data integrity, and stakeholder confidence.
Key Responsibilities
- Deliver accurate and timely financials across reports and business reviews, explaining results and variances based on business drivers
- Develop and present robust analysis covering annual budget, quarterly and monthly forecasts, and variance drivers
- Coordinate expense, headcount, and allocation planning as part of the annual planning cycle and load budgets into financial systems
- Manage technology allocation processes by understanding business drivers, validating accuracy, and resolving stakeholder queries on variances
- Prepare executive presentations, analyses, and supporting materials for senior management and key internal clients
- Perform ad hoc analysis by working with large datasets and translating results into meaningful insights
- Drive process improvement initiatives to enhance reporting, reduce cycle times, and improve efficiency
- Build forecasting and allocation models to improve accuracy, transparency, and decision support
- Partner with key stakeholders to build strong relationships and deliver aligned outcomes
- Own financial data quality and escalate issues proactively with clear remediation actions
- Adapt to changing business requirements and incorporate updates across recurring reporting and analytics deliverables
Required Qualifications
- CA or MBA (Finance) qualification
- 7+ years of FP&A experience, ideally within financial services
- Advanced Excel and PowerPoint capabilities for analysis and executive storytelling
- Strong quantitative, analytical, and problem-solving skills with sound judgment
- Ability to communicate complex concepts clearly to diverse stakeholders and maintain composure in senior forums
- Ability to execute accurately under pressure while managing multiple priorities and tight deadlines
- Handle sensitive and confidential information with integrity and professionalism
Preferred Qualifications
- Experience with Hyperion Essbase and/or MS Access for reporting and analysis
- Proficiency in Tableau, Python, and/or Alteryx to enhance analytics, automation, and visualisation
- Ability to synthesise multiple datasets into cohesive narratives, recommendations, and executive materials
- Intellectual curiosity with the ability to proactively anticipate stakeholder questions
- Ability to operate effectively in a fast-paced, results-driven environment with changing priorities
- Strong partnership-building skills across finance and business teams with the ability to learn new processes quickly
- Drive automation and efficiency improvements that streamline planning and reporting cycles
Benefits Package
- Comprehensive Health Care Coverage
- Retirement Savings Plan
- Mental Health Support
- Financial Coaching
- Tuition Reimbursement
- Reasonable accommodations for religious practices, beliefs, and disability needs
- Additional benefits based on eligibility
Equal Opportunity Statement
JPMorgan Chase is an Equal Opportunity Employer. We do not discriminate on the basis of any protected attribute including race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other basis protected under applicable law. Reasonable accommodations are made for applicants' and employees' religious practices, beliefs, and mental health or physical disability needs.
Job Features
| Job Category | Financial Analyst |
Company: JPMorgan Chase & Co.Location: Mumbai, Maharashtra, India (Nirlon Knowledge Park, Goregaon East)Job Type: Full Time | Mid-Day ShiftExperience: 7+ […]
Company: JPMorgan Chase & Co. (Chase)
Location: Columbus, OH (1111 Polaris Pkwy, Columbus, OH 43240)
Job Type: Full Time
Experience: 4+ Years
Education: Bachelor's Degree in Finance, Statistics, Accounting or Related Field
Job Category: Financial Analysis
Business Unit: Consumer & Community Banking
Job ID: 210743677
Posted: 09 June 2026
About Chase
Chase is a leading financial services firm helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Its mission is to create engaged, lifelong relationships and put customers at the heart of everything it does. The Consumer & Community Banking division leads the US in credit card sales and deposit growth while ranking first in customer satisfaction.
About the Role
This is a high-impact Senior Associate role within the Business Banking Lending Finance team, sitting inside Chase's Global Finance & Business Management function. You will bring analytical expertise directly to small business lending strategy — turning complex performance and pricing questions into clear, decision-ready insights.
Partnering closely with Product, Risk, Credit Decisioning, Legal, and Compliance, you will support pricing analysis, forecasting, and management reporting across retail and wholesale lending portfolios. You will translate business cases into financial performance analysis, contribute to initiatives from concept through implementation and ongoing monitoring, and identify opportunities to improve management reporting efficiency — all while maintaining strong governance and controls.
Key Responsibilities
- Collaborate with Product, Credit Decisioning, and Risk partners to provide finance support for lending pricing strategy from concept through implementation and ongoing monitoring
- Develop and maintain financial analysis models and tooling in partnership with modelling teams, ensuring strong controls, clear documentation, and long-term sustainability
- Evaluate relationship-based pricing and discount requests through economic assessments including profitability, shareholder value added, and return on equity — and document recommendations
- Support core pricing economics by governing key economic, capital, and expense assumptions and delivering decision-ready analysis for product strategy business cases
- Refresh and maintain pricing parameters to ensure timely updates to rate grids, floors and ceilings, segmentation, and other pricing levers
- Lead and contribute to ad hoc analyses and deep dives on key business questions, including pricing tests to assess trade-offs across rate, volume, risk, and profitability
- Own management dashboards and reporting, identifying opportunities to modernise through data centralisation and the development of intelligent solutions and user tools
Required Qualifications
- 4+ years of progressive experience in finance, analytics, pricing, or business management
- Bachelor's degree in Finance, Statistics, Accounting, or a related field
- Strong financial acumen and ability to solve complex problems using data-driven analysis
- Proven ability to operate independently, manage multiple priorities, and deliver results in a dynamic environment
- Strong stakeholder management skills with the ability to influence partners at multiple levels
- Experience developing business cases and recommendations that connect analysis to decision-making
- Proficiency in Excel and PowerPoint with strong data analytics capability including data mining and manipulation
- Excellent communication skills including the ability to present clearly and tell a story with data
- Demonstrated ability to improve processes, support automation, and partner effectively with product teams
- Strong attention to detail with a well-organised, solutions-oriented approach
Preferred Qualifications
- Experience with lending products and pricing including rate grids, floors and ceilings, segmentation, and pricing parameter governance
- Experience building financial models and analytics tooling with strong control standards
- Familiarity with wholesale and retail lending portfolios and profitability frameworks used in financial performance assessment
- SQL and Python for data extraction, automation, and analysis
- Tableau and Alteryx (or similar) to modernise reporting and improve efficiency
- Data governance and controls including data quality checks, reconciliations, and lineage
- Cloud and data platform experience such as Snowflake or Databricks is a plus
Additional Information
To be eligible for this role, you must be authorised to work in the United States. JPMorgan Chase & Co. does not offer employment-based immigration sponsorship, OPT, or CPT support for this position.
Salary & Compensation
- Competitive base salary determined by role, experience, skill set, and location
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation paid in cash and/or forfeitable equity
- Awarded in recognition of individual achievements and contributions
Benefits Package
- Comprehensive Health Care Coverage
- On-Site Health & Wellness Centres
- Retirement Savings Plan
- Backup Childcare Support
- Tuition Reimbursement
- Mental Health Support
- Financial Coaching
- Additional benefits based on eligibility
Equal Opportunity Statement
JPMorgan Chase is an Equal Opportunity Employer. We do not discriminate on the basis of any protected attribute including race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other basis protected under applicable law. Reasonable accommodations are made for applicants' and employees' religious practices, beliefs, and mental health or physical disability needs.
Job Features
| Job Category | Financial Analyst |
Company: JPMorgan Chase & Co. (Chase)Location: Columbus, OH (1111 Polaris Pkwy, Columbus, OH 43240)Job Type: Full TimeExperience: 4+ YearsEducation: Bachelor’s […]
Company: Visa
Location: San Francisco, CA (US)
Job Type: Full Time | Hybrid
Experience: 8+ Years (Bachelor's) | 6+ Years (Advanced Degree / MBA)
Education: Bachelor's Degree or Higher
Travel Required: 5–10% of the time
Requisition ID: REF081962W
Posted: 3 Days Ago
About Visa
Visa is a world leader in payments technology, processing over 259 billion transactions annually across more than 200 countries and territories. Connecting consumers, merchants, financial institutions, and governments through the most innovative and secure payments network, Visa is driven by one purpose — to uplift everyone, everywhere by being the best way to pay and be paid.
About the Role
This Senior Manager role sits on Visa's Deal Finance Team — a high-visibility finance function responsible for providing financial analysis and deal pricing expertise to compete for and win client network decisions. The team supports Visa's largest and most complex global deals, with direct exposure to executive leadership.
This specific role focuses on Global Deals — cross-regional, high-stakes commercial opportunities with Big Tech and global clients, with a focus on acceptance-related negotiations. You will serve as a key finance partner to Global Account Executives and the Global Deals team, contributing rigorous financial modelling, scenario analysis, and executive-ready recommendations that directly shape deal strategy and outcomes.
The ideal candidate is technically strong in modelling and commercial finance, comfortable operating in ambiguity, and highly effective with senior stakeholders — able to stand firm constructively and drive alignment across teams with strong, sometimes conflicting views.
Key Responsibilities
Deal Finance Partnership
- Serve as a core finance partner on Global Deals, working closely with Global AEs and the Global Deals team to evaluate deal opportunities, contribute to offer structures, and support negotiation strategy in pursuit of Visa's long-term growth objectives
- Drive end-to-end financial analysis for global deals including structuring client and Visa negotiated commitments and associated pricing
- Develop and maintain detailed financial models covering Visa P&L, projected cash flows, and amortisation schedules
- Perform no-deal and alternative scenario analysis and size financial impact from volume migration
- Provide clear, executive-ready financial insights and recommendations that balance financial, strategic, and operational considerations
- Surface risks, tradeoffs, and decision points to enable timely and well-informed decisions
- Review and support approval of contracts and incentive agreements in partnership with Legal
Cross-Functional & Cross-Regional Partnership
- Work closely with the Global Deals team to align analysis, storyline, and deal materials and support development of executive-level presentations
- Partner with regional finance and pricing teams when market-level incentives are required, ensuring local inputs are incorporated into overall deal economics
- Actively contribute to deal structuring discussions, helping reconcile financial, strategic, and operational perspectives across stakeholders and regions
Operational Excellence
- Build deal infrastructure to support continuity and scalability including standardised models, deal trackers, and process improvements that reduce cycle time and improve quality
- Support training and enablement for internal teams on acceptance economics, deal metrics, and best practices
Stakeholder Management & Influence
- Effectively influence and partner with senior stakeholders across Finance, Pricing, Global Deals, and Sales — driving alignment while navigating competing priorities
- Demonstrate sound judgment, urgency, and structured problem-solving in fast-moving, ambiguous deal environments
Basic Qualifications
- 8+ years of relevant work experience with a Bachelor's Degree, OR
- 6+ years of relevant work experience with an Advanced Degree (MBA, Masters, JD)
- Experience in financial transaction analysis, pricing, commercial finance, or investment and valuation analysis — payments experience is a plus
- Advanced Excel and financial modelling skills with the ability to build and explain multi-scenario economics and sensitivities
Preferred Qualifications
- Analytical Rigor — Proven experience supporting complex, multi-stakeholder commercial negotiations with the ability to distill complex analysis into clear executive-ready narratives
- Structured Thinker — Comfortable operating in ambiguous environments with multiple decision-makers; demonstrated ability to bring structure, drive clarity, and manage parallel workstreams
- Executive Communicator — Strong written, verbal, and presentation skills; ability to translate complex financial constructs for non-financial audiences
- Influential Partner — Demonstrated ability to collaborate and influence across cross-functional teams to reach pragmatic, win-win outcomes while protecting enterprise economics
- Accountable Partnership — Strong sense of urgency and accountability; anticipates deal and business needs, identifies root causes, and succinctly frames options, tradeoffs, and next steps
- Operational Discipline — Strong organisational and time-management skills; able to manage multiple stakeholders, deadlines, and priorities in a high-tempo, deal-driven environment
- Intellectual Curiosity — Forward-thinking and self-directed; brings strong points of view with humility, seeks better answers, and prioritises enterprise outcomes over personal ownership
Salary & Compensation
- Base Salary Range: $149,800 – $240,100 USD per year
- Eligible for performance bonus and equity
- Potential sales incentive payments where applicable
- Salary varies based on knowledge, skills, experience, and location
Benefits Package
- Medical, Dental & Vision Insurance
- 401(k) Retirement Plan
- FSA / HSA Accounts
- Life Insurance
- Paid Time Off (PTO)
- Wellness Programme
Equal Opportunity Statement
Visa is an EEO Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, sexual orientation, gender identity, disability, or protected veteran status. Visa also considers applicants with criminal histories in accordance with EEOC guidelines and applicable local law, including Article 49 of the San Francisco Police Code.
Job Features
| Job Category | Finance Manager |
Company: VisaLocation: San Francisco, CA (US)Job Type: Full Time | HybridExperience: 8+ Years (Bachelor’s) | 6+ Years (Advanced Degree / […]
Company: Visa
Location: San Francisco, CA (US)
Job Type: Full Time
Experience: 8+ Years (Bachelor's) | 5+ Years (Advanced Degree)
Education: Bachelor's Degree or Higher | CPA, CFA, CIMA, ACA, ACCA Preferred
Travel Required: 5–10% of the time
Requisition ID: REF083115W
Posted: 2 Days Ago
About Visa
Visa is a world leader in payments technology, processing over 259 billion transactions annually across more than 200 countries and territories. Connecting consumers, merchants, financial institutions, and governments through the most innovative and secure payments network, Visa is driven by one purpose — to uplift everyone, everywhere by being the best way to pay and be paid.
About the Role
This is a senior leadership role for the Corporate FP&A Cross-Border Lead, responsible for a broad range of financial planning and analytics including multi-year outlooks, budgeting, and executive-level reporting. The Senior Finance Manager will be heavily involved in the preparation of internal and external reporting for VAS (Value Added Services) and CMS (Commercial & Money Movement Solutions) revenue streams.
A critical requirement for success in this role is promoting a One Visa mindset — building strong cross-functional relationships, converting complex financial outputs into clear business insights, and driving tangible benefits through effective communication and challenge.
Key Responsibilities
- Support and influence senior finance leaders across global and regional teams, delivering budget, forecast, and multi-year strategic outlooks for VAS and CMS
- Drive the business unit FP&A planning agenda, performing financial and business performance assessments in close partnership with Business Unit teams and regional partners
- Embed P&L thinking into decision-making and provide succinct messaging for the CFO, quantifying financial impacts of risks and opportunities across reporting and planning cycles
- Coordinate inputs from various stakeholders on revenue reporting, driving monthly and quarterly Scorecard and BAU reviews
- Deliver timely and accurate financial management reporting with insightful analysis of key trends, business risks, and opportunities — including actionable recommendations
- Maintain detailed knowledge of VAS and CMS business drivers and their alignment to Visa's overall global business strategy
- Strengthen collaboration and partnership with stakeholders at all levels, ensuring synergies and coordinated efforts across groups
- Lead and deliver cross-functional and process enhancement projects where VAS and CMS FP&A is a key stakeholder — from ideation and planning through to execution
- Conduct competitive analysis on VAS and CMS performance throughout earnings cycles and establish benchmarks against industry leaders across Visa portfolios
Basic Qualifications
- 8+ years of relevant work experience with a Bachelor's Degree, OR
- 5+ years of relevant work experience with an Advanced Degree (Masters, MBA, JD, MD), OR
- 2+ years of work experience with a PhD
Preferred Qualifications
- 9+ years of relevant work experience with a Bachelor's Degree, OR 7+ years with an Advanced Degree, OR 3+ years with a PhD
- Graduate or undergraduate degree and/or finance-related professional accreditation such as CPA, CFA, CIMA, ACA, or ACCA
- Ten years of progressive finance experience, preferably in a global publicly listed or government-regulated payments company
- Outstanding analytical and quantitative skills with the ability to resolve complex business problems through well-structured analysis
- Highly strategic mindset combined with strong business acumen
- Strong critical thinking skills to connect the dots and approach issue resolution with a forward-looking view
- Excellent interpersonal and communication skills — written, oral, listening, and presentation — with the ability to interact at all levels as a thought partner
- Ability to handle and prioritise multiple tasks with strong judgment, organisational skills, and independence
- Ability to set the tone and provide coaching and mentoring to junior staff
- Strong collaborative and team-oriented approach
- Commitment and integrity
Salary & Compensation
- Base Salary Range: $149,800 – $240,100 USD per year
- Eligible for performance bonus and equity
- Potential sales incentive payments where applicable
- Salary varies based on knowledge, skills, experience, and location
Benefits Package
- Medical, Dental & Vision Insurance
- 401(k) Retirement Plan
- FSA / HSA Accounts
- Life Insurance
- Paid Time Off (PTO)
- Wellness Programme
Equal Opportunity Statement
Visa is an EEO Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, sexual orientation, gender identity, disability, or protected veteran status. Visa also considers applicants with criminal histories in accordance with EEOC guidelines and applicable local law, including Article 49 of the San Francisco Police Code.
Job Features
| Job Category | Finance Manager |
Company: VisaLocation: San Francisco, CA (US)Job Type: Full TimeExperience: 8+ Years (Bachelor’s) | 5+ Years (Advanced Degree)Education: Bachelor’s Degree or […]
Company: Visa
Location: Foster City, CA | San Francisco, CA
Job Type: Full Time
Experience: 2+ Years
Education: Bachelor's Degree or Higher
Travel Required: 5–10% of the time
Requisition ID: REF082085W
Posted: 2 Days Ago
About Visa
Visa is a world leader in payments technology, processing over 259 billion transactions annually across more than 200 countries and territories. Connecting consumers, merchants, financial institutions, and governments through the most innovative and secure payments network, Visa is driven by one purpose — to uplift everyone, everywhere by being the best way to pay and be paid.
About the Role
This position is part of the Global Interchange Strategy Team, supporting the Global Interchange Compliance function. The Analyst will ensure correct interchange levels are paid and received by global clients and that Visa's systems operate as intended. Projects range from proactive interchange assessment and trend evaluation to client compliance inquiries and support for broader strategic initiatives.
Key Responsibilities
- Support project streams related to interchange compliance, pricing strategy, and corporate initiatives, collaborating with business lines across regional and functional areas
- Continuously monitor key factors driving interchange assessment and present periodic findings to management
- Identify and analyse potential interchange processing issues that may result in financial impact to clients or Visa
- Develop and maintain KPIs and dashboards to support data-driven decision making
- Stay current with industry and client trends and maintain working knowledge of Visa's global interchange programmes to keep monitoring processes effective
Required Qualifications
- 2+ years of work experience in one of the following: software development, pricing analysis, corporate strategy, investment banking, or FP&A
- Bachelor's degree in Finance, Business Administration, Statistics, MIS, or a related field — advanced degree preferred
- SQL proficiency with hands-on experience working with large datasets and building BI tools such as Salesforce Reporting, Power BI, or Tableau
- Working knowledge of programming languages including Python, Java, or VB.net
- Experience with automated version control tools (GitHub, Bitbucket), software development cycles, and process automation is a strong plus
- Strong analytical and problem-solving skills with practical experience in financial or statistical modelling and quantitative analysis of large datasets
- Self-starter mindset with the ability to learn new technology and perform in a fast-paced environment
- Strong interpersonal and leadership skills with the ability to build effective stakeholder partnerships across the organisation
Salary & Compensation
- Base Salary Range: $104,900 – $163,000 USD per year
- Salary varies based on knowledge, skills, experience, and location
- Eligible for performance bonus and equity
- Potential sales incentive payments (where applicable)
Benefits Package
- Medical, Dental & Vision Insurance
- 401(k) Retirement Plan
- FSA / HSA Accounts
- Life Insurance
- Paid Time Off (PTO)
- Wellness Programme
Equal Opportunity Statement
Visa is an EEO Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, sexual orientation, gender identity, disability, or protected veteran status. Visa also considers applicants with criminal histories in accordance with EEOC guidelines and applicable local law, including Article 49 of the San Francisco Police Code.
Job Features
| Job Category | Financial Analyst |
Company: Visa Location: Foster City, CA | San Francisco, CA Job Type: Full Time Experience: 2+ Years Education: Bachelor’s Degree […]