JPMORGAN CHASE CORPORATE & INVESTMENT BANK / FP&A
Skills to Put on Resume for Financial Analyst at JPMorgan
Chase
DCF Valuation, 3-Statement Modeling, Variance Analysis, Capital Allocation, Alteryx & Python/SQL Analytics
JPMorgan Chase Analyst Strategy Focus:
Whether applying to Corporate FP&A, Commercial Banking, Wealth
Management, or Investment Banking (CIB), JPMC values Financial Analysts who combine rigorous financial modeling
(DCF, LBO, 3-Statement, Variance) with modern financial automation tools (Alteryx, Tableau, Python, SQL) and
regulatory awareness (CCAR, Basel III).
1. FINANCIAL ANALYSIS COMPETENCIES & MODELING CAPABILITIES
Financial Modeling & Valuation
Core Financial Modeling:
3-Statement
Forecasting (IS, BS, CFS), Discounted Cash
Flow (DCF), LBO Modeling, M&A Accretion/
Dilution.
Valuation Methodologies:
Trading Comps
(CCA), Precedent Transactions (CTA), Sum-of-
the-Parts (SOTP), Dividend Discount Model
(DDM).
FP&A & Budgeting:
Rolling Forecasts, Annual
Budgeting, Operating Expense (OpEx)
Allocation, Revenue Driver Modeling.
Variance & Margin Analysis:
Actual vs.
Budget (AvB) Analysis, Gross/EBITDA Margin
Analysis, Price-Volume Mix Analysis.
Financial Data Automation & Analytics
Advanced Excel:
VBA/Macros, Dynamic
Arrays (XLOOKUP, INDEX/MATCH), Power
Query, Scenario Manager, Sensitivity Tables.
Data Automation & ETL:
Alteryx Designer,
Python (Pandas, NumPy for financial
modeling), SQL for database querying.
Business Intelligence & Reporting:
Tableau,
Power BI, Hyperion / Oracle Essbase, SAP,
Anaplan.
Financial Terminals:
Bloomberg Terminal (B-
GOP), FactSet, Refinitiv Eikon, Capital IQ.
Corporate Finance, Risk & Banking
Knowledge
Capital Markets & Allocation:
WACC
Calculations, Capital Expenditure (CapEx)
Appraisal, NPV & IRR Analysis, Treasury
Management.
Risk & Regulatory Frameworks:
CCAR
Stress Testing, Basel III Capital Requirements,
Credit Risk Assessment, Dodd-Frank.
Accounting Standards:
US GAAP, IFRS,
Revenue Recognition (ASC 606), Lease
Accounting (ASC 842).
Executive Presentation & Certifications
Executive Communication:
C-Suite Deck
Preparation, Board Book Briefings, Executive
Summary Writing.
Stakeholder Management:
Business
Partnering with Managing Directors, Lines of
Business (LOB) Collaboration.
Certifications & Licenses:
CFA (Level I/II/III),
Financial Modeling & Valuation Analyst (FMVA),
Series 7 / 63 / 79.
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Financial Analyst at JPMorgan Chase Resume Skills Blueprint
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