As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of ... Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite * FINRA/NASAA licenses ...
As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of ... Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite * FINRA/NASAA licenses ...
As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of ... Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite * FINRA/NASAA licenses ...
As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of ... Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite * FINRA/NASAA licenses ...
As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of ... Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite * FINRA/NASAA licenses ...
As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of ... Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite * FINRA/NASAA licenses ...
As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of ... Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite * FINRA/NASAA licenses ...
As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of ... Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite * FINRA/NASAA licenses ...
As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of ... Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite * FINRA/NASAA licenses ...
As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of ... Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite * FINRA/NASAA licenses ...
As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of ... Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite * FINRA/NASAA licenses ...
As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of ... Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite * FINRA/NASAA licenses ...
... financial transactions, reconciling trade activities, and delivering timely reporting and insights ... with intermediate Excel skills including pivot tables and VLOOKUP. #LI-hybrid #LI-BB1 It is our ...
... financial transactions, reconciling trade activities, and delivering timely reporting and insights ... with intermediate Excel skills including pivot tables and VLOOKUP. #LI-hybrid #LI-BB1 It is our ...
... financial transactions, reconciling trade activities, and delivering timely reporting and insights ... Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with intermediate Excel ...
... financial transactions, reconciling trade activities, and delivering timely reporting and insights ... Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with intermediate Excel ...
Senior Financial Information Systems Analyst
Cleveland, OH · On-site
$82K - $103K/yr
The Sr. Financial Information Systems Analyst supports the organization's financial software ... Intermediate to advanced Microsoft Office skills including Access. * Ability to interpret and ...
Senior Financial Information Systems Analyst
Cleveland, OH · On-site
$82K - $103K/yr
The Sr. Financial Information Systems Analyst supports the organization's financial software ... Intermediate to advanced Microsoft Office skills including Access. * Ability to interpret and ...
Trade Finance Support Analyst
Solon, OH · Hybrid
$33.65/hr
If Trade Finance Support sounds like something you would be interested in, and you meet the ... Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with intermediate Excel ...
New
Quick apply
Trade Finance Support Analyst
Solon, OH · Hybrid
$33.65/hr
If Trade Finance Support sounds like something you would be interested in, and you meet the ... Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with intermediate Excel ...
New
Business Management, Controller, Financial Analysis, and Project Management. This role serves as a ... Intermediate Excel Skills (Vlookup, Pivot Tables, Index Match) Locations you may join: * Columbus ...
Business Management, Controller, Financial Analysis, and Project Management. This role serves as a ... Intermediate Excel Skills (Vlookup, Pivot Tables, Index Match) Locations you may join: * Columbus ...
Business Management, Controller, Financial Analysis, and Project Management. This role serves as a ... Intermediate Excel Skills (Vlookup, Pivot Tables, Index Match) Locations you may join: * Columbus ...
Business Management, Controller, Financial Analysis, and Project Management. This role serves as a ... Intermediate Excel Skills (Vlookup, Pivot Tables, Index Match) Locations you may join: * Columbus ...
2027 Global Finance & Business Management - Summer Analyst (OH, IL, DE, TX)
Columbus, OH · On-site
$70K/yr
Business Management, Controller, Financial Analysis, and Project Management. This role serves as a ... Intermediate Excel Skills (Vlookup, Pivot Tables, Index Match) Locations you may join: * Columbus ...
2027 Global Finance & Business Management - Summer Analyst (OH, IL, DE, TX)
Columbus, OH · On-site
$70K/yr
Business Management, Controller, Financial Analysis, and Project Management. This role serves as a ... Intermediate Excel Skills (Vlookup, Pivot Tables, Index Match) Locations you may join: * Columbus ...
Financial Planning & Analysis (FP&A) and Auxiliary Funds Manager
Cincinnati, OH · On-site
$101K - $132K/yr
Essential Duties and Responsibilities: FP&A Activities * Assist CFO and Controller in preparation ... Knowledge of Quickbooks and Competence in Microsoft Office including Intermediate to advanced ...
Financial Planning & Analysis (FP&A) and Auxiliary Funds Manager
Cincinnati, OH · On-site
$101K - $132K/yr
Essential Duties and Responsibilities: FP&A Activities * Assist CFO and Controller in preparation ... Knowledge of Quickbooks and Competence in Microsoft Office including Intermediate to advanced ...
Financial Planning & Analysis (FP&A) and Auxiliary Funds Manager
Cincinnati, OH · Hybrid
$101K - $133K/yr
Support other financial analysis and projects as needed Auxiliary Funds Activities * Administer and ... Knowledge of Quickbooks and Competence in Microsoft Office including Intermediate to advanced ...
Financial Planning & Analysis (FP&A) and Auxiliary Funds Manager
Cincinnati, OH · Hybrid
$101K - $133K/yr
Support other financial analysis and projects as needed Auxiliary Funds Activities * Administer and ... Knowledge of Quickbooks and Competence in Microsoft Office including Intermediate to advanced ...
Minimum of 2-4 years' experience in a technical role focused on performance analytics, financial analysis, pricing/product analysis or other related business field. * Intermediate to advanced skills ...
Minimum of 2-4 years' experience in a technical role focused on performance analytics, financial analysis, pricing/product analysis or other related business field. * Intermediate to advanced skills ...
Pricing and Merchandising Data Solutions Analyst
Cleveland, OH · On-site
$80K - $90K/yr
Minimum of 2-4 years' experience in a technical role focused on performance analytics, financial analysis, pricing/product analysis or other related business field. * Intermediate to advanced skills ...
Pricing and Merchandising Data Solutions Analyst
Cleveland, OH · On-site
$80K - $90K/yr
Minimum of 2-4 years' experience in a technical role focused on performance analytics, financial analysis, pricing/product analysis or other related business field. * Intermediate to advanced skills ...
SENIOR ACCOUNTANT (FINANCIAL REPORTING ANALYST) NONCOMPETITIVE
Cincinnati, OH · On-site
$86K - $116K/yr
Intermediate level mathematics and statistics as applied to financial reporting. Intermediate level ... Extract, analyze, interpret and manipulate accounting/financial information and systems. Exercise ...
SENIOR ACCOUNTANT (FINANCIAL REPORTING ANALYST) NONCOMPETITIVE
Cincinnati, OH · On-site
$86K - $116K/yr
Intermediate level mathematics and statistics as applied to financial reporting. Intermediate level ... Extract, analyze, interpret and manipulate accounting/financial information and systems. Exercise ...
Performs routine to moderately complex financial analyses to support provider contracting ... Intermediate Microsoft Office Excel, Word, Access, and PowerPoint * Working knowledge of SAS and/or ...
Performs routine to moderately complex financial analyses to support provider contracting ... Intermediate Microsoft Office Excel, Word, Access, and PowerPoint * Working knowledge of SAS and/or ...
Actuarial Analyst I
Dayton, OH · On-site +1
$62K - $100K/yr
Intermediate interpersonal/verbal communication skills and a high level of professionalism ... Basic ability to analyze and interpret financial data in order to coordinate the preparation of ...
Actuarial Analyst I
Dayton, OH · On-site +1
$62K - $100K/yr
Intermediate interpersonal/verbal communication skills and a high level of professionalism ... Basic ability to analyze and interpret financial data in order to coordinate the preparation of ...
Intermediate Financial Analyst information
See Ohio salary details
$36.6K - $43.5K
2% of jobs
$43.5K - $50.3K
4% of jobs
$50.3K - $57.2K
5% of jobs
$57.2K - $64.1K
9% of jobs
$66.9K is the 25th percentile. Wages below this are outliers.
$64.1K - $71K
12% of jobs
$71K - $77.8K
11% of jobs
The median wage is $82.6K / yr.
$77.8K - $84.7K
11% of jobs
$84.7K - $91.6K
14% of jobs
$96.3K is the 75th percentile. Wages above this are outliers.
$91.6K - $98.4K
12% of jobs
$98.4K - $105.3K
1% of jobs
$105.3K - $112.2K
20% of jobs
$36.6K
$83.8K
$112.2K
How much do intermediate financial analyst jobs pay per year?
What is the difference between Intermediate Financial Analyst vs Financial Analyst?
| Aspect | Intermediate Financial Analyst | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; some certifications like CFA or CPA are common | Bachelor's degree; entry-level certifications may be preferred |
| Work Environment | Corporate finance departments, investment firms, or consulting firms | Financial services, corporate finance, or investment banking |
| Employer & Industry Usage | Mid-level role in finance teams, often with some project management responsibilities | Entry to mid-level role, often the starting point for finance careers |
The Intermediate Financial Analyst typically has more experience and responsibilities than a standard Financial Analyst, often handling more complex analysis and contributing to strategic decisions. Both roles require similar educational backgrounds and certifications, but the Intermediate Financial Analyst is positioned as a step above entry-level positions, with greater involvement in financial planning and analysis.
What are the key skills and qualifications needed to thrive as an intermediate financial analyst?
Can I get an intermediate financial analyst job with no experience?
What are some common challenges faced by intermediate financial analysts when transitioning from entry-level positions?
What does an intermediate financial analyst do?
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Full-time
Medical, Retirement
Re-posted 15 days ago
JPMorgan Chase & Co. rating
8.0
Based on 493 frontline employees who took The Breakroom Quiz
73rd of 170 rated banks
Job description
Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.
As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of responsibilities. These include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals.
Job Responsibilities
- Partner with internal and external Client Advisors to generate revenue growth and client retention, including:
- Prospect, close business, build relationships and promote JPMorgan mutual funds
- Answer incoming phone calls to the JPMorgan Funds Financial Advisor Services desk regarding Funds products and services
- Create client presentations; develop prep and follow up materials for client meetings
- Assist Financial Advisors with JPMorgan Funds web site questions
- Liaise with Internal Client Advisors on the generation of Portfolio Insights analysis reports; document sales activity/information in Salesforce and the Product Strategy drive for tracking and Compliance purposes
- Create proposals and illustrative models for key sales representatives as needed
- Collaborate with team members, internal partners and investment professionals throughout the firm on projects spanning all asset classes.
Required Qualifications, Skills, and Capabilities
- 4-year degree (BA/BS)
- 2+ years of financial services experience including strong knowledge of: JPMorgan Funds' products and services, and all aspects of the distribution channels through which they are sold
- Specialized knowledge of JPMorgan's Insights programs - i.e. Guide to the Markets, Guide to Retirement and Portfolio Insights
- Able to communicate effectively (verbal and written) with a wide variety of stakeholders - e.g. external and internal partners
- Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities and high pressure environment
- Exceptional time management and organization skills; able to produce high quality work in a deadline driven environment
- Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite
- FINRA/NASAA licenses - Series 7; Series 63
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US