JPMorgan Chase & Co.

CIB F&BM - Earnings & Competitor Analysis VP

Posted on: 13 Jan 2021

Brooklyn, NY

Job Description

Description:

The Corporate & Investment Bank (CIB) Finance and Business Management (F&BM) group provides financial advice to support the CIBs business strategy and helps to ensure a sound control environment. Within F&BM, the four major areas of responsibility are: Business-aligned BMs (Business Managers), the CIB Controller, Support Staff CFO, and Planning and Analysis (P&A).

The CIB Earnings & Competitor Analysis Team within the P&A group: (a) manages the preparation of quarterly earnings materials and documents with respect to the CIBs results; (b) partners with Investor Relations to support executive management meetings with external investors/analysts; (c) collaborates with partner teams on Investor Day; (d) drives thought leadership in competitive intelligence; and (e) ensures the accuracy of select regulatory filings.

Roles & Responsibilities of the VP on the team include, but are not limited to:

Partnering with CIB and Corporate teams to structure and draft earnings documents

Supporting and driving the competitor intelligence agenda including summarizing competitor strategic commentary and industry performance for a broad audience including executive management

Developing talking points and other supporting information for industry conferences and senior management meetings with external investors/analysts

Liaising with LOB teams/functions (Investor Relations, Corporate P&A, LOB P&A, etc.) for monthly reporting and ad-hoc analyses

Assisting with the Annual Proxy Statement, CIB CEO letter and compensation planning

Providing thoughtful input and structuring solutions to topical questions and ad hoc analyses on peer comparatives

Collaborating with multiple stakeholders to support JPMCs annual investor day presentation (or equivalent)

Qualifications

7+ years of experience in the financial services industry with a top-tier bank, preferably in a CIB-equivalent line of business or equity/credit research with focus on financials

Strong understanding of and ability to analyze financial statements and data for J.P. Morgan and its peer financial institutions

Knowledge of CIB products and the financial market. Progress toward CFA a plus.

Excellent written communication skills; ability to articulate technical concepts to senior management

Strong interpersonal and influencing skills with the ability to interact with colleagues at all levels

Prior experience managing smaller teams of 1-2 individuals considered ideal

Strong MS Office skills (primarily Excel/PowerPoint)

JPMorgan Chase & Co.

New York, New York

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.

The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.

This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.

The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.

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