The MMBSI Planning & Analysis team, in partnership with business managers, strategy and other finance teams, leads the business and financial analytics for MMBSI and each of its segments and industries. In addition, the team provides analyses that lead to public disclosure associated with the business strategy, financial performance, and industry trends for the Firms presentations at Investor Day and industry conferences.
The Senior Associate will be an integral member of MMBSI Planning & Analysis team. The individual will be responsible for running business and financial analytics and reporting for senior members of the MMBSI sub line of business. This role is expected to create, maintain and review financial models and analyses (both recurring and ad-hoc) and conduct deep dive analyses on key issues impacting client to determine root cause and propose solutions.
Key responsibilities:
The Senior Associate will be an integral member of MMBSI Planning & Analysis:
* Lead the dialogue with senior business leadership as well as stakeholders across the Commercial Bank to provide information on the business trends, financial performance, market strategy, competitive landscape and industry trends
* Help prepare presentation materials and financial analytics for senior management for financial reporting meetings, quarterly business reviews, and budget
* Create, maintain and review financial models and analyses (both recurring and ad-hoc)
* Conduct deep dive analyses on key issues impacting clients/business to determine root cause and propose solutions
* Development, consolidation and presentation of insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
* Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the so what, now what? dialogue
* The Senior Associate will also have exposure to senior management and the opportunity to drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support
Qualifications:
* BA/BS in Finance, Economics, Accounting and corporate finance with at least 3 to 5 years of experience; Management Consulting, Corporate Finance and/or Accounting experience preferred
* Understands a Banks balance sheet and P&L
* Experience in corporate financial analytics / understanding of key drivers
* Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker
* Excellent oral & written communication and relationship management skills
* Strong technical and analytical skills, including Excel, PowerPoint, Prior Essbase experience preferred
* Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
* Strong work ethic; work well in a fast-paced environment
* Proactive and have a sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines
* The candidate must be a self-starter and seeks to break the status-quo and initiate improvements where necessary
* Ability to build strong partnerships with colleagues
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.