CCB- Financial Analysis- Associate
Posted on: 9 Apr 2021
New York City, New York
Job Description
The JPMorgan Wealth Management business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, and JPMorgan Online Investing. The combined business has ~$400 billion in Assets under Supervision and ~4,000 advisors who work out of 3,500 branches and 21 offices.
The Investments & Client Solutions Finance team provides support across all of JPMorgan Wealth Management. The team is based in New York, Columbus, and Bengaluru, and is focused on providing insights, ad-hoc analysis and reporting on productivity and profitability within the various JPMWM channels. The team is seeking a highly motivated Finance Associate to work closely with other JPMWM functions to accurately forecast expenses, monitor and track productivity, and provide frequent reporting and key insights to various stakeholders. In addition, the associate will assist in the development of strategies and reporting designed to enhance advisor productivity based on data, analysis and insights.
Must be able to interpret financial information and translate into reporting that provides clear narrative to a field organization as well as to senior management.
Key Responsibilities:
* Partner with leadership teams to execute on key strategic priorities
* Conduct analyses and deliver actionable insights to improve advisor productivity
* Deliver accurate forecasting of financials and business drivers with insightful variance analysis
* Embrace and champion automation efforts to streamline and enhance existing reporting packages; own and help build-out expense forecast in the F3 platform
* Provide management reporting and analysis to support the business on key expense metrics, including headcount, compensation, productivity, hiring, and attrition
* Facilitate reporting and discussions around new advisor hires
* Provide analytical support for evaluating business scorecards and compensation plan changes
* Be a culture carrier
Qualifications
* ~3+ years relevant Financial Services experience
* Bachelor's degree
* Intellectual curiosity and exceptional problem-solving skills coupled with attention to detail
* Strong written and verbal executive communication skills
* Ability to own projects and processes end to end
* Self-motivated and passionate about driving decisions through analytical insights
* Ability to manage tight, changing and sometimes challenging deadlines
* Strong interpersonal skills; ability to interact with employees at all tenure levels and work with a team to accomplish common goals
* Ability to multi-task, work well under pressure and ability to pick up new concepts quickly
* Expert knowledge of PowerPoint and Excel, with preference for proficiency in Access, Essbase, and Tableau as well
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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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
