Asset & Wealth Management – Associate – Financial Planning and Analysis

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As an Associate in Financial Planning and Analysis within the Asset & Wealth Management team, you will be responsible for partnering across the firm to provide financial and strategic analysis. You will have the opportunity to coordinate budgeting and forecasting, develop new reporting capabilities, and advise on how to increase profitability and efficiencies. This role provides a unique opportunity to contribute to our team's success while enhancing your skills in financial analysis.

Job Responsibilities:

• Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
• Efficienctly reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
• Creating financial business cases supporting business initiatives
• Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
• Helping design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhancing controls and streamlining processes, introducing automation where possible
• Managing Regulatory reporting – QC for CCAR, Lead bank reporting and International reporting

Required qualifications, capabilities, and skills:

• Minimum of CA or an MBA in Finance is required
• 5+ years of work experience, preferably in Financial Services, and/or accounting/controller background
• Experience in creating Tableau dashboards, Python and Alteryx is a must
• Strong quantitative, analytical, and problem solving skills
• Positive attitude and demonstrate intellectual curiosity
• Excellent organizational, management, both verbal & written communication skills with the ability to articulate complex issues clearly.
• The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multiple 
• Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
• Integrity in handling highly sensitive and confidential information.
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.
• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
• Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
• Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Preferred qualifications, capabilities, and skills:

• Advanced skills in Excel and PowerPoint, preferably with experience of Hyperion Essbase and Access. 

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.