Job Description

Job Description

J.P. Morgan Asset & Wealth Management, a global leader with $4.3 trillion in client assets, offers comprehensive investment management and services to institutions, high-net-worth team members, and retail investors. Our Global Finance & Business Management team strategically manages capital, promotes growth, and ensures resilience in all market conditions. With over 200 years of history, JPMorgan Chase & Co. delivers innovative financial solutions, valuing diversity and inclusion by offering equal opportunities and accommodations for all.

As a Finance Analysis Associate within the Global Private Bank (GPB), you will collaborate with Product CFOs, Product Control, Regional finance teams, and the MIS team to oversee the month-end close of the reporting systems for revenue, assets, and flows. You will coordinate changes to the GPB organization and custom hierarchies, assist the MIS Controller with reporting changes, and be a point of reference for revenue, flows, and balance reporting matters. You will also coordinate user acceptance testing for projects impacting MIS and Planning Reporting & Analysis.

Job responsibilities

• Collaborate with Product CFO’s, Product Control, Regional finance teams, and the MIS team to oversee the month-end close of the reporting systems for revenue, assets, and flows. 
• Coordinate changes to the GPB organization and custom hierarchies by conducting monthly reviews with technology, ensuring the request comply with the appropriate MIS requirements, submitting the request for approval, and communicating the changes with various stakeholders.
• Assist the MIS Controller with MIS and metric reporting changes by gathering business requirements and coordinating with various arms of Finance and MIS to design, test, and implement.
• Be a point of reference for numerous groups concerning revenue, flows and balance reporting matters. This includes addressing issues/questions around reporting capabilities, new projects and MIS procedures.  
• Coordinate user acceptance testing for projects impacting MIS and Planning Reporting & Analysis. This will entail preparing test scripts, tracking and escalating issues, and preparing stakeholder communications.

Required qualifications, capabilities, and skills 

• 3+ years financial analysis experience
• Project management experience
• Desire to learn the technical aspects of revenue, flows and balance reporting
• Strong financial and analytical skills, as well as creative problem solving skills
• Ability to identify, trouble shoot and investigate reporting anomalies
• Exhibits the ability to consistently execute responsibilities independently
• Identify priority items and manage multiple deliverables effectively.
• Advanced Microsoft Excel skills.  The minimum proven skill set should include: vlookups, pivot tables, conditional formatting, and if-statements.  
• Strong Microsoft Access skills
• Bachelors degree in Finance or related discipline

Preferred qualifications, capabilities, and skills

• Preferred experience in the financial services industry
• Experience with VBA/macros and essbase is a plus

About Us

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 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

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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