JP Morgan Chase & Co.

Finance & Business Management - Associate

JP Morgan Chase & Co. • $70K — $95K *
Plano, TX 75024In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Accounting, Finance, or a related field
  • 3+ years of financial planning & analysis or finance experience in Financial Services
  • Strong analytical skills with knowledge of financial analysis techniques
  • Proficiency in clear communication and presentation of complex financial data
  • Detail-oriented with strategic thinking and decision-making capabilities
  • Ability to build relationships and work across various teams and stakeholders
  • Advanced Excel and PowerPoint skills

Responsibilities

  • Conduct comprehensive financial analysis and variance analysis on expense trends
  • Own and manage the expense allocation model using key financial drivers
  • Set up monthly reviews with business leaders to communicate findings
  • Lead projects aimed at modernizing the forecasting process using tools like Anaplan
  • Maintain control of the organizational hierarchy within the business unit
  • Provide insights and recommendations on actuals, future outlooks, and budgets
  • Transform the current reporting package using tools like Alteryx and Tableau

Benefits

  • Opportunity to work in a high-impact financial environment
  • Collaborate with cross-regional and cross-functional teams
  • Lead modernization projects using advanced financial tools
  • Exposure to senior stakeholders in wealth management
  • Engage in continuous personal and professional development opportunities
Full Job Description
JOB DESCRIPTION

Global Private Bank Finance and Business Management has a new opening for an Associate.

As a Finance and Business Management Associate within Global Private Bank Finance and Business Management, you will report to the Headcount & Expense Lead and provide consolidated financial analysis and reporting focused on expenses and allocations. As a leader in overall expense reporting, you will coordinate across regional and India-based Finance teams, analyze financial and business metrics, deliver management reporting, enhance reporting initiatives, and develop ad-hoc business performance analyses. You will also serve as a key liaison between regional teams and U.S. partners in Global Private Bank/Asset and Wealth Management Planning & Analysis.

Job responsibilities

  • Conduct comprehensive financial analysis and variance analysis on expense trends
  • Act as the owner of our allocation model which pushes costs from support groups to the front office using a series of drivers centered around assets, revenue, and other key metrics
  • Set monthly reviews with business leaders and senior stakeholders to effectively communicate findings and recommendations
  • Act as a lead in future projects to modernize our forecasting process including using tools such as Anaplan
  • Maintain control and direct movement of organization hierarchy across the line of business
  • Provide insights and recommendations to support groups and the business on actuals, future outlooks, and budgets
  • Own, transform and modernize the current reporting package using Analytical tools such as Alteryx, Tableau, and ThoughtSpot to provide business insights

Required qualifications, capabilities, and skills

  • Bachelor’s degree in Accounting, Finance or a related discipline
  • 3 plus years of experience in financial planning & analysis, finance, accounting, controller, management consulting, management accounting or related function in Financial Services
  • Strong analytical skills with proficiency in financial analysis techniques; ability to understand business drivers and identify opportunities to improve
  • Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders
  • Ability to work effectively with cross-functional teams and stakeholders from various departments and levels; excellent interpersonal skills to build relationships and promote cooperation among team members and other teams
  • Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making
  • Excellent communication skills, both written and verbal with ability to present complex financial information to stakeholders
  • Experience leading projects, dealing with competing priorities
  • Ability to distill complex information in a clear and concise way
  • Advanced skills in Excel and PowerPoint

Preferred qualifications, capabilities, and skills

  • Professional certifications such as CFA or CPA
  • Working knowledge of Alteryx , SQL, Tableau, Anaplan and Thoughtspot

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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