JP Morgan Chase & Co.

Finance & Business Management

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

  • 2+ years financial analysis experience in the financial services industry
  • Project management experience
  • Eagerness to learn technical aspects of revenue, flows and balance reporting
  • Strong financial and analytical skills with creative problem-solving abilities
  • Ability to identify, troubleshoot, and investigate reporting anomalies
  • Proven capacity for independent execution of responsibilities
  • Skillful in managing priorities and multiple deliverables
  • Advanced Microsoft Excel skills including vlookups, pivot tables, and conditional formatting
  • Strong Microsoft Access skills
  • Bachelor's degree in Finance or related field

Responsibilities

  • Collaborate with Product CFOs and finance teams for month-end and weekly close oversight of reporting systems
  • Coordinate changes to GPB organization hierarchies through monthly reviews and stakeholder communication
  • Assist with MIS and metric reporting changes by gathering requirements and implementation coordination
  • Act as a reference point for reporting issues and procedures
  • Coordinate user acceptance testing for projects affecting MIS and Planning Reporting & Analysis

Benefits

  • Exposure to key financial reporting processes within a global team
  • Opportunity to partner with diverse financial teams
  • Scope for professional development in a dynamic environment
  • Involvement in projects that enhance system efficiency
  • Potential for career growth within the Global Private Banking sector
Full Job Description
JOB DESCRIPTION

We have an exciting opportunity to join our Global Private Bank (GPB) Planning & Analysis (P&A) MIS Control team, where you’ll help deliver high-quality management information and strengthen reporting controls that support key business decisions.

As a Financial Analysis on our Global Private Bank (GPB) Planning and Analysis (P&A) MIS Control team, you will  collectively seek to simplify MIS processes and create efficiencies by directing improvement in data tools and implementing best practices.  To do this you will be working with the various MIS reporting tools and procedures used in the reporting of revenue, assets and flows, partnering closely with the MIS team, regional and product finance teams.  Our time is split on projects impacting our MIS system/platform, the monthly close, organization hierarchies, metrics reporting, and ensuring oversight and integrity across all aspects of MIS reporting.

 

Job Responsibilities

 

  • Collaborate with Product CFO’s, Product Control, Regional finance teams, and the MIS team to oversee the month-end and weekly 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 Flows, Revenue and Metric Leads 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:

  • 2+ years financial analysis experience in the financial services industry

  • 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:

  • Experience with Thoughtspot and essbase is a plus.

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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