JP Morgan Chase - Associate - Financial Planning & Analysis - Global Private Bank Domain

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

As a Financial Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. . As an Associate in our Global Private Bank (GPB) team, which is part of the Asset & Wealth Management (AWM) line of business within GF&BM, you will spend each day defining, refining, and delivering key insights for our firm.

Your role will involve working closely with the Regional CFO and CEO teams to provide management insights, reporting, and analytics. You will develop a deep understanding of the Global Private Bank's portfolio, analyze trends, and identify business drivers to support informed management decision-making. Your contributions will be instrumental in shaping the strategic direction and success of our organization.

Job responsibilities

• Manage weekly / monthly / quarterly and annual reporting for GPB business which include key business metrics. This includes Revenues, Balances, Flows, HC / Expenses and Client details.
• Participate in the global annual planning process for revenues, flows and balances which involves financial modeling, coordinating and consolidating submissions from CFO teams as well as preparing management presentations.
• Prepare ad-hoc analyses and review decks for management meetings and strategic reviews using Tableau / Alteryx, DB, ThoughtSpot as the primary tool (e.g., Operating Committee Review, Regional Business and Finance Town hall, Investor Day, etc.)
• Identify and create efficiency in the process by automating the existing reports / process.
• Perform Scorecard check by calculation and consolidation of the month-end results and address advisor queries.
• Work with various Essbase and database interfaces to manage reporting changes like migration of current BOW to ThoughtSpot / Databricks.
• Contribute ideas around improving reporting capabilities and new projects.

Required qualifications, capabilities, and skills :

Preferred qualifications, capabilities, and skills :

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.

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(ref : iimjobs.com)