Global Private Bank Annuities & Life Insurance CFO Team - Analyst

JPMorganChase • Plano, TX

8d • Onsite

About The Position

Join our dynamic team as a Financial Analysis Analyst, where you’ll play a key role in driving strategic decision-making and business growth through insightful analytics. This is an exciting opportunity to develop your expertise, collaborate with industry leaders, and make a meaningful impact in a fast-paced, innovative environment. The Global Private Bank business provides integrated wealth management services for ultra-high net worth and high net worth families and individuals worldwide, overseeing more than $1 trillion of client balances across credit, deposit, investment management, capital market and trust products. Our team covers Annuities and Life Insurance products for the Global Private Bank from a finance perspective, which includes financial analytics around the profitability of these products, forecasting, and ad-hoc analytics to support business decisions. As a Financial Analysis Analyst within the Global Private Bank Annuities & Life Insurance CFO Team, you will influence outcomes for the business and challenge performance. You will be an integral part of our efforts to drive growth and efficiencies, maintain financial reporting and proactively manage risk.

Requirements

• 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
• Interact and communicate clearly and confidently with all levels of management
• Ability to articulate ideas in a clear, concise, and structured manner
• Detailed oriented analytical ability with capacity to tell the story and see the big picture
• Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
• Strong analytical skills and ability to work with large data sets required
• Strong experience with Excel required
• Bachelor’s degree
• 1-year relevant experience

Nice To Haves

• Highly motivated self-starter with excellent time management/prioritization skills
• Proficiency in SQL and/or Python is a plus
• Proficiency in LLMs AI tools (Alteryx, ThoughtSpot, DataBricks) is a plus

Responsibilities

• Provide ongoing reporting and financial analysis to support effective stakeholder relationships and daily business operations
• Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes
• Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology
• Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and USWM organizations, etc.)
• Resolve inquiries regarding forth office comp metrics

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level