Asset & Wealth Management – Product CFO Support– Associate

JPMorgan Chase & Co. • Plano, TX

13h

About The Position

Join our Financial Planning and Analysis team in Plano and play a pivotal role
in supporting key business priorities and driving financial performance within
our Asset Management division.

As an Associate within the Product CFO Support team, you will be responsible for
providing comprehensive financial analysis, planning, and reporting to support
strategic decision-making to the Global Liquidity
Business. You will collaborate
closely with the Liquidity CFO and the broader Financial Planning & Analysis
team to enhance financial performance, while engaging with business leaders and
peers across product and channel desks. This role offers the opportunity to
partner with senior stakeholders, providing an excellent opportunity for
personal and professional development.

This position will involve ownership of the various tasks and projects listed
below, and will give you a broad exposure to the business drivers of the Asset
Management business.

Requirements

• Bachelor’s degree in Accounting, Finance, or a technical subject.
• Minimum of 2 years of relevant Financial Services experience, and understanding of financial principles
• Proficiency with Excel, PowerPoint, Essbase, and experience with Alteryx
• Excellent verbal and written communication skills.
• Ability to maintain composure in a fast-paced environment.
• Integrity in handling sensitive and confidential information.
• Ability to work independently and manage multiple projects.
• Enthusiastic and proactive approach to work.
• Team player with the ability to be a trusted partner.

Nice To Haves

• Experience in Asset Management or related financial services.
• Accounting or professional qualification (CPA, CFA, MBA).
• Familiarity with investment management across asset classes.
• Strong problem-solving skills and attention to detail.
• Experience in developing financial models and tools.
• Knowledge of global financial markets and trends.

Responsibilities

• Provide senior stakeholders with comprehensive monthly and quarterly financial reviews, helping them understand profitability drivers to make informed decisions.
• Conduct in-depth variance analysis on financial results to identify trends and opportunities.
• Partner with business during budget cycle to analyze industry and project full year flows budget.
• Collaborate with desk heads to develop key performance metrics.
• Develop streamlined processes for Business as usual reporting through automation, boosting efficiency and accuracy.
• Champion global consistency and foster synergies across the product team, uniting efforts to achieve shared goals and drive collective success.
• Participate in month end controls to ensure accurate and timely financial reporting, maintaining the integrity of financial data.

Benefits

• 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.

What This Job Offers

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