Finance & Business Management

JPMorgan Chase & Co. • New York, NY

1d

About The Position

The Finance & Business Management Associate for J.P. Morgan Advisors will report to the JPMA F&BM New York Lead and will work closely with key stakeholders within the JPMA business as well as the broader JPMWM team. Must be able to regularly interface with Advisors, Regional Directors, Control Partners and other senior level field managers and peers to answer questions, advise, present, and interpret financial and business information.

Requirements

• Bachelor's degree required.
• 2+ years of relevant Financial Services experience
• Strong interpersonal skills: ability to interact with C-Suite and Field personnel.
• Ability to work independently and a strong analytical thinker.
• Outstanding written and verbal communications and ability to tailor message and style to different constituencies (e.g., Field, Finance, Executive Management)
• Knowledge and understanding of financial principles and ability to link results to activities.
• Strong personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time.
• Expert knowledge of Microsoft Office (PowerPoint and Excel)

Nice To Haves

• Familiarity with Alteryx and Tableau preferred.

Responsibilities

• Collaborate with broader finance teams, control functions, home office and field organization to develop and implement the various initiatives that will be the foundation for achieving the LOB’s strategic goals
• Product, Develop, and enhance reporting to distribute to the channel’s field leadership to monitor and assess performance of advisors and channel
• Assist in maintaining a comprehensive view of the competitive landscape; leverage industry expertise and competitive insights to develop thoughtful performance metrics that are aligned with the firm’s strategic goals
• Provide strategic analytical support for the JPMA home office and field organization, with responsibility for planning, developing, organizing, implementing, and/or evaluating each Region’s performance from every relevant perspective
• Review and monitoring of channel expenses to ensure alignment to budget
• Assist in preparing business review materials

Benefits

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees