Global Liquidity Finance - Senior Associate
About The Position
Join the Global Liquidity Finance team in Plano and support key business priorities and financial performance within the Asset Management division. As an Associate within the Product CFO team, this role provides financial analysis, planning, and reporting to support strategic decisions for the Global Liquidity Business. The position collaborates with the Liquidity CFO, the broader P&A team, business leaders, and peers across product and channel desks. The role partners with senior stakeholders and provides exposure to the business drivers of Asset Management. It owns financial review, analysis, budgeting, performance-metric, reporting-process, and month-end control responsibilities. Candidates must be authorized to work in the United States; employment-based immigration sponsorship or assistance with other immigration sponsorship or benefits is not offered. JPMorganChase offers a competitive total rewards package, with base salary determined by role, experience, skills, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity. Benefits and programs are based on eligibility and include health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching. The company is an equal opportunity employer and provides reasonable accommodations for religious practices and beliefs, and for mental health or physical disability needs.
Requirements
- Bachelor’s degree in Accounting, Finance, or a technical subject.
- At least 3 years of relevant Financial Services experience and understanding of financial principles.
- Proficiency with Excel, PowerPoint, and 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.
- Authorization to work in the United States; employment-based immigration sponsorship and assistance with other immigration sponsorship or benefits are not offered.
Nice To Haves
- Experience in Asset Management or related financial services.
- Accounting or professional qualification such as CPA, CFA, or MBA.
- Familiarity with investment management across asset classes.
- Strong problem-solving skills and attention to detail.
- Experience developing financial models and tools.
- Knowledge of global financial markets and trends.
Responsibilities
- Provide senior stakeholders with monthly and quarterly financial reviews explaining profitability drivers to inform decisions.
- Conduct detailed variance analysis of financial results to identify trends and opportunities.
- Partner with the business during the budget cycle to analyze the industry and project the full-year flows budget.
- Collaborate with desk heads to develop key performance metrics.
- Streamline business-as-usual reporting processes through automation to improve efficiency and accuracy.
- Participate in month-end controls to ensure accurate, timely financial reporting and maintain financial data integrity.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
- Commission-based pay and/or discretionary incentive compensation may be available in eligible roles
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What This Job Offers
Job Type
Full-time
Career Level
Senior
