Global Private Bank (GPB) – Finance Analysis Associate

JPMorgan Chase • Columbus, OH

108d

About The Position

J.P. Morgan Asset & Wealth Management, a global leader with $4.3 trillion in client assets, offers comprehensive investment management and services to institutions, high-net-worth team members, and retail investors. Our Global Finance & Business Management team strategically manages capital, promotes growth, and ensures resilience in all market conditions. With over 200 years of history, JPMorgan Chase & Co. delivers innovative financial solutions, valuing diversity and inclusion by offering equal opportunities and accommodations for all. As a Finance Analysis Associate within the Global Private Bank (GPB), you will collaborate with Product CFOs, Product Control, Regional finance teams, and the MIS team to oversee the month-end close of the reporting systems for revenue, assets, and flows. You will coordinate changes to the GPB organization and custom hierarchies, assist the MIS Controller with reporting changes, and be a point of reference for revenue, flows, and balance reporting matters. You will also coordinate user acceptance testing for projects impacting MIS and Planning Reporting & Analysis.

Requirements

• 3+ years financial analysis experience
• Project management experience
• Desire to learn the technical aspects of revenue, flows and balance reporting
• Strong financial and analytical skills, as well as creative problem solving skills
• Ability to identify, trouble shoot and investigate reporting anomalies
• Exhibits the ability to consistently execute responsibilities independently
• Identify priority items and manage multiple deliverables effectively.
• Advanced Microsoft Excel skills. The minimum proven skill set should include: vlookups, pivot tables, conditional formatting, and if-statements.
• Strong Microsoft Access skills
• Bachelors degree in Finance or related discipline

Nice To Haves

• Preferred experience in the financial services industry
• Experience with VBA/macros and essbase is a plus

Responsibilities

• Collaborate with Product CFO’s, Product Control, Regional finance teams, and the MIS team to oversee the month-end close of the reporting systems for revenue, assets, and flows.
• Coordinate changes to the GPB organization and custom hierarchies by conducting monthly reviews with technology, ensuring the request comply with the appropriate MIS requirements, submitting the request for approval, and communicating the changes with various stakeholders.
• Assist the MIS Controller with MIS and metric reporting changes by gathering business requirements and coordinating with various arms of Finance and MIS to design, test, and implement.
• Be a point of reference for numerous groups concerning revenue, flows and balance reporting matters. This includes addressing issues/questions around reporting capabilities, new projects and MIS procedures.
• Coordinate user acceptance testing for projects impacting MIS and Planning Reporting & Analysis. This will entail preparing test scripts, tracking and escalating issues, and preparing stakeholder communications.

What This Job Offers

• Education Level: Bachelor's degree