Global Private Bank Legal Entity Controller
About The Position
Join a globally diverse organization where your accounting expertise will help shape the financial integrity of our private banking business. At JPMorgan Chase, you will collaborate with talented professionals, expand your skills, and play a vital role in maintaining a strong control environment. We offer opportunities for growth, learning, and the chance to make a meaningful impact on our legal entity financials and regulatory reporting. Job Summary As a Global Private Bank Legal Entity Controller, you will be responsible for financial oversight and ensuring a robust control environment for all businesses, products, and operational areas impacting legal entity financials and regulatory reporting. You will maintain discipline in financial statement preparation, ensure regulatory requirements are met, and help keep our entities well capitalized. This role offers the opportunity to interact with multiple lines of business and internal stakeholders, providing a comprehensive view of legal entity controllership.
Requirements
- Bachelor’s degree in Finance, Accounting, or related business field
- Strong communication skills across all levels of management
- Written and verbal communication skills, including ability to create concise and effective requirements documents and communication materials for technical and non-technical audiences
- Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact-based, and able to manage multiple tasks simultaneously; courage to ask tough questions and challenge the status quo
- Result-oriented, with a track record demonstrating a high level of personal initiative including setting and achieving challenging goals
- Proficiency in Microsoft Excel, Word, and PowerPoint
- Proficient in SQL (Toad Oracle, Teradata) with strong focus on data retrieval from multiple databases
- Regulatory reporting experience
Nice To Haves
- Experience in legal entity controllership within a global financial institution
- Familiarity with Registered Investment Advisory (RIA) operations and reporting
- Experience with SAPCO analysis and commentary
- Ability to drive process improvements and automation initiatives
- Strong analytical skills and attention to detail
- Experience supporting audit and regulatory examinations
Responsibilities
- Implement the Wealth Management Solutions operating model structure for the new Registered Investment Advisory (RIA)
- Migrate activity to the new RIA to ensure compliance with financial and regulatory reporting requirements
- Prepare financial statements and board packages for the new RIA
- Respond to internal and external audit requests related to RIA business efforts
- Perform monthly legal entity accounting and control, including month-end close, parent/child accounting, equity pick up, inter-entity break review, and monitoring of unnatural general ledger balances
- Conduct month-end analytical reviews to ensure completeness and accuracy of financial statements, prepare various reports, and provide legal entity and line of business financial commentary and regulatory reporting
- Investigate, analyze, and resolve issues while responding to ad-hoc queries
- Review monthly SAPCO analysis for the new RIA
- Monitor the general ledger, perform variance analysis (month-over-month/year-over-year), and provide commentary as needed
- Participate in firmwide legal entity reporting projects, including infrastructure and process improvement efforts (automation) and other Controller initiatives
- Manage monthly reconciliations and processes, including Ops Reserves, Outside Counsel fees, dual-hatted processes, and support the OCC Reg 9.10 daily collateral process and new collateral report to increase same-day collateral and reduce risk for Amber and Red events
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
