Treasury and Chief Investment Office Global Planning and Analysis [Multiple Positions Available]

JPMorgan Chase & Co.•New York, NY

1d•Onsite

About The Position

This role is within the Treasury and Chief Investment Office Global Planning and Analysis team and involves driving AI initiatives and efficiencies, liaising with other teams to generate reporting synergies, and managing budget, forecast, and stress test P&L submissions, reporting, and analytics. The position is also responsible for the generation and accuracy of senior management Tableau monthly reports, managing earnings deliverables and commentary for press releases under tight deadlines, and driving bank forecast reporting. A key aspect of the role is serving as a Champion for AI, training multiple teams on its efficient use within the organization, and ensuring data integrity and reasonableness. The role requires communicating forecasts and their impacts on treasury deployments, funding, and intercompany activities across JPMC's entities, subsidiaries, and LOBs. Additionally, it involves synthesizing complex trends and formulating clear, impactful commentaries for senior management and stakeholders using internal decks, dashboards, and Large Language Models (LLM).

Requirements

Bachelor's degree in Business Administration, Accounting, Finance, or related field of study plus 6 years of experience in the job offered or as Treasury and Chief Investment Office Global Planning and Analysis, Financial Analyst, Planning and Analysis Associate, or related occupation.
Five (5) years of experience using Accounting and Risk-Weighted Assets (RWA) calculation of Treasury products including Reverse Repos, FX Swaps, Funds Transfer Pricing, Cash, Equity, and Available For Sale (AFS) Investment Securities portfolio to ensure the accuracy of financial reporting.
Five (5) years of experience leveraging automation applications including Alteryx, Tableau and Essbase to re-engineer reporting processes, improve efficiency, and enhance management reporting.
Five (5) years of experience utilizing annual CCAR stress exercise and multi-tasking of multiple stress scenarios.
Five (5) years of experience designing and developing dynamic management reporting utilizing Excel and Essbase with advanced functionalities including advanced lookup functions, pivot tables, Essbase cube connectivity and multidimensional data extraction and analysis.
Five (5) years of experience maintaining accurate regulatory reporting within aggressive deadlines.
Five (5) years of experience conducting balance sheet, revenue and expense analysis, preparing and delivering presentations to senior management, and responding to senior management queries.

Responsibilities

Drive AI initiatives and efficiencies, while liaising with other teams to generate reporting synergies.
Responsible for budget, forecast and stress test P&L submission, reporting and analytics.
Responsible for the generation and accuracy of senior management Tableau monthly reports.
Manage earnings deliverables and commentary for press release to tight deadlines while maintaining accuracy of reporting.
Drive bank forecast reporting.
Serve as Champion for AI and train multiple teams on using AI leveraging AI in undertaking tasks more efficiently within the organization.
Ensure data integrity and reasonableness.
Communicate forecasts and the associated impacts on treasury deployments, funding, and intercompany activities across JPMC's entities, subsidiaries & LOBs.
Synthesize complex trends and formulate clear, impactful commentaries for senior management and stakeholders across the firm using internal decks, dashboards, and Large Language Models (LLM).