Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and reporting to the line of business CFOs on pipeline and forecasting.
As an Associate in Banking Planning & Analysis within the Financial Planning and Analysis team for Europe, the Middle East, and Africa (EMEA), you will be tasked with tracking crucial financial metrics such as revenues, headcount, and expenses. Your role will involve delivering value-added financial reporting and analysis, and assisting with strategic direction and decision-making. You will be expected to maintain close interactions across the Financial Planning & Analysis teams, Product Controllers, and Business Managers, as well as the line of business Chief Financial Officer and business.
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Job responsibilities
- Prepare materials for IB country / industry business reviews for the senior heads in the business
- Partner with the product, country and regional business managers to drive the pipeline and revenue forecast and expense management agenda.
- Assist the team in annual planning process across revenues, expenses, headcount and balance sheet, both in terms of preparation of templates and data integrity
- Support the senior members of the P&A team to conduct in-depth analysis on various business initiatives
- Benchmark business performance versus competitors across regions, industries, products
- Manage weekly and monthly BAU reporting for Business
- Support the preparation of materials for quarterly EMEA business reviews
- Drive productivity initiatives to enhance and automate current processes
Required qualifications, capabilities, and skills
- Min 3 years of experience at similar roles within financial industry
- Advanced Excel skills along with power point knowledge
- Pro-active and problem solving mind-set with ability to identify, clearly present and implement solutions
- Strong organizational and time management skills; flexibility, ability to prioritize requests and multi-task
- Enthusiastic, self-motivated and effective under pressure
- Strong analytical and numeric skills, excellent attention to detail
- Strong communication, influencing and relationship building skills
- Ability to work well independently and partner effectively
- Disciplined approach to managing processes and controls with a view to improve
Preferred qualifications, capabilities, and skills
- An understanding of Investment Banking (M&A, ECM and DCM) products (preferred)
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.