You are a strategic thinker passionate about driving solutions in Finance. You have found the right team.
As a Financial Analysis professional in our Asset & Wealth Management, you will spend each day defining, refining and delivering set goals for our firm
Global Shares is part of the Workplace group which is a newly created group responsible for developing wealth solutions for a broad range of corporate clients, bringing together our full suite of financial services to them and their employees, including share-plan administration. Workplace Wealth Solutions provides a powerful client acquisition opportunity, allowing us to broaden and deepen our client relationships across the J.P. Morgan platform.
Your role will be responsible for the reporting, client analytics and profitability of the Global Shares business.
Want more jobs like this?
Get Accounting and Finance jobs in Mumbai, India delivered to your inbox every week.
Job Responsibilities:
- Feasibility analysis on new incoming clients, with the role playing a key part in formalizing a defined appraisal/approval process around potential new clients.
- High degree of comfort in working with large volumes of data. Build financial models & scenario analysis from scratch
- Produce weekly/monthly/quarterly and adhoc reporting of the results and drivers for senior management. Calculation and consolidation of the month-end results, the forecast for the remainder of the year, and the budget for future years
- Execute analytical ad-hoc requests and support various stakeholders
- Enhance controls and streamline processes, introducing automation where possible
- Work on projects to drive global consistency and create synergies across the team. Perform variance analysis to understand the key drivers of the results and provide commentary explaining changes from prior forecasts/budgets
- Work on projects to drive global consistency and create synergies across the team
Required qualifications, capabilities, and skills:
- Minimum of CA or an MBA in Finance is required with 1-2 years of work experience, in Financial Services, and/or accounting/controller background
- Very strong excel & PowerPoint skills are required; Experience working in commercially focused roles
- Excellent Analytical Skills, strong decision making capabilities and good attention to detail
- Demonstrate initiative and a proactive attitude
- Process driven mindset
- Excellent interpersonal and organization skills
- Experience with identifying improvement opportunities, generating ideas, implementing solutions and communicating to stakeholders across different departments
Preferred qualifications, capabilities, and skills:
- Proficiency in Tableau, Alteryx, and/or Python, SQL is preferred
- Experience in ERP softwares like MS Dynamics 365 would be a plus
- Experience of working closely with sales teams is preferred
ABOUT US
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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.