J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm
J.P. Morgan Private Bank Finance (Global Private Bank Finance & Business Management) has a new opening for a Financial Associate based in Mumbai, India. This role will be a part of the Banking CFO team which is responsible in part for the analytics, forecasting, and profitability of Banking products namely deposits and loans.
As a member of the Banking Chief Financial Office team, you will influence outcomes for the business and challenge performance. You will be accountable for budgeting and forecasting, core financial discipline, organizational health and strategy.
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Job Responsibilities
- Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
- Serve as a strategic partner to the Banking Solutions Leadership through the development and management of annual financial budgets and monthly forecasting processes
- Analyze financials to understand business drivers and identify opportunities to improve
- Participate in the month-end close process with the broader Asset & wealth Management finance to research/resolve data issues and lead and execute the production/automation of quarterly regulatory reporting
- Navigate, interpret and analyze data sets and prepare insightful presentations for business reviews and senior management meetings
- Execute analytical ad-hoc requests and support various stakeholders and collaborate with functional partners both within AWM and cross-lines of business (Corporate Investment Bank and Commercial Bank)
- Enhancing controls and streamlining processes, introducing automation where possible
Required qualifications, capabilities and skills
- Minimum of Chartered Accountant (CA) or an Masters in Business Administration (MBA) in Finance is required
- 3+ years of work experience, preferably in Financial Services, and/or accounting/controller background
- Advanced skills in Excel and PowerPoint; proficiency in Tableau, Alteryx & ThoughtSpot,
- Knowledge of programming languages (Python, SQL) preferred and proficiency with data mining/gathering and manipulation of data sets
- Inquisitive, enthusiastic and diligent, and capable of challenging peers
- Strong verbal and written communication skills, with the ability to articulate complex issues clearly
- Ability to create ad hoc reporting for senior management with proven track record for executing on special projects / assignments, often with little lead time or information
Preferred qualifications, capabilities and skills
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and Financial Planning and Analysis Teams
- Highly motivated self-starter with excellent time management/prioritization skills
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
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.