Asset Management Financial Planning & Analysis Associate

JPMorgan Asset & Wealth Management, with client assets of $5.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

As an Asset Management Financial Planning & Analysis Associate within the Finance team, you will be responsible for providing value-added financial reporting, planning/forecasting, and analysis to our product desks. You will have the opportunity to lead projects, develop metrics, and enhance controls to improve financial performance and business results. You will work closely with Product CFOs, desk heads, and investment specialist heads, and will be expected to interact with peers and business leaders in the product desks and other areas as necessary. This role will give you broad exposure to the business promoters of the Asset Management business and the chance to make a significant impact.

Job responsibilities 

• Self-start and lead projects to drive global consistency and create synergies across the team. An example would be the development of a consistent approach to the review and presentation of the output of our new profitability model.
• Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders for multiple products
• Acting as a key liaison to the business / Product CFOs & wider Finance team
• Perform variance analysis to understand the key drivers of the results and provide commentary explaining changes from prior forecasts/budgets.
• Review and analyze the results of the AM activity based costing model and suggest areas where expense efficiencies could be achieved.
• Partner with desk heads and investment specialist heads to produce and develop metrics to measure performance of their teams.
• Enhance controls and streamline processes through automation where possible.
• Work on projects to drive global consistency and create synergies across the team. An example would be developing a new pricing tool that can be used for all products. Conduct analyses from financials to understand business drivers to identify opportunities to improve business results
• Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards
• Organize complex information in a strategic and compelling way, demonstrating design acumen and expertise in Excel and PowerPoint techniques.

Required qualifications, capabilities, and skills

• BA/BS in Finance, Economics, Accounting or other related area 
• Minimum of 3+ years of relevant Financial Services experience.
• Advanced technical and analytical skills, including proficiency with Excel, PowerPoint, Essbase, and other financial applications.
• Inquisitive, enthusiastic and diligent, and capable of challenging peers.
• Great verbal and written communication skills with the ability to articulate complex issues clearly.
• Highly motivated and able to maintain composure in a fast-paced environment and prioritize projects accordingly.
• Desire and ability to understand and effectively utilize MIS reporting systems
• Integrity in handling highly sensitive and confidential information.
• Knowledge and understanding of financial principles and ability to link results to activities

Preferred qualifications, capabilities, and skills 

• Team player with the ability to be respected as a trusted partner for the Business, Finance, and F&BA Teams.
• Experience with Tableau, Alteryx, Python or Qlikview a plus
• CFA, CPA, MBA a plus

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offe