Commercial Bank Investments Product Controller, Associate

Join the Commercial Banking (CB) Investments Controller to be an integral member of the broader CB Strategy, Finance & Business Management organization with primary oversight of CB's investment portfolio, comprised of community development tax credit investments and public and private equity investments supporting some of CB’s strategic initiatives.  

As an Associate on the Product Controller team within Commercial Bank Investments unit, you will be engaging across a broad range of stakeholders and possess a strong financial control mindset and a deep understanding of financial accounting and reporting.

Job responsibilities 

• Ensure the financial reporting accuracy and integrity of CB’s investment portfolio, including CRE tax credits (New Market Tax Credits and Historic Tax Credits) and public/private equity investments
• Design and execute key controls throughout the accounting and reporting lifecycle of investments
• Serve as the primary point of contact for senior business leaders across CB and strategic investments on all matters relating to accounting, reporting and controls
• Oversee month-end close process for CB investments, partnering closely with various corporate groups and functions
• Review and report quarterly performance and valuation of investments to senior management, including assessment for impairment
• Prepare and review regulatory filings or data used for external reporting
• Assist the business on new strategic investments and business initiatives from an accounting, reporting and controls perspective

Required qualifications, capabilities, and skills 

• 3+ years of experience within the financial services industry
• Strong written and oral communication skills and ability to present to senior management
• Strong problem solving skills and attention to detail

Preferred qualifications, capabilities, and skills

• banking sector experience 
• Knowledge and experience of accounting for tax credits and investments preferred
• CPA or equivalent preferred

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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans