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Commercial & Investment Bank, Planning and Analysis - Client Reporting - Executive Director

JPMorgan Chase & Co.
United Statesfull_timeVerifiedPosted 15 May 2025

About the role

J.P. Morgan is seeking talented candidates for the position of Executive Director in the Commercial and Investment Bank’s Central Planning & Analysis Team for the role in Client Reporting and Analysis

As an Executive Director in the Client reporting and Analysis Team, you will play a critical role in supporting the Commercial and Investment Banking business. You will engage in supporting day-to-day business objectives and shaping the strategic vision of the business. This role offers the opportunity to work closely with a wide variety of stakeholders and senior business leaders, manage critical deliverables in a fast-paced environment, and contribute to the client reporting agenda. Your strong financial acumen, strategic thinking, and leadership skills will be key to your success in this role.

Job Responsibilities

  • Partner with the CIB lines of business leads, Strategy and other stakeholder to lead the delivery of a comprehensive suite of client reporting, including cross line of business reporting to support firmwide initiatives
  • Lead the discussions with senior leadership and with the businesses to understand the key business objectives and translate those into concrete programs and deliverables. 
  • Collaborate with lines of business counterparts and other SMEs to support adhoc client deep dives and other queries on profitability metrics for the clients
  • Drive engagement across the technology and business groups to support the continued build out of reporting and technology infrastructure for Client analytics
  • Implement appropriate governance & controls around the WCP data to ensure accuracy and adequate business logic documentation 
  • Prepare and present proforma impact due to proposed changes and ensure that stakeholders understand the change prior to implementation
  • Own end to end implementation of projects that enhance functionality and reporting provided by existing internal reporting platform, Wholesales Client Profitability (WCP)
  • Work closely with business users to facilitate sign-off around final implementation of any changes to the data structure in WCP

Required qualifications, capabilities, and skills

  • 12+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers
  • Experience in the consolidation, review, analysis, and presentation of financials
  • Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
  • Excellent oral and written communication and relationship management skills
  • Detail-oriented and able to multi-task in a fast-paced environment with frequently changing priorities and to meet deadlines under pressure
  • Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary 

 Preferred qualifications, capabilities, and skills

  • Previous experience in a Business Management / client analytics / Strategy role in banking or financial services strongly preferred
  • Advanced Microsoft Office skills (Excel & PowerPoint in particular), SQL & Tableau preferred
  • Experience with data modeling and visualization tools  

JPMorganChase, 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, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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

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Company

JPMorgan Chase & Co.

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