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Asset & Wealth Management – FB&M – Financial Analysis – Associate

JPMorgan Chase

This is a Full-time position in Plano, TX posted May 30, 2021.

JPMorgan Chase & Co .

is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries.

It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking **.**J.P.

Morgan Asset & Wealth Management, 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.J.P.

Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals.

Our teams of Bankers deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.The U.S.

Private Bank advises families across the U.S.

through 45 offices and represents one of the largest growth opportunities for J.P.

Morgan Chase & Co.

In 2020, the U.S.

Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.The Business Finance Manager (“BFM”) will be based in Plano, TX with responsibility to broadly support the regional agenda and local markets.

The role will work closely with the local team in Plano as well as the regional and local market teams across the Americas (LatAm PB & USPB).

The BFM will provide business management oversight including financial, information, and sales management.

This role involves frequent interaction with management (Market Managers) and front office advisors (Bankers, Investors, etc.) in a fast-paced team environment, as well as accountability for broader regional projects.

The BFM will serve mainly within four main channels, Strategic Planning, Finance Management, Sales Management, and Project Management.An Associate in Business Finance Management would be expected to:Essential Functions:**Strategic Planning**+ Partner with regional CFO and Market Manager(s) to develop strategic market plans+ Develop and present strategic insights about the markets+ Align with market goals and objectives to priorities and initiatives+ Act as a thought partner to Market Mangers on key business decision**Financial, Sales, and Project Management**+ Conduct analyses from financials to understand business drivers to identify opportunities to improve business results+ Participate in the month-end close process with the broader WM finance team and research and resolve data issues+ Partner with regional CFO to prepare for business reviews with senior management+ Drive disciplined expense management and markets+ Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders+ Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques.

Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards+ Work with Market Managers to assess talent, using a metrics-driven approach+ Develop and maintain robust sales management processes for Market Manager+ Drive ongoing enhancements and modifications to internal sales management processes**Qualifications**+ Bachelor’s degree in Business Administration, with preferred Finance/Accounting, Engineering+ 5+ years relevant experience+ Intermediate to advanced level ability expected in MS Office (Excel, Access, PowerPoint, Pivot Tables, Nesting formulas)+ Exceptional analytical skills with ability to synthesize data to make acute business decisions, attention to detail is a must with continuous focus on design excellence+ Proven experience delivering timely, high quality presentations and/or reporting for various projects with competing priorities+ Demonstrated ability in dealing with different stakeholder groups and driving the agenda/plan/change management+ Capable of exercising leadership; willing to make challenging decisions+ High energy, proactive, strategic thinker with excellent ability to solve issues and conflicts+ Excellent written and oral communication, strong time management and prioritization skills+ Able to work in a dual matrix reporting environment and ability to partner with multiple stakeholders+ Willingness to travel (limited)Same Description for Internal and ExternalJPMorgan 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.

In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.Equal Opportunity Employer/Disability/Veterans

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