Expense Associate - Global Private Bank
JPMorganChase, Plano, TX, United States
Job Description
We have an exciting opportunity to join our JPMorgan Global Private Bank Finance & Business Management (“GPB F&BM”) team where you will report directly to the Headcount & Expense lead, providing consolidated financial analysis and reporting largely centered around expense. As a member of GPB F&BM, you are an integral part of our efforts 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, our teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
As an Associate on our Global Private Bank team, you will play a pivotal role in coordinating across the regional and India based Finance teams, performing analysis of financial/business metrics, delivery of management reporting, enhancement of reporting initiatives and development of ad-hoc business performance analysis. You will also act as a key conduit between the regional teams and US partners in GPB/Asset Wealth Management P&A.
Job Responsibilities
Conduct comprehensive financial analysis and variance analysis on business expense trends with an overall goal of improving ROE
Set monthly reviews with business leaders and senior stakeholders to effectively communicate findings and recommendations
Provide insights and recommendations to support groups and the business on actuals, future outlooks, and budgets
Manage and communicate results around the internal allocation engine from support group expenses to front office
Transform and modernize the current reporting package using analytical tools such as Alteryx, Tableau, and ThoughtSpot for more transparent views into a fully loaded P&L
Prepare budget decks for the Global Private Bank and the various regions
Act as the backup to regional expense & headcount leads as necessary
Required Qualifications, Capabilities, and Skills
Bachelor’s degree in Accounting, Finance or a related discipline
Minimum of 3 years of experience in financial planning & analysis, finance, accounting, controller, management consulting, management accounting or related function in Financial Services
Strong analytical skills with proficiency in financial analysis techniques; ability to understand business drivers and identify opportunities to improve
Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders
Ability to work effectively with cross-functional teams and stakeholders from various departments and levels; excellent interpersonal skills to build relationships and promote cooperation among team members and other teams
Detail oriented, strategic thinker with skills in analysis, data synthesis, and acute decision making
Excellent communication skills, both written and verbal with ability to present complex financial information to stakeholders
Experience leading projects, dealing with competing priorities
Ability to distill complex information in a clear and concise way
Advanced skills in Excel and PowerPoint
Preferred Qualifications, Capabilities, and Skills
Professional certifications such as CFA or CPA
Working knowledge of Alteryx , SQL, Tableau, Anaplan and ThoughtSpot
Understanding of the P&L and underlying expense drivers
About Us JPMorgan Chase, 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.
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.
Equal Opportunity and Diversity Statement 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans.
Eligibility and Employment Details To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT). This role does not provide relocation assistance, so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.
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As an Associate on our Global Private Bank team, you will play a pivotal role in coordinating across the regional and India based Finance teams, performing analysis of financial/business metrics, delivery of management reporting, enhancement of reporting initiatives and development of ad-hoc business performance analysis. You will also act as a key conduit between the regional teams and US partners in GPB/Asset Wealth Management P&A.
Job Responsibilities
Conduct comprehensive financial analysis and variance analysis on business expense trends with an overall goal of improving ROE
Set monthly reviews with business leaders and senior stakeholders to effectively communicate findings and recommendations
Provide insights and recommendations to support groups and the business on actuals, future outlooks, and budgets
Manage and communicate results around the internal allocation engine from support group expenses to front office
Transform and modernize the current reporting package using analytical tools such as Alteryx, Tableau, and ThoughtSpot for more transparent views into a fully loaded P&L
Prepare budget decks for the Global Private Bank and the various regions
Act as the backup to regional expense & headcount leads as necessary
Required Qualifications, Capabilities, and Skills
Bachelor’s degree in Accounting, Finance or a related discipline
Minimum of 3 years of experience in financial planning & analysis, finance, accounting, controller, management consulting, management accounting or related function in Financial Services
Strong analytical skills with proficiency in financial analysis techniques; ability to understand business drivers and identify opportunities to improve
Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders
Ability to work effectively with cross-functional teams and stakeholders from various departments and levels; excellent interpersonal skills to build relationships and promote cooperation among team members and other teams
Detail oriented, strategic thinker with skills in analysis, data synthesis, and acute decision making
Excellent communication skills, both written and verbal with ability to present complex financial information to stakeholders
Experience leading projects, dealing with competing priorities
Ability to distill complex information in a clear and concise way
Advanced skills in Excel and PowerPoint
Preferred Qualifications, Capabilities, and Skills
Professional certifications such as CFA or CPA
Working knowledge of Alteryx , SQL, Tableau, Anaplan and ThoughtSpot
Understanding of the P&L and underlying expense drivers
About Us JPMorgan Chase, 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.
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.
Equal Opportunity and Diversity Statement 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans.
Eligibility and Employment Details To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT). This role does not provide relocation assistance, so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.
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