Asset Wealth Management- Alternatives CFO- Executive Director
JPMorgan Chase & Co., New York, NY, United States
JP Morgan Asset and Wealth Management offers tailored investment solutions to Institutional, Retail, and High Net Worth clients worldwide. With expertise across all major asset classes, we manage over half a trillion in client assets through our Private Market Alternatives and Global Alternatives Investment Solutions. Our team of approximately 1,200 professionals operates from over 50 cities globally, providing strategies in real estate, private equity, credit, and more, leveraging JPMorgan's vast resources and infrastructure to meet client objectives.
Job Responsibilities The CFO (Head of Finance) for JPMorgan Asset and Wealth Management’s ~$550bn Global Alternatives business oversees and manages the Alternatives Finance Team and sits within the Finance and Business Management organization of JPMorgan Asset Management.
This individual is responsible for leading the financial agenda of the Global Alternatives businesses in close partnership with the Global Head of Alternatives Finance & Business Management, the respective Global Heads of Alternatives (Private Markets and Alternatives Investment Solutions), the Asset Management CFO and respective Alternatives CIOs/Business Heads and product leads. In this capacity they will:
Oversee financial reporting across all Global Alternatives LOBs, ensuring accuracy and timeliness for Revenue, Expenses, Client Assets, and Flows.
Manage annual budgeting, financial forecasting, and planning processes for the Global Alternatives platform, including performance and variance analysis across AUM, Revenue, Expenses, and Headcount.
Partner with investment teams, technology, and support groups on strategic plans, execution of new business initiatives, technology priorities, change management, and product launches.
Manage all Business Aligned Compensation Plans across Global Alternatives, including incentive and carry plan calculations.
Champion digital-first delivery and drive adoption of automated financial reporting solutions, dashboards, and AI tools, while identifying areas for process improvement.
Support growth initiatives across the Alternatives platform while maintaining expense and headcount discipline.
Deliver thoughtful, value-add financial results to Global Business Heads and serve as the main point of contact for global stakeholders on all Finance-related matters.
Collaborate with the broader Finance organization to deliver strategic initiatives such as optimized forecasting, budgeting, performance tracking, and reporting.
Understand complex fund and vehicle structures/strategies and their impact on P&L reporting, including legal entity considerations.
Effectively manage a global Alts Finance team, establishing a strong, inclusive culture and representing senior management on AM-wide committees and forums.
Demonstrate strong interpersonal skills, initiative, independent work ethic, creative problem-solving, attention to detail, confidentiality, and the ability to analyze and synthesize information in both individual and team-based environments.
Required Qualifications, Capabilities, and Skills
Bachelor’s degree in Business, Finance, Economics, or other related area
10+ years of experience in asset management, wealth management or closely related business within financial services.
Experience operating at scale in a global environment, balance of strategic mindset and pragmatic execution experience
Strong team management skills and ability to influence and lead teams across an organization
Familiarity with various financial valuation methodologies, waterfall constructs, and GAAP and FASB accounting rules
Ability to innovate, multitask and present information in a clear and concise manner
Superior written and verbal communication skills including presentations to large groups of people
Self-motivated, tenacious and able to work with high degree of independence
Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Preferred Qualifications
Knowledge of Alternative investments a plus
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Job Responsibilities The CFO (Head of Finance) for JPMorgan Asset and Wealth Management’s ~$550bn Global Alternatives business oversees and manages the Alternatives Finance Team and sits within the Finance and Business Management organization of JPMorgan Asset Management.
This individual is responsible for leading the financial agenda of the Global Alternatives businesses in close partnership with the Global Head of Alternatives Finance & Business Management, the respective Global Heads of Alternatives (Private Markets and Alternatives Investment Solutions), the Asset Management CFO and respective Alternatives CIOs/Business Heads and product leads. In this capacity they will:
Oversee financial reporting across all Global Alternatives LOBs, ensuring accuracy and timeliness for Revenue, Expenses, Client Assets, and Flows.
Manage annual budgeting, financial forecasting, and planning processes for the Global Alternatives platform, including performance and variance analysis across AUM, Revenue, Expenses, and Headcount.
Partner with investment teams, technology, and support groups on strategic plans, execution of new business initiatives, technology priorities, change management, and product launches.
Manage all Business Aligned Compensation Plans across Global Alternatives, including incentive and carry plan calculations.
Champion digital-first delivery and drive adoption of automated financial reporting solutions, dashboards, and AI tools, while identifying areas for process improvement.
Support growth initiatives across the Alternatives platform while maintaining expense and headcount discipline.
Deliver thoughtful, value-add financial results to Global Business Heads and serve as the main point of contact for global stakeholders on all Finance-related matters.
Collaborate with the broader Finance organization to deliver strategic initiatives such as optimized forecasting, budgeting, performance tracking, and reporting.
Understand complex fund and vehicle structures/strategies and their impact on P&L reporting, including legal entity considerations.
Effectively manage a global Alts Finance team, establishing a strong, inclusive culture and representing senior management on AM-wide committees and forums.
Demonstrate strong interpersonal skills, initiative, independent work ethic, creative problem-solving, attention to detail, confidentiality, and the ability to analyze and synthesize information in both individual and team-based environments.
Required Qualifications, Capabilities, and Skills
Bachelor’s degree in Business, Finance, Economics, or other related area
10+ years of experience in asset management, wealth management or closely related business within financial services.
Experience operating at scale in a global environment, balance of strategic mindset and pragmatic execution experience
Strong team management skills and ability to influence and lead teams across an organization
Familiarity with various financial valuation methodologies, waterfall constructs, and GAAP and FASB accounting rules
Ability to innovate, multitask and present information in a clear and concise manner
Superior written and verbal communication skills including presentations to large groups of people
Self-motivated, tenacious and able to work with high degree of independence
Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Preferred Qualifications
Knowledge of Alternative investments a plus
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