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Wealth Management - Investments Finance - VP

Req #: 180025559
Location: New York, NY, US
Job Category: Accounting/Finance/Audit/Risk
Job Description:

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at

Business Description:

J.P. Morgan Asset & Wealth Management, with client assets of $2.3 trillion, 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.

With more than 160 years of experience, J.P. Morgan Wealth Management (WM) is a global wealth management leader that delivers the quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging our products and solutions.

Our Team:

The WM Investments, Trust and Estates Finance team provides financial and strategic coverage to WM Investment Solutions, Trust and Estate, as well as 700 Investment specialists, globally.  This role will involve regular interaction with Senior Management and control partners across the organization to provide meaningful financial information and drive strategic initiatives forward.  The candidate will have deep interest in financial markets, investment products, and sales effectiveness.  

Key Responsibilities:
  • Cover internal clients within Institutional Wealth Management (IWM) with focus on our Global Investments Opportunities business (GIO)
  • Present meaningful unbiased analytics to clearly and simply identify facts, trends and opportunities to drive priorities for the business
  • Own financial scorecards for Investment Specialist sales force – including working directly with sales force to educate them on results and implications
  • Manage weekly financial reporting process for Global Investments and Trust & Estates, including production and flexibility to adapt to evolving business focus
  • Lead a team of 2 individuals

This work will require a good understanding of financial statements, investment products, and business drivers.   Also, the candidate will need to be a self-starter and be able to handle multiple requests. 

Skills Required:
  • 5+ years of experience in financial services and Finance or Business Management function
  • Organized; has a strong attention to detail and exercises a controls mindset
  • Strong problem solving, decision making, triage, and prioritization skills
  • Excellent analytical and logical thinking to understand and analyze complex business processes;
    demonstrated ability in dealing with different stakeholder groups and driving the agenda
  • Effective oral and written communication skills; capable of concision and brevity
  • Intermediate to advanced Microsoft Powerpoint, Word, and Excel skills are required
  • Strong sense of accountability and initiative
  • Good judgment and discretion working with highly confidential information

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