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Associate_CIB CAO F&BM

Req #: 180020351
Location: Bangalore East, KA, IN
Job Category: Accounting/Finance/Audit/Risk
Job Description:
J.P. Morgan is a leading global financial services firm, established over 200 years ago:

o We are the leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.
o We have assets of $2.5 trillion and operations worldwide
o We operate in more than 100 markets.
o We have more than 243,000 employees globally.

Our wholesale businesses include J.P. Morgan’s Asset Management, Commercial Banking and the Corporate & Investment Bank which provide products and services to corporations, governments, municipalities, non-profits, institutions, financial intermediaries and high-net worth individuals and families.

Our corporate functions support the entire organization and include the following functions: Accounting, Audit, Finance, Human Resources, Operations, and Technology.
Department Summary:
  • The Corporate & Investment Bank (CIB) CAO Finance Unit Costing Team provides Management accounting expense analysis in order to support the Corporate and Investment Bank business strategy.
  • The Demand Management team lead unit costing analysis and maintain updates to deal costing tools to support the business areas within Global Funds Services. The team works closely across the organization with Product Management, Deal Pricing, Finance, Operations Management, Client Relationship and Management/Sales.
Position Summary: 
  • The role is responsible for the APAC Demand Management function across Global Fund Services products providing cost analysis and tools to support client, product and new business assessment and reporting. 
  • This role will require the balancing of regional and global requirements to achieve business goals.
Key Accountabilities / Major Responsibilities: 
  • Lead analyst for the “Cost to Serve” modeling within the APAC region. Key contact in the deal commercial process that drives business decisions both strategically and tactically, on deal pricing and client profitability.
  • Provide objective headcount assessments and provide support to operations in understanding the impact of new business on capacity.
  • Partner with operations mgmt. team to collate and analyze source data required to refresh unit rates and update the client profitability system.
  • Develop and expand reporting capabilities in line with changes to the operating model, and evolving needs of the business.
  • Support the annual Deal Pricing refresh which calculates and refines the unit rates that are used to apply Technology and Operations production expense to sub-products and clients as part of global costing exercises.
  • Participate in strategic Projects, including implementation across new services/sub-products, new business reporting and reporting tools (e.g., Wholesale Client Profitability (WCP), RAMPs and SAS CPM –costing tool) and wider analysis.
  • Use data and modeling output to provide succinct and meaningful reporting to Business Managers with respect to key driver trends and the assessment of the impact of key business changes.
Knowledge and Experience Required:
  • 4+ years’ experience in Finance and/or Global Fund Services
  • Sound knowledge of the securities industry
  • Strong communication skills, both oral and written.
  • Proven track record in process improvement/change management and leadership displaying influencing skills.
Formal Qualifications:
  • Securities Industry or Finance related qualifications beneficial.
  • Project Mgmt  and Business Mgmt skillsets beneficial
Behavioral Competencies:
  • Assume accountability through willingness to take ownership and responsibility to accomplish goals.
  • Leadership qualities with the ability to use appropriate methods and a flexible interpersonal style to motivate and build relationships across teams; facilitating the completion of business goals  
  • Sound securities industry knowledge, including Funds Services knowledge
  • Possess strong analytical skills with the ability to research issues/problems & focuses on a ‘solution-based’ approach to their work environment
  • Strong communication and influencing skills with the ability to deal with people at all levels
  • Work in a controlled and organised manner, paying attention to detail
  • Self starter with a positive approach to change. Flexibility to respond to changing demands and short notice requests
  • Effective planning and time management skills to meet strict deadlines

Operating Systems: Applicants should be competent users of MS Excel, Word and Powerpoint.  MS Access experience beneficial but not essential.

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