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 www.jpmorganchase.com.
J.P. Morgan Wealth Management (WM), with client assets of $1.3 trillion and more than 160 years of experience, provides integrated services for ultra-high-net-worth and high-net-worth families and individuals worldwide. WM products offered to clients include investments, credit, deposits, and fiduciary products across the Private Bank (PB), JPM Securities (JPMS) and Chase Wealth Management (CWM). The WM Investments Finance Team is responsible for analytics, forecasting, and reporting of WM revenue and expenses related to investment products including mutual funds, hedge funds, private equity, separately managed accounts, IPOs, trading, foreign exchange, and derivatives. This role will primarily cover the Investment Solutions organization and partner with Portfolio Managers, Trading Product Desk Heads, Investor Team Leads (ITLs), Business Management, Regional CFO’s, Product Controllers, and finance contacts across Asset & Wealth Management to ensure the ongoing financial health of the Investments practice.
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