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Asset Management - Financial Planning & Analysis - Associate

Req #: 180009898
Location: Jersey City, NJ, US
Job Category: Accounting/Finance/Audit/Risk
Job Description:
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.4 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, asset management and private equity. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
The AM Financial Planning & Analysis (P&A) team works directly for the AM CFO, Meg McClellan, and our primary role is to provide her and the AM Operating Committee with analysis of our financial results and business metrics.
We are looking for a strong Associate to join the team in New Jersey, who will get involved in all aspects of analysis and reporting performed by the P&A team. Primary responsibilities will include:
  • P&L analysis – analysis of the overall AM financial results and business metrics.
  • CFO support – preparation of presentations and support for AM CFO ahead of senior management meetings such as AM OC, IMA OC, OCC, AM Advisory Council, Town Halls etc.
  • Budgeting/forecasting – coordination of process, modeling of results and scenarios, and presentation of results/analysis.
  • Sales/Portfolio Manager Scorecards - production of scorecards for evaluating sales people and portfolio manager performance.
  • AM contact for AWM Center – communication of AM results and drivers to the AWM Center P&A team, and point person for answering their questions and ad hoc requests.
  • The successful candidate will need to cope well under pressure, be highly analytical, hold their own in complex conceptual discussions, demonstrate a strong control mindset, possess solid accounting knowledge, have strong verbal and written communication skills, and exhibit influence and relationship building skills.  
  • Accounting or professional qualification (ACA, ACCA, CIMA, CPA, CFA)
  • Bachelor's degree in finance, economics, accounting, or in a subject of a technical nature.
  • 3 years financial analysis and / or financial services experience.
  • Excellent analytical skills and knowledge of finance and accounting concepts.
  • Exemplary communication, influencing, relationship building, and coordination skills.
  • Strong financial modeling skills.
  • Technical aptitude - advanced skills in Excel and Hyperion Essbase.
  • Strong process improvement skills (project management skills a plus).
  • Ability to work independently and prioritize responsibilities.
  • Team player with ability to be respected as a trusted partner with the Business, Finance, Human Resources and P&A Teams.
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