Asset Management Financial Planning

4 weeks ago

Dallas, Texas, United States JPMorganChase Full time

Job Description
J.P. Morgan Asset & Wealth Management, with client assets of $5.4 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.
As an Asset Management Financial Planning & Analysis Associate within the Finance team in Plano, you will be responsible for providing value-added financial reporting, planning/forecasting, and analysis to our product desks. You will work closely with the Product CFOs and broader Financial Planning & Analysis team, and interact with peers and business leaders in the product desks and other areas as necessary. Your role will involve leading projects to promote global consistency and create synergies across the team, responding to executive ad-hoc requests, acting as a key liaison to the business, performing variance analysis, reviewing and analyzing the results of the AM activity-based costing model, partnering with desk heads and investment specialist heads to produce and develop metrics, enhancing controls and streamlining processes, and working on projects to promote global consistency. You will also be expected to develop mock-ups quickly and iteratively for management presentations, reports, and dashboards.
Job responsibilities:

  • Self-start and lead projects to drive global consistency and create synergies across the team. An example would be the development of a consistent approach to the review and presentation of the output of our new profitability model.
  • Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders for multiple products
  • Acting as a key liaison to the business / Product CFOs & wider Finance team
  • Perform variance analysis to understand the key drivers of the results and provide commentary explaining changes from prior forecasts/budgets.
  • Review and analyze the results of the AM activity based costing model and suggest areas where expense efficiencies could be achieved.
  • Partner with desk heads and investment specialist heads to produce and develop metrics to measure performance of their teams.
  • Enhance controls and streamline processes through automation where possible.
  • Work on projects to drive global consistency and create synergies across the team. An example would be developing a new pricing tool that can be used for all products. Conduct analyses from financials to understand business drivers to identify opportunities to improve business results
  • Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards
  • Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques.

Required qualifications, capabilities, and skills:

  • BA/BS in Finance, Economics, Accounting or other related area
  • Minimum of 2+ years of relevant Financial Services experience.
  • Strong technical and analytical skills, including proficiency with Excel, PowerPoint, Essbase, and other financial applications.
  • Inquisitive, enthusiastic and diligent, and capable of challenging peers.
  • Strong verbal and written communication skills with the ability to articulate complex issues clearly.
  • Highly motivated and able to maintain composure in a fast-paced environment and prioritize projects accordingly.
  • Desire and ability to understand and effectively utilize MIS reporting systems
  • Integrity in handling highly sensitive and confidential information.
  • Knowledge and understanding of financial principles and ability to link results to activities

Preferred qualifications, capabilities, and skills:

  • Team player with the ability to be respected as a trusted partner for the Business, Finance, and F&BA Teams.
  • Experience with Tableau, Alteryx, Python or Qlikview a plus
  • CFA, CPA, MBA a plus

About Us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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