Head of Financial Analysis – Asset Management- Managing Director

Join JPMorganChase as the Head of Financial Analysis, providing support for Asset Management across all businesses and functions. J.P. Morgan Asset & Wealth Management Finance and Business Management has an exciting new opportunity for the Global Head of Planning and Analysis of the Asset Management business. This role offers the chance to report directly to the Head of Asset & Wealth Management Planning and Analysis, with a dotted line accountability to the Asset Management Chief Financial Officer.

As the Head of Financial Analysis – Asset Management within J.P. Morgan Asset & Wealth Management Finance and Business Management, you will lead the planning and analysis efforts for the Asset Management business. You will be responsible for delivering business intelligence reporting, management information, and competitor analysis support. This role offers the opportunity to develop analytical capabilities, manage core deliverables, and promote transformation projects to completion. You will also lead the expense agenda and create a best-in-class reporting and analytics ecosystem, while working closely with global teams to achieve strategic objectives.

Job responsibilities: 

• Manage the Asset Management team building key processes and systems to ensure timely, robust, accurate and relevant analysis and information provided to business heads, CFOs and Corp P&A leads, as well as Business Management, Product Controllers and other stakeholders.  Key focus will be on developing the analytical capabilities of the organization to enhance AM business-focused support while simultaneously managing the demands of core P&A deliverables for AM and Corporate.  Includes ownership of the budget and forecasting processes, revenue control, expense management (including assisting with enforcement of AM's expense policy), as well as several other key business metrics and processes.
• Build on the many use cases of transformation projects already under way and bring it to completion. Deliver reliable, accurate and timely reporting solutions across AM front office and support functions.  Key reporting functions include client analytics, P&L, headcount, scorecards, regulatory and support for planning & outlook.
• Lead the expense agenda for the CFO and Finance leaders of AM including the framework, analytics, reporting and ad-hoc analysis to provide insights to AWM CEO and CFO
• Create best-in-class reporting and analytics ecosystem that builds on dashboard environment by addressing reporting redundancy and simplifying navigation amongst existing reports.  Bring to market tangible and scalable use cases for AI and LLMs to further harness insights from our finance and non-finance data. 
• Work closely with relevant business and CFOs across the globe on return-oriented geographic expansion and to execute on expense efficiencies and synergies across the footprint.  Be "the voice" of Asset Management on attendance patterns, ratio seating and associated analytics.
• Responsible for reviewing potential new business opportunities
• Attract, developing and retaining a team of world class finance professionals

Required qualifications, capabilities, and skills:

• 15+ years of finance and overall business management experience in a complex financial organization
• Outstanding analytical and presentation skills
• Proven ability to act independently with excellent decision-making skills
• Proven ability to work well under pressure and handle multiple projects and initiatives at same time
• Strong leadership skills with experience in demanding global environments, including building and motivating high-performance teams with a global focus.
• Demonstrated expertise in strategic planning, issue resolution, negotiation, and leading internal reviews to assess business and financial choices for achieving objectives.
• Proven ability to identify and mitigate risk based on company and industry guidelines, while driving innovation and process improvement.
• Superior verbal and written communication skills, especially when engaging with senior-level management.
• Results-oriented background with a track record of delivering complex data in digestible formats and identifying opportunities for innovation.
• Extensive knowledge of MIS, accounting, product/client profitability, activity-based costing, project management, transfer pricing, and revenue sharing.

• Proficient in Tableau, Alteryx, Excel, PowerPoint, and emerging technologies such as ChatGPT, with experience working in matrix structures and across multiple locations.