Financial Analysis - Analyst

Posted 12 Hours Ago
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Bengaluru, Karnataka
Hybrid
1-3 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Financial Analyst position involves preparing presentations for senior management, providing management reporting on the deposit portfolio, monitoring product performance with variance analysis, designing and building reports on product performance and pricing, performing data analysis for decision-making, managing quality standards, and completing ad hoc projects as required.
Summary Generated by Built In

Job Description
You are a strategic thinker passionate about driving solutions in financial analysis . You have found the right team.
As a Financial Analyst in our "Commercial & Investment Banking Treasury (CIBT) Liquidity Analytics team", you will spend each day defining, refining and delivering set goals for our firm
Job Responsibilities:

  • Prepare internal presentations for senior management, business segment leadership, or the broader CB audience on various economic and strategic deposit-related topics.
  • Provide weekly and monthly management reporting on the deposit portfolio, including balance trending, market rates and pricing, exception reporting, and segment-level portfolio overviews.
  • Monitor product performance monthly, providing in-depth variance analysis and business outlook to senior leaders.
  • Design and build new reports to provide management with information on product performance, portfolio insights, product pricing, and other key KPIs highlighting business/segment performance.
  • Perform quantitative and qualitative analysis on various business subjects, providing valuable data-driven insights to facilitate business decision-making.
  • Liaise with controllers in case of discrepancies and ensure detailed understanding of actuals.
  • Take responsibility and accountability for maintaining robust quality control and standards.
  • Complete ad hoc projects/tasks as requested.


Required qualifications, capabilities, and skills

  • CA/ CFA/ MBA - Finance (Tier 2) or equivalent qualified having minimum 1 year experience in Financial Services, and/or controller/regulatory reporting background
  • Working knowledge of Excel and PowerPoint
  • Strong verbal and written communication skills with the ability to articulate complex issues clearly
  • Ability to carry out complex tasks under considerable time pressure, whilst maintaining a high level of accuracy and quality
  • Proactive approach to identifying and solving problems and ability to consider multiple dimensions of an issue
  • Inquisitive, enthusiastic, and diligent
  • Strong project management skills, including the ability to manage multiple deliverables simultaneously in a fast-pace environment
  • Team player with the ability to be respected as a trusted partner
  • Self-starter, able to prioritize key tasks & manage deliverables effectively


Preferred qualifications, capabilities, and skills

  • Handy with tools like - Alteryx, Tableau. Cognos, SAP BI, Hyperion
  • Inquisitive, enthusiastic, and diligent


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 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.
About the Team
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.
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.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 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.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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