We are looking for a candidate to join the Finance team in Columbus supporting the various Americas sales channels in our Asset Management (AM) division. The team is responsible for providing value added financial reporting, planning/forecasting and analysis to help our sales teams to improve financial performance, achieve key business priorities, and make informed decisions. The sales channels supported include our Institutional, Retail, Sub-Advisory, and Insurance sales teams based in the Americas.
As a Financial Analysis, Associate on the Asset Management team, you will be responsible for various tasks and projects listed below, and will give you a broad exposure to the business drivers of the Asset Management business. You will work closely with the Americas Client CFOs and broader Financial Planning & Analysis team, but will also be expected to interact with the sales managers and sales teams you support.
Job Responsibilities:
- Produce weekly/monthly/quarterly reporting of the results and drivers for senior management, and prepare materials for business reviews and other presentations
- Perform variance analysis to understand the key drivers of the financials and provide commentary explaining changes from prior forecasts/budgets
- Produce monthly flows forecast and assist with the annual flows budget
- Review and analyze the results of the AM activity based costing model which assesses the profitability of each of our sales channels and products
- Coordinate the produce of the sales metric scorecards used to track the performance of all of our individual salespeople against their targets.
- Work on projects to drive global consistency and create synergies across the regional client financial analysis teams, enhancing controls, streamlining processes, and introducing automation where possible.
Required qualifications, skills, and capabilities
- Bachelor’s degree in Accounting, Finance or other related area
- 2+ years of work experience
- Advanced skills in Excel and PowerPoint
- Proficiency with data mining/gathering and manipulation of data sets
- Inquisitive, enthusiastic and diligent, and capable of challenging peers
- Strong verbal and written communication skills, with the ability to articulate complex issues clearly
- Ability to create ad hoc reporting for senior management; proven track record for executing on special projects / assignments, often with little lead time or information
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
- Highly motivated self-starter with excellent time management/prioritization skills
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Preferred qualifications, skills, and capabilities
- Preferably in Financial Services, and/or accounting/controller background
Additional Information
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
About Us
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Bachelor's degree in Accounting, Finance, or related field
- 2+ years of work experience
- Advanced skills in Excel and PowerPoint
- Proficiency with data mining, data gathering, and manipulation of large data sets
- Experience producing financial reporting, variance analysis, and forecasting
- Strong verbal and written communication skills
- Ability to create ad hoc reports and execute special projects under tight deadlines
- Team player able to partner with Business, Finance, and FP&A teams
- Preferably experience in Financial Services or accounting/controller background
- Authorized to work in the United States; employer will not sponsor visas or provide immigration assistance
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
JPMorganChase Insights
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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