Financial Analysis - Associate

Posted 6 Days Ago
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Mumbai, Maharashtra
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Financial Analysis Associate will support the Corporate & Investment Banking team's forecasting, planning and project deliverables, ensuring alignment with corporate objectives, managing balance sheet projections, and providing analytical support for treasury functions. They will produce senior-level overviews, coordinate with stakeholders, and address ad-hoc requests.
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 Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm.
You will be based in Mumbai and will be a part of the Mumbai Corporate & Investment BankingTreasury P&A team and support New York team in deliverables relating to forecasting and analysis of Balance Sheet, NII and FTP in support of current year forecasts as well in support of the firm's multi-year budget process. You will be supporting the monthly forecast process as well as other Treasury P&A projects on an as-needed basis.
Job Responsibilities:

  • Support CIB forecasting, planning, and articulation of results by partnering across all Corporate & Investment Banking sub-lines of business to ensure forecasts align with the latest corporate and business-level objectives.
  • Partner closely with the central team and line of business controllers to understand closing month/intra-month actuals, ensuring the latest actuals form the basis of forecasting and planning assumptions.
  • Produce monthly and quarterly senior-level overviews that articulate CIB total results, focusing on total Corporate & Investment Banking balance sheet trend results, liquidity trends, net funding trends, quarterly NII results, and underlying business drivers.
  • Provide P&A support for the Corporate & Investment Banking Treasury Product Control function, including surveying revenue and balance sheet projections and coordinating deliverables across stakeholders.
  • Coordinate with line controllers to manage offline weekly/monthly balance sheet projections for spot and average asset and liability balances, and support in gathering liquidity forecast inputs.
  • Support ad-hoc requests related to growth initiatives, investor day, and press release presentations.


Required qualifications, capabilities, and skills:

  • Bachelor's degree or equivalent in Accounting, Finance, Business Administration or related field.
  • Minimum 4years of relevant experience in Liquidity Management, Treasury, Risk Management, Planning & Analysis or Controller roles.
  • Strong understanding of CIB Balance Sheet products, liquidity concepts including LCR, NSFR, SLR etc. is a must
  • Strong stakeholder management and excellent communication skills
  • Results-orientated without compromising control and detail
  • Strong Excel and PowerPoint skills are required
  • Ability to handle multiple tasks simultaneously and efficiently
  • Thrives on challenges in a fluid working environment
  • Actively listens and assimilates broad ranging information quickly


About Us
JPMorganChase, 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
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Top Skills

Excel
PowerPoint

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
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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