Global Investment Banking Planning & Analysis

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New York, NY
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Vice President in Investment Banking FP&A will lead the financial budgeting, forecasting processes, and strategic business reviews, mentoring a high-performing team. Responsibilities include managing headcount, conducting competitive benchmarking, and preparing earnings materials for senior management, while also facilitating effective communication with key stakeholders.
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Job Description
Are you ready to take the helm of our Financial Planning and Analysis (FP&A) team and drive the future of investment banking? We are on the hunt for a visionary Vice President who will lead with strategic insight and financial acumen, propelling our business to new heights. In this pivotal role, you'll spearhead financial budgeting, forecasting, and strategic business reviews, ensuring our financial performance aligns with market dynamics. Your expertise in competitive benchmarking and headcount management will be crucial in shaping our strategic decisions. Join us and be the key representative in high-stakes discussions, while mentoring a high-performing team to foster innovation and excellence
As a Vice President in our Investment Banking FP&A team, you will lead the charge in driving financial performance and strategic planning. Your role will be pivotal in executing financial budgeting, forecasting, and conducting strategic business reviews to align with market dynamics. You will leverage your expertise in competitive benchmarking and headcount management to shape strategic decisions. Additionally, you will serve as a key representative in high-stakes discussions, while mentoring a high-performing team to foster innovation and excellence.
Job Responsibilities:

  • Lead the development and execution of financial budgeting and forecasting processes. Ensure alignment with business objectives and market conditions.
  • Support business heads in conducting strategic business reviews, providing financial insights and recommendations.
  • Prepare earnings materials for the CFO, ensuring accuracy and clarity in financial reporting.
  • Conduct competitive benchmarking analysis against peers in the investment banking industry, providing insights to drive strategic decision-making.
  • Partner with the business management team to manage headcount and drive expense-saving initiatives.
  • Develop and deliver compelling PowerPoint presentations for senior management and external stakeholders. Exhibit strong public speaking qualities to effectively communicate financial insights and strategies.
  • Serve as a key representative for the Investment Banking in various calls with senior management, including the CFO, Business Heads, and FP&A leads, ensuring effective communication and alignment on financial strategies and objectives.
  • Mentor and develop a high-performing FP&A team. Foster a culture of continuous improvement and innovation.


Required qualifications, capabilities & skills

  • Experience in partnering with multiple senior stakeholders
  • Managing & mentoring a team
  • Experience in analytical reviews and presentation of business performance
  • Expertise in all Microsoft Office applications - Excel, Outlook, Word and PowerPoint


Preferred qualifications, capabilities & skills

  • Degree qualification (preferred)
  • Previous experience in a finance / planning role in banking or financial services (preferred)


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 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
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
MS Office
PowerPoint

What the Team is Saying

Person1
Nick S.
Executive Director, Software Engineering
“My favorite thing about JPMorgan Chase is the vast number of problems we solve, and the diversity it takes to do that. Moving money, enabling payments and producing a world class customer experience are just a fraction of what we work on. Because the office is so casual and open, I get to participate in discussions on all of this. “
Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
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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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About our Teams

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