Global Private Bank Finance Annuities & Life Insurance Associate

Job Description
JP. Morgan Asset & Wealth Management Finance and Business Management is looking for a Financial Associate to join their team in Plano, Texas. This role offers the opportunity to work directly under the Chief Financial Officer of the Global Private Bank Annuities & Life Insurance division. The position involves conducting financial analytics to assess the profitability of annuities and life insurance products, as well as providing forecasting and analytical support to inform strategic business decisions.
As an Annuities & Life Insurance Finance Associate within the Global Private Bank, you will influence outcomes for the business and challenge performance. You will be an integral part of our efforts to promote growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis, and recommendations to improve results and promote decisions, you will ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
Job responsibilities:

• Serve as a strategic partner to the business by providing analytics and guidance which drives business development and aids in the execution of key business initiatives
• Understand and evaluate the financial impact: changes in yields, pipeline projections, sales, product mix, and impacts
• Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes
• Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology
• Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and USWM organizations, etc.)

Required qualifications, capabilities, and skills:

• Ability to take ownership and work independently
• Analytical ability with capacity to tell the story and see the big picture
• Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWM
• Ability to articulate ideas in a clear, concise, and structured manner
• Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making
• Highly organized and structured; ability to prioritize and time manage is crucial
• Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key
• Utilize judgment and discretion in working with highly confidential information
• Bachelor's degree
• 5+ years relevant experience '

Preferred qualifications, capabilities, and skills:

• Experience in Annuities, Life Insurance, or Financial Analysis
• Proficiency in SQL and/or Python is a plus
• Proficiency in LLMs AI tools (Alteryx, Thoughtspot, DataBricks) is a plus

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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.