Tax Oriented Investments Control Associate

Posted 2 Days Ago
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Chicago, IL
Hybrid
Junior
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Tax Oriented Investments Control Associate will oversee control issue identification and evaluation, maintain LOB portfolio and legal entity reporting, reconcile portfolio data, and support month-end and quarterly reporting. The role includes developing expertise in GAAP and LOB controls, and implementing process improvements across applications.
Summary Generated by Built In

Job Description
Join the Tax Oriented Investments ("TOI") business within the Corporate and Investment Banking division. We are looking for an analyst level professional to join our finance team. TOI's finance team is responsible for product control, legal entity control, and financial control. This role presents an excellent opportunity to gain exposure to a dynamic and complex financial environment.
As a Tax Oriented Investments Control Associate within the Corporate and Investment Banking division, you will be accountable for oversight of control issue identification, escalation, evaluation and remediation in order for consistency across Finance reporting. You will build relationships with the business, middle office, and technology colleagues, maintain LOB portfolio via finance subledger, and oversee LOB legal entity structure reporting. You will also be responsible for reconciliation and analysis of portfolio data to support controller function, deliver month end and quarterly reporting deliverables, and assist with implementation of process improvements across LOB applications. Your role will also involve developing subject matter expertise such as portfolio GAAP and LOB controls and understanding how those concepts apply to the LOB's technology platform.
Job responsibilities:

  • Building relationships with the business, middle office, and technology colleagues
  • Maintaining LOB portfolio via finance subledger
  • Maintaining and overseeing LOB legal entity structure reporting
  • Reconciling and analyzing portfolio data to support controller function
  • Deliver month end and quarterly reporting deliverables
  • Assist with implementation of process improvements across LOB applications
  • Developing subject matter expertise such as portfolio GAAP and LOB controls and understanding how those concepts apply to the LOB's technology platform.
  • Assist in reporting and analysis activities as needed


Required qualifications, capabilities, and skills:

  • Accounting degree
  • 2+ years of work experience in an accounting position
  • Experience month-end close process
  • Strong Excel skills
  • Must have ability and desire to problem solve
  • Aptitude for numbers and financial analysis


Preferred qualifications, capabilities, and skills:

  • SAP experience


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
SAP

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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