JOB DESCRIPTION You are a strategic thinker passionate about driving solutions in Finance. You have found the right team. As a Financial Analysis professional in our Asset & Wealth Management, you will spend each day defining, refining and delivering set goals for our firm You will develop a solid understanding of AWM Mortgage business be able to articulate trends and business drivers for management decision support. You will be included in daily/weekly/monthly deliverables coordination, automation of the processes and help the team increase the footprint on the AWM modelling front. The person will work closely with the treasurer, mortgage leads and also with the corporate treasury to manage the responsibilities. Job Responsibilities:
Ensure daily/weekly reporting for AWM Mortgage business which include key business metrics.
Ensure Automation and Management of the existing processes to bring in efficiencies in the system.
Prepare ad-hoc analyses for management meetings and strategic reviews (e.g., Operating Committee Review, Regional Business and Finance Townhall, Investor Day, etc.)
Assist Mortgage leads with the adhoc reporting regarding the in depth analysis of the existing information
Ensure work with Automation team to interpret the databases and implement the reporting changes.
Contribute ideas around improving reporting capabilities and new projects
Enhance controls and streamline processes, introducing automation where possible.
Required qualifications, capabilities, and skills:
Minimum of CA or an MBA in Finance is required with 6+ years of Finance experience, preferably in Financial Services and avid user of technology to bring in efficiencies.
Advanced skills in Excel and PowerPoint, preferably with experience of MS Access, Alteryx/Python. Experience in creating Tableau dashboards.
Strong quantitative, analytical, and problem solving skills. Positive attitude and demonstrate intellectual curiosity
Excellent organizational, management, both verbal & written communication skills with the ability to articulate complex issues clearly.
The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multiple
Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
Highly motivated and able to thrive and think clearly under pressure and tight deadlines.Integrity in handling highly sensitive and confidential information.
Preferred qualifications, capabilities, and skills:
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.
Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations. Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
ABOUT US
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world\xe2\x80\x99s 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\xe2\x80\x99 and employees\xe2\x80\x99 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 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.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
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