Investment Governance Portfolio Process and Controls Specialist - Senior Associate

JPMorgan Chase & Co.; Bournemouth; On-site; GBP 55,000 - 75,000; Full time

Job summary

Join J.P. Morgan as an Investment Governance Portfolio Process and Controls Specialist in Bournemouth. This influential role involves overseeing effective governance of investment portfolios, engaging with stakeholders, and ensuring compliance with financial processes. Ideal candidates will have strong analytical skills, a background in finance, and the ability to communicate complex information clearly.

Qualifications

• Proven experience in investment governance or portfolio management.
• Strong understanding of financial controls.
• Experience in a Technology finance/planning role.

Responsibilities

• Collaborate with stakeholders to ensure alignment and transparency in portfolio governance.
• Prepare and analyze key financial activities including budgets and forecasts.
• Serve as the point of contact for various key financial processes.

Skills

Communication

Problem-Solving

Stakeholder Management

Financial Analysis

Data Analysis

Education

Bachelor's Degree in Accounting, Finance, Economics, or related field

Tools

Alteryx

Tableau

Excel

Cognos

Job description

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Job Description

Are you ready to make a significant impact in the world of investment governance? We are seeking a highly skilled Investment Governance Portfolio Process and Controls Specialist to join our team. In this pivotal role, you will engage with a spectrum of stakeholders, support the effective implementation of the Digital & Platform Services (DPS) governance framework, and ensure alignment and transparency in portfolio governance. This position offers the opportunity to leverage your strategic thinking, excellent communication skills, and strong understanding of financial controls and governance processes.

As an Investment Governance Portfolio Process and Controls Specialist in the Process Control team, you will play a pivotal role in engaging with stakeholders with reporting requirements and supporting the effective implementation of the DPS governance framework. You will be a strategic thinker with excellent communication skills and a strong understanding of financial controls and governance processes, along with strong problem-solving skills and the ability to address ad-hoc queries effectively.

Job Responsibilities:

• Collaborate with stakeholders, including Digital & Platform Services Business Managers & Financial Managers, Product Managers, and both External & Internal Audit & Regulators, to ensure alignment and transparency in portfolio governance.
• Utilize strong Alteryx, Tableau, and Excel skills to process various reporting processes within the team.
• Work closely with Planning & Analysis (P&A) teams to ensure that portfolio financials align with P&A control numbers, maintaining accuracy and consistency.
• Serve as the point of contact for key processes such as Benefits review, Hygiene issues, Monthly Estimate (ME) Forecast, and timesheet status, supporting Investor Day, Mid-Year Forecast (MYF), and Annual Planning.
• Learn and guide users on Digital & Platform Services processes using in-house tools like myIG, PI, and reporting tools such as Cognos, myDATA, and myDPS.
• Address any ad-hoc queries from stakeholders in coordination with Line of Business (LoB) Financial & Business Managers (F&BM's).
• Prepare, consolidate, review, and analyze key financial activities including budget and mid-year forecast, financial updates for the Board, Operating Committee, and Regulators, and analyzing business performance drivers.
• Execute processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables/calendars.
• Analyze line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results.
• Lead additional one-off and repeatable analyses as required by senior management.

Required Qualifications, Capabilities, and Skills:

• Bachelor's Degree in Accounting, Finance, Economics, or related field.
• Proven experience in investment governance, portfolio management, or a related field.
• Strong communication and stakeholder management skills.
• Ability to articulate complex investment narratives clearly and concisely.
• Experience with financial controls and alignment processes.
• Proficiency in using reporting and data analysis tools.
• Strong problem-solving skills and the ability to address ad-hoc queries effectively.
• Previous experience in a Technology finance/planning role in banking or financial services
• Advanced Microsoft Office skills (Excel & PowerPoint in particular), Alteryx, and Tableau.
• Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary.

Preferred Qualifications, Capabilities, and Skills:

• Experience in a Technology finance/planning role in banking or financial services.
• Advanced skills in Microsoft Office, Alteryx, and Tableau.
• Ability to multi-task in a fast-paced environment with frequently changing priorities.
• Self-starter driven to excel and initiate improvements.

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.