Financial Reporting, Analysis & Control - Fixed Income

JPMorganChase; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. seeks a Product Controller in the Fixed Income division to oversee the quality of financial statements and internal reporting.

You will ensure accurate revenue recognition, oversee regulatory reporting, and advise on product accounting and controls in a fast-paced banking environment. The role requires 4+ years of experience, strong Excel and Alteryx skills, and solid knowledge of accounting principles and fixed-income products.

Qualifications

• Proficient in Excel and Alteryx for financial data analysis and reporting.
• Strong understanding of Fair Value, FVO, and loan accounting concepts.
• Knowledge of fixed-income products and related valuation considerations.
• Ability to work with risk, control, and regulatory reporting requirements.

Responsibilities

• Oversee the quality and integrity of financial statements and internal performance reports.
• Communicate financial reporting developments and regulatory changes to business partners.
• Support and implement new regulatory developments and accounting pronouncements.
• Provide guidance on product accounting, controls, and regulatory reporting obligations.
• Coordinate with Legal Entity Controllers to ensure regulatory disclosure compliance.

Skills

Excel

Alteryx

Financial reporting

Fixed-income knowledge

RWA concepts

Team collaboration

Job description

The Credit Trading & Syndicate and Public Finance businesses within Investment Bank Fixed Income Division are market leaders in credit products for a wide range of clients worldwide. The Product Control function is primarily responsible for balance‑sheet and capital management, P&L production, and risk‑management control of both standard and non‑standard business elements. The Product Controller External Reporting team owns the integrity of the financial statements for the line of business.

Job Responsibilities

• Oversee and be accountable for the quality and integrity of the financial statements and internal business performance reporting for the business.
• Ensure the business fully understands developments in financial reporting and priorities, including changes to the capital framework, risk‑weighted assets, revenue recognition on bifurcated deals, and drivers of daily P&L.
• Follow, implement, and roll out new developments in the regulatory space such as GSIB, FRTB, Basel IV, and new accounting pronouncements.
• Analyze and advise in the accounting and control function, responsible for booking and control of transactions, and transaction & booking strategies to ensure optimal tax and regulatory implications.
• Provide guidance on accounting for products, liaising with the Accounting Policy group as appropriate, and ensuring compliance with corporate regulatory requirements.
• Understand, oversee, and compile corporate regulatory reporting requirements for the business, including additional liquidity, capital, or reporting standards.
• Coordinate with Legal Entity Controllers centrally and in countries to ensure financial statement integrity and adherence to regulatory and disclosure requirements.
• Review and discuss monthly financial performance reports for the business and Legal Entity reporting, including commentary on comparatives, significant revenue items, and trends.
• Understand and oversee product valuation issues.
• Understand and contribute to various control frameworks, including Continuous Self‑Assessment (CSA), Sarbanes‑Oxley, Business Control Committees (BCCs), and New Business Initiative Approval (NBIA).
• Analyze and advise on accounting, control, and reporting matters to ensure compliance and optimal outcomes for the business.

Required Qualifications, Capabilities, And Skills

• 4+ years of experience.
• Strong proficiency in Excel and Alteryx.
• Solid understanding of accounting principles, including Fair Value Measurement (FVM), Fair Value Option (FVO), and loan accounting (recognition, measurement, impairment).
• Fixed‑income product knowledge (bonds, loans, asset‑backed securities, CDS, and interest rate swaps).
• Knowledge of capital concepts and risk‑weighted assets (RWA), including regulatory requirements and calculation methodologies.
• Excellent relationship‑building skills; comfortable interacting with business contacts and working in teams.
• Ability to summarize complex information and present it at the executive level with capacity to understand and support business strategy in a growth environment.
• Strong teamwork, coachability, and ability to take direction and deliver results with minimal supervision.
• Proven ability to work effectively under pressure and deliver results within tight deadlines, strong time‑management and multitasking skills.
• Practical fluency with AI‑enabled productivity tools to accelerate research, writing, analysis, and stakeholder communications.

Eligibility

To be eligible for this role, you must be authorized to work in the United States. JPMorgan Chase & Co. does not offer any type of employment‑based immigration sponsorship, nor will it provide assistance or sign any documentation in support of any other form of immigration sponsorship or benefit.

About Us

JP Morgan Chase, 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. With over 200 years of history, we lead in investment banking, consumer and small‑business banking, commercial banking, financial transaction processing, and asset management.

Benefits

We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation paid in cash or forfeitable equity. A range of benefits—including comprehensive health‑care coverage, on‑site health and wellness centers, retirement savings plans, backup childcare, tuition reimbursement, mental health support, and financial coaching—are available based on eligibility.

Equal Employment Opportunity Statement

JPMorgan Chase & Co. is an equal opportunity employer and places a high value on diversity and inclusion. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other protected attribute. We also provide reasonable accommodations for applicants and employees' religious practices and physical or mental‑health needs.

About The Team

J.P. Morgan's Commercial & Investment Bank is a global leader in banking, markets, securities services, and payments. Corporations, governments, and institutions worldwide entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, capital raising, risk management, and liquidity extensions across global markets.