Financial Analysis, Associate

JPMorganChase; Columbus (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH is seeking a Financial Analysis Associate to support Asset Management sales channels in the Americas. The role provides value-added financial reporting, planning/forecasting, and analysis to help sales teams improve performance and make informed decisions.

You will work closely with Americas Client CFOs and the FP&A team, with interactions across sales managers and teams you support, delivering timely insights under pressure.

Qualifications

• Bachelor's degree in Accounting, Finance or related field.
• 2+ years of work experience.
• Advanced skills in Excel and PowerPoint.
• Proficiency with data mining/gathering and manipulation of data sets.
• Inquisitive, enthusiastic and diligent, and capable of challenging peers.
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
• Ability to create ad hoc reporting for senior management; proven track record for executing on special projects / assignments, often with little lead time or information.
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.
• Highly motivated self-starter with excellent time management/prioritization skills.
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely.

Responsibilities

• Produce weekly/monthly/quarterly reporting of the results and drivers for senior management, and prepare materials for business reviews and other presentations.
• Perform variance analysis to understand the key drivers of the financials and provide commentary explaining changes from prior forecasts/budgets.
• Produce monthly flows forecast and assist with the annual flows budget.
• Review and analyze the results of the AM activity based costing model which assesses the profitability of each of our sales channels and products.
• Coordinate the produce of the sales metric scorecards used to track the performance of all of our individual salespeople against their targets.
• Work on projects to drive global consistency and create synergies across the regional client financial analysis teams, enhancing controls, streamlining processes, and introducing automation where possible.

Skills

Data mining

Analytical thinking

Communication skills

Time management

Team player

Self-starter

Education

Bachelor's degree in Accounting or Finance or related

Tools

Excel

PowerPoint

Job description

Job Description

We are looking for a candidate to join the Finance team in Columbus supporting the various Americas sales channels in our Asset Management (AM) division. The team is responsible for providing value added financial reporting, planning/forecasting and analysis to help our sales teams to improve financial performance, achieve key business priorities, and make informed decisions. The sales channels supported include our Institutional, Retail, Sub-Advisory, and Insurance sales teams based in the Americas.

Job Description

We are looking for a candidate to join the Finance team in Columbus supporting the various Americas sales channels in our Asset Management (AM) division. The team is responsible for providing value added financial reporting, planning/forecasting and analysis to help our sales teams to improve financial performance, achieve key business priorities, and make informed decisions. The sales channels supported include our Institutional, Retail, Sub-Advisory, and Insurance sales teams based in the Americas.

As a Financial Analysis, Associate on the Asset Management team, you will be responsible for various tasks and projects listed below, and will give you a broad exposure to the business drivers of the Asset Management business. You will work closely with the Americas Client CFOs and broader Financial Planning & Analysis team, but will also be expected to interact with the sales managers and sales teams you support.

Job Responsibilities

• Produce weekly/monthly/quarterly reporting of the results and drivers for senior management, and prepare materials for business reviews and other presentations
• Perform variance analysis to understand the key drivers of the financials and provide commentary explaining changes from prior forecasts/budgets
• Produce monthly flows forecast and assist with the annual flows budget
• Review and analyze the results of the AM activity based costing model which assesses the profitability of each of our sales channels and products
• Coordinate the produce of the sales metric scorecards used to track the performance of all of our individual salespeople against their targets.
• Work on projects to drive global consistency and create synergies across the regional client financial analysis teams, enhancing controls, streamlining processes, and introducing automation where possible.

Required Qualifications, Skills, And Capabilities

• Bachelor's degree in Accounting, Finance or other related area
• 2+ years of work experience
• Advanced skills in Excel and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly
• Ability to create ad hoc reporting for senior management; proven track record for executing on special projects / assignments, often with little lead time or information
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Highly motivated self-starter with excellent time management/prioritization skills
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Preferred Qualifications, Skills, And Capabilities

• Preferably in Financial Services, and/or accounting/controller background

Additional Information

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

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.

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.