Global Private Bank Annuities & Life Insurance CFO Team - Analyst

Testing Site - JPMC; Plano (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX seeks a Financial Analysis Analyst to deliver ongoing financial reporting, support forecasting, and automate processes for the Global Private Bank Annuities & Life Insurance CFO Team.

You will work with senior leaders to drive growth and manage risk, using Excel and data analytics to tell the story behind the numbers. The role emphasizes collaboration, large data set analysis, and process improvement with automation, and requires a bachelor's degree and at least

Qualifications

• Bachelor’s degree required.
• 1 year of relevant experience preferred.
• Experience with Excel and data analysis.
• Experience with SQL or Python is a plus.

Responsibilities

• Provide ongoing reporting and financial analysis to support effective stakeholder relationships and daily business operations
• Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes
• Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology
• Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and USWM organizations, etc.)
• Resolve inquiries regarding forth office metrics

Skills

Strong analytical skills

Excel

Data analysis

Communication skills

Education

Bachelor's degree

Tools

SQL

Python

Alteryx

ThoughtSpot

DataBricks

Job description

Join our dynamic team as a Financial Analysis Analyst, where you’ll play a key role in driving strategic decision-making and business growth through insightful analytics. This is an exciting opportunity to develop your expertise, collaborate with industry leaders, and make a meaningful impact in a fast-paced, innovative environment. The Global Private Bank business provides integrated wealth management services for ultra-high net worth and high net worth families and individuals worldwide, overseeing more than $1 trillion of client balances across credit, deposit, investment management, capital market and trust products. Our team covers Annuities and Life Insurance products for the Global Private Bank from a finance perspective, which includes financial analytics around the profitability of these products, forecasting, and ad-hoc analytics to support business decisions.

As a Financial Analysis Analyst within the Global Private Bank Annuities & Life Insurance CFO Team, you will influence outcomes for the business and challenge performance. You will be an integral part of our efforts to drive growth and efficiencies, maintain financial reporting and proactively manage risk.

Job responsibilities

• Provide ongoing reporting and financial analysis to support effective stakeholder relationships and daily business operations
• Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes
• Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology
• Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and USWM organizations, etc.)
• Resolve inquiries regarding forth office comp metrics

Required qualifications, capabilities, and skills

• 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
• Interact and communicate clearly and confidently with all levels of management
• Ability to articulate ideas in a clear, concise, and structured manner
• Detailed oriented analytical ability with capacity to tell the story and see the big picture
• Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
• Strong analytical skills and ability to work with large data sets required
• Strong experience with Excel required
• Bachelor’s degree
• 1-year relevant experience

Preferred qualifications, capabilities, and skills

• Highly motivated self-starter with excellent time management/prioritization skills
• Proficiency in SQL and/or Python is a plus
• Proficiency in LLMs AI tools (Alteryx, ThoughtSpot, DataBricks) is a plus

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).
Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance, so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.