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Financial Analysis, Associate
mid · Asset Management
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).