JPMorgan Chase Asset & Wealth Management - Financial Analytics - Analyst in Jersey City, New Jersey
With client assets of $2.8 trillion, Asset & Wealth Management is a global leader in investment advice and management. Our clients include institutions and retail investors in Asset Management, high-net-worth individuals in the Private Bank and brokerage clients in JPMorgan Securities.
The Asset & Wealth Management (AWM) Planning and Analysis (P&A) team is responsible for reviewing all aspects of the business and developing insightful analyses and reports on revenues, expenses, profitability, investment performance, capital & balance sheet usage in order to provide senior management with meaningful recommendations to increase profitability and efficiency. The P&A team works very closely with the AWM Chief Financial Officer as well as the Asset Management and Wealth Management line of business CFOs.
Roles and Responsibilities:
The successful candidate will be responsible for maintaining the AWM reporting process, including, Business Day 1/Business Day 9 reporting, as well as the AWM Executive Management Reporting (EMR) process. Preparing and consolidating Weekly Activity Reports, focusing on the financial results requires a candidate that is both well versed in the details and able to think strategically, interpreting the data and offering conclusions. The attention to detail, quality, and timeliness is critical for Quarterly public reporting documentation. The successful candidate will acquire an in-depth understanding of the AWM business, including its products and channels, and develop a strong network within the division and across the firm
Financial Services Industry experience is a plus
Bachelors degreewith – 1-2 years of experience
Excellent MSExcel and PowerPoint skills
Demonstratedability to work independently
Willingness totake ownership and accountability
Takes initiativewith the ability to Multi-task
Ability todeliver results in a timely manner
Presentsinformation clearly and concisely
Thoroughness andattention to detail, high level of accuracy, and strong work ethic
Goodcommunication skills both written and oral
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.