US Wealth Management Financial Analysis - Online Investing, Senior Associate - JPMorgan Chase
New York, NY
About the Job
JPMorgan Chase is seeking a Senior Associate to join our Online Investing team within the Consumer & Community Bank.
Job Summary
The Online Investing (OI) CFO team is part of the US Wealth Management team within Consumer & Community Banking. We are seeking a highly effective Associate to work on strategic finance, financial analysis, reporting and strategic initiatives for the head of Online Investing. This role offers a broad exposure to all aspects of the business including overall vision and strategy, business cases, P&L, product profitability analysis, strategic positioning, product roadmap and competitor reporting. The OI Finance team sits at the intersection of Technology, Product owners, Planning and Analysis, Operations, and Marketing experts that we interact with on a regular basis. We are also part of the broader US Wealth Management CFO organization.
If you have a strong interest in financial markets, wealth management, FIN Tech, and helping the firm to deliver a compelling online brokerage experience to our customers, then you have found the right role.
Job Responsibilities
+ Partner with finance team and senior stakeholders in Online Investing group to execute on strategic priorities and provide financial reporting and analysis coverage to facilitate decision-making
+ Conduct financial analyses and deliver actionable insights to grow the business and improve profitability
+ Partner with Finance and Product Owners on annual budget, forecast, business cases, monthly variance analysis, and identifying key drivers behind business results
+ Provide management reporting and analysis to support the business on key metrics, including revenue drivers, expense drivers, client activity, headcount, productivity, product profitability
+ Actively responsive to senior stakeholders, help problem solve, selectively assist with ad hoc analyses
+ Learn the business inside out, establish relationship with the team and business partners.
Required Qualifications, Capabilities and Skills
+ 4+ years of relevant Financial Services experience
+ Strong written, verbal, and PowerPoint executive communication skills to interact with senior leaders
+ Strong excel skills
+ Intellectual curiosity and great problem-solving skills coupled with attention to detail
+ Proactive learner who possesses a solid work ethic, with flexibility during busy periods and/or to meet tight deadlines
+ Ability to perform well under pressure in a dynamic environment; must be able to multitask and shift priorities quickly while maintaining control with limited supervision
Preferred Qualifications, Capabilities and Skills
+ Proficiency with Tableau, Thought spot, Essbase, business cases
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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 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.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
NY $85,500.00 - $140,000.00 / year
Job Summary
The Online Investing (OI) CFO team is part of the US Wealth Management team within Consumer & Community Banking. We are seeking a highly effective Associate to work on strategic finance, financial analysis, reporting and strategic initiatives for the head of Online Investing. This role offers a broad exposure to all aspects of the business including overall vision and strategy, business cases, P&L, product profitability analysis, strategic positioning, product roadmap and competitor reporting. The OI Finance team sits at the intersection of Technology, Product owners, Planning and Analysis, Operations, and Marketing experts that we interact with on a regular basis. We are also part of the broader US Wealth Management CFO organization.
If you have a strong interest in financial markets, wealth management, FIN Tech, and helping the firm to deliver a compelling online brokerage experience to our customers, then you have found the right role.
Job Responsibilities
+ Partner with finance team and senior stakeholders in Online Investing group to execute on strategic priorities and provide financial reporting and analysis coverage to facilitate decision-making
+ Conduct financial analyses and deliver actionable insights to grow the business and improve profitability
+ Partner with Finance and Product Owners on annual budget, forecast, business cases, monthly variance analysis, and identifying key drivers behind business results
+ Provide management reporting and analysis to support the business on key metrics, including revenue drivers, expense drivers, client activity, headcount, productivity, product profitability
+ Actively responsive to senior stakeholders, help problem solve, selectively assist with ad hoc analyses
+ Learn the business inside out, establish relationship with the team and business partners.
Required Qualifications, Capabilities and Skills
+ 4+ years of relevant Financial Services experience
+ Strong written, verbal, and PowerPoint executive communication skills to interact with senior leaders
+ Strong excel skills
+ Intellectual curiosity and great problem-solving skills coupled with attention to detail
+ Proactive learner who possesses a solid work ethic, with flexibility during busy periods and/or to meet tight deadlines
+ Ability to perform well under pressure in a dynamic environment; must be able to multitask and shift priorities quickly while maintaining control with limited supervision
Preferred Qualifications, Capabilities and Skills
+ Proficiency with Tableau, Thought spot, Essbase, business cases
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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 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.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
NY $85,500.00 - $140,000.00 / year
Source : JPMorgan Chase
