Global Private Bank – Financial Planning & Analysis-Associate

Mumbai - India

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

The job posting is outdated and position may be filled

Department:

Finance

Job Summary

Description

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Financial Associate in our Finance team you will spend each day defining refining and delivering set goals for our firm.. As an Associate in our Global Private Bank (GPB) team which is part of the Asset & Wealth Management (AWM) line of business within GF&BM you will spend each day defining refining and delivering key insights for our firm. Your role will involve working closely with the Regional CFO and CEO teams to provide management insights reporting and analytics. You will develop a deep understanding of the Global Private Banks portfolio analyze trends and identify business drivers to support informed management decision-making. Your contributions will be instrumental in shaping the strategic direction and success of our organization.

Job responsibilities

Manage weekly/monthly/quarterly and annual reporting for GPB business which include key business metrics. This includes Revenues Balances Flows HC/Expenses and Client details.
Participate in the global annual planning process for revenues flows and balances which involves financial modeling coordinating and consolidating submissions from CFO teams as well as preparing management presentations.
Prepare ad-hoc analyses and review decks for management meetings and strategic reviews using Tableau/Alteryx DB ThoughtSpot as the primary tool (e.g. Operating Committee Review Regional Business and Finance Town hall Investor Day etc.)
Identify and create efficiency in the process by automating the existing reports/process.
Perform Scorecard check by calculation and consolidation of the month-end results and address advisor queries.
Work with various Essbase and database interfaces to manage reporting changes like migration of current BOW to ThoughtSpot/Databricks.
Contribute ideas around improving reporting capabilities and new projects.

Required qualifications capabilities and skills

Minimum of CA or an MBA in Finance is required
The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multiple
Strong quantitative analytical and problem solving skills with ability to use latest Data analysis and visualization tools like Tableau Alteryx Python Advanced excel etc.
Prior experience with tools like Hyperion Essbase SQL MS Access.
Excellent organizational management and communication skills with ability to build strong partnerships with colleagues/stakeholders and think strategically.
Detail oriented individual with the ability to work well under pressure handling multiple projects and initiatives simultaneously

Preferred qualifications capabilities and skills

5 years of Finance experience preferably in Financial Services and/or accounting/controller background. Private banking product and business understanding /experience would be preferred.
Sound judgment professional maturity and personal integrity towards handling highly sensitive and confidential information strong work ethic proactive and results-oriented individual with ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities.
Demonstrate team oriented inquisitive critical thinking positive attitude and solutions oriented mindset with intellectual curiosity to be able to think clearly under pressure and tight deadlines.

Required Experience:

Exec

DescriptionYou are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.As a Financial Associate in our Finance team you will spend each day defining refining and delivering set goals for our firm.. As an Associate in our Global Private Bank (GP...

Description

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

Job responsibilities

Manage weekly/monthly/quarterly and annual reporting for GPB business which include key business metrics. This includes Revenues Balances Flows HC/Expenses and Client details.
Participate in the global annual planning process for revenues flows and balances which involves financial modeling coordinating and consolidating submissions from CFO teams as well as preparing management presentations.
Prepare ad-hoc analyses and review decks for management meetings and strategic reviews using Tableau/Alteryx DB ThoughtSpot as the primary tool (e.g. Operating Committee Review Regional Business and Finance Town hall Investor Day etc.)
Identify and create efficiency in the process by automating the existing reports/process.
Perform Scorecard check by calculation and consolidation of the month-end results and address advisor queries.
Work with various Essbase and database interfaces to manage reporting changes like migration of current BOW to ThoughtSpot/Databricks.
Contribute ideas around improving reporting capabilities and new projects.

Required qualifications capabilities and skills

Minimum of CA or an MBA in Finance is required
The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multiple
Strong quantitative analytical and problem solving skills with ability to use latest Data analysis and visualization tools like Tableau Alteryx Python Advanced excel etc.
Prior experience with tools like Hyperion Essbase SQL MS Access.
Excellent organizational management and communication skills with ability to build strong partnerships with colleagues/stakeholders and think strategically.
Detail oriented individual with the ability to work well under pressure handling multiple projects and initiatives simultaneously

Preferred qualifications capabilities and skills

5 years of Finance experience preferably in Financial Services and/or accounting/controller background. Private banking product and business understanding /experience would be preferred.
Sound judgment professional maturity and personal integrity towards handling highly sensitive and confidential information strong work ethic proactive and results-oriented individual with ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities.
Demonstrate team oriented inquisitive critical thinking positive attitude and solutions oriented mindset with intellectual curiosity to be able to think clearly under pressure and tight deadlines.

Required Experience:

Exec

Key Skills

Internal Audit
Financial Services
Financial Performance
Variance Analysis
Journal Entries
Account Management
ACH
Customer Accounts
General Ledger Accounts
Payroll
Customer Relationships
Financial Statements
Annual Reports

Apply Now

About Company

JPMorganChase

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 ov ... View more

View Profile View Profile

AI AutoApply

Apply to 100+ jobs with one click