Asset and Wealth Management Treasury Associate
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Job Location:
Monthly Salary:
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
You are a strategic thinker passionate about driving solutions in Treasury .You have found the right team.
As a Treasury Associate within the treasury team you will develop a solid understanding of Asset and Wealth Management Credit business and be able to articulate trends and business promoters for management decision support. Responsibilities include daily/weekly/monthly deliverables coordination and automation of the processes. The person will work closely with the treasurer mortgage/lending leads and also with the corporate treasury to manage the day to day responsibilities.
Job Responsibilities
- Manage daily/weekly management reports which includes key business metrics for Asset and Wealth Management credit business that majorly focusses on the Mortgage and wholesale lending
- Perform ad-hoc analysis for management meetings and strategic reviews (e.g. Operating Committee Review Regional Business and Finance Townhall Investor Day etc.)
- Directly work with AWM Mortgage profitability and Lending profitability leads and perform in-depth analysis and support on recurring reports and process e.g: return on equity on mortgages/lending book profitability production pricing for Mortgage book
- Enhance controls for existing process utilized for mortgage and lending business and automation where possible.
- Collaborate with automation/technology team and play a role of business analyst and perform UAT testing and implement reporting changes.
- Contribute ideas in analyzing business improving reporting capabilities and delivering new projects with focus to achieve the objectives of the treasury team.
Required qualifications capabilities and skills
- Minimum of CA or an MBA in Finance is required
- 3 years of Finance experience in Financial Services and avid user of technology to bring in efficiencies.
- Advanced skills in Excel and MS Access a must with strong working knowledge of at least one new age tools i.e Alteryx/Python/Tableau.
- Strong quantitative analytical and problem solving skills & positive attitude to demonstrate intellectual curiosity
- Excellent organizational management both verbal & written communication skills with the ability to articulate complex issues clearly.
- Highly motivated able to thrive comfortable with frequently changing priorities and think clearly under pressure and tight deadlines.
- Team oriented inquisitive and able to build strong partnerships with colleagues desire to learn quickly be flexible and think strategically
Preferred qualifications capabilities and skills
- MBA/CFA with BE/ preferred
- Experience in coding/hands on development in technology is must
- New Age technologies ( Alteryx/Python/tableau) working experience preferred
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
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
