Global Private Bank Financial Analysis – Associate

Company: Chase- Candidate Experience page
Location: Mumbai, Maharashtra, India
Employment Type: Full-time
Description:
J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm

As a Financial Analyst within the Banking Chief Financial Office team, you will have the opportunity to influence business outcomes and challenge performance. Your responsibilities will include budgeting and forecasting, maintaining core financial discipline, ensuring organizational health, and contributing to strategy development.

Job Responsibilities
• Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Serve as a strategic partner to the Banking Solutions Leadership through the development and… management of annual financial budgets and monthly forecasting processes
• Analyze financials to understand business drivers and identify opportunities to improve
• Participate in the month-end close process with the broader Asset & wealth Management finance to research/resolve data issues and lead and execute the production/automation of quarterly regulatory reporting
• Navigate, interpret and analyze data sets and prepare insightful presentations for business reviews and senior management meetings
• Execute analytical ad-hoc requests and support various stakeholders and collaborate with functional partners both within Asset and wealth management and cross-lines of business (Corporate Investment Bank and Commercial Bank)
• Enhancing controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities and skills
• Minimum qualification as a Chartered Accountant (CA) or a Masters in Business Administration (MBA) in Finance is required
• 3+ years of work experience in Financial Services, and/or accounting/controller background
• Advanced skills in Excel and PowerPoint; proficiency in Tableau, Alteryx & ThoughtSpot,
• Knowledge of programming languages (Python, SQL) and 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 with proven track record for executing on special projects / assignments, often with little lead time or information

Preferred qualifications, capabilities and skills
• 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 Financial Planning and Analysis 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

Source: JPMorgan Chase Login

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