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Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

Acquisitions & Strategic Investments (ASI) Business Management, Analyst

at J.P. Morgan

ExperiencedNo visa sponsorship

Posted 17 days ago

No clicks

The Analyst will support ASI Business Management by partnering with Finance, Legal, Valuation Control, Compliance and Principal Risk to produce quarterly valuations, portfolio management presentations, and management reporting for senior stakeholders. Key duties include KPI tracking, portfolio reviews, preparing ad-hoc analyses, managing weekly team meeting content, assisting with control identification/testing, and identifying automation/AI opportunities to streamline processes. The role is based in midtown New York and requires strong PowerPoint/Excel skills and 1+ years of experience in finance or business management.

Compensation
Not specified

Currency: Not specified

City
New York City
Country
United States

Full Job Description

Location: New York, NY, United States

Acquisitions & Strategic Investments Group (ASI) is a centralized global function within the Office of the Chief Financial Officer at JPMorgan Chase & Company (JPMC).

ASI works with JPMC’s lines of business to evaluate, structure, and execute potential acquisition, divestiture, and minority investment transactions. ASI is also involved with a broad range of non-transaction activities (e.g., market monitoring/research, resolution and recovery, portfolio management) and various financial analyses to support strategic projects.

The team has individuals based in New York and London and is currently recruiting for an Analyst to join us in our mid-town New York location.

As a Business Management Analyst in ASI, you will partner with the business and other functional partners including Finance, Legal, Valuation Control Group, Compliance and Principal Risk to support the business activities. Activities include participating in the analytics and preparation of the quarterly valuations and portfolio management presentations across all portfolio companies, producing key reports for senior management, on-boarding and managing data related to strategic investments and proactively looking for opportunities to streamline processes.

Job Responsibilities

  • Provide a high standard of business management support to the ASI team including portfolio management, KPI tracking, adherence to published Standards and Procedures
  • Produce management reporting for senior management as well as portfolio reviews with JPMC LOB sponsors (including portfolio overviews, investment pipeline, performance metrics, etc.) 
  • Participate in the analytics and the preparation of the valuations and portfolio management presentations across all portfolio companies
  • Identify areas for potential automation and/or AI opportunities, plan and implement solutions 
  • Develop ad-hoc analyses and deep dive reviews for senior management as necessary
  • Coordinate with Principal Risk, Oversight & Controls, Valuations Control Group and other business managers to drive the team agenda
  • Manage weekly team meeting content
  • Assist with control identification and testing

Required Qualifications

  • 1+ year experience in Finance and/or Business Management
  • Excellent PowerPoint, Excel and Word skills
  • Comfortable liaising with business managers and controllers, as well as leveraging existing relationships and networks within JPMC F&BM where possible
  • Strong organization skills, including ability to manage multiple projects / competing priorities in parallel
  • Ability to focus on best practices, including the ability to focus on details without losing sight of the big picture, process management including adherence to published standards and procedures, communication, and organization 
  • Strong judgement, pro-activity, ability to work independently, and sound work ethics
The BM analyst supports the ASI team by executing reporting, conducting market research, and delivering analysis for strategic projects

Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

17 days ago

clicks

Acquisitions & Strategic Investments (ASI) Business Management, Analyst

at J.P. Morgan

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: New York City

Country: United States

The Analyst will support ASI Business Management by partnering with Finance, Legal, Valuation Control, Compliance and Principal Risk to produce quarterly valuations, portfolio management presentations, and management reporting for senior stakeholders. Key duties include KPI tracking, portfolio reviews, preparing ad-hoc analyses, managing weekly team meeting content, assisting with control identification/testing, and identifying automation/AI opportunities to streamline processes. The role is based in midtown New York and requires strong PowerPoint/Excel skills and 1+ years of experience in finance or business management.

Full Job Description

Location: New York, NY, United States

Acquisitions & Strategic Investments Group (ASI) is a centralized global function within the Office of the Chief Financial Officer at JPMorgan Chase & Company (JPMC).

ASI works with JPMC’s lines of business to evaluate, structure, and execute potential acquisition, divestiture, and minority investment transactions. ASI is also involved with a broad range of non-transaction activities (e.g., market monitoring/research, resolution and recovery, portfolio management) and various financial analyses to support strategic projects.

The team has individuals based in New York and London and is currently recruiting for an Analyst to join us in our mid-town New York location.

As a Business Management Analyst in ASI, you will partner with the business and other functional partners including Finance, Legal, Valuation Control Group, Compliance and Principal Risk to support the business activities. Activities include participating in the analytics and preparation of the quarterly valuations and portfolio management presentations across all portfolio companies, producing key reports for senior management, on-boarding and managing data related to strategic investments and proactively looking for opportunities to streamline processes.

Job Responsibilities

  • Provide a high standard of business management support to the ASI team including portfolio management, KPI tracking, adherence to published Standards and Procedures
  • Produce management reporting for senior management as well as portfolio reviews with JPMC LOB sponsors (including portfolio overviews, investment pipeline, performance metrics, etc.) 
  • Participate in the analytics and the preparation of the valuations and portfolio management presentations across all portfolio companies
  • Identify areas for potential automation and/or AI opportunities, plan and implement solutions 
  • Develop ad-hoc analyses and deep dive reviews for senior management as necessary
  • Coordinate with Principal Risk, Oversight & Controls, Valuations Control Group and other business managers to drive the team agenda
  • Manage weekly team meeting content
  • Assist with control identification and testing

Required Qualifications

  • 1+ year experience in Finance and/or Business Management
  • Excellent PowerPoint, Excel and Word skills
  • Comfortable liaising with business managers and controllers, as well as leveraging existing relationships and networks within JPMC F&BM where possible
  • Strong organization skills, including ability to manage multiple projects / competing priorities in parallel
  • Ability to focus on best practices, including the ability to focus on details without losing sight of the big picture, process management including adherence to published standards and procedures, communication, and organization 
  • Strong judgement, pro-activity, ability to work independently, and sound work ethics
The BM analyst supports the ASI team by executing reporting, conducting market research, and delivering analysis for strategic projects