at J.P. Morgan
Bulge Bracket Investment BanksPosted 7 days ago
No clicks
**Finance & Business Management Associate for J.P. Morgan Advisors** - Collaborate, develop, and enhance financial reporting, delivering strategic insights to advisors and leadership. - Monitor channel expenses, analyze competitive landscape, and measure performance against strategic goals. - Interface with C-Suite and field personnel, requiring strong interpersonal skills. - Manage multiple projects independently and demonstrate excellent written and verbal communications. - Requires a bachelor's degree and 2+ years in financial services, with proficiency in Microsoft Office (PowerPoint, Excel), Alteryx, and Tableau.
- Compensation
- Not specified USD
- City
- New York City
- Country
- United States
Currency: $ (USD)
Full Job Description
Location: NY, United States
The Finance & Business Management Associate for J.P. Morgan Advisors will report to the JPMA F&BM New York Lead and will work closely with key stakeholders within the JPMA business as well as the broader JPMWM team. Must be able to regularly interface with Advisors, Regional Directors, Control Partners and other senior level field managers and peers to answer questions, advise, present, and interpret financial and business information.
Key Responsibilities:
- Collaborate with broader finance teams, control functions, home office and field organization to develop and implement the various initiatives that will be the foundation for achieving the LOBs strategic goals
Product, Develop, and enhance reporting to distribute to the channels field leadership to monitor and assess performance of advisors and channel
Assist in maintaining a comprehensive view of the competitive landscape; leverage industry expertise and competitive insights to develop thoughtful performance metrics that are aligned with the firms strategic goals
Provide strategic analytical support for the JPMA home office and field organization, with responsibility for planning, developing, organizing, implementing, and/or evaluating each Regions performance from every relevant perspective
- Review and monitoring of channel expenses to ensure alignment to budget
- Assist in preparing business review materials
Qualifications:
- Bachelor's degree required.
- 2+ years of relevant Financial Services experience
- Strong interpersonal skills: ability to interact with C-Suite and Field personnel.
- Ability to work independently and a strong analytical thinker.
- Outstanding written and verbal communications and ability to tailor message and style to different constituencies (e.g., Field, Finance, Executive Management)
- Knowledge and understanding of financial principles and ability to link results to activities.
- Strong personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time.
- Expert knowledge of Microsoft Office (PowerPoint and Excel)
- Familiarity with Alteryx and Tableau preferred.
