Bulge Bracket Investment Banks

Posted 8 days ago

No clicks

**Financial Analysis Associate for Asset Management in Columbus, OH** The Financial Analysis Associate will support Americas sales channels in our Asset Management division. Duties include producing impactful financial reports, forecasting flows, variance analysis, and driving process improvements through automated solutions. Interact with senior management, sales teams, and cross-functional Financial Planning & Analysis teams. Key Skills required: - Proficient in Excel and PowerPoint - Data mining/gathering, data manipulation - Strong written/verbal communication skills - ability to articulate complex issues clearly and execute on special projects - Bachelor's degree in Accounting, Finance, or related field - 2+ years of work experience, preferably in Financial Services or relevant accounting backgrounds

Compensation: Not specified USD
City: Columbus
Country: United States

Full Job Description

Location: Columbus, OH, United States

We are looking for a candidate to join the Finance team in Columbus supporting the various Americas sales channels in our Asset Management (AM) division. The team is responsible for providing value added financial reporting, planning/forecasting and analysis to help our sales teams to improve financial performance, achieve key business priorities, and make informed decisions. The sales channels supported include our Institutional, Retail, Sub-Advisory, and Insurance sales teams based in the Americas.

As a Financial Analysis, Associate on the Asset Management team, you will be responsible for various tasks and projects listed below, and will give you a broad exposure to the business drivers of the Asset Management business. You will work closely with the Americas Client CFOs and broader Financial Planning & Analysis team, but will also be expected to interact with the sales managers and sales teams you support.

Job Responsibilities:

Produce weekly/monthly/quarterly reporting of the results and drivers for senior management, and prepare materials for business reviews and other presentations
Perform variance analysis to understand the key drivers of the financials and provide commentary explaining changes from prior forecasts/budgets
Produce monthly flows forecast and assist with the annual flows budget
Review and analyze the results of the AM activity based costing model which assesses the profitability of each of our sales channels and products
Coordinate the produce of the sales metric scorecards used to track the performance of all of our individual salespeople against their targets.
Work on projects to drive global consistency and create synergies across the regional client financial analysis teams, enhancing controls, streamlining processes, and introducing automation where possible.

Required qualifications, skills, and capabilities

Bachelors degree in Accounting, Finance or other related area
2+ years of work experience
Advanced skills in Excel and PowerPoint
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; proven track record for executing on special projects / assignments, often with little lead time or information
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 FP&A 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

Preferred qualifications, skills, and capabilities

Preferably in Financial Services, and/or accounting/controller background

Additional Information

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

Deliver strategic financial analysis, forecasting, budgeting, timely reporting, and innovative reporting capabilities

Full Job Description

Location: Columbus, OH, United States

Job Responsibilities:

Produce weekly/monthly/quarterly reporting of the results and drivers for senior management, and prepare materials for business reviews and other presentations
Perform variance analysis to understand the key drivers of the financials and provide commentary explaining changes from prior forecasts/budgets
Produce monthly flows forecast and assist with the annual flows budget
Review and analyze the results of the AM activity based costing model which assesses the profitability of each of our sales channels and products
Coordinate the produce of the sales metric scorecards used to track the performance of all of our individual salespeople against their targets.
Work on projects to drive global consistency and create synergies across the regional client financial analysis teams, enhancing controls, streamlining processes, and introducing automation where possible.

Required qualifications, skills, and capabilities

Bachelors degree in Accounting, Finance or other related area
2+ years of work experience
Advanced skills in Excel and PowerPoint
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; proven track record for executing on special projects / assignments, often with little lead time or information
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 FP&A 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

Preferred qualifications, skills, and capabilities

Preferably in Financial Services, and/or accounting/controller background

Additional Information

Deliver strategic financial analysis, forecasting, budgeting, timely reporting, and innovative reporting capabilities

Financial Analysis, Associate

Full Job Description

SIMILAR OPPORTUNITIES