דרושים Workplace Solutions - Financial Planning & Analytics Executive Director ב-גיי פי מורגן ב-United States, New York

Job responsibilities:

• Serve as a thought-leader who drives a strategic, complex, and highly visible AI-driven program across LOBs and functions from project initiation to delivery
• Take accountability for strategic design, business requirements, and new ways of working to support AI agentic solutions
• Lead successful end to end execution and delivery of a program objective without precedent (including project conception, planning, requirements gathering, solutioning, governance, and decision-making) based upon targeted business outcomes, dependencies, and stakeholders
• Establish a problem statement, opportunity goals, baseline data, measures of success, and business requirements for AI-based capabilities
• Maintain an analytical mindset to understand, develop and synthesize requirements; risks; and cross-dependencies during roadmap delivery across multiple program workstreams. Able to articulate rationale behind roadmap and solutions
• Ensure there is communication, alignment, and coordination across all stakeholders by creating and facilitating project status and executive summary presentations; communicate effectively with peers, cross-functional team members, and senior stakeholders
• Communicate to all levels of the organization through compelling, impactful storytelling
• Build relationships with cross-functional teams (including Technology, Legal, and Regulatory Controls teams) to understand pain points, gather requirements, and drive solutioning
• Create an environment where all voices can be heard and ideas are openly welcomed and debated; establish trust with peers, partners, and executive sponsors
• Be a champion for both business and culture transformation, leading with consistency, integrity, and humility

Required qualifications, capabilities, and skills:

• 10+ years of related experience (program management and product owner-related experience)
• Significant AI expertise and proven delivery record of AI-based capabilities
• End to end product ownership experience – including understanding of best practices, tools, and processes
• Proven ability to lead initiatives through ambiguity typical of a large-scale business initiative and define path forward
• Proven ability to create senior executive leadership presentations
• High aptitude with agile best practices and collaboration tools (e.g. Confluence, JIRA, Microsoft Teams)

Job responsibilities

• Track and understand trends by analyzing booked fees and pipeline activity. Provide insights on drivers of change to F&BM partners and management team
• Analyze competitor data, in particular league tables, to benchmark JPMorgan’s performance against other competitors and assist the management team in understanding underlying trends
• Provide regular updates to senior management on P&L, new mandates and missed deals, revenue forecast, headcount tracking, potential risk areas
• Prepare content used in Business Reviews and Town Halls.
• Build and/or maintain various databases to monitor proprietary deal-related information not available in public sources to facilitate enhanced business analyses
• Assist with ad-hoc requests and projects to support the growth and development of our business

Required qualifications, capabilities, and skills

• Bachelor's Degree in Business, Finance, Economics, or other related area
• Previous product knowledge and/or prior Business Management or COO experience
• Energetic and dynamic in style, positive attitude
• Highly motivated self-starter with excellent time management/prioritization skills
• Able to forge strong internal relationships across a broad range of functions
• Self-motivated, tenacious and able to work with high degree of independence
• Excellent written and oral communication skills with ability to present well to senior and global business heads
• Able to both define and deliver to conclusion a strategic agenda across multiple groups
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Excellent project management and organizational skills
• Attention to detail with logical thought process

Job Responsibilities:

• Supporting the operational due diligence process for primarily alternative investment managers and collaborating with the Global Alternatives Investment Solutions due diligence teams
• Setting up and disseminating operationally focused questionnaires across a range of investment strategies and products
• Preparing for and participating in operational due diligence meetings with 3rd party investment managers (in person and sometimes virtual); this includes evaluating and forming an opinion on various operational risks such as organizational infrastructure, counterparties and service providers, valuation processes, cyber security, compliance and regulatory issues
• Reviewing and scoring responses to operational due diligence questionnaires
• Working collaboratively with control partners in governance, risk, compliance and internal audit
• Representing the firm in front of C-level executives (COO, CFO, CCO, CTO) at third party fund managers
• Presenting analyses, findings and opinions at Investment and Governance Committee meetings

Required Qualifications, Capabilities, and Skills:

• You should have experience performing and / or an understanding of how operational due diligence is conducted on investment managers from either working within an audit firm (auditing hedge funds and/or private funds) or working in the operations and / or audit departments of an asset management firm or in an operational due diligence role, or a combination of these roles.
• Solid understanding of financial markets and various security types, as well as a solid understanding of investment strategies and fund structures
• Advanced proficiency in using Microsoft Office programs including Excel & Power Point, and exceptional organisational and analytical skills
• Investigative skills and attention to detail
• Ability to work effectively in a team environment, with strong teamwork and interpersonal skills
• Strong written, presentation, and communication skills
• Strong initiative, energy and confidence completing assignments

As a Financial Planning & Analysis, Senior Associate in Corporate Stress Testing, you will be responsible for the execution of the Comprehensive Capital Analysis & Review and Risk Appetite (CCAR) stress testing forecasts. You will work on stress forecasting calculations, preparing presentations and multiple complex projects. You will also work closely with the central teams, Controllers, Control Management, and multiple functions within Corporate Functions.

Job responsibilities

• Serve as a liaison across corporate functions, Controllers, Firm wide Planning & Analysis, Tax, HR Finance, and other relevant teams to execute on the CCAR, Risk Appetite, and Resolution and Recovery agenda
• Execute stress forecasting calculations and submission deliverables for CCAR and Risk Appetite
• Produce presentations, analysis and supporting materials for senior management that summarize forecast results, plans and progress
• Participate in and support ad-hoc special projects and requests as needed
• Provide timely and concise updates and escalate issues appropriately
• Enhance controls and improve risk environment, including producing, organizing and maintaining documentation
• Help process improvement and automations to increase operational efficiency

Required qualifications, capabilities and skills

• BA/BS in Finance or Accounting
• 5+ years of experience
• Advanced skills in Excel, Essbase and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Advanced verbal and written communication skills with the ability to articulate complex issues clearly
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Self-starter with excellent time management/prioritization skills
• Good analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Demonstrated ability to partner well, mentor and influence others

Preferred qualifications, capabilities and skills

• CFA, CPA, MBA
• Experience in the financial services industry
• Experience with CCAR

• Assess the potential impact of vulnerabilities on business and technology operations using data-driven risk prioritization.
• Conduct root cause analysis (RCA) of security issues identified during assessments across various technologies and transform your findings into actionable insights.
• Collaborate with stakeholders throughout the firm to understand, address findings, and achieve the common goal of improving the security posture of the firm.
• Identify, design, and implement technical, procedural, educational, or other solutions to effectively mitigate security issues.
• Present analysis, insights, and conclusions to both technical and non-technical audiences, including senior leaders, ensuring clarity and understanding.
• Prioritize remediation efforts using multiple criteria to ensure the most worthwhile issues are addressed first.

• An insatiable technical curiosity about all things Cyber and a desire to expand your skillset.
• Demonstrated ability to be proactive and resourceful, identifying and using appropriate sources for data-driven investigations.
• Knowledge of or experience in offensive or defensive cybersecurity roles and processes such as Incident Response, Threat Intelligence, Penetration Testing, Red Teaming, Risk Management, Cyber Engineering, Cyber Architecture, and Data Privacy.
• Familiarity with network architecture concepts, including cloud architectures, and deploying large-scale applications in an enterprise environment.
• Experience with enterprise level security technologies like firewalls, IDS/IPS, web proxies, DLP, SIEM, SOAR, and others.
• Experience in building analytical processes, templates, and documentation.
• Strong written and verbal communication skills; ability to understand complex problems and present them simply.
• Ability to collaborate with high-performing teams, senior leaders, business stakeholders, third-party vendors, and technical individuals throughout the firm to effectively articulate risk and drive change.
• A strong commitment to ethical practices and doing what is right.

• Coding (scripting) experience (e.g., Python, C, JavaScript, VBScript).
• Experience in developing tactical, operational, and strategic tools and capabilities.
• Bachelor's Degree in Computer Science or a related field, or equivalent experience.
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As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

As the Executive Director in AI Transformation & Strategic Execution, you will act as a strategic change agent, shaping and promoting the firm's AI agenda across our global Operations. You won't just track projects; you will architect a value-promoten portfolio, challenging the status quo and uncovering ambitious, high-impact opportunities. Your primary role is to transform complex data and competing priorities into compelling, data-promoten narratives that promote alignment, secure buy-in, and inspire action from the firm's most senior leaders. Adept at navigating ambiguity, you will use hypothesis-promoten thinking and sophisticated analytics to bring clarity to complex business challenges, ensuring our AI investments deliver maximum strategic and financial value. You will be the trusted advisor who connects AI capabilities to tangible business outcomes, moving critical work forward that has a firmwide impact.

Job Responsibilities

• Architect and spearhead the AI portfolio strategy, shifting from a management process to a dynamic value-creation engine focused on measurable business impact
• Translate portfolio data into powerful, data-driven narratives and actionable insights for executive leadership, focusing on ROI, strategic alignment, and business impact. You will own executive reporting and communication on program performance and outcomes
• Proactively identify and champion high-impact, "big bet" AI opportunities, challenging teams to think beyond incremental improvements and pursue transformative outcomes
• Develop and deploy robust analytical frameworks and governance models to rigorously assess, prioritize, and measure the success of all AI initiatives from intake to scaling
• Cultivate and lead a high-performing team of strategic thinkers and execution experts, fostering a culture of data-driven decision-making, intellectual curiosity, and a relentless pursuit of results
• Act as an accelerator for the teams you support, proactively clearing roadblocks and resolving key escalations to ensure strategic objectives are met.
• Champion best practices in strategic planning, change management, and benefits realization across the organization
• Serve as a trusted advisor to senior executives, leveraging data-backed insights and compelling storytelling to influence key business decisions and guide the firm’s AI investment strategy
• Forge strategic partnerships across all Lines of Business (LoBs), driving alignment on ambitious goals and orchestrating complex, cross-functional change initiatives to ensure successful implementation
• Masterfully communicate program strategy, performance, risks, and opportunities to stakeholders at all levels, ensuring transparency and enterprise-wide alignment

Required Qualifications, skills, and capabilities:

• 8+ years of experience in management consulting, corporate strategy, or strategic program management, with a demonstrated track record of leading large-scale business transformation initiatives
• Hypothesis-driven problem solver with the ability to dissect complex, ambiguous problems and architect elegant, data-driven solutions
• Mastery of executive-level communication; able to distill complex analyses into simple, compelling narratives using PowerPoint and build sophisticated analytical models in Excel to support your arguments
• Deep understanding of AI/ML concepts and their practical application to solve real-world business challenges and drive value
• A bias for action and an entrepreneurial spirit; comfortable challenging the status quo and relentlessly driving outcomes in a large, matrixed organization
• Exceptional influencing and relationship-building skills, with the ability to build trust and consensus with senior executives, cross-functional partners, and technical teams alike

Preferred Qualifications, skills, and capabilities:

• Experience with data visualization tools (e.g., Tableau, Alteryx) is a strong plus.
• Bachelor's degree required; an MBA or equivalent advanced degree is strongly preferred.