JPMorgan Associate - Global Private Bank Financial Analysis Mumbai 

India, Maharashtra, Mumbai 

306706109

delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals

Role Responsibilities:

The main tasks include:

• Responsible for weekly reporting for GPB business which include key business metrics. This includes revenues, flows, balances, headcount & expense, or profitability, where you will be expected to deliver value-added financial reporting and analysis and assist with strategic decision making.
• Work with various Essbase and database interfaces to manage reporting changes.
• Participate in annual planning / forecasting process for revenues, flows and balances which involves financial modeling, coordinating, and consolidating submissions from CFO teams as well as preparing management presentations.
• Prepare ad-hoc analyses for management meetings and strategic reviews using Tableau as the primary tool (e.g., Operating Committee Review, Regional Business and Finance Town hall, Investor Day, etc.)
• Enhance controls and streamline processes, introducing automation where possible.
• Calculation and consolidation of the month-end results and the forecast for the remainder of the year
• Developing metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management.
• Helping design new reports and dashboards to efficiently deliver the financial results to senior management.
• Contribute ideas around improving reporting capabilities and new projects .

Qualifications:

• Qualification: CA or an MBA in Finance is required.
• A minimum of 2 years of Finance experience, preferably in Financial Services, and/or accounting/controller background. Private banking product and business understanding /experience would be preferred.
• Advanced Tableau dash boarding, Excel and PowerPoint skills, preferably with experience of Hyperion Essbase, Alteryx, Python, SQL and MS Access.
• Strong quantitative, analytical, and problem solving skills. Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations.
• Excellent organizational and communication skills (both verbal & written) with ability to articulate complex issues clearly to internal clients and senior management.
• Sound judgment, professional maturity and personal integrity towards handling highly sensitive and confidential information, strong work ethic, proactive and results-oriented individual with ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities.
• Demonstrate team oriented, inquisitive, critical thinking, positive attitude and solutions oriented mindset with intellectual curiosity to be able to think clearly under pressure and tight deadlines.
• Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
• Ability to build strong partnerships with colleagues and stakeholders, desire to learn quickly, be flexible and think strategically