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JPMorgan Assoc Relationship Banker - Ambler PA 
United States, Pennsylvania 
371864994

11.06.2025

Job Responsibilities:

  • Serve as a point of contact for the Risk group BMs regarding headcount and expense planning, and participate in monthly, quarterly, and annual business reviews with CROs and CFOs.
  • Perform monthly quantitative analysis of forecast versus actual checks and update forecasts accordingly.
  • Create, maintain, and enhance the multi-year budgeting process for the Risk business, assessing the headcount impact on expenses for future years.
  • Work closely with Risk BMs to collect headcount updates and calculate the direct expenses impact of forecast and budget scenarios.
  • Manage indirect expense allocation in and out from Support and Risk groups.
  • Manage standard and alternate hierarchy submissions for support groups.
  • Ensure timely, accurate, and informative business financial information, and coordinate business financial planning and budget management.
  • Conduct ad-hoc MIS reporting and analysis in conjunction with other team members.

Required qualifications, capabilities, and skills:

  • CFA/CMA/CA/MBA (Finance)
  • Minimum 3 years’ experience in an analytical and financial role and should have worked on Banking products (601)
  • Excellent communication (verbal and written) skills
  • Superior financial modelling acumen
  • Proficiency in Microsoft Office (especially Excel and PowerPoint)
  • Experience in using Data extraction and Data analysis tools like SAS/SQL/R/Python
  • Proficient in some of the Intelligent Solutions like Alteryx, Qlik Sense, etc.

Preferred qualifications, capabilities, and skills:

  • Knowledge of Tableau and Alteryx will be an added advantage
  • Ability to multi-task multiple requirements under considerable time pressure
  • Should be flexible to work in EMEA shifts