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JPMorgan US Wealth Management Financial Analysis - 
United States, New York, New York 
732985410

Yesterday

Job Responsibilities

  • Partner with finance team and senior stakeholders in Online Investing group to execute on strategic priorities and provide financial reporting and analysis coverage to facilitate decision-making
  • Conduct financial analyses and deliver actionable insights to grow the business and improve profitability
  • Partner with Finance and Product Owners on annual budget, forecast, business cases, monthly variance analysis, and identifying key drivers behind business results
  • Provide management reporting and analysis to support the business on key metrics, including revenue drivers, expense drivers, client activity, headcount, productivity, product profitability
  • Actively responsive to senior stakeholders, help problem solve, selectively assist with ad hoc analyses
  • Learn the business inside out, establish relationship with the team and business partners.

Required Qualifications, Capabilities and Skills

  • 4+ years of relevant Financial Services experience
  • Strong written, verbal, and PowerPoint executive communication skills to interact with senior leaders
  • Strong excel skills
  • Intellectual curiosity and great problem-solving skills coupled with attention to detail
  • Proactive learner who possesses a solid work ethic, with flexibility during busy periods and/or to meet tight deadlines
  • Ability to perform well under pressure in a dynamic environment; must be able to multitask and shift priorities quickly while maintaining control with limited supervision

Preferred Qualifications, Capabilities and Skills

  • Proficiency with Tableau, Thought spot, Essbase, business cases