JPMorgan Global Private Bank P & Revenue Lead - Senior Associate 

United States, Ohio, Columbus 

682557593

J.P. Morgan Asset & Wealth Management, with client assets of $4.3 trillion, is a global leader in investment and wealth management. We serve institutions, high-net-worth individuals, and retail investors worldwide, offering investment management across all major asset classes and providing a range of banking services.

As the GPB P&A Revenue Lead, you will oversee revenue reporting across all products and business units of the GPB (Global Private Bank). With revenue expected to surpass $11 billion in 2024, you will work closely with teams in Plano, Mumbai, and Columbus, reporting to the P&A Central lead. Your role involves managing the budget and forecasting processes, serving as a subject matter expert on revenue-related items, and coordinating dashboard updates.

Job Responsibilities:

• Own the budget and forecasting processes for GPB revenue.
• Develop the GPB Reporting Calendar and coordinate revenue submissions.
• Serve as the SME for revenue updates, outlooks, and reporting.
• Coordinate and update the GPB BD1/BD9 Dashboard.
• Monitor monthly MEV updates and liaise with product teams.
• Represent GPB Revenue and collaborate with product finance and control teams.
• Conduct ad-hoc reviews of new business opportunities and reporting changes.
• Attract, develop, and retain a team of finance professionals.

Required Qualifications, Capabilities, and Skills:

• 3+ years of finance and business management experience in a complex financial organization.
• Outstanding analytical and presentation skills.
• Ability to act independently with excellent decision-making skills.
• Proven ability to work under pressure and manage multiple projects.
• Strong leadership skills in a demanding global environment.
• Ability to identify and mitigate risk based on guidelines.
• Superior communication skills, especially with senior management.
• Experience delivering results and data in digestible formats.
• Knowledge of MIS, accounting, and financial management concepts.
• Results-oriented with a focus on innovation and process improvement.
• Proficient in Excel, PowerPoint, Alteryx, and Essbase Add-In.

Preferred Qualifications, Capabilities, and Skills:

• Experience with project management, transfer pricing, and revenue sharing.
• Adaptable, creative, and personable.