JPMorgan Investment Governance Portfolio Process Controls 

United Kingdom, England 

812663492

Digital & Platform Services (DPS)

As an Investment Governance Portfolio Process and Controls Specialist in the Process Control team, you will play a pivotal role in engaging with stakeholders with reporting requirements and supporting the effective implementation of the DPS governance framework. You will be a strategic thinker with excellent communication skills and a strong understanding of financial controls and governance processes, along with strong problem-solving skills and the ability to address ad-hoc queries effectively.

Job Responsibilities:

• Collaborate with stakeholders, includingDigital & Platform ServicesBusiness Managers & Financial Managers, Product Managers, and both External & Internal Audit & Regulators, to ensure alignment and transparency in portfolio governance.
• Utilize strong Alteryx, Tableau, and Excel skills to process various reporting processes within the team.
• Work closely with Planning & Analysis (P&A) teams to ensure that portfolio financials align with P&A control numbers, maintaining accuracy and consistency.
• Serve as the point of contact for key processes such as Benefits review, Hygiene issues, Monthly Estimate (ME) Forecast, and timesheet status, supporting Investor Day, Mid-Year Forecast (MYF), and Annual Planning.
• Learn and guide users onDigital & Platform Servicesprocesses using in-house tools like myIG, PI, and reporting tools such as Cognos, myDATA, and myDPS.
• Address any ad-hoc queries from stakeholders in coordination with Line of Business (LoB) Financial & Business Managers (F&BM's).
• Prepare, consolidate, review, and analyze key financial activities including budget and mid-year forecast, financial updates for the Board, Operating Committee, and Regulators, and analyzing business performance drivers.
• Execute processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables/calendars.
• Analyze line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results.
• Lead additional one-off and repeatable analyses as required by senior management.

Required Qualifications, Capabilities, and Skills:

• Bachelor's Degree in Accounting, Finance, Economics, or related field.
• Proven experience in investment governance, portfolio management, or a related field.
• Strong communication and stakeholder management skills.
• Ability to articulate complex investment narratives clearly and concisely.
• Experience with financial controls and alignment processes.
• Proficiency in using reporting and data analysis tools.
• Strong problem-solving skills and the ability to address ad-hoc queries effectively.
• Previous experience in a Technology finance/planning role in banking or financial services
• Advanced Microsoft Office skills (Excel & PowerPoint in particular), Alteryx, and Tableau.
• Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary.

Preferred Qualifications, Capabilities, and Skills:

• Experience in a Technology finance/planning role in banking or financial services.
• Advanced skills in Microsoft Office, Alteryx, and Tableau.
• Ability to multi-task in a fast-paced environment with frequently changing priorities.
• Self-starter driven to excel and initiate improvements.