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JPMorgan Asset Management Financial Planning & Analysis Associate 
United States, Texas, Plano 
975073758

03.08.2024

Job responsibilities:

  • Self-start and lead projects to drive global consistency and create synergies across the team. An example would be the development of a consistent approach to the review and presentation of the output of our new profitability model.
  • Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis to key stakeholders for multiple products
  • Acting as a key liaison to the business / Product CFOs & wider Finance team
  • Perform variance analysis to understand the key drivers of the results and provide commentary explaining changes from prior forecasts/budgets.
  • Review and analyze the results of the AM activity based costing model and suggest areas where expense efficiencies could be achieved.
  • Partner with desk heads and investment specialist heads to produce and develop metrics to measure performance of their teams.
  • Enhance controls and streamline processes through automation where possible.
  • Work on projects to drive global consistency and create synergies across the team. An example would be developing a new pricing tool that can be used for all products. Conduct analyses from financials to understand business drivers to identify opportunities to improve business results
  • Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards
  • Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques.

Required qualifications, capabilities, and skills:

  • BA/BS in Finance, Economics, Accounting or other related area
  • Minimum of 2+ years of relevant Financial Services experience.
  • Strong technical and analytical skills, including proficiency with Excel, PowerPoint, Essbase, and other financial applications.
  • Inquisitive, enthusiastic and diligent, and capable of challenging peers.
  • Strong verbal and written communication skills with the ability to articulate complex issues clearly.
  • Highly motivated and able to maintain composure in a fast-paced environment and prioritize projects accordingly.
  • Desire and ability to understand and effectively utilize MIS reporting systems
  • Integrity in handling highly sensitive and confidential information.
  • Knowledge and understanding of financial principles and ability to link results to activities

Preferred qualifications, capabilities, and skills:

  • Team player with the ability to be respected as a trusted partner for the Business, Finance, and F&BA Teams.
  • Experience with Tableau, Alteryx, Python or Qlikview a plus
  • CFA, CPA, MBA a plus