Global Private Bank - Financial Analysis - Analyst Vacancy for CA & MBA at JPMorgan Chase

JPMorgan Chase invited applications for the post of Global Private Bank - Financial Analysis - Analyst

Job responsibilities

• Serve as a strategic partner to the business by providing analytics and guidance which drives business development and aids in the execution of key business initiatives
• Understand and evaluate the financial impact: changes in yields, pipeline projections, sales, product mix, and impacts
• Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes
• Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology
• Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and USWM organizations, etc.)
• Create efficiencies through automation & process reengineering

Required qualifications, capabilities, and skills

• Minimum of CA or an MBA in Finance is required
• Advanced proficiency in Excel and PowerPoint, Tableau and Alteryx.
• Knowledge of programming languages such as Python and SQL
• Experience in US Mortgage & deposit products and FP&A
• Ability to take ownership and work independently
• Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & Asset and Wealth Management
• Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making
• Highly organized and structured; ability to prioritize and time manage is crucial

Preferred qualifications, capabilities, and skills

• Proficiency in LLM/AI tools (Thoughtspot & Databricks) is a plus
• 2+ years of work experience, preferably in Financial Services, and/or accounting/controller background
• Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Strong analytical and problem-solving skills with ability to analyze large data sets and present conclusions concisely.

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