As a Financial Analysis Associate, you will provide financial analysis, prepare reports, and streamline processes through automation while coordinating with business managers and senior management.
Job Description
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team
As a Financial Analysis Associate within the Research P&A Reporting team, you will be responsible for partnering across the firm to provide financial and strategic analysis and oversight. You will analyze, prepare, and reconcile technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations affecting business procedures and operations and maintain financial and reporting systems. Additionally, you will assist the department and other team members with special projects or components of other projects as needed.
Job Responsibilities:
Required Qualifications, Capabilities and Skills
Preferred Qualifications, Capabilities and Skills
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team
As a Financial Analysis Associate within the Research P&A Reporting team, you will be responsible for partnering across the firm to provide financial and strategic analysis and oversight. You will analyze, prepare, and reconcile technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations affecting business procedures and operations and maintain financial and reporting systems. Additionally, you will assist the department and other team members with special projects or components of other projects as needed.
Job Responsibilities:
- Co-ordinate with Business Managers/ Senior Management in Equities and Fixed Income to provide reporting and analytics solutions
- Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
- Conduct \"deep dive\" analysis on key issues impacting client to determine root cause and propose solutions
- Preparing mid-year and yearend scorecards to evaluate and validate performance the JPM Research Analysts by analyzing key research performance metrics.
- Collaborating with stakeholders along the delivery chain, acting as the key liaison for research reporting enhancement request management..
- Enhancing controls and streamlining processes, introducing automation where possible
Required Qualifications, Capabilities and Skills
- Bachelor's degree in Accounting, Finance or a subject of a technical nature
- Working knowledge of Qliksense, Macro, Powerpoint, Sharepoint, Alteryx, Tableau, Excel
- Articulate and able to communicate confidently across various stakeholders and senior management levels.
- Inquisitive, enthusiastic and diligent, and capable of challenging peers
- Strong verbal and written communication skills with the ability to articulate complex issues clearly
- Ability to create ad hoc reporting for senior management
Preferred Qualifications, Capabilities and Skills
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Knowledge on Data bricks, Python, SQL, Tableau is a plus. Proven track record for executing on special projects / assignments with often little lead time or information
- 4 + years of work experience, preferably in Financial Services, and/or accounting/controller background
- Team Player, highly motivated self-starter with excellent time management/prioritization skills
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Top Skills
Alteryx
Data Bricks
Excel
Macro
PowerPoint
Python
Qliksense
Sharepoint
SQL
Tableau
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