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Global Private Bank Product Control Associate
1 week ago
Product Controls. You have found the right team
As the
Product Controls in our
Asset and Wealth Management team, you will spend each day defining, refining and delivering set goals for our firm
Responsibilities:
The team is primarily responsible for Product control activities related to Revenue/Income Attribution for Brokerage/Investment/Alternative Products.
Team comprises of SMEs who expected to take end-to-end responsible for their respective region/product and drive the agenda for the respective CFOs.
- Trade reconciliations with CIB and AM on different products to calculate the revenues for the month.
- Liaising with Product controller / financial controller / Middle office teams for various trade reconciliation and Revenue settlement.
- Liaising with WM LEC and Financial Controller for Accrual Booking/ Cash Settlements and Aging.
- Radar Adjustments, Revenue over Cost Center Reporting (ROCC) and General Ledger vs Radar Recon for Unrec.
- Follow ups on the invoices and related activities with the Internal IB counterparties, Middle office teams, Controllers teams & External counterparties for settlement of invoices / trade revenues
- Preparing Invoices for 3 rd parties and claiming revenue from them
Required Qualification
- Minimum of CA or an MBA in Finance is required
- 6+ years of Finance experience, preferably in Financial Services, and/or accounting/controller background.
- Advanced skills in Excel and PowerPoint, preferably with experience of Hyperion Essbase and Access.
- Knowledge in Alteryx is a plus.
- Strong quantitative, analytical, and problem solving skills
- Positive attitude and demonstrate intellectual curiosity
- Excellent organizational, management, both verbal & written communication skills with the ability to articulate complex issues clearly.
Preferred Qualification
- The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multiple
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
- Integrity in handling highly sensitive and confidential information.
JPMorgan Chase & Co., 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.
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 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.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
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