Finance Planning and Analysis

2 weeks ago


Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full time
You are a strategic thinker passionate about driving solutions in

Finance Planning & Analysis. You have found the right team

As the

Finance Planning & Analyst in our

Asset Management team, you will spend each day defining, refining and delivering set goals for our firm

Responsibilities:

  • Engage in month end & weekly activities which includes data uploads in the system, working on data, passing of adjustments if required & ensuring that the numbers look accurate
  • Engage, assist and supervise activities related to key senior management reporting (EMR's, Financial summary, performance reports etc)
  • Engage with stakeholders, functional leads & CFO's on various issues & providing resolution
  • Supporting ad hoc requests for Revenue, Flow and expense analysis and reviews
  • Liaison Ing with MIS Platform teams for enhancement and upgradation of primary systems in line with client requirements
  • Work on Info Management Team on the projects & data quality issues
  • Extraction and mining of data reports from the source MIS systems

Required qualifications, capabilities, and skills

  • Bachelor's / Master's degree in Business, Finance, Economics, or other related area
  • 3 to 5 years of total experience in Finance role
  • Asset / Wealth Management sector experience is preferable
  • Proven experience in team management, delivering timely, high quality presentations for various projects and stakeholders.
  • Demonstrated ability in dealing with different stakeholder groups and driving the agenda
  • Excellent communication, organization and project management skills
  • Ability to articulate and demonstrate thoughtful rationale in design decisions

Preferred qualifications, capabilities, and skills

  • Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
  • Knowledge or certification in technical tools like Alteryx, Python or Tableau
  • Exposure to Project Management / Business Intelligence tools would be a plus
  • Selfmotivated, tenacious and able to work with high degree of independence


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.

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.

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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