Associate - Global Private Bank, Financial

4 months ago

Goregaon East Mumbai Maharashtra, India JPMorgan Chase & Co Full time

**Global Finance & Business Management (“GF&BM”) India** is a combined Line of Business-aligned (LOB-aligned) finance & business support team located in India and is part of JPMorgan’s global capability center (GCC). We are part of the Office of the CFO (OCFO) organization within JPMorgan, which has 13000+ people across the globe, majority of whom are tasked with managing the firm’s Finance function, responsible for reporting quarterly earnings and complying with regulatory requirements along with managing the firm’s capital.

GF&BM India was established in September 2002 and currently we have a network of more than 3400+ professionals based out of our Mumbai, Bengaluru and Hyderabad offices who support four main “pillars” of work - Controllers, Planning & Analysis, Finance Operations and Business Client & Products. The teams in India are aligned to the respective LOBs that they support which include Corporate and Investment Banking (CIB), Commercial Banking (CB), Consumer and Community Banking (CCB), Asset & Wealth Management (AWM) and Corporate/Firmwide functions. The scale, depth & diversity of GF&BM India provides its employees extensive opportunities to learn and move within the organization, thereby gaining rich experience to build a long term career with the firm.

We have a strong culture that embodies the principles that guide us in how we do business across the firm. We strive to create a workplace that values and respects individual viewpoints, while at the same time challenging the status quo to make continuous improvements in our processes.

JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful.

**_ The current opening is within the Global Private Bank (GPB) team in Mumbai which forms part of the Asset & Wealth Management (AWM) LOB within GF&BM India._**

**About the Team**

**J.P. Morgan Asset & Wealth Management** delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals

The Global Private Bank Banking Finance team provides financial analytical and reporting services including budgeting/forecasting, weekly/monthly business drivers, expense management, Regulatory reporting and strategic planning services. The team works closely with the GPB Product CFO teams and supports the GPB CFO in addition to the Asset Wealth Management (AWM) CFO/P&A team and AWM Strategy for ad hoc requests.

**Role Responsibilities**:
The person will develop a solid understanding of regions and products across GPB and be able to articulate trends and business drivers for management decision support. The person will work very closely with Regional CFO and CEO teams to provide management insights, reporting and analytics.

The main tasks include:

- Responsible for weekly reporting for GPB business which include key business metrics. This includes revenues, flows, balances, headcount & expense, or profitability, where you will be expected to deliver value-added financial reporting and analysis and assist with strategic decision making.
- Work with various Essbase and database interfaces to manage reporting changes.
- Participate in annual planning / forecasting process for revenues, flows and balances which involves financial modeling, coordinating, and consolidating submissions from CFO teams as well as preparing management presentations.
- Prepare ad-hoc analyses for management meetings and strategic reviews using Tableau as the primary tool (e.g., Operating Committee Review, Regional Business and Finance Town hall, Investor Day, etc.)
- Enhance controls and streamline processes, introducing automation where possible.
- Calculation and consolidation of the month-end results and the forecast for the remainder of the year
- Developing metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management.
- Helping design new reports and dashboards to efficiently deliver the financial results to senior management.
- Contribute ideas around improving reporting capabilities and new projects.

**Qualifications**:

- Qualification: CA or an MBA in Finance is required.
- A minimum of 2 years of Finance experience, preferably in Financial Services, and/or accounting/controller background. Private banking product and business understanding /experience would be preferred.
- Advanced Tableau dash boarding, Excel and PowerPoint skills, preferably with experience of Hyperion Essbase, Alteryx, Python, SQL and MS Access.
- Strong quantitative, analytical, and probl

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