Private Bank

JOB DESCRIPTION

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As an Annuities & Life Insurance Finance Associate in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. In this role, you will partner across the organization to provide financial and strategic analysis, oversee budgeting and forecasting, and deliver insightful management reporting. You will influence business outcomes, challenge performance, and proactively manage risk, ensuring our company can navigate all market conditions while maintaining a strong balance sheet. Your expertise will help drive growth, improve efficiencies, and support decision-making for our line of business CFOs.

Job responsibilities

• Serve as a strategic partner to the business by providing analytics and guidance that drive business development and support key initiatives.
• Evaluate and understand the financial impact of changes in yields, pipeline projections, sales, product mix, and other factors.
• Participate actively in the forecasting process, driving improvements and automation, and clearly articulating the drivers of revenue and balance changes.
• Continuously review current practices and processes, identify deficiencies or weaknesses, and deliver solutions to enhance the business's control framework, especially through innovative automation technology.
• Execute ad-hoc requests from various stakeholders and senior management, including business senior leaders across AWM and USWM organizations.
• Enhance controls and streamline processes, introducing automation wherever possible.

Required qualifications, capabilities, and skills

• Minimum of CA or an MBA in Finance is required
• Experience in Annuities, Life Insurance, or Financial Analysis
• Highly organized and structured; ability to prioritize and time manage is crucial
• Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key
• 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 & AWM
• Ability to articulate ideas in a clear, concise, and structured manner
• Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making
• Utilize judgment and discretion in working with highly confidential information
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams

Preferred qualifications, capabilities, and skills

• 4+ years of work experience, preferably in Financial Services, and/or accounting/controller background
• Proficiency in tools like Thoughtspot & Databricks is a plus
• Advanced proficiency in Excel and PowerPoint, Tableau and Alteryx. Knowledge of programming languages such as Python and SQL is preferred
• Strong analytical and problem-solving skills with ability to analyze large data sets and present conclusions concisely

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 Asset & Wealth Management delivers industry-leading investment management and private banking 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.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.