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Asset Management - Global Wealth Management - Investments, Trust & Estates Finance Team - Vice President

Job Description

Role Description:

J.P. Morgan Global Wealth Management (GWM) provides integrated services for ultra-high-net-worth and high-net-worth families and individuals worldwide.  GWM products offered to clients include investments, credit, deposits, and fiduciary products across the Private Bank (PB) and JPM Securities (JPMS).  The GWM Investments, Trust & Estates finance team supports five GWM Operating committee members with principal responsibilities of providing insight on past and current activities to drive results & decisions, forecasting, expense management, & regulatory inquiries.



  • Drive the annual budgeting & ongoing revenue outlook process by understanding key revenue drivers & products, developing & maintaining forecasting tools, communicating risks / opportunities and results to key stakeholders including GWM CFO

  • Assist in coordination of publically reported financial results

  • Manage the on-going production of CCAR/ICAAP forecasts and work closely with ‘AM Modeling team’ to develop models to further enhance process

  • Deliver regular adhoc analytics to diagnose results & drive decisions 

  • Build and maintain excellent relationships with senior business managers, finance team members, and internal clients across Asset Management

  • Minimum 4-6 years in financial analysis

  • Strong project management and people management skills

  • MBA, CPA, CFA a plus

  • Self motivated and independent worker

  • Ability to think analytically and creatively

  • Strong communication/presentation skills and confidence to work directly with senior managers across both the front office and finance

  • Ability to hit the ground running and deliver results in a fast paced environment

  • Strong Excel and PowerPoint skills; Access a plus

  • Investments product knowledge a plus

Req #: 160037413
Location: New York, NY US
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: US Dollar (USD)

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