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
Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.
The firm invites all interested and qualified candidates to apply for employment opportunities.
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