Job Description
You are a strategic thinker passionate about driving solutions in Finance. You have found the right team.
As the Financial Analysis professional in our Asset and Wealth Management unit, you will spend each day defining, refining and delivering set goals for our firm
Your role will include daily/weekly/monthly deliverables coordination and automation of the processes. The person will work closely with the treasurer, mortgage leads and also with the corporate treasury to manage the day to day responsibilities.
Job Responsibilities
Responsible for daily/weekly management reports which includes key business metrics for AWM Mortgage business and Liquidity risk management
Perform ad-hoc analysis for management meetings and strategic reviews (e.g., Operating Committee Review, Regional Business and Finance Townhall, Investor Day, etc.)
Directly work with AWM Mortgage lead and perform in-depth analysis and support on recurring reports and process e.g: return on equity on mortgages, profitability, production, pricing for Mortgage book
Enhance controls for existing process utilized for mortgage, liquidity and lending business and automation where possible.
Collaborate with automation/technology team and play a role of business analyst and perform UAT testing and implement reporting changes.
Contribute ideas in analyzing business, improving reporting capabilities and delivering new projects with focus to achieve the objectives of the treasury team.
Required qualifications, capabilities and skills
Minimum of CA or an MBA in Finance is required
3+ years of Finance experience, preferably in Financial Services and avid user of technology to bring in efficiencies.
Advanced skills in Excel and MS Access a must with strong working knowledge of at least one new age tools i.e Alteryx/Python/Tableau.
Strong quantitative, analytical, and problem solving skills & positive attitude to demonstrate intellectual curiosity
Excellent organizational, management, both verbal & written communication skills with the ability to articulate complex issues clearly.
Highly motivated, able to thrive, comfortable with frequently changing priorities and think clearly under pressure and tight deadlines.
Team oriented, inquisitive and able to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
Preferred qualifications, capabilities and skills
MBA/CFA with BE/B.Tech preferred
Experience in coding is must
New Age technologies ( Alteryx/Python/tableau) working experience preferred .
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, ****** 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.
As the Financial Analysis professional in our Asset and Wealth Management unit, you will spend each day defining, refining and delivering set goals for our firm
Your role will include daily/weekly/monthly deliverables coordination and automation of the processes. The person will work closely with the treasurer, mortgage leads and also with the corporate treasury to manage the day to day responsibilities.
Job Responsibilities
Responsible for daily/weekly management reports which includes key business metrics for AWM Mortgage business and Liquidity risk management
Perform ad-hoc analysis for management meetings and strategic reviews (e.g., Operating Committee Review, Regional Business and Finance Townhall, Investor Day, etc.)
Directly work with AWM Mortgage lead and perform in-depth analysis and support on recurring reports and process e.g: return on equity on mortgages, profitability, production, pricing for Mortgage book
Enhance controls for existing process utilized for mortgage, liquidity and lending business and automation where possible.
Collaborate with automation/technology team and play a role of business analyst and perform UAT testing and implement reporting changes.
Contribute ideas in analyzing business, improving reporting capabilities and delivering new projects with focus to achieve the objectives of the treasury team.
Required qualifications, capabilities and skills
Minimum of CA or an MBA in Finance is required
3+ years of Finance experience, preferably in Financial Services and avid user of technology to bring in efficiencies.
Advanced skills in Excel and MS Access a must with strong working knowledge of at least one new age tools i.e Alteryx/Python/Tableau.
Strong quantitative, analytical, and problem solving skills & positive attitude to demonstrate intellectual curiosity
Excellent organizational, management, both verbal & written communication skills with the ability to articulate complex issues clearly.
Highly motivated, able to thrive, comfortable with frequently changing priorities and think clearly under pressure and tight deadlines.
Team oriented, inquisitive and able to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
Preferred qualifications, capabilities and skills
MBA/CFA with BE/B.Tech preferred
Experience in coding is must
New Age technologies ( Alteryx/Python/tableau) working experience preferred .
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, ****** 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.
💡 Quick Summary
Seeking a career-building opportunity? The Financial Planning Analysis |Alteryx | Tableau| | Associate position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
