Job Description
You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team
As the Financial Analyst in our Asset and Wealth Management Team , you will spend each day defining, refining and delivering set goals for our firm
Job Responsibilities
• Responsible for weekly reporting for GPB business which include key business metrics. This includes Revenues, Balances, Flows and expenses
• Calculation and consolidation of the month-end results and the forecast for the remainder of the year
• Participate in the global annual planning 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 (e.g., Operating Committee Review, Regional Business and Finance Townhall, Investor Day, etc.)
• Assist MIS Controller in managing metrics reporting for GPB advisors and any additional MIS projects that impact reporting
• Enhance controls and streamline processes, introducing automation where possible.
• Work with various Essbase and database interfaces to manage reporting changes.
Required Qualification, Capabilities and Skill
• Minimum of CA or an MBA in Finance is required
• 3+ years of Finance experience, preferably in Financial Services, and/or accounting/controller background.
• Advanced skills in Excel and PowerPoint, preferably with experience of Hyperion Essbase and Access.
• Experience in creating Tableau dashboards, Alteryx and Python a plus
• Strong quantitative, analytical, and problem solving skills
• Positive attitude and demonstrate intellectual curiosity
• Excellent organizational, management, both verbal & written communication skills with the ability to articulate complex issues clearly.
Preferred Qualification, Capabilities and Skill
• The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multiple
• Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
• Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
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 Analyst in our Asset and Wealth Management Team , you will spend each day defining, refining and delivering set goals for our firm
Job Responsibilities
• Responsible for weekly reporting for GPB business which include key business metrics. This includes Revenues, Balances, Flows and expenses
• Calculation and consolidation of the month-end results and the forecast for the remainder of the year
• Participate in the global annual planning 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 (e.g., Operating Committee Review, Regional Business and Finance Townhall, Investor Day, etc.)
• Assist MIS Controller in managing metrics reporting for GPB advisors and any additional MIS projects that impact reporting
• Enhance controls and streamline processes, introducing automation where possible.
• Work with various Essbase and database interfaces to manage reporting changes.
Required Qualification, Capabilities and Skill
• Minimum of CA or an MBA in Finance is required
• 3+ years of Finance experience, preferably in Financial Services, and/or accounting/controller background.
• Advanced skills in Excel and PowerPoint, preferably with experience of Hyperion Essbase and Access.
• Experience in creating Tableau dashboards, Alteryx and Python a plus
• Strong quantitative, analytical, and problem solving skills
• Positive attitude and demonstrate intellectual curiosity
• Excellent organizational, management, both verbal & written communication skills with the ability to articulate complex issues clearly.
Preferred Qualification, Capabilities and Skill
• The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multiple
• Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
• Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
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 Global Private Bank Financial Analysis 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.
