Job Description
Global Finance & Business Management ("GF&BM") India is a combined LOB-aligned (Line of Business-aligned) finance & business support team located in India and is part of JPMorgan's global capability center (GCC). We are part of the Office of the CFO (OCFO) organization within JPMorgan, which has 13000+ people across the globe, majority of whom are tasked with managing the firm's Finance function, responsible for reporting quarterly earnings and complying with regulatory requirements along with managing the firm's capital.
GF&BM India was established in September 2002 and currently we have a network of more than 3400+ professionals based out of our Mumbai, Bengaluru and Hyderabad offices who support four main "pillars" of work - Controllers, Planning & Analysis, Finance Operations and Business Client & Products. The teams in India are aligned to the respective LOBs that they support which include Corporate and Investment Banking (CIB), Commercial Banking (CB), Consumer and Community Banking (CCB), Asset & Wealth Management (AWM) and Corporate/Firmwide functions.
We have a strong culture that embodies the principles that guide us in how we do business across the firm. We strive to create a workplace that values and respects individual viewpoints, while at the same time challenging the status quo to make continuous improvements in our processes.
JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful.
The Global Private Bank (GPB) is comprised of the US PB and International PB businesses and the Investment Strategy & Solutions function which collectively provide integrated wealth management services for ultra-high net worth and high net worth families and individuals worldwide. GPB oversees over $1.6 trillion of client assets across various products such as Investments, Trust / Estates and Banking generating approximately $6.5 billion in revenue annually.
Role Responsibilities
The team is primarily responsible for Product control activities related to Revenue/Income Attribution for Brokerage/Investment/Alternative Products. Team comprises of SMEs who expected to take end-to-end responsible for their respective region/product and drive the agenda for the respective CFOs.
• Trade reconciliations with CIB and AM on different products to calculate the revenues for the month.
• Liaising with IB/AM Product controller / financial controller / Middle office teams for various trade reconciliation and Revenue settlement.
• Liaising with WM LEC and Financial Controller for Accrual Booking/ Cash Settlements and Aging.
• Radar Adjustments, Revenue over Cost Center Reporting (ROCC) and General Ledger vs Radar Recon for Unrec.
• Follow ups on the invoices and related activities with the Internal IB counterparties, Middle office teams, Controllers teams & External counterparties for settlement of invoices / trade revenues
• Preparing Invoices for 3 rd parties and claiming revenue from them
Qualifications
• Minimum of CA or an MBA in Finance is required
• 4+ years of Finance experience, preferably in Financial Services, and/or accounting/controller background.
• Advanced skills in Excel and
GF&BM India was established in September 2002 and currently we have a network of more than 3400+ professionals based out of our Mumbai, Bengaluru and Hyderabad offices who support four main "pillars" of work - Controllers, Planning & Analysis, Finance Operations and Business Client & Products. The teams in India are aligned to the respective LOBs that they support which include Corporate and Investment Banking (CIB), Commercial Banking (CB), Consumer and Community Banking (CCB), Asset & Wealth Management (AWM) and Corporate/Firmwide functions.
We have a strong culture that embodies the principles that guide us in how we do business across the firm. We strive to create a workplace that values and respects individual viewpoints, while at the same time challenging the status quo to make continuous improvements in our processes.
JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful.
The Global Private Bank (GPB) is comprised of the US PB and International PB businesses and the Investment Strategy & Solutions function which collectively provide integrated wealth management services for ultra-high net worth and high net worth families and individuals worldwide. GPB oversees over $1.6 trillion of client assets across various products such as Investments, Trust / Estates and Banking generating approximately $6.5 billion in revenue annually.
Role Responsibilities
The team is primarily responsible for Product control activities related to Revenue/Income Attribution for Brokerage/Investment/Alternative Products. Team comprises of SMEs who expected to take end-to-end responsible for their respective region/product and drive the agenda for the respective CFOs.
• Trade reconciliations with CIB and AM on different products to calculate the revenues for the month.
• Liaising with IB/AM Product controller / financial controller / Middle office teams for various trade reconciliation and Revenue settlement.
• Liaising with WM LEC and Financial Controller for Accrual Booking/ Cash Settlements and Aging.
• Radar Adjustments, Revenue over Cost Center Reporting (ROCC) and General Ledger vs Radar Recon for Unrec.
• Follow ups on the invoices and related activities with the Internal IB counterparties, Middle office teams, Controllers teams & External counterparties for settlement of invoices / trade revenues
• Preparing Invoices for 3 rd parties and claiming revenue from them
Qualifications
• Minimum of CA or an MBA in Finance is required
• 4+ years of Finance experience, preferably in Financial Services, and/or accounting/controller background.
• Advanced skills in Excel and
💡 Quick Summary
Seeking a career-building opportunity? The Global Private Bank Product Control 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.
