Head of Financial Analysis for Asset and Wealth Management

Job Description

Business Overview & Role Description:

The AWM Head of Financial Analysis will be responsible for overall business intelligence reporting, management information, earnings and competitor analysis support for AWM covering all businesses and functions. This role will report to AWM CFO and will be jointly accountable to the Head of Firm wide P&A.

Core Activities:

• Planning & Analysis: Managing the AM, GPB and AWM Center P&A teams building key processes and systems to ensure timely, robust, accurate and relevant analysis and information provided to business heads, CFOs and Corp P&A leads, as well as Business Management, Product Controllers and other stakeholders. Key focus will be on developing the analytical capabilities of the organization to enhance AWM business-focused support while simultaneously managing the demands of core P&A deliverables for AWM and Corporate. Includes ownership of the budget and forecasting processes, revenue control, expense management (including assisting with enforcement of AWM™s expense policy), as well as a number of other key business metrics and processes.
• MIS Platforms and Data Management: Deliver reliable, accurate and timely reporting solutions across AWM front office and support functions. Key reporting functions include client analytics, P&L, headcount, scorecards, regulatory and support for planning & outlook.
• Dashboarding: Delivering MIS and data analytics, both financial and operational metrics, in a Tableau format for management, multiple layers of leadership and across F&BM
• Location Strategy: working closely with relevant business and CFOs across the globe to identify space efficiencies for AWM locations
• Ad-hoc review of potential new business opportunities
• Attracting, developing and retaining a team of world class finance professionals

Qualifications:

• 15+ years of finance and overall business management experience in a complex financial organization
• Outstanding analytical and presentation skills
• Proven ability to act independently with excellent decision making skills
• Proven ability to work well under pressure and handle multiple projects and initiatives at same time
• Strong leadership skills with experience working in a demanding global environment
• Demonstrated experience with strategic planning, issue resolution and negotiation
• Ability to lead internal reviews and assessment across organization to determine business and financial choices required to achieve objectives and goals
• Ability to identify and mitigate risk based on company and industry guidelines
• Ability to build and motivate high performance teams with a global focus
• Superior verbal and written communication especially with senior level management
• Proven experience of delivering results and large amounts of data in digestible formats
• Knowledge of MIS, accounting, product/client profitability, activity based costing, project management, transfer pricing / revenue sharing
• Results oriented background with ability to identify opportunities to innovate and process improve
• Experience of working with matrix structures and across multiple locations
• Proficiency with Tableau, Excel, Powerpoint (preferred)
• Candidate should be adaptable, creative, and personable

About Us

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, sexual 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.

Equal Opportunity Employer/Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.