Planning And Analysis Earnings/Competitor Analysis Vice President

JobID: 210516030

Category: Financial Analysis

JobSchedule: Full time

Posted Date: 2024-05-06T14:23:33+00:00

JobShift:

Base Pay/Salary: Brooklyn,NY $123,500.00-$190,000.00

Description:

The Commercial & Investment Bank (CIB) Finance and Business Management (F&BM) group provides financial advice to support the CIB's business strategy and helps to ensure a sound control environment. Within F&BM, the four major areas of responsibility are: Business-aligned BMs (Business Managers), the CIB Controller, Support Staff CFO, and Planning and Analysis (P&A).

The CIB Earnings & Competitor Analysis Team within the P&A group: (a) manages the preparation of quarterly earnings materials and documents with respect to the CIB's results; (b) partners with Investor Relations to support executive management meetings with external investors/analysts; (c) collaborates with partner teams on Investor Day; (d) drives thought leadership in competitive intelligence; and (e) ensures the accuracy of select regulatory filings.

Job responsibilities:

• Partnering with CIB and Corporate teams to structure and draft earnings documents

• Developing talking points and other supporting information for industry conferences and senior management meetings with external investors/analysts

• Collaborating with multiple stakeholders to support JPMC's annual investor day presentation

• Liaising with LOB teams/functions (Investor Relations, Corporate P&A, LOB P&A, etc.) for monthly reporting and ad-hoc analyses

• Assisting with the creation and validation of the CIB sections in the 10K/Q in partnership with SEC reporting as well as the Proxy Statement and CEO letters of the Annual Report

• Participating in the Control and Governance agenda for deliverables including internal audits and RCSA

• Supporting and driving the competitor intelligence agenda including summarizing competitor strategic commentary and industry performance for a broad audience including executive management

Required qualifications, capabilities, and skills:

• 7+ years of experience in the financial services industry with a top-tier bank, preferably in a CIB-equivalent line of business or equity/credit research with focus on financials

• Strong understanding of and ability to analyze financial statements and data for J.P. Morgan and its peer financial institutions

• Working knowledge of CIB products and the financial market, with the ability to grasp technical details. Progress toward CFA a plus

Preferred qualifications, capabilities, and skills:

• Excellent written communication skills

• Strong interpersonal and influencing skills with the ability to interact with colleagues at all levels

• Strong MS Office skills (primarily Excel/PowerPoint)