Jpmorgan Chase & Co. Plano , TX 75023
Posted 2 weeks ago
JobID: 210457908
Category: Business Management
JobSchedule: Full time
Posted Date: 2024-04-16T16:48:24+00:00
JobShift:
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The Commercial Banking Solutions Investment Strategy team owns end-to-end investment portfolio strategic planning on behalf of the Commercial Bank to optimize competitiveness and experience with our offering to clients. The team resides within the Commercial Bank Solutions Chief Financial Officer organization, and its mandate includes the development of clear decision/prioritization frameworks and narratives, driving multi-year planning, advising on business cases, managing stakeholders throughout the process, and bringing transparency (e.g. financial performance, progress versus roadmap, and escalating key issues). This is a high-visibility role, with extensive collaboration required across products, business lines, functions, and executives given the expanse and complexity of the portfolio.
Job responsibilities
Support investment strategy development through use of investment prioritization framework, in collaboration with product/sales managers and cross-functional/line of business stakeholders, to enhance investment operating model effectiveness
Develop presentations and executive material to analyze and articulate investments, new investment proposals, investment delivery health and return performance
Create and deliver robust and insightful reporting that forecasts and articulates performance of our product and solution investments
Perform bespoke / ad-hoc analysis to support strategic initiatives and diagnose performance of past and on-going investments
Partner with Commercial Bank Solutions Planning & Analysis team to assist in technology expense allocations during annual budget cycles; leverage financial reporting and articulate insights and developments / issues
Facilitate reviews with Commercial Bank Solutions management team and other stakeholders that highlight progress and issues
Effectively manage investments processes and corresponding financials / business cases while maintaining transparent communications with relevant stakeholders; be the go-to team for articulating plans and performance
Drive efficiencies and automation to streamline efforts (i.e. utilize strategic data solutions such as QlikSense Dashboards), including working with data engineering groups on requirements
Required qualifications, skills and capabilities
5+ years of experience in strategy consulting (internal / external), Strategic Planning, Corporate Finance, Product Strategy or technology investments
BA / BS degree in Finance / Accounting / Analytics
Strong problem solving skills, leveraging versatile skillset to identify and recommend ways to address issues with performance, strategy, and organizational effectiveness
Exceptional financial modeling and analytical skills, with ability to analyze large and disparate data sets and synthesize into clear conclusions
Strong interpersonal skills and ability to interact, influence, and collaborate effectively with all levels of a highly complex organization
Strong PowerPoint and Excel skills
Jpmorgan Chase & Co.