Jpmorgan Chase & Co. Ny , NY 11717
Posted 1 week ago
JobID: 210525596
Category: Financial Analysis
JobSchedule: Full time
Posted Date: 2024-06-14T17:16:26+00:00
JobShift:
Base Pay/Salary: New York,NY $123,500.00-$190,000.00
Are you someone who has a penchant for story-telling, being a trusted advisor and being organized with excellent time management skills? Do you enjoy building relationships, working with data, managing projects, solving problems and driving results in a fast-paced environment where collaboration & strategic thinking are the norm?
As the Wealth Management ("WM") Strategic Initiatives Finance Team lead - Vice President in the Strategic Initiatives, Marketing & Functional Finance team, you will help manage and drive strategy supporting high growth businesses and initiatives across J.P Morgan Wealth Management. You will own financial analysis, business case development, and reporting for WM top priorities. You will be responsible for acting as the finance thought partner to various stakeholders across the business as initiatives become prioritized and manage a team of 4 individuals.
For this role, candidates must be able to physically work in our New York offices 3 days a week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management.
Job Responsibilities
Conduct, consolidate, and present financial analyses and deliver actionable insights to inform the business on new business case projections and success targets
Partner across the Wealth Management finance team and business stakeholders to execute on strategic priorities
Manage life-cycle of business cases, including budget rounds, actuals reporting, and off-boarding
Oversee the development of opportunity sizing's and financial analysis, collaborating with key partners on assumption drivers, risks and opportunities
Analyze 5 and 10 year financial impact and cross compare Pre-Tax Income (PTI) and Net Present Value (NPV) projections across projects
Develop and track progress against targets to hold stakeholders accountable for performance
Collaborate with line of business finance teams to identify like-use cases and input to support value drivers, revenue and expense assumptions, when applicable
Present and articulate the financial impact to senior stakeholders to aid in investment funding decisions
Learn the business, strategy, and financials, establish relationships with the team and business partners
Take initiative on process improvements, standardization, and business resiliency to drive the team towards better efficiency
Required Qualifications, Capabilities, and Skills
Bachelor's degree and 7+ years relevant work experience in Financial Analysis, Business Management or Strategy
Expert in Excel and PowerPoint
Experience in Net Present Value (NPV) and Return On Investment (ROI) analysis
Experience in or ability to learn financial modeling
Intellectual curiosity and exceptional problem-solving skills coupled with attention to detail
Self-motivated and passionate about driving decisions through analytical insights
Proactive learner who possesses a solid work ethic and critical thinking skills
Comfortable working with large complex data sets and distilling insights into executive presentations
Extremely organized in taking a comprehensive project management approach to all work
Ability to own projects and processes end-to-end
High emotional intelligence and confidence in interfacing directly with senior management
Preferred Qualifications, Capabilities, and Skills
Experience with building financial business case projections
Experience with managing a team
Understanding of the Wealth Management business
Applicants must be authorized to work for any employer in the U.S. We are unable to provide immigration sponsorship or take over sponsorship of an employment Visa at this time.
Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting.
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Jpmorgan Chase & Co.