Corporate & Investment Bank - Sales And Marketing - Planning And Analysis - Analyst

The Sales & Marketing Planning & Analysis (P&A) function supports the regional Sales & Marketing organizations for the Markets & Investor Services segments of the Corporate & Investment Bank (CIB). The P&A team is regionally aligned (NY, London, HK) with a centralized Mumbai production center. The team partners closely with the Business Management teams, Sales Heads, Sales teams, Product Controllers, Legal Entity Controllers and other P&A colleagues within the CIB. In addition to measuring the performance of the Sales organizations specifically on Allocated Franchise Revenue, (AFR), headcount and expenses, we also provide extensive reporting on our client franchise to help identify opportunities and grow the business.
In this role, we work closely with Sales Management, Business Management (BM), Middle Office, Product controllers and technology partners to push various Cross products and cross functions initiatives. Role offer excellent opportunity to gain insight into all four dimensions of P&A Functions (Analytics, Reporting & Control, Traditional P&A and Projects/Continuous improvement) across four Products (Fixed income, Equities, Commodities and Investor services).
Required qualifications, capabilities, and skills:

• Business Support, Analytics
  • Work closely with Sales BM and Sales heads to design reporting framework which facilitates analysis of complex data and helps management to make well-informed decisions
  • Strategy Partner for Sales BM and Sales heads
  • Supports preparation and presentation of Business and Strategic reviews, Town halls
  • Support Competitor analysis (Coalition / McLagan)
• Assisting in the annual planning process for Sales AFR information, working closely with the Sales BM and assisting with the tie-back to product Line of Business (LOB) AFR plans
• Supports preparation and presentation of Business and Strategic reviews, Town halls
• Analysis and reporting of AFR, headcount, expenses and product sales allocations for various reviews and management reports
• Ensuring the integrity of the sales AFR numbers, liaising with relevant groups within the firm to resolve issues as they arise, and working closely with Mumbai control-aligned teams to ensure sales reports and MIS systems function correctly
• Working on continuous improvement global & regional projects to achieve productivity and efficiency across Markets & Investor Services
• Work closely with Sales BM and Sales heads to design reporting framework which facilitates analysis of complex data and helps management to make well-informed decisions
• Working with BM (Sales and Product) and other P&A colleagues for AFR or Sales-related queries
• Projects, Continuous improvement & Ad hoc support
  • Connecting with the Mumbai production Centre and other regional P&A teams to drive standardization and best practices across regions
  • Working on continuous improvement global & regional projects to achieve productivity and efficiency across Markets & Investor Services
• Working closely with a Mumbai reporting team to deliver scheduled and ad-hoc reports, to ensure that output is correct and business-relevant, and to develop innovative reports or analysis to help the Business and Sales Desk Heads in their decision-making process
• Preparing Business Reviews and Ad-hoc analysis
• Connecting with the Mumbai production Centre and other regional P&A teams to drive standardization and best practices across regions
• Support Competitor analysis (Coalition / McLagan)
• Developing and improving cross-product reporting, sales team reporting and productivity analysis
• Strategy Partner for Sales BM and Sales heads
• Reporting, Allocated Franchise Revenue Control & investigations
  • Ensuring the integrity of the sales AFR numbers, liaising with relevant groups within the firm to resolve issues as they arise, and working closely with Mumbai control-aligned teams to ensure sales reports and MIS systems function correctly
  • Working closely with a Mumbai reporting team to deliver scheduled and ad-hoc reports, to ensure that output is correct and business-relevant, and to develop innovative reports or analysis to help the Business and Sales Desk Heads in their decision-making process
  • Working with BM (Sales and Product) and other P&A colleagues for AFR or Sales-related queries
  • Assisting in the annual planning process for Sales AFR information, working closely with the Sales BM and assisting with the tie-back to product Line of Business (LOB) AFR plans
• Traditional Planning & Analysis
  • Analysis and reporting of AFR, headcount, expenses and product sales allocations for various reviews and management reports
  • Developing and improving cross-product reporting, sales team reporting and productivity analysis
  • Preparing Business Reviews and Ad-hoc analysis

Preferred qualifications, capabilities, and skills:

• Communication and partnering skills / strong team player comfortable engaging at all levels specially with Business managers and Sales heads
• Moderate to Strong Excel, Financial modelling and Power Point
• Able to manage competing deadlines and demands, and to work on several projects concurrently
• Self-starter, able to take the initiative and operate independently on a daily basis
• Strong analytical skills with keen attention to detail

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.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
New York,NY $65,600.00 - $90,000.00