J.p. Morgan Wealth Management Planning & Analysis - Associate

Chase Consumer & Community Banking (CCB) serves more than60million U.S. households and 4 million small businesses with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. Customers can choose how and where they want to bank with our nearly 4,800 branches in 48 states and the District of Columbia, 16,000 ATMs, phone or digital channels. We have leading positions across each of our CCB divisions and we are ranked #1 in online banking, #1 most-visited banking portal in the U.S. (chase.com) and #1 in the JD Power US Retail Banking Satisfaction Study. Summary of our CCB businesses are:

• Business Banking: provides financial advice as well as deposit, credit and cash management products to more than 4mm small business owners with up to $20mm in annual revenue
• Consumer Banking: Serves more than 26.5mm checking households with ~$775B in deposits

• Chase Auto:is one of the largest providers of auto financing in the U.S, with a portfolio valued over $80B. Chase offers direct lending to customers as well as commercial loans and floor plan financing to dealers. Additionally, Chase Auto enjoys a robust "private label" client list, wherein it is the exclusive subvention partner for manufacturers like Jaguar-Land Rover and Subaru.
• Card Services: is the #1 credit card issuer in the U.S. based on sales and outstanding. As of 4Q21, there are over $148B in loans outstanding and over 50million active credit card accounts
• Connected Commerceis focused on achievingthe firm's goalof expanding beyond core financial services to deliver unique customer experiences and unmatched value viaLending, Loyalty, Offers & Shopping, Partner Benefits, Payments, Dining and Travel.
• Home Lendingoffers purchase and refinance home loans, helps customers access the equity in their homes, services residential mortgage loans, and provides affordable housing solutions to customers struggling with mortgage payments.
• J.P. Morgan Wealth Managementoffers the full spectrum of investment services with more than $700B in assets under supervision. The business includes Chase Wealth Management, serving clients from branches, J.P. Morgan Advisors, advising clients through home offices, a new hybrid advisory unit called Personal Advisors, and Online Investing

• Digital leads the delivery for our mobile and online customer experience which includes more than 60 million active digital users across all major lines of business with a total investment of $1B annually across Product, Design, and Technology. As the "front door" to many of the firms offerings through Chase.com and the Chase mobile app, Digital is focused on building products, features and services quickly, predictably and with quality.
• Technology fuels almost every aspect of our company and is at the heart of everything we do to enable our customers, clients and employees and is focused on delivering market-leading technology capabilities with speed and in a secure, stable and scalable way. CCB annually invests ~$4B on technology.
• Operations includes a global team of ~36K colleagues across a global network of service centers handling Customer Service, Fraud, Disputes and Claims, Collections and Recovery, Customer Fulfillment and Customer Communications across CCB.

The J.P. Morgan Wealth Management Planning & Analysis team directly supports the Chief Financial Officer. The team provides financial analyses and reporting to senior management to support decision-making. The team manages traditional financial planning workstreams, such as the monthly forecast process, quarterly earnings reporting, and budget and capital stress testing analytics.
You will be critically involved in helping prepare financial reports for senior management on key financial and business metrics, as well as conducting analysis to support our budgeting and forecasting processes. In addition, you will assist the team with special projects or components of other projects as needed.
Job Responsibilities:

• Enhance consistency and efficiency across processing and reporting to meet business needs
• Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets
• Report on and monitor key metrics
• Help with bi-weekly and monthly financial planning, forecasting and analysis, as well as budget and capital stress testing analytics
• Distill and refine financial storytelling for business results
• Help design new reports and dashboards to efficiently deliver the financial results to senior management
• Create ad-hoc analysis and presentations for senior management
• Prepare materials for internal leadership meetings and forums (e.g., Business Reviews), as well as external forums (e.g., Investor Day)

Required Qualifications, Skills and Capabilities

• Proficiency with data mining/gathering and manipulation of data sets
• 2+ years of work experience in financial planning and analysis , preferably in Financial Services, and/or accounting/controller background
• Ability to distill information into main takeaways (both data and qualitative content)
• Bachelor's degree in Accounting, Finance or a subject of a technical nature
• Strong analytical, critical thinking and problem-solving skills with ability to analyze large data sets
• Advanced skills in Microsoft Office (PowerPoint and Excel) and Essbase

Soft Skills

• Strong verbal and written communication skills, with the ability to articulate complex issues clearly
• Ability to multi-task, work well under pressure, and keen attention to detail
• Exercises sound judgement and observes the highest degree of confidentiality
• Highly motivated self-starter with excellent time management/prioritization skills
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Team-oriented and high energy level

Candidates must be able to physically work in our New York, NY office 3 days a week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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
NY $60,800.00 - $110,000.00 / year