Job Description

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About the Employer

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at .

Global Finance & Business Management ("GF&BM") India is a combined LOB-aligned (Line of Business-aligned) finance & business support team located in India and is part of JPMorgan's global capability center (GCC). We are part of the Office of the CFO (OCFO) organization within JPMorgan, which has 13000+ people across the globe, majority of whom are tasked with managing the firm's Finance function, responsible for reporting quarterly earnings and complying with regulatory requirements along with managing the firm's capital.

GF&BM India was established in September 2002 and currently we have a network of more than 3400+ professionals based out of our Mumbai, Bengaluru and Hyderabad offices who support four main "pillars" of work - Controllers, Planning & Analysis, Finance Operations and Business Client & Products. The teams in India are aligned to the respective LOBs that they support which include Corporate and Investment Banking (CIB), Commercial Banking (CB), Consumer and Community Banking (CCB), Asset & Wealth Management (AWM) and Corporate/Firmwide functions.

We have a strong culture that embodies the principles that guide us in how we do business across the firm. We strive to create a workplace that values and respects individual viewpoints, while at the same time challenging the status quo to make continuous improvements in our processes.

JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful.

The current opening is within the Wealth Management team in Bangalore which forms part of the Consumer and Community Banking LOB within GF&BM India.

About the Team

Role Name : Senior Associate: Revenue projections and analysis specialist

Team : Investment Products and Client Solutions

Reports to : Local Lead

Investment Product & Client Solutions team (IP&CS): Supports Senior Leadership in Business and Product with periodic (weekly, monthly etc) reporting on detailed product level/revenue performance, partners P&A with month end close and business review with revenue projections across channels and detailed commentaries on revenue and other related KPI walks and also plays an integral role in the budgets with detailed channel wise business and revenue projections in collaboration with the business leaders. The team also works on impact analysis of various business initiatives. The team also works on regulatory requirements for CCAR, RNDIP and Resolution and Recovery Projections.

About the Role

Primary Responsibilities:

Responsibilities :

• Revenue Forecasting for Wealth Management business for month end and budgeting cycles with detailed variance analysis
• Bespoke analysis/ Impact analysis for new initiatives to drive business
• Weekly, monthly, quarterly reports along with commentaries on product wise performance with focus on revenue
• Data reconciliation across multiple systems - UAT of revenue and balances for new system being implemented
• Produce Business performance review materials and decks for an audience that includes senior business management leads. Provide key insights/commentaries on weekly, monthly and quarterly performance sliced and diced at the field staff, product, market level.
• Identify new scope/ideas of analysis. Play a key role in conceptualizing and developing new reporting decks for tracking and driving performance around various field initiatives.
• Drive automation for better process efficiency
• Support multiple ad hoc requests from the Business and Senior Management in line with their expectations
• Effective stakeholder management through understanding expectations of various US leads and ensuring we meet and exceed expectations in our delivery.
• Team management skills - ability to guide, mentor and develop the team members for better performance and growth

Desired Candidate Profile:

• MBA (Finance) with 10+ years of post-qualification experience with specialized experience in FP&A
• Excellent communication skills (both verbal and written) and partnering skills.
• Strong analytical skills and attention to detail.
• Ability to multi-task and work independently within a team environment.
• Adaptable to change and ambiguity in the work environment.
• Strong knowledge of Excel and PowerPoint
• Experience in team handling and team development

Shift Timing: 2.00 pm to 11.00 pm (IST)

About Us:

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.

About the Team:

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.