Wealth Management F&BM Trust and Estates Financial Analysis Vice President Wealth Management F&BM Trust and Estates Financial  …

in New York, NY, United States
Permanent, Full time
Be the first to apply
in New York, NY, United States
Permanent, Full time
Be the first to apply
Wealth Management F&BM Trust and Estates Financial Analysis Vice President
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of customers 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 www.jpmorganchase.com

Business Description:
J.P. Morgan Asset & Wealth Management, with client assets of $2.7 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

With more than 160 years of experience, J.P. Morgan Wealth Management (WM) is a global wealth management leader that delivers the quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging our products and solutions.

Our Team:
Finance & Business Management is a global team responsible for partnering with senior leaders to drive business and strategy. As a business CFO, you will provide coverage to Trusts and Estates (T&E), Wealth Planning & Advice (WP&A) and Insurance & Retirement Strategies (IRS) teams. This role will involve regular interaction with Senior Management and control partners across the organization to provide meaningful financial information and drive strategic initiatives forward. The candidate will have deep interest in financial markets, investment products, and sales effectiveness.

Key Responsibilities:
  • Cover internal clients within the global T&E WP&A and IRS organizations
  • Present meaningful unbiased analytics to clearly identify facts, trends and opportunities to drive priorities for the businesses and deliver insightful analysis; present regularly to practice leadership
  • Own performance scorecards for client advisors - this includes working directly with the client advisors to understand sales performance measures and financial results
  • Manage weekly financial reporting processes, requiring flexibility to adapt to evolving business focus; work with Finance product controllers and operations teams to enhance the reporting process and core financials
  • Deliver clear and concise communications to business partners across WM
This individual will acquire a firm understanding of Wealth Management products and services, and fundamental business drivers of the Private Bank. The candidate should be a self-starter, strategic thinker, and be able to handle multiple priorities. Skills Required - the candidateshould be:
  • Experienced - 7 years of experiencein financial services and Finance or Business Management function
  • Organized- ableto balance multiple priorities; has a strong attention to detail and exercisesa controls mindset
  • Curious -Demonstrates intellectual curiosity and honesty - seek out the truth and grounddecisions in the facts
  • Logical - thinks analyticallyand logically to understand and analyze complex business processes
  • Clear - Strong oral and writtencommunication skills; capable of concision and brevity
  • Technical - Intermediate toadvanced Microsoft PowerPoint, Word, and Excel skills are required
  • Accountable -Strong sense of responsibility and initiative
  • Discreet - Good judgment anddiscretion working with highly confidential information
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