Job Description

You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team.

As a Planning & Analysis Reporting- Associate within the Financial Planning and Analysis team, you have found the right will be responsible for partnering across the firm to provide financial and strategic analysis and oversight. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

You will analyze, prepare, and reconcile technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job Responsibilities:

  • Co-ordinate with Business Managers/ Senior Management in Equities and Fixed Income to provide reporting and analytics solutions 
  • Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed 
  • Conduct "deep dive" analysis on key issues impacting client to determine root cause and propose solutions 
  • Preparing mid-year and yearend scorecards to evaluate and validate performance the JPM Research Analysts by analyzing key research performance metrices. 
  • Work with business partners to design and implement enhancements to existing processes
  • Working on tools like Qlik Sense, Tableau, Alteryx, Macros, Sharepoint for reporting purposes. 
  • Enhancing controls and streamlining processes, introducing automation where possible.

    • Required qualifications, capabilities, and skills 

  • Bachelor’s degree in Accounting, Finance or a subject of a technical nature
  • 4+ years of work experience in Financial Services, and/or accounting/controller background
  • Required Skill - Knowledge of Qliksense, Macro, Powerpoint, Sharepoint, Alteryx, Tableau, Excel 
  • Highly motivated self-starter with excellent time management/prioritization skills

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