
Global financial services firm
Asset & Wealth Management – Product CFO Support– Associate
必备技能
Excel
Join our Financial Planning and Analysis team in Plano and play a pivotal role in supporting key business priorities and driving financial performance within our Asset Management division.
As an Associate within the Product CFO Support team, you will be responsible for providing comprehensive financial analysis, planning, and reporting to support strategic decision-making to the Global Liquidity Business. You will collaborate closely with the Liquidity CFO and the broader Financial Planning & Analysis team to enhance financial performance, while engaging with business leaders and peers across product and channel desks. This role offers the opportunity to partner with senior stakeholders, providing an excellent opportunity for personal and professional development.
This position will involve ownership of the various tasks and projects listed below, and will give you a broad exposure to the business drivers of the Asset Management business.
Job Responsibilities:
-
Provide senior stakeholders with comprehensive monthly and quarterly financial reviews, helping them understand profitability drivers to make informed decisions.
-
Conduct in-depth variance analysis on financial results to identify trends and opportunities.
-
Partner with business during budget cycle to analyze industry and project full year flows budget.
-
Collaborate with desk heads to develop key performance metrics.
-
Develop streamlined processes for Business as usual reporting through automation, boosting efficiency and accuracy.
-
Champion global consistency and foster synergies across the product team, uniting efforts to achieve shared goals and drive collective success.
-
Participate in month end controls to ensure accurate and timely financial reporting, maintaining the integrity of financial data.
Required Qualifications, Capabilities, and Skills:
-
Bachelor’s degree in Accounting, Finance, or a technical subject.
-
Minimum of 2 years of relevant Financial Services experience, and understanding of financial principles
-
Proficiency with Excel, PowerPoint, Essbase, and experience with Alteryx
-
Excellent verbal and written communication skills.
-
Ability to maintain composure in a fast-paced environment.
-
Integrity in handling sensitive and confidential information.
-
Ability to work independently and manage multiple projects.
-
Enthusiastic and proactive approach to work.
-
Team player with the ability to be a trusted partner.
Preferred Qualifications, Capabilities, and Skills:
-
Experience in Asset Management or related financial services.
-
Accounting or professional qualification (CPA, CFA, MBA).
-
Familiarity with investment management across asset classes.
-
Strong problem-solving skills and attention to detail.
-
Experience in developing financial models and tools.
-
Knowledge of global financial markets and trends.
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
浏览量
0
申请点击
0
Mock Apply
0
收藏
0
相似职位

Private Wealth Management Director of Investments
Morgan Stanley · Denver, Colorado, United States of America

Wealth Management Client Relationship Manager
TIAA · 2 Locations

Asset & Wealth Management - DevOps Lead - Vice President - Dallas
Goldman Sachs · Dallas, Texas, United States

Wealth Management Client Relationship Manager
TIAA · 4 Locations

Asset & Wealth Management - Software Engineer - Vice President - New York
Goldman Sachs · New York, New York, United States
关于JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
员工数
New York City
总部位置
$500B
企业估值
评价
10条评价
3.8
10条评价
工作生活平衡
3.5
薪酬
4.0
企业文化
3.8
职业发展
3.2
管理层
2.8
68%
推荐率
优点
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
缺点
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
薪资范围
44个数据点
Analyst
Junior/L3
Mid/L4
Senior/L5
Analyst · Analyst, Investment Banking
6份报告
$126,500
年薪总额
基本工资
$110,000
股票
-
奖金
-
$103,500
$201,250
面试评价
4条评价
难度
3.0
/ 5
时长
14-28周
录用率
50%
体验
正面 25%
中性 75%
负面 0%
面试流程
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
常见问题
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
最新动态
JPMorgan’s Jamie Dimon says a credit-led recession would be ‘worse than people think’ - MarketWatch
MarketWatch
News
·
1w ago
JPMorgan's Jamie Dimon warns of looming bond market crisis (JPM:NYSE) - Seeking Alpha
Seeking Alpha
News
·
1w ago
JPMorganChase becomes Official Bank of Team USA and LA28 Olympic and Paralympic Games - LA 2028
LA 2028
News
·
1w ago
JPMorgan Chase becomes global Olympic partner, includes LA28, Team USA - Yahoo Sports
Yahoo Sports
News
·
1w ago