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Asset & Wealth Management – Product CFO Support– Associate

JPMorgan Chase

Asset & Wealth Management – Product CFO Support– Associate

JPMorgan Chase

Plano, TX, United States, US

·

On-site

·

Full-time

·

1w ago

Required Skills

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).

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About JPMorgan Chase

JPMorgan Chase

JPMorgan Chase is a multinational investment bank and financial services company that provides banking, investment, and asset management services globally. It is one of the largest banks in the United States by assets and market capitalization.

300,000+

Employees

New York City

Headquarters

Reviews

4.2

10 reviews

Work Life Balance

4.2

Compensation

4.3

Culture

4.5

Career

4.4

Management

4.1

75%

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Pros

Good pay and benefits

Work-life balance

Career advancement opportunities

Cons

Heavy workload at times

Career advancement takes time

Pay could be better in some roles

Salary Ranges

47 data points

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analyst, Investment Banking

3 reports

$126,500

total / year

Base

$110,000

Stock

-

Bonus

-

$126,500

$126,500

Interview Experience

4 interviews

Difficulty

2.8

/ 5

Duration

14-28 weeks

Interview Process

1

Application Review

2

HireVue Video Interview

3

Technical/Behavioral Assessment

4

Final Interview Round

5

Offer Decision

Common Questions

Behavioral/STAR

Technical Knowledge

Past Experience

Culture Fit

Case Study