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JPMorgan Chase
JPMorgan Chase

Global financial services firm

Asset & Wealth Management – Product CFO Support– Associate

职能财务/会计
级别高管级
地点Plano, TX, United States
方式现场办公
类型全职
发布1个月前
立即申请

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).

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关于JPMorgan Chase

JPMorgan Chase

JPMorgan 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