Join the dynamic Tax Oriented Investments (TOI) team within the Commercial & Investment Bank (CIB) and help shape the financial strategy of a specialized business. This is an exciting opportunity for an accounting professional to drive innovation, collaborate across functions, and make a tangible impact on financial operations and reporting. You'll be empowered to develop your expertise, contribute to process improvements, and work in a fast-paced, collaborative environment.
As a Tax Oriented Investments Control Senior Associate, you will play a key role in ensuring the integrity and accuracy of our financial operations. You'll oversee critical portfolio and legal entity reporting, support the controller function through data analysis, and deliver essential financial reports. Your expertise will help drive process improvements and strengthen our controls, while your collaboration with cross-functional teams will ensure seamless business operations.

Job responsibilities

• Build relationships with the business, middle office, technology, and corporate tax colleagues
• Maintain LOB portfolio via finance subledger
• Maintain and oversee LOB legal entity structure reporting
• Reconcile and analyze portfolio data to support controller function
• Deliver Month end and quarterly reporting deliverables
• Assist with implementation of process improvements across LOB applications
• Develop subject matter expertise such as portfolio GAAP and LOB controls and understanding how those concepts apply to the LOB's technology platform.
• Complete other reporting and analysis activities as needed

Required qualifications, capabilities and skills

• Accounting degree
• 3+ years of work experience in an accounting position
• Experience month-end close process
• Strong Excel skills
• Ability and desire to problem solve
• Ability to multi-task
• Aptitude for numbers and financial analysis

Preferred qualifications, capabilities and skills

• Alteryx experience
• SAP experience

ABOUT US
JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM:

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.