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JPMorgan Chase
JPMorgan Chase

Global financial services firm

Asset & Wealth Management Location Strategy Associate

직무재무/회계
경력신입/주니어
위치Plano, TX, United States
근무오피스 출근
고용정규직
게시2개월 전
지원하기

필수 스킬

Excel

The Asset and Wealth Management Location Strategy team is part of the Finance & Business Management function and plays a crucial role in guiding strategic headcount direction by utilizing Global Real Estate reporting. This team is instrumental in reducing vacancies and optimizing the entire Asset and Wealth Management footprint. Additionally, the team is responsible for managing ongoing Resiliency and Regulatory deliverables while implementing a top-tier "Workplace of the Future." This role presents an exciting opportunity to be at the forefront of strategic planning and innovation within the organization.

As an Associate within the Asset and Wealth Management Location Strategy team, you will serve as the subject matter expert for tactical project activities across the organization. You will provide support with a specific focus on project and move execution, seat management, reporting and data analytics, and ongoing Resiliency & Regulatory deliverables (Appendix 22, Divestiture Playbook, Smart Access). You will interact with all levels of Finance & Business Management partners across Asset and Wealth Management.

Job responsibilities

  • Enhance and optimize critical indicators / key metrics for assessing space efficiency and utilization
  • Partner with India team to develop and publish reporting to business CFOs and Business Heads and automation team to boost overall team efficiency and productivity
  • Refine and maintain the self-service portal – job aids, tools, engagement instructions, report links
  • Manage implementation of seat booking solutions in partnership with the Corporate tools team; including training and communications as well as ongoing monitoring of the troubleshooting inbox
  • Manage the AWM location guidance for HLP planning (i.e. building exits and new/expansion locations)
  • Manage data hygiene and ongoing data cleanup projects
  • Act as primary AWM Location Strategy contact for moves and move planning including but not limited to, initial development of stack plans and the scheduling of compliance reviews, while maintaining a project tracking framework for seamless and efficient status reporting of all AWM projects

Required qualifications, capabilities, and skills

  • 2+years in finance / business management role
  • Proactive approach to workload with confidence to escalate appropriately
  • Ability to distill insights from data and craft a narrative suitable for a CFO’s perspective
  • Confidence / Independence with a demonstrated proficiency in MS Office applications (Word and PowerPoint ) with an advanced Excel functionality including pivot tables, Vlookups, data modeling and manipulations
  • Proficiency with developing and editing Pitch Pro and telling the story
  • Demonstrated ability to uphold confidentiality and manage sensitive information with discretion
  • Ability to thrive in a high-energy, dynamic environment with effective multi-tasking skills

Preferred qualifications, capabilities, and skills

  • Effectively handle diverse tasks, produce robust outcomes within set deadlines, and think independently to devise innovative solutions for clients
  • Demonstrated proficiency in project execution, emphasizing meticulous attention to detail, proactive engagement, consistent follow-through, and a results-oriented approach
  • Effective communication and collaboration skills, adept in both written and oral interactions, and at ease working with AWM executives
  • Familiarity with headcount management and budgeting principles

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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JPMorgan Chase 소개

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+

직원 수

New York City

본사 위치

$500B

기업 가치

리뷰

10개 리뷰

3.8

10개 리뷰

워라밸

3.5

보상

4.0

문화

3.8

커리어

3.2

경영진

2.8

68%

지인 추천률

장점

Good benefits and compensation

Supportive colleagues and environment

Flexible work arrangements

단점

Long hours and heavy workload

Management issues and lack of direction

High stress and expectations

연봉 정보

44개 데이터

Analyst

Junior/L3

Mid/L4

Senior/L5

Analyst · Analyst, Investment Banking

6개 리포트

$126,500

총 연봉

기본급

$110,000

주식

-

보너스

-

$103,500

$201,250

면접 후기

후기 4개

난이도

3.0

/ 5

소요 기간

14-28주

합격률

50%

경험

긍정 25%

보통 75%

부정 0%

면접 과정

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

In-person/Final Interview

5

Offer

자주 나오는 질문

Behavioral/STAR

Past Experience

Culture Fit

Financial Knowledge

Case Study