
Global financial services firm
Global Equities – Financial Reporting, Analysis & Control – Associate
Join a global leader in Equities and make your mark on a high-impact team. As part of our External Reporting group, you’ll help shape the future of our business by ensuring data integrity and driving process improvements. Collaborate with talented colleagues across trading, finance, and operations while developing your skills in a dynamic, fast-paced environment. Your analytical mindset and passion for innovation will be valued and rewarded. If you’re ready to grow and make a difference, this is the opportunity for you.
As an Associate in the External Reporting Team within the Equities Product Control Group, you play a key role in maintaining the accuracy and integrity of our Equities Trading business. You will help us strengthen our control framework, drive process improvements, and implement innovative solutions. You will work closely with cross-functional teams, ensuring compliance and transparency. Together, we create value for the business and support your professional growth.
Job Responsibilities
- Design, maintain, and enhance controls for daily and monthly balance sheet and liquidity processes
- Identify risks early and ensure robust data and reporting
- Seek and implement smarter, more efficient ways of working
- Automate manual tasks and challenge existing processes
- Reconcile trading positions, balances, and valuations with accuracy
- Investigate and resolve data mismatches and issues
- Ensure compliance with internal policies, accounting standards, and regulations
- Participate in control testing and maintain clear process documentation
- Support audits and knowledge sharing across teams
- Identify and implement automation opportunities using tools such as Alteryx
- Collaborate with trading, treasury, operations, and finance teams to align goals and share ideas
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree in Finance, Accounting, Economics, STEM, or related field
- Relevant experience in product control, financial analysis, or similar analytical role
- Understanding of equities products such as cash equities, equity derivatives, swaps, and financing business
- Proficiency in Excel, Alteryx, and Tableau
- Demonstrated experience in process improvement, control enhancement, or automation initiatives
- Strong analytical and problem-solving skills
- High attention to detail and accuracy
- Ability to adapt in a fast-paced environment and manage multiple priorities
- Ability to work independently and as part of a team
- Proactive in identifying issues and implementing solutions
- Strong interpersonal skills for stakeholder management and presenting ideas to management
Preferred Qualifications, Capabilities, and Skills
- Knowledge of balance sheet and liquidity concepts
- Progress toward professional qualifications such as ACA or ACCA
- Experience supporting audits or regulatory reviews
- Familiarity with process documentation best practices
- Exposure to automation tools beyond Alteryx
- Experience working in a global or cross-functional team environment
- Strong written and verbal communication skills
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About 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+
Employees
New York City
Headquarters
$500B
Valuation
Reviews
10 reviews
3.8
10 reviews
Work-life balance
3.5
Compensation
4.0
Culture
3.8
Career
3.2
Management
2.8
68%
Recommend to a friend
Pros
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
Cons
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
Salary Ranges
44 data points
Analyst
Junior/L3
Mid/L4
Senior/L5
Analyst · Analyst, Investment Banking
6 reports
$126,500
total per year
Base
$110,000
Stock
-
Bonus
-
$103,500
$201,250
Interview experience
4 interviews
Difficulty
3.0
/ 5
Duration
14-28 weeks
Offer rate
50%
Experience
Positive 25%
Neutral 75%
Negative 0%
Interview process
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
Common questions
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
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