Job Description

Job Description

JPMorgan Asset & Wealth Management (“AWM”) has a new opening for a Workplace Solutions -FP&A  Executive Director based in New York, NY.  This position will report directly to the Chief Financial Officer (CFO) of Workplace Solutions with dotted line accountability to the Chief Commercial Officer (CCO) of Workplace Solutions 

As a member of the Workplace Solutions Financial Analysis team, you will influence outcomes for the business and challenge performance. You will be accountable for core financial discipline and organizational health. This is an exciting opportunity to partner with the senior executive of Workplace Solutions in executing the new and revised five year Workplace Solutions strategy . 

Job Responsibilities

• Develop and implement a comprehensive client profitability framework, including processes and reporting systems, to identify re-pricing opportunities and track financial performance.
• Establish and refine business acceptance criteria based on client profitability and enterprise value, while enhancing expense tracking for both direct and operating costs.
• Create and improve management information systems (MIS) for reporting key performance indicators (KPIs) and financial results, and analyze financial data to identify business drivers and improvement opportunities.
• Participate in the month-end close process, resolving data issues, and prepare insightful presentations for business reviews and senior management meetings.
• Execute ad-hoc analytical requests, support senior stakeholders, and lead internal reviews to guide business and financial decision-making.
• Collaborate with functional partners across Asset and Wealth Management (AWM), Corporate Investment Bank, and Commercial Bank to build financial metrics and reports that support the successful delivery of the 5-year strategic plan.

Required Qualifications, Capabilities and Skills:

• An interest in financial analysis and management
• Able to handle complex initiatives in a global environment
• Experience in strategic planning, issue resolution and negotiation
• Skills in oral and written communication, and presenting to senior level management
• Proficiency in Microsoft Office applications
• Bachelor’s Degree or equivalent experience
• 6 years working experience

J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Job Tags

Work experience placement, New year,

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