Product CFO Support (Alternatives) - Associate

JPMorgan Chase; Plano (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Plano is seeking an Associate for their Financial Planning and Analysis team. This role involves providing financial analysis, collaborating with senior stakeholders, and improving financial performance within the Asset Management division. The ideal candidate will possess strong analytical skills and a Bachelor's degree in finance or accounting. They will engage in financial reporting, variance analysis, and strategy development, contributing to personal and professional growth.

Benefits

Comprehensive health care coverage

Tuition reimbursement

Retirement savings plan

Qualifications

• Minimum of 2 years of relevant Financial Services experience.
• Ability to maintain composure in a fast-paced environment.
• Integrity in handling sensitive and confidential information.

Responsibilities

• Provide comprehensive financial reviews to senior stakeholders.
• Conduct in-depth variance analysis on financial results.
• Lead efforts to enhance month end controls and streamline processes.

Skills

Financial analysis

Analytical skills

Communication skills

Excel proficiency

Education

Bachelor's degree in Accounting, Finance, or a technical subject

Tools

Excel

Alteryx

Essbase

PowerPoint

Job description

Overview

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, you will provide comprehensive financial analysis, planning, and reporting to support strategic decision-making to the Alternatives Business. You will collaborate closely with the Alternatives CFO and the broader Financial Planning & Analysis team to enhance financial performance, while engaging with business leaders and peers across product 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.

Responsibilities

• Provide senior stakeholders with comprehensive financial reviews, helping them understand profitability drivers to make informed decisions.
• Conduct in-depth variance analysis on financial results to identify trends and opportunities.
• Dive into activity-based costing models to uncover and implement expense efficiencies, driving cost-effective strategies.
• Collaborate with desk heads to develop key performance metrics
• Deliver monthly and quarterly financial reports that inform and guide senior management decisions.
• Lead efforts to enhance month end controls and streamline processes 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 activities 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.
• Proficiency with Excel, PowerPoint, Essbase, and financial applications.
• Strong analytical skills 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.
• Understanding of financial principles and MIS reporting systems.
• 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.
• Ability to work independently and manage multiple projects.
• Enthusiastic and proactive approach to work.
• Experience in developing financial models and tools.
• Knowledge of global financial markets and trends.

JPMorganChase, 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