Financial Associate - AM Tech & Ops Finance
JPMorgan Chase 8,098 reviews - New York, NY

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Job Description

JPMorgan Asset Management is a leading asset manager for institutions, financial intermediaries and retail and high net worth investors worldwide. With a broad range of core and alternative strategies, and investment professionals operating in every major market, AM offers investment experience and insight that few other firms can match. AM has assets under supervision of $1.9 trillion and under management of $1.3 trillion, and is one of the largest and most complex asset managers in the world. The business is organized into three divisions: Private Banking, Investment Management and Highbridge.

As a Financial Associate in the Asset Management Technology & Operations Finance business unit, you will be challenged to develop innovative new solutions to streamline and automate existing processes, effectively deliver on key team goals and deliverables; and manage demands under tight deadlines.


As an Associate within the AM Technology & Operations Finance organization, you will be reporting to the head of AM T&O Planning, Reporting & Analysis and will be substantially involved in senior management reporting in support of the Technology & Operations business unit.

This involves constant interaction with regional / sub-line of business senior Finance Directors, CFOs, and Business Managers on an ongoing basis.

The ideal candidate will possess a thorough understanding of budgeting, forecasting, P&L analysis, and MIS Reporting. Strong interpersonal, problem-solving, and written and verbal communication skills are a must. Also important are the ability to: integrate large amounts of information into concise recommendations; present and defend recommendations to a variety of audiences; manage multiple projects simultaneously and drive them to completion effectively.

Key Responsibilities


Weekly and monthly reporting packages containing financial, headcount project and business metric data used by AM CIO to manage the business


Develop/enhance MIS reporting as required by Business Management


Heavy involvement in month-end close process via interaction with regional / sub-line of business CFO teams


Consolidate and analyze business metrics and provide meaningful commentary regarding status of the business


Aid in the development of strategic presentations


Ad-hoc analysis as needed



5+ years financial analysis experience, preferably in the financial services industry


Strong financial and analytical skills, as well as creative problem solving skills


Superior MS Office skills, VBA knowledge a plus


Strong understanding of Hyperion Essbase


Solid written and verbal communication skills, with ability to communicate clearly and effectively


Self motivated, effective under pressure and ability to effectively prioritize tasks


Strong organizational skills, including good judgment and decision making abilities


Exceptional attention to detail with the ability to manage multiple deliverables simultaneously and succeed in a fast paced environment


Exhibits the ability to consistently execute responsibilities independently


Bachelors Degree in Finance / Accounting



Primary Location

US-NY-New York-270 Park Avenue / 02317





Job Type



Day Job

Employee Status


Corporate Brand

J.P. Morgan

About this company
8,098 reviews
At JPMorgan Chase, the work we do matters. All of us are committed to putting our resources and our voices to work every day for our...