Financial Planning & Analysis - Associate

Posted 5 Hours Ago
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Mumbai, Maharashtra
Hybrid
Entry level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Financial Planning & Analysis Associate, you will optimize business performances by acting as an advisor to Business Heads, managing projects, responding to executive requests, creating strategic presentations, identifying business risks, and improving operational processes. You will leverage your expertise in Excel and PowerPoint for effective reporting and presentations.
Summary Generated by Built In

Job Description
You are a strategic thinker passionate about driving solutions in financial analysis . You have found the right team.
As an Asset Management M Planning & Analysis Associate within our Business Management team, you will be expected to optimize business performances by promoting key initiatives. You will act as a trusted advisor and counterweight to Business/Group Heads, responsible for identifying, escalating, and mitigating business risks. Your role will be dynamic, varying in line with the priorities of different lines of business. You will provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis. This role offers the opportunity to organize complex information in a strategic and compelling way, demonstrating your strong design acumen and expertise in Excel and PowerPoint techniques..
Job Responsibilities :

  • Providing a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
  • Organizing complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques
  • Creating wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
  • Communicating effectively with key business partners to understand projects and drive next steps
  • Projecting manage and deliver key work streams and tasks
  • Identifying key business risks on the platform and drive resolution of mitigating controls
  • Supporting audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
  • Coordinating team activities and prepare materials for town halls, employee recognition, and strategy working sessions
  • Collecting and maintaining internal resources and documentation on collaboration sites such as SharePoint
  • Participating in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes


Required qualifications, capabilities, and skills:

  • Bachelor's degree in Business, Finance, Economics, or other related area
  • Prior experience in Business Management or COO role
  • Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence
  • Demonstrated ability in dealing with different stakeholder groups and driving the agenda
  • Excellent communication, organization and project management skills. Ability to articulate and demonstrate thoughtful rationale in design decisions
  • Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
  • Self-motivated, tenacious and able to work with high degree of independence
  • Strong time management and prioritization skills


About Us
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 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.

Top Skills

Excel
PowerPoint

What the Team is Saying

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Lupe C.
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Dawn T.
Meng M.
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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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