Global Private Bank Financial Planning & Analysis Revenue Lead, Senior Associate

Job Description
J.P. Morgan Asset & Wealth Management, with client assets of $4.3 trillion, is a global leader in investment and wealth management. We serve institutions, high-net-worth individuals, and retail investors worldwide, offering investment management across all major asset classes and providing a range of banking services.
As a Global Private Bank Financial Planning & Analysis Revenue Lead within the Global Private Bank team, you will oversee revenue reporting across all products and business units. With the projected revenue surpassing $11 billion in 2024, you will work closely with teams based in Plano, Mumbai, and Columbus, under the supervision of the Planning & Analysis Central lead. Your responsibilities will include managing the budget and forecasting processes, serving as a subject matter expert on revenue-related issues, and coordinating updates to the dashboard.
Job responsibilities

• Own the budget and forecasting processes for Global Private Bank revenue
• Develop the Global Private Bank Reporting Calendar and coordinate revenue submissions
• Serve as the SME for revenue updates, outlooks, and reporting
• Coordinate and update the Global Private Bank BD1/BD9 Dashboard
• Monitor monthly updates and liaise with product teams
• Represent Global Private Bank Revenue and collaborate with product finance and control teams
• Conduct ad-hoc reviews of new business opportunities and reporting changes
• Attract, develop, and retain a team of finance professionals

Required qualifications, capabilities, and skills

• 4+ years of finance and business management experience in a complex financial organization
• Outstanding analytical and presentation skills
• Ability to act independently with excellent decision-making skills
• Proven ability to work under pressure and manage multiple projects
• Strong leadership skills in a demanding global environment
• Ability to identify and mitigate risk based on guidelines
• Superior communication skills, especially with senior management
• Experience delivering results and data in digestible formats
• Knowledge of MIS, accounting, and financial management concepts
• Results-oriented with a focus on innovation and process improvement
• Proficient in Excel, PowerPoint, Alteryx, and Essbase Add-In

Preferred qualifications, capabilities, and skills

• Experience with project management, transfer pricing, and revenue sharing
• Adaptable, creative, and personable

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 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
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.