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

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