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JP Morgan Chase

Runs a consumer bank and an investment bank

Global Liquidity Finance Senior Associate

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timePlano, TX, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in Accounting, Finance, or a technical subject is required.
  • A minimum of 3 years of relevant financial services experience and an understanding of financial principles are required.
  • Proficiency with Excel, PowerPoint, and Essbase, and experience with Alteryx are required.
  • Strong verbal and written communication skills are required.
  • Ability to maintain composure in a fast-paced environment is required.
  • Integrity in handling sensitive and confidential information is required.
  • Ability to work independently and manage multiple projects is required.
  • An enthusiastic and proactive approach to work is required.
  • Ability to be a trusted partner and work collaboratively with a team is required.

Responsibilities

  • Provide senior stakeholders with comprehensive monthly and quarterly financial reviews to help them understand profitability drivers and make informed decisions.
  • Conduct in-depth variance analysis on financial results to identify trends and opportunities.
  • Partner with the business during the budget cycle to analyze the industry and project the full-year flows budget.
  • Collaborate with desk heads to develop key performance metrics.
  • Develop streamlined processes for business-as-usual reporting through automation to improve efficiency and accuracy.
  • Participate in month-end controls to ensure accurate and timely financial reporting and maintain financial data integrity.
  • Provide comprehensive financial analysis, planning, and reporting to support strategic decision-making for the Global Liquidity Business.
  • Collaborate with the Liquidity CFO and broader P&A team to enhance financial performance, and engage with business leaders and peers across product and channel desks.
  • Own the listed tasks and projects, and develop broad exposure to the business drivers of the Asset Management business.

Desired Qualifications

  • Experience in Asset Management or related financial services is preferred.
  • An accounting or professional qualification (CPA, CFA, or MBA) is preferred.
  • Familiarity with investment management across asset classes is preferred.
  • Experience developing financial models and tools is preferred.
  • Knowledge of global financial markets and trends is preferred.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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