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JPMorganChase

Financial Planning & Analysis - Associate

Posted 10 Days Ago
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Hybrid
Mumbai, Maharashtra
Mid level
Hybrid
Mumbai, Maharashtra
Mid level
As a Financial Planning & Analysis Associate, you will enhance business performance through financial analysis, manage projects, prepare executive presentations, and oversee business risk mitigation. You will collaborate with various stakeholders, support compliance efforts, and contribute to process improvements while using advanced tools such as Excel and PowerPoint.
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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
Sharepoint

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