Financial Analysis - Analyst
Aumni
Job Description
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Analyst in our “Commercial & Investment Banking Treasury (CIBT) Liquidity Analytics team”, you will spend each day defining, refining and delivering set goals for our firm
Job Responsibilities:
- Prepare internal presentations for senior management, business segment leadership, or the broader CB audience on various economic and strategic deposit-related topics.
- Provide weekly and monthly management reporting on the deposit portfolio, including balance trending, market rates and pricing, exception reporting, and segment-level portfolio overviews.
- Monitor product performance monthly, providing in-depth variance analysis and business outlook to senior leaders.
- Design and build new reports to provide management with information on product performance, portfolio insights, product pricing, and other key KPIs highlighting business/segment performance.
- Perform quantitative and qualitative analysis on various business subjects, providing valuable data-driven insights to facilitate business decision-making.
- Liaise with controllers in case of discrepancies and ensure detailed understanding of actuals.
- Take responsibility and accountability for maintaining robust quality control and standards.
- Complete ad hoc projects/tasks as requested.
Required qualifications, capabilities, and skills
- CA/ CFA/ MBA - Finance (Tier 2) or equivalent qualified having minimum 1 year experience in Financial Services, and/or controller/regulatory reporting background
- Working knowledge of Excel and PowerPoint
- Strong verbal and written communication skills with the ability to articulate complex issues clearly
- Ability to carry out complex tasks under considerable time pressure, whilst maintaining a high level of accuracy and quality
- Proactive approach to identifying and solving problems and ability to consider multiple dimensions of an issue
- Inquisitive, enthusiastic, and diligent
- Strong project management skills, including the ability to manage multiple deliverables simultaneously in a fast-pace environment
- Team player with the ability to be respected as a trusted partner
- Self-starter, able to prioritize key tasks & manage deliverables effectively
Preferred qualifications, capabilities, and skills
- Handy with tools like – Alteryx, Tableau. Cognos, SAP BI, Hyperion
- Inquisitive, enthusiastic, and diligent
About Us
JPMorgan Chase & Co., 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.
