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Wealth Management - Operations Finance - Associate

Req #: 170089637
Location: Newark, DE, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 5000 US Dollar (USD)
JPMorgan Wealth Management provides integrated wealth management services for ultra high net worth and high-net-worth families and individuals worldwide, managing over $250 billion of client balances across credit, deposit, investment management, capital market and trust products.
Position Summary
This position will be located in Newark, Delaware. Wealth Management Operations supports the Private Bank, JPMS and Chase Wealth Management businesses and is a 4,000+ person global group with an annual P&L of approximately $500million.
The WM Operations Finance team Associate will partner with the Operations managers, Global Operations Finance, Asset Management Tech and Operations Finance, and WM Finance teams, and will assist in driving planning and analysis activities, results reporting, headcount tracking and forecasting, as well as the month-end close process for WWM Operations.    
Key responsibilities will include:
  • Team with WM US Operations Business Partner in developing budgets and forecasts, as well as supporting the ongoing monthly results primarily regarding headcount.
  • Evaluate results and ensure they are communicated and understood (through regular business reviews) and that the appropriate actions are identified and prioritized
  • Work closely with operations managers to track, forecast, and analyze headcount;  partner with management on strategy to drive efficiencies;  identify opportunities and a be the trusted advisor to your operations partner
  • Provide ad-hoc analysis including scenario analysis;
  • Partner with the rest of the local finance team.
  • Prior experience in the Financial Services industry
  • Advanced skills in MS Excel, Access, PowerPoint and Essbase
  • Excellent communication skills
  • Enthusiastic, self motivated, effective under pressure
  • Attention to detail
  • Works well individually and in teams, shares information
  • Experience with General Ledger and Headcount systems
  • Creative self-starter with strong initiative, ability to take ownership and work independently as well as on a team
  • Must be results oriented and focused on delivery of solutions 
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