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Asset & Wealth Management - Financial Analytics Analyst

Req #: 170103931
Location: Jersey City, NJ, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 0 US Dollar (USD)

Asset & Wealth Management (“AWM”) Finance is responsible for all aspects of the business’s financial reporting, planning, analysis, and strategic positioning. There are several functions within AWM Finance, one of which is the Planning & Analysis (“P&A”) team. This team delivers timely, accurate, and insightful business analysis to senior management in order to facilitate both tactical and strategic decision-making. This role is for an Associate whose role will be responsible for our incentive compensation (“IC”) monthly SVA calculation which drives the monthly accrual process and p&l impact.

 

This individual will have multiple responsibilities supporting AWM P&A deliverables:

  • Review policy & procedures across the AWM P&A functions
  • Ensure deliverables are being met by the AWM P&A staff based on the functional procedures
  • Perform monthly & annual testing of the P&A procedures to ensure processes are being delivered based on the Firmwide P&A standards
  • Become proficient in the AWM & Firmwide various MIS reporting tools
  • Conduct extensive ad hoc analysis in support of senior management
  • Develop thorough understanding of AWM business, including:  
    • Financial drivers
    • Compensation structures
    • Metrics
    • Organizational structure
    • Financial accounting
  • Bachelor’s degree and 2+ years of work experience, preferably in Financial Services, and/or accounting/controller background

  • Ability to efficiently and accurately synthesize and interpret large data sets in Excel and potentially Access

  • Comfortable multi-tasking and meeting short-notice deadlines

  • Strong verbal and written communication skills

  • Integrity in handling highly sensitive and confidential information

  • Ability to articulate complex issues clearly

  • Team player with ability to work across multiple global lines of business

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