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Asset & Wealth Management - Planning & Analysis - Associate

Req #: 170105596
Location: Jersey City, NJ, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 3000 US Dollar (USD)

JPMorgan Asset & Wealth Management is a leading asset manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.



The role of P&A Expenses Financial Associate, based in New Jersey US, is to support the Asset & Wealth Management Expenses team.

The role of the team is to consolidate, oversee,  and report on the Expenses incurred in both the Wealth Management and Asset Management Businesses. The team is responsible for ensuring consistency in reporting and the production of reports and gathering of information. It also sets timetables and ensures deliverables are met. The team provides advice to all the AWM divisional Expenses teams, ensuring best practice and developing efficiencies in processes.

There is also a requirement to provide various information as required to the JPM Corporate teams.   

The role will require someone with a good Financial Accounting background who is comfortable presenting numbers to senior managers.  


Specific aspects of the role will include.

  • Consolidation and Reporting to senior management on a monthly basis the AWM Expenses – with detailed commentary and explanations against both prior forecasts and budgets.
  • On a quarterly and Annual basis the consolidation and reporting of the Budgeting and Forecasting numbers for AWM. Producing various reports and presenting them to Management.

  • In depth analysis of various expense drivers to ensure services are required and that costs are clearly understood and communicated. This includes monitoring of services, reviews of contracts and ensuring data is consistent and accurate.

  • Will require working with teams around the globe on a regular basis.

  • Oversight and liaison with team members based offshore in India to ensure deadlines are met and that reporting is accurate and timely.

  • Supporting other members of the AWM team on adhoc requests and covering during absence.

  • Working with Corporate teams to obtain information on costs being charged to AWM.

  • Building databases and control procedures to be able capture data on a monthly basis for analysis trending etc.

The position will provide a good opportunity to meet senior business managers within the AWM Business and to gain experience in dealing with numerous JPM Corporate systems and applications.

2-3 years of professional practical experience in Accounting and Finance.  


Technical Skills

Advanced Excel (e.g. use of pivot tables look up tables essential)



Access (desirable but not essential)

Essbase (desirable but not essential)



Organised and methodical                                                                 

Ability to multi-task

Desire to investigate problems and then to resolve them                 

Attention to detail

Ability to work under pressure and meet deadlines                           

Self motivated and self-starter

Desire to challenge and investigate unusual trends/costs                 

Able to investigate problems and then to resolve them

Team player

Be able to communicate effectively (oral and written)

Flexibility on working hours in order to meet various deadlines at critical monthly deadlines 

Professional attitude and ability to communicate with employees at all levels.


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