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Firmwide Controllers - Inter Entity Analysis Group - Projects and Advisory

Req #: 170109552
Location: Brooklyn, NY, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 5000 US Dollar (USD)

The Bank Controller Team within Corporate Finance is dedicated to supporting the JPMCB and broader Legal Entity end to end agenda in alignment with the Firm’s and Finance’s strategic control priorities.  Responsibilities include: Governance and oversight for the integrity and accuracy of the JPMCB financial results; Developing and reviewing LOB level planning and forecasting analyses for JPMCB; Working across functions on JPMCB and other legal entity level operating and strategic issues; Supporting the JPMCB board; Designing, implementing and overseeing an end to end, Firmwide, Reg W governance oversight framework; Defining, establishing and implementing a Firmwide LE simplification strategy and execution framework; Sponsoring and driving execution of key Legal Entity related milestones (incl. selected projects within the Finance Risk Roadmap and Data Governance programs) , Maintaining strong working relationships with regulators, auditors and internal partners, and Policy management of inter-entity reorganizations, capital actions and affiliates support documents.

The Interentity Analysis Group (IAG)

Within Bank Controller Team,  IAG provides a controlled and structured review process for LOB and corporate transactions, and a resource for legal entity, financial, and policy expertise.  IAG’s policy and Legal Entity involvement includes:

  • Ownership of the Legal Entity Reorganization and Capital Actions Policy, providing for review and approval of all Entity, Asset, and business reorganizations (Internal entity mergers, business moves, etc.) and capital actions (dividends and capital investments) among JPM entities.

  • Ownership of the Legal Entity Affiliate Support Document Policy, providing for review and approval of all interentity guarantees and related support documents within the firm. 

  • Ownership of the Reg W Policy – responsible for the establishment of an appropriate Reg W Control environment and for management of applicable limits on ‘Covered Transactions’.

  • Required reviewer for all NBIAs globally, addressing Legal Entity, Regulatory, and other financial impacts for proposals across all LOBs.

  • Engagement in the Firm’s Legal Entity Strategy and Simplification Group.  IAG advises all JPM Group businesses globally on the legal entity and related regulatory aspects of structuring and managing transactions and is an approver on all entity creation/dissolution proposals.

  • Supporting the management of JPMC&Co, JPMCB, JPMC Holdings LLC and JPMIF on a standalone basis, IAG also focuses on legal entity connectedness and the overall relationships among JPM entities

  • Preparation and delivery of explanatory presentations

IAG works closely with businesses and support groups in all regions - many initiatives have a global dimension and broad ramifications. To add value, IAG needs to understand the overall business and product contexts that it faces.


Candidate will be a key component of IAG’s execution of its global control, policy, and advisory mandate across corporate projects and transactions for all LOBs.  Will also support internal team projects, maintain and ensure data integrity of all transaction logs/records for transactions across multiple policies, and support internal and external reporting and data quality and timeliness for same.  It is expected that the successful candidate will develop insight into IAG’s roles and responsibilities, policy concerns, regulatory matters, the Firm’s Legal Entity structure, and use of funding & capital.   The Role’s focus will Include:

  • Overseeing the core management and external reporting efforts of the broader team, through direct involvement and team management
  • Coordinating with the reporting team around the status of transactions and any questions about the data/reporting
  • Creating and  implementing workflow solutions for manual processes, creating efficiencies and value-added analysis
  • Developing/enhancing expertise around legal entity structuring, JPM products, and regulatory matters, to support Firmwide advisory on same.
  • Develop expertise on IAG matters (policy, precedent, R&R , LE capital, liquidity, and team-wide projects) to support team delivery
  • Supporting Legal entity governance around JPMC&Co (standalone – parent company), JPMorgan Chase Holdings LLC (Intermediate Holding Company), and JPMorgan International Finance (Edge Act Company)
  • Connecting the dots across all policies and areas of IAG interest, in order to optimize Firmwide transaction execution and delivery


Candidates for this unique role will probably have a finance/accounting background, but should possess the following characteristics:

  • Educated to degree level, evidence of further professional education, and eight or more years work experience.

  • Delivery of Results, a demonstrated ability to rapidly and completely drill down on issues and close them out. Enabled by an ability to devise lasting solutions to the root cause of problems, thoughtful initiative, and attention to detail.

  • Strong control mind-set, with the ability to identify and communicate issues in a timely manner

  • Strong interpersonal and communication skills - deal with all LOBs, and partner with Team management and other team members

  • Interest in the review of complex deal structures, strong analytical skills and a willingness to explore the broader policy, reputation, precedent or cross business perspectives of issues to consider and develop a strategic perspective

  • Product/technical knowledge (e.g. Accounting, Compliance, etc) and  awareness of key banking regulations (e.g. Reg K, Reg W, etc) a plus. 

  • A good understanding of risk management and controls, and of JPM’s businesses and legal entity structure.

  • Proficiency with  Excel and PowerPoint required, knowledge of MS Access and/or Sharepoint a plus

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