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CIB F&BM Sales P&A – Americas/Global Investor Services - Associate

Req #: 180004805
Location: Brooklyn, NY, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 3200 US Dollar (USD)

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at

The Corporate & Investment Bank (CIB) Finance and Business Management (F&BM) group provides financial advice to support the CIB’s business strategy and helps to ensure a sound control environment. Within F&BM, the four major areas of responsibility are: Business-aligned BMs (Business Managers), the CIB Controller, Support Staff CFO, and Planning and Analysis.

Across the Markets & Investor Services segments of the Corporate & Investment Bank (CIB), Americas and International Sales cover our $20bn+ client franchise on a cross-product basis.


The Sales P&A & Control team supports the Sales organizations.  The team comprises onshore regionally-aligned teams with reporting production and controls largely out of Mumbai, and a reporting infrastructure / projects and client reference data team. 


Sales P&A & Control partners closely with Business Management, Sales, Middle Office, Product Controllers and other P&A colleagues. The P&A responsibilities involve providing value-added, timely and accurate analytical support across Sales performance, client franchise analysis, headcount and expenses.  The Control responsibilities include improving the completeness and accuracy of client activity in our core reporting data warehouses (XIB and WCP).  The candidate will support Americas Investor Services, and the Global IS Business Manager.


The specific responsibilities will include:

  • Analysis and reporting of Allocated Franchise Revenue (AFR), headcount, expenses and Sales allocations to IS product businesses
  • Partner with our Mumbai reporting team to develop and deliver scheduled and ad-hoc reports, to ensure that output is correct and business-relevant
  • Support Business Managers submit current month AFR estimates, fine-tuning as needed, and monitoring correct mapping of key reference data
  • Improve the integrity of AFR, and work closely with our Mumbai reporting and control teams, Technology and others to resolve reporting and system issues
  • Provide ad-hoc support to Business Managers (Sales and Product) and other P&A colleagues for AFR or Sales-related queries
  • Support the annual budgeting process - Sales AFR, Headcount and Expenses
  • Support the sales pipeline process leveraging Scribe data e.g., new and incremental sales activities, client vulnerability, lost client revenue, and tracking against budget
  • Work with regional P&A counterparts to ensure consistent process and reporting
  • Continuously identify areas of improvement for increased productivity and efficiency
  • Participating and driving ad-hoc projects

  • Strong analytical skills
  • Attention to detail
  • Communication and partnering skills
  • Strong team player who is comfortable engaging at all levels
  • Quantitative ability and investigative skills
  • Solid proficiency in Excel, Knowledge of PowerPoint
  • Self-starter, able to take the initiative and operate independently on a daily basis
  • Ability to manage competing deadlines, and to work on several projects concurrently
  • Flexible and adaptable to changes in functional and organizational responsibilities

Desirable Skills (not essential):

  • Prior P&A, financial or management reporting experience
  • Knowledge of JPM reporting systems (XIB, Paragon)

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