The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views.
The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program.
**Specific Responsibilities**
+ Construct analytics to ensure quick turnaround times for full-service requests across major channels.
+ Manage offshore channel analytics, escalating to specialists for client calls as needed.
+ Support program expansion into Canada by handling increased volume of full-service analytics.
+ Collate data from multiple sources and perform data manipulation for program-related content.
+ Assist team members with updating and producing timely intellectual capital content.
+ Distribute and discuss data-driven content across the organization, supporting program growth.
+ Respond to data requests and collaboration opportunities from other teams in a timely manner.
+ Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists.
**Preferred Qualifications**
+ 3+ years' work experience, ideally involving client interaction.
+ Demonstrated record of academic and professional achievement.
+ Ability to work effectively within a highly motivated and hard-working team as well as on own initiative.
+ Strong communication skills (written and oral).
+ Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes.
+ Ability to interact with colleagues at all levels.
+ Ability to create & articulate compelling, thoughtful and creative presentation materials.
+ Accuracy and attention to detail is essential with strong analytical acumen.
+ Strong technical skills, including a proficiency in PowerPoint, Excel and Word.
+ High intellectual aptitude.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $110,000.00 - $130,000.00 / year
$110k-130k yearly 60d+ ago
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AWM, Portfolio Insights Analyst
Jpmorganchase 4.8
Columbus, OH jobs
The Portfolio Insights program plays a lead role in working with financial advisors to help better understand portfolio construction and manager selection. On a per request basis, the team is responsible for running analytics, discussing our output, and communicating our market views.
The team is seeking an analyst to associate-level analyst to assist in servicing clients and continued growth of the program.
Specific Responsibilities
Construct analytics to ensure quick turnaround times for full-service requests across major channels.
Manage offshore channel analytics, escalating to specialists for client calls as needed.
Support program expansion into Canada by handling increased volume of full-service analytics.
Collate data from multiple sources and perform data manipulation for program-related content.
Assist team members with updating and producing timely intellectual capital content.
Distribute and discuss data-driven content across the organization, supporting program growth.
Respond to data requests and collaboration opportunities from other teams in a timely manner.
Conduct quarterly TDC data testing, identifying and escalating issues that require further research by PI Specialists.
Preferred Qualifications
3+ years' work experience, ideally involving client interaction.
Demonstrated record of academic and professional achievement.
Ability to work effectively within a highly motivated and hard-working team as well as on own initiative.
Strong communication skills (written and oral).
Basic knowledge base of a variety of investment and capital market concepts, and the ability to articulate complex investment ideas and processes.
Ability to interact with colleagues at all levels.
Ability to create & articulate compelling, thoughtful and creative presentation materials.
Accuracy and attention to detail is essential with strong analytical acumen.
Strong technical skills, including a proficiency in PowerPoint, Excel and Word.
High intellectual aptitude.
$60k-84k yearly est. Auto-Apply 60d+ ago
Financial Analyst
American Express 4.8
Remote
As a FinancialAnalyst, you will be instrumental in helping us interpret complex financial information, identify trends, and provide actionable insights. Your work will directly contribute to smarter business decisions and the overall financial health of our organization.
Bachelor's degree in Finance, Accounting, Business, Economics, or related field.
2+ years of experience in a financial analysis or similar role (industry experience a plus).
Advanced proficiency in Microsoft Excel; experience with financial planning tools (e.g., Hyperion, SAP, Oracle) is advantageous.
Strong analytical, organizational, and problem-solving skills.
You will:
Conduct detailed financial analysis, forecasts, and modeling to support strategic planning.
Prepare monthly, quarterly, and annual financial reports for management and stakeholders.
Analyze budgeting, forecasting, and variance trends to inform operational and executive decisions.
Track key performance indicators (KPIs) and develop ad hoc financial models as needed.
$71k-109k yearly est. Auto-Apply 60d+ ago
National Branch & Self-Directed Investing - Associate
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210656031 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $83,600.00-$115,000.00 Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business leaders on how to increase profitability and efficiencies.
As an Associate in National Branch & Service Finance, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.
Job responsibilities
* Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
* Complete efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics
* Create financial business cases supporting business initiatives
* Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
* Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
* Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
* Help design new reports and dashboards to efficiently deliver the financial results to senior management
* Enhance controls and streamline processes, introducing automation where possible
Required qualifications, capabilities, and skills
* Bachelor's degree in Accounting, Finance or a subject of a technical nature
* 3+ years of work experience in Financial Services, and/or accounting/controller background
* Advanced skills in Excel and PowerPoint
* Proficiency with data mining/gathering and manipulation of data sets
* Inquisitive, enthusiastic and diligent, and capable of challenging peers
* Strong verbal and written communication skills, with the ability to articulate complex issues clearly
* Ability to create ad hoc reporting for senior management
* Proven track record for executing on special projects / assignments with little lead time or information
* Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills
* Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
* Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.
$83.6k-115k yearly Auto-Apply 35d ago
National Branch & Self-Directed Investing - Associate
Jpmorgan Chase 4.8
Columbus, OH jobs
Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business leaders on how to increase profitability and efficiencies.
As an Associate in National Branch & Service Finance, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.
**Job responsibilities**
+ Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
+ Complete efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics
+ Create financial business cases supporting business initiatives
+ Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
+ Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
+ Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
+ Help design new reports and dashboards to efficiently deliver the financial results to senior management
+ Enhance controls and streamline processes, introducing automation where possible
**Required qualifications, capabilities, and skills**
+ Bachelor's degree in Accounting, Finance or a subject of a technical nature
+ 3+ years of work experience in Financial Services, and/or accounting/controller background
+ Advanced skills in Excel and PowerPoint
+ Proficiency with data mining/gathering and manipulation of data sets
+ Inquisitive, enthusiastic and diligent, and capable of challenging peers
+ Strong verbal and written communication skills, with the ability to articulate complex issues clearly
+ Ability to create ad hoc reporting for senior management
+ Proven track record for executing on special projects / assignments with little lead time or information
+ Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills
+ Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
+ Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
New York,NY $83,600.00 - $115,000.00 / year
$83.6k-115k yearly 33d ago
National Branch & Self-Directed Investing - Associate
Jpmorganchase 4.8
Columbus, OH jobs
Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business leaders on how to increase profitability and efficiencies.
As an Associate in National Branch & Service Finance, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.
Job responsibilities
Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
Complete efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics
Create financial business cases supporting business initiatives
Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
Help design new reports and dashboards to efficiently deliver the financial results to senior management
Enhance controls and streamline processes, introducing automation where possible
Required qualifications, capabilities, and skills
Bachelor's degree in Accounting, Finance or a subject of a technical nature
3+ years of work experience in Financial Services, and/or accounting/controller background
Advanced skills in Excel and PowerPoint
Proficiency with data mining/gathering and manipulation of data sets
Inquisitive, enthusiastic and diligent, and capable of challenging peers
Strong verbal and written communication skills, with the ability to articulate complex issues clearly
Ability to create ad hoc reporting for senior management
Proven track record for executing on special projects / assignments with little lead time or information
Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.
$70k-101k yearly est. Auto-Apply 35d ago
Finance and Business Management and Controllers - United States - 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210687506 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $88,000.00-$125,000.00;Jersey City,NJ $88,000.00-$125,000.00;Columbus,OH $72,000.00-$100,000.00;Plano,TX $76,000.00-$117,000.00
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 21, 2025 and ending July 31, 2025 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Finance & Business Management at JPMorganChase
The Office of the Chief Financial Officer (OCFO) is a firmwide function that provides support to manage the business processes, systems, infrastructure and strategy that help sustain and drive the firm's operations and performance. OCFO consists of Global Finance & Business Management, Treasury/Chief Investment Office, Control Management, the Chief Administrative Office and Firmwide Business Resiliency. There are about 16,000 colleagues around the globe within OCFO who work together to support the firm's lines of businesses and functional areas..
What We Look For
You will be a creative, innovative team player with analytical, technical, problem solving, planning and organizational skills. You must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex issues in an organized and articulate manner. The ability to build and maintain good clients and colleague relationships is a crucial requirement of the program.
Prior experience in an accounting or finance team in a corporate environment is highly beneficial.
$88k-125k yearly Auto-Apply 38d ago
Financial Controller - Consumer & Community Banking - Associate
Jpmorganchase 4.8
Columbus, OH jobs
Join a dynamic role at JPMorgan Chase as a Financial Controller. The Financial Control function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business.
As a Financial Control Associate, on the Consumer & Community Banking (CCB) team, your role will be responsible for supporting several trading businesses across multiple asset classes. Some of the most common functions and activities that are owned by Financial Controllers are daily and monthly profit and loss (P&L) reconciliations, balance sheet reconciliation, balance sheet substantiation and metric reporting & governance, inter-entity control and governance, manual accounting / bookings to the general ledger, and operating systems as well as reporting controls, and the month end close process & coordination. In this role, you will have regular interaction with various stakeholders outside of your direct team. Your work will be seen, your ideas will be valued, and your growth will be supported.
Responsibilities
Ensure the integrity and accuracy of the financial data including income statement and balance sheet while supporting the month end, quarter end, and year end activities
Enhance the overall control environment around the financial reporting function and mobilize change wherever possible in order to simplify processes and enhance controls
Drive process improvements and automation initiatives to increase operational efficiency, utilizing Alteryx for workflow automation and data processing
Identify risks proactively, escalate quickly, and drive solutions that keep reporting strong and reliable
Work closely with business partners including Financial Controllers, Product Controllers, Legal Entity Controllers, Capital Markets Middle Office, Technology, Operations and Planning & Analysis teams
Engage in line of business initiatives and projects, work to become the financial control subject matter expert and have the ability to proactively identify process and/or infrastructure enhancements and work with stakeholders to enact change
Required Qualifications, Skills, and Capabilities
Bachelor's degree in Accounting, Finance, or Business (or equivalent experience)
1 plus years accounting or industry experience
Experience with financial reporting and month end close responsibilities & understanding of financial products
Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies
Clear communicator with ability to build and maintain partnerships within the various business partners aligned to the businesses and across other corporate financial, treasury, and accounting groups
A growth mindset with a passion for learning and building strong professional networks
Exceptional attention to detail and ability to identify, investigate, and resolve discrepancies in financial data
Proficient desktop/spreadsheet/database skills
Preferred qualifications, capabilities and skills
Alteryx, Databricks and/or other automation technologies
Familiarity with SEC reporting, US GAAP, and regulatory reporting requirements
Understanding of Mortgage and / or Auto Capital Markets
$75k-122k yearly est. Auto-Apply 14d ago
Financial Controller - Consumer & Community Banking - Associate
Jpmorgan Chase 4.8
Columbus, OH jobs
Join a dynamic role at JPMorgan Chase as a Financial Controller. The Financial Control function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business.
As a Financial Control Associate, on the Consumer & Community Banking (CCB) team, your role will be responsible for supporting several trading businesses across multiple asset classes. Some of the most common functions and activities that are owned by Financial Controllers are daily and monthly profit and loss (P&L) reconciliations, balance sheet reconciliation, balance sheet substantiation and metric reporting & governance, inter-entity control and governance, manual accounting / bookings to the general ledger, and operating systems as well as reporting controls, and the month end close process & coordination. In this role, you will have regular interaction with various stakeholders outside of your direct team. Your work will be seen, your ideas will be valued, and your growth will be supported.
**Responsibilities**
+ Ensure the integrity and accuracy of the financial data including income statement and balance sheet while supporting the month end, quarter end, and year end activities
+ Enhance the overall control environment around the financial reporting function and mobilize change wherever possible in order to simplify processes and enhance controls
+ Drive process improvements and automation initiatives to increase operational efficiency, utilizing Alteryx for workflow automation and data processing
+ Identify risks proactively, escalate quickly, and drive solutions that keep reporting strong and reliable
+ Work closely with business partners including Financial Controllers, Product Controllers, Legal Entity Controllers, Capital Markets Middle Office, Technology, Operations and Planning & Analysis teams
+ Engage in line of business initiatives and projects, work to become the financial control subject matter expert and have the ability to proactively identify process and/or infrastructure enhancements and work with stakeholders to enact change
**Required Qualifications, Skills, and Capabilities**
+ Bachelor's degree in Accounting, Finance, or Business (or equivalent experience)
+ 1 plus years accounting or industry experience
+ Experience with financial reporting and month end close responsibilities & understanding of financial products
+ Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies
+ Clear communicator with ability to build and maintain partnerships within the various business partners aligned to the businesses and across other corporate financial, treasury, and accounting groups
+ A growth mindset with a passion for learning and building strong professional networks
+ Exceptional attention to detail and ability to identify, investigate, and resolve discrepancies in financial data
+ Proficient desktop/spreadsheet/database skills
**Preferred qualifications, capabilities and skills**
+ Alteryx, Databricks and/or other automation technologies
+ Familiarity with SEC reporting, US GAAP, and regulatory reporting requirements
+ Understanding of Mortgage and / or Auto Capital Markets
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$75k-122k yearly est. 12d ago
Finance & Business Management
Jpmorganchase 4.8
Columbus, OH jobs
Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.
You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.
In a Financial Analysis role, you would be responsible for:
Managing annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
Creating financial business cases supporting business initiatives
Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
Helping design new reports and dashboards to efficiently deliver the financial results to senior management
Enhancing controls and streamlining processes, introducing automation where possible
Qualifications
Bachelor's degree in Accounting, Finance or a subject of a technical nature
4+ years of work experience, preferably in Financial Services, and/or accounting/controller background
Advanced skills in Excel and PowerPoint
Proficiency with data mining/gathering and manipulation of data sets
Inquisitive, enthusiastic and diligent, and capable of challenging peers
Strong verbal and written communication skills with the ability to articulate complex issues clearly
Ability to create ad hoc reporting for senior management
Proven track record for executing on special projects / assignments with often little lead time or information
Highly motivated and able to thrive and think clearly under pressure and tight deadlines
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
Highly motivated self-starter with excellent time management/prioritization skills
Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
$62k-85k yearly est. Auto-Apply 60d+ ago
Corp-Global Real Estate Controllers-Accounting Analyst
Jpmorgan Chase 4.8
Columbus, OH jobs
JPMorgan Chase's Corporate Controllers is a global organization of approximately 1,500 colleagues, operating through a partnership among Corporate Accounting Policies, Corporate Regulatory Policy & Reporting, Corporate Financial Reporting, Corporate Sector Controllers, Global Finance Operations (GFO), Global Finance India, and Finance Platform Strategy & Controls. Working together, our strengths and resources enable us to ensure the integrity of the JPMorgan Chase consolidated books and records and the results of individual legal entities within the Firm. The controllership function is focused on ensuring and improving the organization's credibility through accounting, financial controls, systems and reporting.
Corporate Sector Controllers is responsible for financial and operational accounting activities, internal controls, and financial reporting for the Corporate Line of Businesses (LOBs), as well as centrally managed Firm-wide accounting activities. The Global Real Estate Accounting team is comprised of accounting professionals across the globe who have direct responsibility for a firm-wide real estate portfolio in more than 60 countries across 5,500 owned and leased properties, covering approximately 74 million square feet.
Global Real Estate Accounting is seeking a qualified, detail oriented, high energy, and self-initiating Accounting Analyst responsible for assisting in the month end financial close and reporting.
**Specific responsibilities may include:**
+ Month-end close, including developing or reviewing accrual estimates and posting journal entries to the general ledger,
+ Monthly balance sheet account reconciliation and certification across a range of Real Estate related accounts (leases, construction projects, facilities management, fixed asset management), including adherence to the Firmwide General Ledger Reconciliation & Substantiation (GLRS) standards
+ Manage a high volume, complex, and diverse portfolio of work which may include all aspects of lease accounting, including, but not limited to, establishing modifying and reviewing lease accounting schedules for completeness and accuracy
+ Investigate monthly balance sheet, income statement and general ledger account variances and provide written explanations
+ Support ad hoc queries, reporting and analysis across Global Real Estate and Legal Entity Controllers
+ Support internal and external audit activities and inquiries
+ Identify exceptions to standards, determine underlying causes and escalate appropriately
+ Establish and maintain relationships with finance and operations groups in Global Real Estate as well as Line of Business contacts
**Qualifications:**
+ Bachelors' degree in Accounting, Finance or equivalent required
+ Minimum 1-3 years of relevant experience required in accounting or finance with demonstrated career progression
+ Public accounting experience and/or large corporate experience strongly preferred
+ Strong analytical and financial skills with a track record of execution against deliverables
+ Strong attention to detail and a structured mindset with process/continuous improvement and innovative thinking
+ Self-starter with initiative, ability to take ownership and work independently as well as contribute to the broader team
+ Ability to multi-task, adapt to change, work collaboratively and succeed in a fast-paced, dynamic environment
+ Strong interpersonal, oral and written communication skills
+ Proficient in Microsoft Excel
+ Experience preferred with automated financial systems (SAP) and worksheet modeling tools (Excel)
+ Adaptability to increased work schedule demands on occasion/during accounting close to meet deadlines
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$58k-84k yearly est. 12d ago
Global Real Estate General Ledger Accountant - Analyst
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210674552 JobSchedule: Full time JobShift: Day : Are you ready to make an impact in a global financial powerhouse? At JPMorgan Chase, we offer you the opportunity to be part of a dynamic team that ensures the financial integrity of our vast real estate portfolio. As a Global Real Estate Financial Controller Analyst, you will play a crucial role in managing construction accounting for over 80 million square feet of corporate office and banking center space. Join us and contribute to the accuracy, integrity, and timeliness of our financials, while collaborating with internal and external partners to drive success.
As a Global Real Estate Financial Controller Analyst in the Corporate Sector Controllers team, you will ensure the accuracy and compliance of financial transactions related to real estate projects. You will collaborate with business partners, perform month-end close responsibilities, and support audit activities, all while maintaining effective communication across our global organization. Together, we will drive financial excellence and innovation in a fast-paced environment.
Job Responsibilities:
* Conduct financial reviews on capital project expenditures to ensure compliance with GAAP and Firm policies.
* Perform month-end close responsibilities, including journal entries and financial analysis.
* Reconcile projects and accounts monthly, investigate variances, and provide explanations.
* Establish and maintain relationships with business partners to resolve outstanding items.
* Maintain accurate documentation to support transaction processing in compliance with accounting practices.
* Perform ad hoc analysis or other responsibilities as assigned by the manager.
* Identify exceptions to standards, determine underlying causes, and escalate as appropriate.
* Support internal and external audit activities with a controls mindset.
* Maintain effective communication lines across a global organization.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree in Accounting, Finance, Business, or equivalent.
* Minimum 1 year of relevant experience in accounting or finance.
* Strong US GAAP accounting knowledge.
* Strong analytical and financial skills with a track record of execution against deliverables.
* Strong attention to detail and a structured mindset with process improvement and innovative thinking.
* Self-starter with initiative, ability to take ownership and work independently.
* Ability to multi-task, work collaboratively, and succeed in a fast-paced environment.
* Strong interpersonal, oral, and written communication skills.
* Proficient in Microsoft Excel.
Preferred Qualifications, Capabilities, and Skills:
* Experience with automated financial systems (SAP) and worksheet modeling tools (Excel).
* Experience in real estate construction accounting.
* Familiarity with financial controls and reporting.
* Ability to establish and maintain effective relationships with business partners.
* Experience in supporting audit activities and inquiries.
* Innovative thinking and process improvement mindset.
* Ability to work effectively in a global organization.
$59k-78k yearly est. Auto-Apply 60d+ ago
Global Real Estate General Ledger Accountant - Analyst
Jpmorganchase 4.8
Columbus, OH jobs
Are you ready to make an impact in a global financial powerhouse? At JPMorgan Chase, we offer you the opportunity to be part of a dynamic team that ensures the financial integrity of our vast real estate portfolio. As a Global Real Estate Financial Controller Analyst, you will play a crucial role in managing construction accounting for over 80 million square feet of corporate office and banking center space. Join us and contribute to the accuracy, integrity, and timeliness of our financials, while collaborating with internal and external partners to drive success.
As a Global Real Estate Financial Controller Analyst in the Corporate Sector Controllers team, you will ensure the accuracy and compliance of financial transactions related to real estate projects. You will collaborate with business partners, perform month-end close responsibilities, and support audit activities, all while maintaining effective communication across our global organization. Together, we will drive financial excellence and innovation in a fast-paced environment.
Job Responsibilities:
Conduct financial reviews on capital project expenditures to ensure compliance with GAAP and Firm policies.
Perform month-end close responsibilities, including journal entries and financial analysis.
Reconcile projects and accounts monthly, investigate variances, and provide explanations.
Establish and maintain relationships with business partners to resolve outstanding items.
Maintain accurate documentation to support transaction processing in compliance with accounting practices.
Perform ad hoc analysis or other responsibilities as assigned by the manager.
Identify exceptions to standards, determine underlying causes, and escalate as appropriate.
Support internal and external audit activities with a controls mindset.
Maintain effective communication lines across a global organization.
Required Qualifications, Capabilities, and Skills:
Bachelor's degree in Accounting, Finance, Business, or equivalent.
Minimum 1 year of relevant experience in accounting or finance.
Strong US GAAP accounting knowledge.
Strong analytical and financial skills with a track record of execution against deliverables.
Strong attention to detail and a structured mindset with process improvement and innovative thinking.
Self-starter with initiative, ability to take ownership and work independently.
Ability to multi-task, work collaboratively, and succeed in a fast-paced environment.
Strong interpersonal, oral, and written communication skills.
Proficient in Microsoft Excel.
Preferred Qualifications, Capabilities, and Skills:
Experience with automated financial systems (SAP) and worksheet modeling tools (Excel).
Experience in real estate construction accounting.
Familiarity with financial controls and reporting.
Ability to establish and maintain effective relationships with business partners.
Experience in supporting audit activities and inquiries.
Innovative thinking and process improvement mindset.
Ability to work effectively in a global organization.
$59k-78k yearly est. Auto-Apply 60d+ ago
Global Real Estate General Ledger Accountant - Analyst
Jpmorgan Chase 4.8
Columbus, OH jobs
Are you ready to make an impact in a global financial powerhouse? At JPMorgan Chase, we offer you the opportunity to be part of a dynamic team that ensures the financial integrity of our vast real estate portfolio. As a Global Real Estate Financial Controller Analyst, you will play a crucial role in managing construction accounting for over 80 million square feet of corporate office and banking center space. Join us and contribute to the accuracy, integrity, and timeliness of our financials, while collaborating with internal and external partners to drive success.
As a Global Real Estate Financial Controller Analyst in the Corporate Sector Controllers team, you will ensure the accuracy and compliance of financial transactions related to real estate projects. You will collaborate with business partners, perform month-end close responsibilities, and support audit activities, all while maintaining effective communication across our global organization. Together, we will drive financial excellence and innovation in a fast-paced environment.
**Job Responsibilities:**
+ Conduct financial reviews on capital project expenditures to ensure compliance with GAAP and Firm policies.
+ Perform month-end close responsibilities, including journal entries and financial analysis.
+ Reconcile projects and accounts monthly, investigate variances, and provide explanations.
+ Establish and maintain relationships with business partners to resolve outstanding items.
+ Maintain accurate documentation to support transaction processing in compliance with accounting practices.
+ Perform ad hoc analysis or other responsibilities as assigned by the manager.
+ Identify exceptions to standards, determine underlying causes, and escalate as appropriate.
+ Support internal and external audit activities with a controls mindset.
+ Maintain effective communication lines across a global organization.
**Required Qualifications, Capabilities, and Skills:**
+ Bachelor's degree in Accounting, Finance, Business, or equivalent.
+ Minimum 1 year of relevant experience in accounting or finance.
+ Strong US GAAP accounting knowledge.
+ Strong analytical and financial skills with a track record of execution against deliverables.
+ Strong attention to detail and a structured mindset with process improvement and innovative thinking.
+ Self-starter with initiative, ability to take ownership and work independently.
+ Ability to multi-task, work collaboratively, and succeed in a fast-paced environment.
+ Strong interpersonal, oral, and written communication skills.
+ Proficient in Microsoft Excel.
**Preferred Qualifications, Capabilities, and Skills:**
+ Experience with automated financial systems (SAP) and worksheet modeling tools (Excel).
+ Experience in real estate construction accounting.
+ Familiarity with financial controls and reporting.
+ Ability to establish and maintain effective relationships with business partners.
+ Experience in supporting audit activities and inquiries.
+ Innovative thinking and process improvement mindset.
+ Ability to work effectively in a global organization.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
If you are passionate about client experience and goals driven planning, then our team is the right place for you. As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management.
As a Private Client Investment Associate within JPMorgan Wealth Management, you will be a vital member of our Consumer Banking team. Your role will involve a blend of operational, marketing, and administrative tasks, working closely with our Private Client Advisors. You will handle operational requests, nurture client relationships, and contribute to ongoing wealth planning. Your responsibilities will also include risk management and ensuring compliance with our business unit's operational procedures. This role offers the chance to strengthen client relationships, supervise account reviews, and positively impact our team culture. Your ability to prioritize tasks, monitor progress, and consistently meet deadlines will be key to your success in this role.
Job responsibilities
Work as a team with other associates to support a group of Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
JobID: 210691624 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
**Job responsibilities**
+ Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
+ Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
+ Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
+ Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
+ Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
+ Prioritize daily work, track progress for current work, and consistently meet deadlines
+ Maintain and foster team culture
**Required qualifications, capabilities, and skills**
+ A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
+ If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
+ A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
Prioritize daily work, track progress for current work, and consistently meet deadlines
Maintain and foster team culture
Required qualifications, capabilities, and skills
A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$71k-101k yearly est. Auto-Apply 25d ago
Corp-Global Real Estate Controllers-Accounting Analyst
Jpmorgan Chase & Co 4.8
Ohio jobs
JobID: 210692908 JobSchedule: Full time JobShift: : JPMorgan Chase's Corporate Controllers is a global organization of approximately 1,500 colleagues, operating through a partnership among Corporate Accounting Policies, Corporate Regulatory Policy & Reporting, Corporate Financial Reporting, Corporate Sector Controllers, Global Finance Operations (GFO), Global Finance India, and Finance Platform Strategy & Controls. Working together, our strengths and resources enable us to ensure the integrity of the JPMorgan Chase consolidated books and records and the results of individual legal entities within the Firm. The controllership function is focused on ensuring and improving the organization's credibility through accounting, financial controls, systems and reporting.
Corporate Sector Controllers is responsible for financial and operational accounting activities, internal controls, and financial reporting for the Corporate Line of Businesses (LOBs), as well as centrally managed Firm-wide accounting activities. The Global Real Estate Accounting team is comprised of accounting professionals across the globe who have direct responsibility for a firm-wide real estate portfolio in more than 60 countries across 5,500 owned and leased properties, covering approximately 74 million square feet.
Global Real Estate Accounting is seeking a qualified, detail oriented, high energy, and self-initiating Accounting Analyst responsible for assisting in the month end financial close and reporting.
Specific responsibilities may include:
* Month-end close, including developing or reviewing accrual estimates and posting journal entries to the general ledger,
* Monthly balance sheet account reconciliation and certification across a range of Real Estate related accounts (leases, construction projects, facilities management, fixed asset management), including adherence to the Firmwide General Ledger Reconciliation & Substantiation (GLRS) standards
* Manage a high volume, complex, and diverse portfolio of work which may include all aspects of lease accounting, including, but not limited to, establishing modifying and reviewing lease accounting schedules for completeness and accuracy
* Investigate monthly balance sheet, income statement and general ledger account variances and provide written explanations
* Support ad hoc queries, reporting and analysis across Global Real Estate and Legal Entity Controllers
* Support internal and external audit activities and inquiries
* Identify exceptions to standards, determine underlying causes and escalate appropriately
* Establish and maintain relationships with finance and operations groups in Global Real Estate as well as Line of Business contacts
Qualifications:
* Bachelors' degree in Accounting, Finance or equivalent required
* Minimum 1-3 years of relevant experience required in accounting or finance with demonstrated career progression
* Public accounting experience and/or large corporate experience strongly preferred
* Strong analytical and financial skills with a track record of execution against deliverables
* Strong attention to detail and a structured mindset with process/continuous improvement and innovative thinking
* Self-starter with initiative, ability to take ownership and work independently as well as contribute to the broader team
* Ability to multi-task, adapt to change, work collaboratively and succeed in a fast-paced, dynamic environment
* Strong interpersonal, oral and written communication skills
* Proficient in Microsoft Excel
* Experience preferred with automated financial systems (SAP) and worksheet modeling tools (Excel)
* Adaptability to increased work schedule demands on occasion/during accounting close to meet deadlines
$58k-84k yearly est. Auto-Apply 13d ago
Corp-Global Real Estate Controllers-Accounting Analyst
Jpmorganchase 4.8
Ohio jobs
JPMorgan Chase's Corporate Controllers is a global organization of approximately 1,500 colleagues, operating through a partnership among Corporate Accounting Policies, Corporate Regulatory Policy & Reporting, Corporate Financial Reporting, Corporate Sector Controllers, Global Finance Operations (GFO), Global Finance India, and Finance Platform Strategy & Controls. Working together, our strengths and resources enable us to ensure the integrity of the JPMorgan Chase consolidated books and records and the results of individual legal entities within the Firm. The controllership function is focused on ensuring and improving the organization's credibility through accounting, financial controls, systems and reporting.
Corporate Sector Controllers is responsible for financial and operational accounting activities, internal controls, and financial reporting for the Corporate Line of Businesses (LOBs), as well as centrally managed Firm-wide accounting activities. The Global Real Estate Accounting team is comprised of accounting professionals across the globe who have direct responsibility for a firm-wide real estate portfolio in more than 60 countries across 5,500 owned and leased properties, covering approximately 74 million square feet.
Global Real Estate Accounting is seeking a qualified, detail oriented, high energy, and self-initiating Accounting Analyst responsible for assisting in the month end financial close and reporting.
Specific responsibilities may include:
Month-end close, including developing or reviewing accrual estimates and posting journal entries to the general ledger,
Monthly balance sheet account reconciliation and certification across a range of Real Estate related accounts (leases, construction projects, facilities management, fixed asset management), including adherence to the Firmwide General Ledger Reconciliation & Substantiation (GLRS) standards
Manage a high volume, complex, and diverse portfolio of work which may include all aspects of lease accounting, including, but not limited to, establishing modifying and reviewing lease accounting schedules for completeness and accuracy
Investigate monthly balance sheet, income statement and general ledger account variances and provide written explanations
Support ad hoc queries, reporting and analysis across Global Real Estate and Legal Entity Controllers
Support internal and external audit activities and inquiries
Identify exceptions to standards, determine underlying causes and escalate appropriately
Establish and maintain relationships with finance and operations groups in Global Real Estate as well as Line of Business contacts
Qualifications:
Bachelors' degree in Accounting, Finance or equivalent required
Minimum 1-3 years of relevant experience required in accounting or finance with demonstrated career progression
Public accounting experience and/or large corporate experience strongly preferred
Strong analytical and financial skills with a track record of execution against deliverables
Strong attention to detail and a structured mindset with process/continuous improvement and innovative thinking
Self-starter with initiative, ability to take ownership and work independently as well as contribute to the broader team
Ability to multi-task, adapt to change, work collaboratively and succeed in a fast-paced, dynamic environment
Strong interpersonal, oral and written communication skills
Proficient in Microsoft Excel
Experience preferred with automated financial systems (SAP) and worksheet modeling tools (Excel)
Adaptability to increased work schedule demands on occasion/during accounting close to meet deadlines