Head of Financial Analysis – Asset Management- Managing Director jobs in United States
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JPMorganChase · 2 weeks ago

Head of Financial Analysis – Asset Management- Managing Director

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions. The Head of Financial Analysis will lead planning and analysis efforts for the Asset Management business, focusing on delivering business intelligence reporting and managing key financial metrics and processes.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Manage the Asset Management team building key processes and systems to ensure timely, robust, accurate and relevant analysis and information provided to business heads, CFOs and Corp P&A leads, as well as Business Management, Product Controllers and other stakeholders. Key focus will be on developing the analytical capabilities of the organization to enhance AM business-focused support while simultaneously managing the demands of core P&A deliverables for AM and Corporate. Includes ownership of the budget and forecasting processes, revenue control, expense management (including assisting with enforcement of AM’s expense policy), as well as several other key business metrics and processes
Build on the many use cases of transformation projects already under way and bring it to completion. Deliver reliable, accurate and timely reporting solutions across AM front office and support functions. Key reporting functions include client analytics, P&L, headcount, scorecards, regulatory and support for planning & outlook
Lead the expense agenda for the CFO and Finance leaders of AM including the framework, analytics, reporting and ad-hoc analysis to provide insights to AWM CEO and CFO
Create best-in-class reporting and analytics ecosystem that builds on dashboard environment by addressing reporting redundancy and simplifying navigation amongst existing reports. Bring to market tangible and scalable use cases for AI and LLMs to further harness insights from our finance and non-finance data
Work closely with relevant business and CFOs across the globe on return-oriented geographic expansion and to execute on expense efficiencies and synergies across the footprint. Be “the voice” of Asset Management on attendance patterns, ratio seating and associated analytics
Responsible for reviewing potential new business opportunities
Attract, developing and retaining a team of world class finance professionals

Qualification

Financial analysisStrategic planningData analyticsLeadership skillsRisk mitigationMIS knowledgeExpense managementProject managementPresentation skillsTeam developmentInnovationMulti-project handlingClient profitabilityTransfer pricingRevenue sharingEmerging technologiesMatrix structure experienceCommunication skillsDecision-makingNegotiationProblem-solving

Required

15+ years of finance and overall business management experience in a complex financial organization
Outstanding analytical and presentation skills
Proven ability to act independently with excellent decision-making skills
Proven ability to work well under pressure and handle multiple projects and initiatives at same time
Strong leadership skills with experience in demanding global environments, including building and motivating high-performance teams with a global focus
Demonstrated expertise in strategic planning, issue resolution, negotiation, and leading internal reviews to assess business and financial choices for achieving objectives
Proven ability to identify and mitigate risk based on company and industry guidelines, while driving innovation and process improvement
Superior verbal and written communication skills, especially when engaging with senior-level management
Results-oriented background with a track record of delivering complex data in digestible formats and identifying opportunities for innovation
Extensive knowledge of MIS, accounting, product/client profitability, activity-based costing, project management, transfer pricing, and revenue sharing
Proficient in Tableau, Alteryx, Excel, PowerPoint, and emerging technologies such as ChatGPT, with experience working in matrix structures and across multiple locations

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase