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Analyst - Global Private Bank, Financial Analysis, Mumbai

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JP Morgan Chase & Co.

19d ago

  • Job
    Full-time
    Junior Level
  • Mumbai

AI generated summary

  • You need strong analytical skills, CA or MBA in Finance, 2+ years in finance, advanced Excel, Tableau, knowledge of SQL/Python, and excellent communication with the ability to manage multiple tasks.
  • You will analyze financial data, produce reports, assist in forecasting, prepare ad-hoc analyses, enhance processes, and develop metrics and dashboards for senior management insights.

Requirements

  • Strong quantitative, analytical, and problem-solving skills. Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations.
  • Excellent organizational and communication skills (both verbal & written) with ability to articulate complex issues clearly to internal clients and senior management.
  • Sound judgment, professional maturity and personal integrity towards handling highly sensitive and confidential information, strong work ethic, proactive and results-oriented individual with ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities.
  • Demonstrate team oriented, inquisitive, critical thinking, positive attitude, and solutions-oriented mindset with intellectual curiosity to be able to think clearly under pressure and tight deadlines.
  • Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously.
  • Ability to build strong partnerships with colleagues and stakeholders, desire to learn quickly, be flexible and think strategically.
  • Qualification: CA or an MBA in Finance is required.
  • A minimum of 2 years of Finance experience, preferably in Financial Services, and/or accounting/controller background. Private banking product and business understanding /experience would be preferred.
  • Advanced Tableau dash boarding, Excel and PowerPoint skills, preferably with experience of Hyperion Essbase, Alteryx, Python, SQL, and MS Access.

Responsibilities

  • The incumbent will develop a solid understanding of regions and products across GPB and be able to articulate trends and business drivers for management decision support and works very closely with Regional CFO and CEO teams to provide management insights, reporting and analytics.
  • Responsible for weekly reporting for GPB business which include key business metrics. This includes revenues, flows, balances, headcount & expense, or profitability, where you will be expected to deliver value-added financial reporting and analysis and assist with strategic decision making.
  • Work with various Essbase and database interfaces to manage reporting changes.
  • Participate in annual planning / forecasting process for revenues, flows and balances which involves financial modeling, coordinating, and consolidating submissions from CFO teams as well as preparing management presentations.
  • Prepare ad-hoc analyses for management meetings and strategic reviews using Tableau as the primary tool (e.g., Operating Committee Review, Regional Business and Finance Townhall, Investor Day, etc.)
  • Enhance controls and streamline processes, introducing automation where possible. Calculation and consolidation of the month-end results and the forecast for the remainder of the year.
  • Developing metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management.
  • Helping design new reports and dashboards to efficiently deliver the financial results to senior management and Contribute ideas around improving reporting capabilities and new projects.

FAQs

What is the job title for this position?

The job title is Analyst - Global Private Bank, Financial Analysis.

Where is this job located?

This job is located in Mumbai, India.

What are the primary responsibilities of this role?

The primary responsibilities include developing financial reporting and analysis, participating in the annual planning/forecasting process, preparing ad-hoc analyses, enhancing controls, and streamlining processes.

What qualifications are required for this position?

A qualification in CA or an MBA in Finance is required, along with a minimum of 2 years of finance experience, preferably in financial services.

Is knowledge of specific software required for this role?

Yes, advanced skills in Tableau, Excel, PowerPoint, and preferably experience with Hyperion Essbase, Alteryx, Python, SQL, and MS Access are required.

What skills are emphasized for this position?

Strong quantitative, analytical, and problem-solving skills, along with excellent organizational and communication skills, are emphasized.

What kind of experience is preferred for candidates?

Experience in private banking products and business understanding is preferred, as well as a background in accounting or controlling.

Is there an opportunity for career advancement in this role?

Yes, the organization provides extensive opportunities for employees to learn and move within the organization, thereby building a long-term career.

What kind of work culture does JPMorgan promote?

JPMorgan promotes a strong culture that values individual viewpoints, diversity, and continuous improvement in processes.

How important is teamwork for this position?

Teamwork is very important, as the role involves building strong partnerships with colleagues and stakeholders.

What kind of tasks will I be expected to manage?

You will be expected to manage multiple tasks simultaneously, including reporting, financial analysis, and creating presentations.

Does this position involve dealing with sensitive information?

Yes, the position involves handling highly sensitive and confidential information, requiring sound judgment and professionalism.

Is this position part of a larger team?

Yes, this position is part of the Global Private Bank Banking Finance team, which supports the GPB CFO and asset management initiatives.

What kind of analyses will I be preparing for management?

You will prepare financial analyses for management meetings, strategic reviews, and performance assessments, using various reporting tools.

Are there any specific personal attributes that are valued in this role?

Yes, attributes such as a proactive and results-oriented mindset, detail orientation, and intellectual curiosity are highly valued.

Does JPMorgan Chase & Co. prioritize diversity and inclusion in the workplace?

Yes, JPMorgan Chase & Co. places a high value on diversity and inclusion, recognizing that diverse talents contribute to the company's success.

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JP Morgan Chase & Co.

Finance
Industry
10,001+
Employees
2000
Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Benefits

  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.