Join the Banking & Wealth Management Controllers team for an opportunity to work in a dynamic environment and partner with the JPMorgan Wealth Management (JPMWM) CFO Organization, Global Private Bank Controllers, LEC Controllers, Consumer & Community Banking (CCB) Regulatory & SEC Reporting, CCB Treasury, and other groups within the Firm.

As a Senior Associate in the Banking & Wealth Management Controllers team, you will support the reporting and analysis of Wealth Management products for the Banking & Wealth Management line of business. You will drive relationship management with the JPMWM CFO Organization, as well as Product, Global Private Bank, etc. Additionally, you will work on various business integration initiatives that involve streamlining processes, charting flows for all revenues, building best practices for data analysis and retrieval, and develop reporting. In this role, you will have an in-depth understanding of various investment products, the Insurance/Annuity business, both direct journal entries and indirect allocations, and revenue flows.

Job responsibilities

• Collaborate with various Operations groups in different lines of business to map-out and flow revenue streams
• Present and provide updates to senior management regarding new products, flows, and financial results
• Establish strong relationships and provide support to the JPMWM business (CFO, Product, CCB Regulatory & SEC Reporting, Financial Control, Global Private Bank Controllers, etc.)
• Escalate issues constructively and present complex information in a clear and concise manner to senior management
• Provide controller support for month-end close process (i.e. variance explanations, data aggregation, both Balance Sheet and Income Statement reporting, journal entries and automation)
• Distribute and create reporting as necessary to various stakeholders
• Implement new accounting standards and reporting requirements by staying current with evolving GAAP and regulatory changes impacting the business

Required qualifications, capabilities, and skills

• Bachelors degree in Accounting or Finance and strong knowledge of GAAP
• 4+ years of work experience in Accounting or Finance
• Highly proficient in Excel and PowerPoint
• Experience with SAP, Hyperion Essbase or Dodeca or a willingness to learn
• Ability to grasp concepts quickly, develop a plan, and execute for results
• Solid problem solving, analytical, and creative thinking skills
• Ability to summarize large amounts of data, formulate a concise message, and communicate clearly to Management
• Strong multitasking and organizational skills

Preferred qualifications, capabilities, and skills

• Business Objects, SQL or Tableau skills preferred

Additional Information

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.

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.

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