Financial Analysis Associate

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team

As a Financial Analysis Associate within the Research P&A Reporting team, you will be responsible for partnering across the firm to provide financial and strategic analysis and oversight. You will analyze, prepare, and reconcile 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 affecting business procedures and operations and maintain financial and reporting systems. Additionally, you will assist the department and other team members with special projects or components of other projects as needed.

Job Responsibilities:

• Co-ordinate with Business Managers/ Senior Management in Equities and Fixed Income to provide reporting and analytics solutions
• Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
• Conduct "deep dive" analysis on key issues impacting client to determine root cause and propose solutions
• Preparing mid-year and yearend scorecards to evaluate and validate performance the JPM Research Analysts by analyzing key research performance metrics.
• Collaborating with stakeholders along the delivery chain, acting as the key liaison for research reporting enhancement request management..
• Enhancing controls and streamlining processes, introducing automation where possible

Required Qualifications, Capabilities and Skills

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature
• Working knowledge of Qliksense, Macro, Powerpoint, Sharepoint, Alteryx, Tableau, Excel
• Articulate and able to communicate confidently across various stakeholders and senior management levels.
• 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

Preferred Qualifications, Capabilities and Skills

• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Knowledge on Data bricks, Python, SQL, Tableau is a plus. Proven track record for executing on special projects / assignments with often little lead time or information
• 4 + years of work experience, preferably in Financial Services, and/or accounting/controller background
• Team Player, highly motivated self-starter with excellent time management/prioritization skills