J.P. Morgan Asset & Wealth Management, with client assets of $4.3 trillion, is a global leader in investment and wealth management. We serve institutions, high-net-worth individuals, and retail investors worldwide, offering investment management across all major asset classes and providing a range of banking services.

As a Global Private Bank Financial Planning & Analysis Revenue Lead within the Global Private Bank team, you will oversee revenue reporting across all products and business units. With the projected revenue surpassing $11 billion in 2024, you will work closely with teams based in Plano, Mumbai, and Columbus, under the supervision of the Planning & Analysis Central lead. Your responsibilities will include managing the budget and forecasting processes, serving as a subject matter expert on revenue-related issues, and coordinating updates to the dashboard.
 

Job responsibilities

Own the budget and forecasting processes for Global Private Bank revenue Develop the Global Private Bank Reporting Calendar and coordinate revenue submissions Serve as the SME for revenue updates, outlooks, and reporting Coordinate and update the Global Private Bank BD1/BD9 Dashboard Monitor monthly updates and liaise with product teams Represent Global Private Bank Revenue and collaborate with product finance and control teams Conduct ad-hoc reviews of new business opportunities and reporting changes Attract, develop, and retain a team of finance professionals

Required qualifications, capabilities, and skills

4+ years of finance and business management experience in a complex financial organization Outstanding analytical and presentation skills Ability to act independently with excellent decision-making skills Proven ability to work under pressure and manage multiple projects Strong leadership skills in a demanding global environment Ability to identify and mitigate risk based on guidelines Superior communication skills, especially with senior management Experience delivering results and data in digestible formats Knowledge of MIS, accounting, and financial management concepts Results-oriented with a focus on innovation and process improvement Proficient in Excel, PowerPoint, Alteryx, and Essbase Add-In

Preferred qualifications, capabilities, and skills

Experience with project management, transfer pricing, and revenue sharing Adaptable, creative, and personable