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.

Job Summary: As the GPB P&A Revenue Lead, you will oversee revenue reporting across all products and business units of the GPB (Global Private Bank). With revenue expected to surpass $11 billion in 2024, you will work closely with teams in Plano, Mumbai, and Columbus, reporting to the P&A Central lead. Your role involves managing the budget and forecasting processes, serving as a subject matter expert on revenue-related items, and coordinating dashboard updates.

Job Responsibilities:

Own the budget and forecasting processes for GPB revenue. Develop the GPB Reporting Calendar and coordinate revenue submissions. Serve as the SME for revenue updates, outlooks, and reporting. Coordinate and update the GPB BD1/BD9 Dashboard. Monitor monthly MEV updates and liaise with product teams. Represent GPB 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:

3+ 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.