CIB Treasury Planning & Analysis -Associate at JPMC Candidate Experience page

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

12 Oct, 26

Salary

0.0

Posted On

14 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

CIB Balance Sheet Products, Liquidity Concepts, Stakeholder Management, Communication Skills, Excel, PowerPoint, Forecasting, Financial Analysis, Tableau, Python, Alteryx, Planning & Analysis, Reporting, Controlling

Industry

Financial Services

Description

The individual will be based in Mumbai and support New York team in deliverables relating to forecasting and analysis of Balance Sheet, NII and FTP in support of current year forecasts as well in support of the firm’s multi-year budget process. The individual will support the monthly forecast process as well as other Treasury P&A projects on an as-needed basis. The applicant will also support control agenda requirements which includes SOPs, User Tool documentation and action plan remediation. The candidate will also be engaged in ongoing strategic projects which improve the firm’s efficient utilization of liquidity, LCR and other Firmwide resources. Job responsibilities: * Support CIB forecasting, planning and articulation of results. This includes partnering across all CIB sub lines of business to ensure lines of business (“LOB’s”) produce forecasts that align to latest corporate and business level objectives. * Partner closely with central team and line of business controllers to understand closing month/ intramonth actuals; ensure latest actuals are basis of forecasting/ planning assumptions. * Support production of monthly, quarterly senior level overviews which articulate CIB total results with a focus on total CIB balance sheet trend results, liquidity trends, net funding trends, quarterly NII results as well as the underlying business drivers during budget rounds and monthly forecasts * Provide P&A support for CIB Treasury Product Control function; this includes surveying revenue and balance sheet projections and coordinating deliverables across stakeholders * Partner across line controllers to coordinate offline weekly/monthly balance sheet projections for spot and average asset and liability balances as well as provide support in gathering liquidity forecast inputs * Support ad-hoc requests around growth initiatives as well as investor day and press release presentations. Required qualifications, capabilities, and skills * Strong understanding of CIB Balance Sheet products, liquidity concepts is a must * Should be flexible to work in EMEA shifts * Strong stakeholder management and excellent communication skills * Results-orientated without compromising control and detail * Strong Excel and PowerPoint skills are required * Ability to handle multiple tasks simultaneously and efficiently * Thrives on challenges in a fluid working environment * Actively listens and assimilates broad ranging information quickly Preferred qualifications, capabilities, and skills * Bachelor’s degree or equivalent in Accounting, Finance, Business Administration or related field. 2-5yrs of relevant experience; experience in Planning & Analysis, Reporting or Controlling roles a plus. * Should possess working knowledge of Excel. Knowledge of Tableau, Python, and Alteryx is a preferred. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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 [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Responsibilities

Support the forecasting and analysis of Balance Sheet, NII, and FTP to assist in current year forecasts and multi-year budget processes. Partner with business lines and controllers to produce senior-level overviews and manage strategic liquidity projects.