EMEA Planning and Analysis - Senior Associate at JPMC Candidate Experience page

City of London, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

17 May, 26

Salary

0.0

Posted On

16 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Reporting, Financial Analysis, Planning, Budgeting, Forecasting, Variance Analysis, Asset Management, Excel, PowerPoint, Essbase, Alteryx, MIS Reporting Systems, Data Accuracy, Business Partnering, Process Improvement, Automation

Industry

Financial Services

Description

Join our dynamic Finance team in London and play a pivotal role in supporting the EMEA sales channels within our Asset Management division. This is your opportunity to drive business performance by providing critical financial insights and partnering with senior leaders. You’ll gain broad exposure to the drivers of our Asset Management business and collaborate with talented professionals across the region. If you’re passionate about financial analysis and want to make a real impact, this role is for you. As a Finance Analyst in the EMEA Asset Management Finance team, you will deliver value-added financial reporting, planning, and analysis to support our Institutional and Retail sales teams. You will work closely with EMEA Client CFOs, the Financial Planning & Analysis team, and sales managers to help drive business performance and achieve key priorities. You will have the opportunity to develop a deep understanding of the Asset Management business and contribute to strategic decision-making. Together, we will enhance financial outcomes and foster a collaborative team environment. Job responsibilities Deliver weekly, monthly, and quarterly financial reporting and analysis for senior management. Prepare materials for business reviews and key presentations. Perform variance analysis and provide clear commentary on financial results versus forecasts and budgets. Produce monthly flows forecasts and assist with the annual flows budget process. Review and analyze results from the Asset Management activity-based costing model. Coordinate the production of sales metric scorecards to track individual and team performance. Collaborate with EMEA Client CFOs, FP&A, and sales teams to support business objectives. Drive projects to enhance global consistency, streamline processes, and introduce automation. Support the implementation and effective use of MIS reporting systems. Maintain strong controls and ensure data accuracy in all reporting and analysis. Foster a collaborative and inclusive team culture. Required qualifications, capabilities, and skills Bachelor’s degree in Finance, Accounting, Economics, or a related field. Significant experience in Financial Services. Strong technical and analytical skills, with proficiency in Excel, PowerPoint, and financial applications such as Essbase and Alteryx. Effective verbal and written communication skills, with the ability to explain complex issues clearly. Highly motivated, diligent, and able to prioritize in a fast-paced environment. Demonstrated ability to understand and utilize MIS reporting systems. Strong knowledge of financial principles and ability to link results to business activities. Team player who builds trusted partnerships with Business, Finance, and FP&A teams. Preferred qualifications, capabilities, and skills Advanced qualifications such as CFA, CPA, or MBA. Experience with Tableau or Python. Experience supporting sales teams or working in Asset Management. Proven ability to drive process improvements and automation. Enthusiastic, inquisitive, and proactive approach to problem-solving. Experience working in a global or regional finance team. Ability to challenge peers constructively and contribute to a positive team culture. J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 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. J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Responsibilities

The role involves delivering weekly, monthly, and quarterly financial reporting and analysis for senior management, including variance analysis against forecasts and budgets. Responsibilities also include producing flows forecasts, assisting with the annual budget, analyzing activity-based costing results, and coordinating sales metric scorecards.