Treasury & Chief Investment Office – Planning & Analysis – Associate at JPMC Candidate Experience page

Hong Kong, Hong Kong Island, Hong Kong S.A.R. -

Full Time

Start Date

Immediate

Expiry Date

31 Aug, 26

Salary

0.0

Posted On

02 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Forecasting, Variance Analysis, Treasury Management, Balance Sheet Management, Risk-Weighted Assets, Regulatory Stress Testing, Process Automation, MS Excel, Alteryx, Tableau, Databricks, SQL, Communication Skills, Analytical Thinking, Problem Solving

Industry

Financial Services

Description

Are you ready to make a meaningful impact on how a global financial institution manages its capital and liquidity? Join us and help shape the future of financial planning and analysis in the Asia Pacific region. You’ll collaborate with diverse teams, lead innovative projects, and develop your technical and leadership skills. This is your opportunity to grow, learn, and contribute to a dynamic environment where your expertise is valued. Take the next step in your career and help us deliver excellence. As an Associate in the Planning & Analysis team for Treasury and Chief Investment Office, you will play a pivotal role in managing financial planning, forecasting, and analysis across the Asia Pacific region. You will work closely with colleagues in 13 countries, drive automation initiatives, and present insights to senior stakeholders. Together, we foster a collaborative culture that values diverse perspectives and empowers you to make a difference. Job responsibilities * Produce periodic actual and forecast reports, including variance analysis for interest and non-interest income, funds transfer pricing, balance sheet, reinvestment plans, hedging activities, risk-weighted assets, expenses, and headcount. * Analyze and interpret financial results, forecasts, methodologies, and assumptions to business heads, Chief Financial Officer, and other regional and global stakeholders. * Collaborate with treasurers, portfolio managers, other functions and lines of business to deliver regional legal entity balance sheet and profit & loss forecasts for financial, liquidity, and capital management purposes. * Support regulatory stress testing exercises and ensure compliance with internal and external requirements. * Execute effective controls on deliverables, ensuring adherence to policies and standards governing forecasting processes. * Drive process automation and data transformation initiatives to improve workflows, increase productivity and cope with the latest firm technological direction. * Participate in global and regional planning and analysis projects and ad-hoc initiatives. Required qualifications, capabilities, and skills * Bachelor’s degree in Accounting, Finance, or a related discipline. * 3+ years of experience in planning and analysis, finance, or treasury functions within a financial institution * Recognized professional qualifications from reputable training institutes or professional bodies (e.g., CPA, CFA). * Strong verbal and written communication skills in English. * Demonstrated analytical mindset, structured thinking, and problem-solving skills. * Ability to make independent decisions and maintain attention to policy and control requirements. * Proficiency in MS Excel, Alteryx, Tableau, Databricks and SQL. Preferred qualifications, capabilities, and skills * Experience with low-code automation tools (e.g., Power Automate, UiPath). * Successful track record in driving automation and process improvement initiatives. * Experience presenting to senior stakeholders in a regional or global context. * Familiarity with regulatory stress testing and compliance requirements in the Asia Pacific region. * Advanced certification such as CFA Level II or above. * Fluency in an additional Asian language. * Positive attitude and strong sense of accountability. 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 [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success. 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

Manage financial planning, forecasting, and variance analysis for treasury and investment activities across the Asia Pacific region. Drive process automation and data transformation initiatives while collaborating with regional stakeholders to ensure capital and liquidity management.