Wealth Management - Investment Finance Analytics - Associate job in Plano
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JP Morgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries. We serve millions of U.S. consumers and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity. |
J.P. Morgan Wealth Management (WM), with client assets of $1.3 trillion and more than 160 years of experience , provides integrated services for ultra-high-net-worth and high-net-worth families and individuals worldwide. WM products offered to clients include investments, credit, deposits, and fiduciary products across the Private Bank (PB), JPM Securities (JPMS) and Chase Wealth Management (CWM).
The WM Investments Finance Team is responsible for analytics, forecasting, and reporting of WM revenue and expenses related to investment products including mutual funds, hedge funds, private equity, separately managed accounts, IPOs, trading, foreign exchange, and derivatives. This role will primarily cover the Investment Solutions organization and partner with Portfolio Managers, Trading Product Desk Heads, Investor Team Leads (ITLs), Business Management, Regional CFO's, Product Controllers, and finance contacts across Asset & Wealth Management to ensure the ongoing financial health of the Investments practice.
Role Qualifications :
|Position Type:||Full Time|
|Employer:|| J.P. Morgan Chase|