Financial Analysis, Associate
Listed on 2026-06-19
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Finance & Banking
Financial Analyst -
Business
Financial Analyst
We are looking for a candidate to join the Finance team in Columbus supporting the various Americas sales channels in our Asset Management(AM) division. The team is responsible for providing value added financial reporting, planning/forecasting and analysis to help our sales teams to improve financial performance, achieve key business priorities, and make informed decisions. The sales channels supported include our Institutional, Retail, Sub-Advisory, and Insurance sales teams based in the Americas.
As a Financial Analysis, Associate on the Asset Management team, you will be responsible for various tasks and projects listed below, and will give you a broad exposure to the business drivers of the Asset Management business. You will work closely with the Americas Client CFOs and broader Financial Planning & Analysis team, but will also be expected to interact with the sales managers and sales teams you support.
Job Responsibilities- Produce weekly/monthly/quarterly reporting of the results and drivers for senior management, and prepare materials for business reviews and other presentations
- Perform variance analysis to understand the key drivers of the financials and provide commentary explaining changes from prior forecasts/budgets
- Produce monthly flows forecast and assist with the annual flows budget
- Review and analyze the results of the AM activity based costing model which assesses the profitability of each of our sales channels and products
- Coordinate the produce of the sales metric scorecardsused to track the performance of all of our individual salespeople against their targets.
- Work on projects to drive global consistency and create synergies across the regional client financial analysis teams, enhancing controls, streamlining processes, and introducing automation where possible.
- Bachelor’s degree in Accounting, Finance or other related area
- 2+ years of work experience
- Advanced skills in Excel and Power Point
- Proficiency with data mining/gathering and manipulation of data sets
- Inquisitive, enthusiastic and diligent, and capable of challenging peers
- Strong verbal and written communication skills, with the ability to articulate complex issues clearly
- Ability to create ad hoc reporting for senior management; proven track record for executing on special projects / assignments, often with little lead time or information
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
- Highly motivated self-starter with excellent time management/prioritization skills
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
- Preferably in Financial Services, and/or accounting/controller background
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
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