Product Controller Vice President, Security & Resiliency Initiative, Strategic Investment Group

JPMorgan

Chase's Security & Resiliency Initiative is at the forefront of strategic equity investing, and we need a sharp financial mind to help us maintain excellence. Join a high-impact team where your expertise in product control directly influences investment decisions and financial integrity. This is your opportunity to serve as a trusted advisor at the intersection of business strategy and financial controls.

As a Product Controller Vice President within the Security & Resiliency Initiative's Strategic Investment Group, you will serve as the critical liaison between the business and Corporate Sector Controllers, ensuring the accuracy and integrity of all financial reporting related to the equity investment portfolio. You will oversee P&L, balance sheet, and month-end close procedures while partnering with senior stakeholders to develop robust controls and support new strategic initiatives.

You will also play a key role in investment due diligence, funding approvals, and risk reporting, operating in a fast-paced environment that demands both precision and adaptability.

Job Responsibilities Review investment transaction terms to determine impact on balance sheet, P&L, and other financial reporting

Assist with investment due diligence processes and obtain necessary approvals ahead of transaction closing

Direct and approve funding for investments in alignment with established protocols

Provide guidance for journal entry booking, risk reporting, P&L reporting, and other portfolio-related activity

Oversee month-end close procedures to ensure completeness, accuracy, and timeliness

Partner with business stakeholders to develop and implement robust financial controls

Support new business initiatives by identifying control requirements and reporting implications

Manage cross-functional projects and initiatives related to the investment portfolio as required

Analyze ad-hoc requests and deliver timely, accurate financial insights to senior leadership

Collaborate with Corporate Sector Controllers to ensure alignment on reporting standards and procedures

Identify process improvement opportunities and drive implementation to enhance operational efficiency

Required qualifications, capabilities, and skills:

Hold a Bachelor's degree in Accounting, Finance, Business, or a related discipline

Demonstrate 6+ years of progressive experience in Product Control, Financial Control, Accounting, or a related area Apply strong analytical skills and meticulous attention to detail with a demonstrated control-oriented mindset

Communicate effectively across all levels and build strong working relationships with diverse stakeholders

Navigate fast-paced environments and adapt quickly to evolving priorities and business needs

Manage multiple work streams simultaneously while maintaining accuracy and meeting deadlines

Operate independently with sound judgment and escalate issues appropriately to senior leadership

Preferred qualifications, capabilities, and skills:

Bring direct experience working with equity investments, including valuation, impairment, and consolidation

Hold a CPA, CFA, or other relevant professional certification

Demonstrate familiarity with US GAAP as applied to investment portfolios and fair value accounting

Utilize financial systems and reporting tools such as SAP, Oracle, or similar enterprise platforms

Apply knowledge of investment lifecycle processes from due diligence through exit

Lead or contribute to control design and process improvement initiatives in a financial environment

Leverage experience gained at a major financial institution, asset manager, or professional services firm
JPMorgan

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