Finance & Business Management

Job description

The Finance & Business Management Associate for J.P. Morgan Advisors will report to the JPMA F&BM New York Lead and will work closely with key stakeholders within the JPMA business as well as the broader JPMWM team. Must be able to regularly interface with Advisors, Regional Directors, Control Partners and other senior level field managers and peers to answer questions, advise, present, and interpret financial and business information. Key Responsibilities: Product, Develop, and enhance reporting to distribute to the channel’s field leadership to monitor and assess performance of advisors and channel Assist in maintaining a comprehensive view of the competitive landscape; leverage industry expertise and competitive insights to develop thoughtful performance metrics that are aligned with the firm’s strategic goals Provide strategic analytical support for the JPMA home office and field organization, with responsibility for planning, developing, organizing, implementing, and/or evaluating each Region’s performance from every relevant perspective Qualifications: Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their fi...