JP Morgan Chase & Co.
Asset Wealth Management Treasury Product Controller - Senior Associate
JP Morgan Chase & Co., Columbus, OH
Job Description
Job Description
This role in the Asset & Wealth Management (AWM) Controllers organization provides exposure to various bank products and firmwide initiatives. The position supports US Regulartory Liquidity Reporting and partners with the Asset Wealth Management Treasury team, ensuring the integrity of Treasury financials and controls for external reporting. The role involves reporting, analytics, project management, and promoting automation to improve efficiencies and strengthen the internal control environment.
As an Asset Wealth Management Treasury Product Controller - Senior Associate within the Asset Wealth Management Controllers organization, you will have the unique opportunity to gain visibility into various products across the bank and understand firmwide initiatives. You will collaborate with colleagues within various lines of businesses and corporate functions, playing a critical role in ensuring the overall integrity and validity of Treasury financials. This role offers a unique blend of reporting, analytics, and project management in a dynamic regulatory environment. Additionally, you will have the opportunity to promote automation to improve efficiencies and strengthen our internal control environment.
Job Responsibilities:
This position will have responsibilities that cover 2 primary areas:
Liquidity Controller:
Automation:
Required qualifications, skills, and capabilities :
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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 for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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.
Job Description
This role in the Asset & Wealth Management (AWM) Controllers organization provides exposure to various bank products and firmwide initiatives. The position supports US Regulartory Liquidity Reporting and partners with the Asset Wealth Management Treasury team, ensuring the integrity of Treasury financials and controls for external reporting. The role involves reporting, analytics, project management, and promoting automation to improve efficiencies and strengthen the internal control environment.
As an Asset Wealth Management Treasury Product Controller - Senior Associate within the Asset Wealth Management Controllers organization, you will have the unique opportunity to gain visibility into various products across the bank and understand firmwide initiatives. You will collaborate with colleagues within various lines of businesses and corporate functions, playing a critical role in ensuring the overall integrity and validity of Treasury financials. This role offers a unique blend of reporting, analytics, and project management in a dynamic regulatory environment. Additionally, you will have the opportunity to promote automation to improve efficiencies and strengthen our internal control environment.
Job Responsibilities:
This position will have responsibilities that cover 2 primary areas:
Liquidity Controller:
- Reporting including daily, monthly and quarterly deliverables (e.g. Liquidity Coverage Ratio-LCR, FR 2052a-Complex Institution Liquidity Monitoring Report, Net Stable Funding Ratio-NSFR, etc.)
- Determining business drivers behind changes in balances and communicate liquidity impact to partnering teams such as Liquidity Management and Liquidity Risk
- Promoting a robust control environment, maintaining a well-controlled reporting processes and fostering a team environment of continuous improvement
- Participating in projects, including those relating to enhancing the Liquidity Risk Infrastructure (LRI) platform. To include LRI monthly releases, which includes impact analysis, requirement specification and involvement on UAT/regression testing
- Coordinating with Corporate Treasury and other LOB Controllers groups on regulatory instruction changes
Automation:
- Identify opportunities for automation of repetitive processes within the broader US & SEC Reporting team
- Design and implement appropriate solutions to increase efficiencies
Required qualifications, skills, and capabilities :
- A minimum of 7 years of relevant experience in financial reporting, external regulatory reporting, treasury or balance sheet management
- Proficient in Microsoft Office applications (in particular advanced Excel- i.e. use of pivot tables; xlookup, macros etc. and PowerPoint)
- Knowledge of Tableau/Alteryx and experience working with large datasets
- Experience with technology project testing
- Strong analytical and organizational skills and attention to detail
- Thrives in a fast-paced environment, and have passion and intellectual curiosity to find and capture business value
- Has a control mindset, is proactive, is able to challenge the status quo, and can manage multiple work streams simultaneously
- Excellent communication/partnering skills and an ability to communicate effectively with Senior Management
- Bachelor's degree in Finance, Economics, Accounting, or other related fields
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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 for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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.