Head of Financial Analysis – Asset Management- Managing Director

Overview

Join JPMorgan

Chase as the Head of Financial Analysis, providing support for Asset Management across all businesses and functions. J.P. Morgan Asset & Wealth Management Finance and Business Management has an exciting new opportunity for the Global Head of Planning and Analysis of the Asset Management business. This role offers the chance to report directly to the Head of Asset & Wealth Management Planning and Analysis, with a dotted line accountability to the Asset Management Chief Financial Officer.

• Lead the planning and analysis efforts for the Asset Management business, delivering business intelligence reporting, management information, and competitor analysis support.
• Develop analytical capabilities, manage core deliverables, and promote transformation projects to completion. Lead the expense agenda and create a best-in-class reporting and analytics ecosystem, working with global teams to achieve strategic objectives.
• Manage the Asset Management team; build key processes and systems to provide timely, robust, accurate, and relevant analysis and information to business heads, CFOs, and Corp P&A leads, as well as Business Management, Product Controllers, and other stakeholders. Include ownership of the budget and forecasting, revenue control, expense management (including enforcing AM’s expense policy), and other key business metrics and processes.
• Deliver reliable, accurate, and timely reporting solutions across AM front office and support functions, including client analytics, P&L, headcount, scorecards, regulatory reporting, and planning & outlook.
• Lead the expense agenda for the AM CFO and Finance leaders, including framework, analytics, reporting, and ad-hoc analyses to inform the AWM CEO and CFO.
• Create a best-in-class reporting and analytics ecosystem that reduces reporting redundancy and simplifies navigation across reports; advance tangible and scalable use cases for AI and LLMs to derive insights from finance and non-finance data.
• Collaborate with business CFOs globally on geographic expansion, expense efficiencies, and synergies; act as the “voice” of Asset Management on attendance patterns, seating ratios, and analytics.
• Review potential new business opportunities.
• Attract, develop, and retain a world-class finance team.

• 15+ years of finance and overall business management experience in a complex financial organization
• Outstanding analytical and presentation skills
• Proven ability to act independently with excellent decision-making skills
• Proven ability to work well under pressure and handle multiple projects and initiatives at the same time
• Strong leadership skills with experience in demanding global environments, including building and motivating high-performance teams with a global focus.
• Demonstrated expertise in strategic planning, issue resolution, negotiation, and leading internal reviews to assess business and financial choices for achieving objectives.
• Proven ability to identify and mitigate risk based on company and industry guidelines, while driving innovation and process improvement.
• Superior verbal and written communication skills, especially when engaging with senior-level management.
• Results-oriented background with a track record of delivering complex data in digestible formats and identifying opportunities for innovation.
• Extensive knowledge of MIS, accounting, product/client profitability, activity-based costing, project management, transfer pricing, and revenue sharing.
• Proficient in Tableau, Alteryx, Excel, PowerPoint, and emerging technologies such as ChatGPT, with experience working in matrix structures and across multiple locations.