Senior Associate - Financial Planning & Analysis in Asset & Wealth Management

FBM Platform - Associate

You are a strategic thinker passionate about driving solutions in Investment Management. You have found the right team.

As a Senior Associate in our Asset & Wealth Management Finance team supporting 55ip, you will spend each day defining, refining, and delivering set goals for our firm. You will be responsible for partnering across 55ip and J.P. Morgan Asset Management to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial and business metrics, delivery of weekly, monthly, and quarterly management reporting, development of new reporting capabilities (e.g., dashboards), and advising line-of-business CFOs on how to increase profitability and efficiencies.

In this role, you will provide financial and analytical support to 55ip business teams and the CFO, helping scale a tax‑smart investment strategy engine that delivers intuitive experiences and intelligent automation. Working at the intersection of finance and technology—and alongside world‑class asset management partners—you will contribute to a rapidly growing platform used by 450+ financial advisor firms with $1T+ in discretionary assets.

Job responsibilities

• Oversee financial control
• Prepare sales, profitability, (revenue, expense) and headcount budgets/forecasts
• Analyze and design of key metrics and MIS reporting
• Create and update various presentations with financials and metrics
• Design and optimize processes and operating models; assist in documenting policies, procedures, and controls
• Manage billing documentation and client communications throughout the billing process
• Oversee contract management activities, including review and administration of client, enterprise, and vendor agreements
• Assist in the preparation, review, and updating of regulatory documents, such as Form ADV and other required disclosures, in partnership with Legal and Compliance teams
• Complete ad-hoc projects and requests

Required qualifications, skills and capabilities:

• Strong work ethic and ability to thrive in a dynamic, fast-paced setting
• Detail-oriented with a natural curiosity; skilled at tracing results through complex data sets and systems
• Proven ability to deliver accurate, insightful analysis under tight deadlines
• Excellent communication, organizational, and project management skills; adept at balancing multiple priorities
• Self-motivated, tenacious, and able to work independently with minimal supervision

Preferred qualifications, skills and capabilities:

• 3+ years of relevant experience, preferably in financial services or a related industry
• Proficient in Excel and PowerPoint; experience with automation tools and data visualization platforms is a plus
• Familiarity with ETFs, mutual funds, model portfolios, separately managed accounts, and direct indexing is advantageous

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 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.