Global Multi-asset Solutions Cfo- Executive Director

JPMorgan Chase JPMorgan Chase · Banking · New York, NY +1 · Asset & Wealth Management

CFO for Multi-Asset Solutions team at JPMorgan Asset Management. Drives business growth, oversees financial reporting, budgeting, forecasting, and financial analysis. Collaborates with investment teams, technology, and support groups on new initiatives and product launches. Champions digital-first delivery and automated financial reporting solutions, including AI tools.

What you'd actually do

  1. Serve as a trusted partner to business heads in creating and executing strategic business plans and priorities.
  2. Oversee financial reporting and ensure accuracy and timeliness for key metrics such as Revenue, Expenses, Client Assets, and Flows.
  3. Manage annual budgeting, financial forecasting, and planning processes, including performance and variance analysis across AUM, Revenue, Expenses, and Headcount.
  4. Evaluate complex Institutional client relationships using holistic economic models for custom pricing and profitability.
  5. Collaborate with investment teams, technology, and support groups to execute new business initiatives, technology priorities, change management, and product launches.

Skills

Required

  • Bachelor’s degree in Business, Finance, Economics, or other related area
  • 10+ years of experience in asset management, wealth management or closely related business within financial services
  • Experience operating at scale in a global environment, balance of strategic mindset and pragmatic execution experience
  • Strong team management skills and ability to influence and lead teams across an organization
  • Familiarity with various financial valuation methodologies, waterfall constructs, and GAAP and FASB accounting rules
  • Ability to innovate, multitask and present information in a clear and concise manner
  • Superior written and verbal communication skills including presentations to large groups of people
  • Self-motivated, tenacious and able to work with high degree of independence
  • Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

What the JD emphasized

  • AI tools