Treasury and Chief Investment Office Global Planning and Analysis [multiple Positions Available]

JPMorgan Chase JPMorgan Chase · Banking · New York, NY +1 · Corporate Sector

This role is primarily focused on financial planning, analysis, and reporting within the Treasury and Chief Investment Office at JPMorgan Chase. While it involves leveraging AI tools and LLMs for efficiency and analysis, the core responsibilities are in financial operations and reporting, not in building or researching AI models. The role requires experience in financial analysis, regulatory reporting, and using automation tools, with a focus on driving AI initiatives and training teams on AI usage within the organization.

What you'd actually do

  1. Drive AI initiatives and efficiencies, while liaising with other teams to generate reporting synergies.
  2. Responsible for budget, forecast and stress test P&L submission, reporting and analytics.
  3. Responsible for the generation and accuracy of senior management Tableau monthly reports.
  4. Manage earnings deliverables and commentary for press release to tight deadlines while maintaining accuracy of reporting.
  5. Drive bank forecast reporting.

Skills

Required

  • Using Accounting and Risk-Weighted Assets (RWA) calculation of Treasury products including Reverse Repos, FX Swaps, Funds Transfer Pricing, Cash, Equity, and Available For Sale (AFS) Investment Securities portfolio to ensure the accuracy of financial reporting
  • leveraging automation applications including Alteryx, Tableau and Essbase to re-engineer reporting processes, improve efficiency, and enhance management reporting
  • utilizing annual CCAR stress exercise and multi-tasking of multiple stress scenarios
  • designing and developing dynamic management reporting utilizing Excel and Essbase with advanced functionalities including advanced lookup functions, pivot tables, Essbase cube connectivity and multidimensional data extraction and analysis
  • maintaining accurate regulatory reporting within aggressive deadlines
  • conducting balance sheet, revenue and expense analysis, preparing and delivering presentations to senior management, and responding to senior management queries

Nice to have

  • Serve as Champion for AI and train multiple teams on using AI leveraging AI in undertaking tasks more efficiently within the organization
  • Synthesize complex trends and formulate clear, impactful commentaries for senior management and stakeholders across the firm using internal decks, dashboards, and Large Language Models (LLM)

What the JD emphasized

  • Drive AI initiatives
  • using AI
  • Large Language Models (LLM)