Asset & Wealth Management – Product CFO Support– Associate
Company: JPMorganChase
Location: Plano
Posted on: April 1, 2026
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Job Description:
Description Join our Financial Planning and Analysis team in
Plano and play a pivotal role in supporting key business priorities
and driving financial performance within our Asset Management
division. As an Associate within the Product CFO Support team, you
will be responsible for providing comprehensive financial analysis,
planning, and reporting to support strategic decision-making to the
Global Liquidity Business. You will collaborate closely with the
Liquidity CFO and the broader Financial Planning & Analysis team to
enhance financial performance, while engaging with business leaders
and peers across product and channel desks. This role offers the
opportunity to partner with senior stakeholders, providing an
excellent opportunity for personal and professional development.
This position will involve ownership of the various tasks and
projects listed below, and will give you a broad exposure to the
business drivers of the Asset Management business. Job
Responsibilities: • Provide senior stakeholders with comprehensive
monthly and quarterly financial reviews, helping them understand
profitability drivers to make informed decisions. • Conduct
in-depth variance analysis on financial results to identify trends
and opportunities. • Partner with business during budget cycle to
analyze industry and project full year flows budget. • Collaborate
with desk heads to develop key performance metrics. • Develop
streamlined processes for Business as usual reporting through
automation, boosting efficiency and accuracy. • Champion global
consistency and foster synergies across the product team, uniting
efforts to achieve shared goals and drive collective success. •
Participate in month end controls to ensure accurate and timely
financial reporting, maintaining the integrity of financial data.
Required Qualifications, Capabilities, and Skills: • Bachelor’s
degree in Accounting, Finance, or a technical subject. • Minimum of
2 years of relevant Financial Services experience, and
understanding of financial principles • Proficiency with Excel,
PowerPoint, Essbase, and experience with Alteryx • Excellent verbal
and written communication skills. • Ability to maintain composure
in a fast-paced environment. • Integrity in handling sensitive and
confidential information. • Ability to work independently and
manage multiple projects. • Enthusiastic and proactive approach to
work. • Team player with the ability to be a trusted partner.
Preferred Qualifications, Capabilities, and Skills: • Experience in
Asset Management or related financial services. • Accounting or
professional qualification (CPA, CFA, MBA). • Familiarity with
investment management across asset classes. • Strong
problem-solving skills and attention to detail. • Experience in
developing financial models and tools. • Knowledge of global
financial markets and trends. To be eligible for this role, you
must be authorized to work in the United States. We do not offer
any type of employment-based immigration sponsorship for this role.
Likewise, JPMorgan Chase & Co. will not provide any assistance or
sign any documentation in support of any other form of immigration
sponsorship or benefit, including optional practical training (OPT)
or curricular practical training (CPT).
Keywords: JPMorganChase, Allen , Asset & Wealth Management – Product CFO Support– Associate, Accounting, Auditing , Plano, Texas
