Global Private Bank Finance Annuities & Life Insurance Associate

JP. Morgan Asset & Wealth Management Finance and Business Management is looking for a Financial Associate to join their team in Plano, Texas. This role offers the opportunity to work directly under the Chief Financial Officer of the Global Private Bank Annuities & Life Insurance division. The position involves conducting financial analytics to assess the profitability of annuities and life insurance products, as well as providing forecasting and analytical support to inform strategic business decisions.

As an Annuities & Life Insurance Finance Associate within the Global Private Bank, you will influence outcomes for the business and challenge performance. You will be an integral part of our efforts to promote growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis, and recommendations to improve results and promote decisions, you will ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Job responsibilities:

• Serve as a strategic partner to the business by providing analytics and guidance which drives business development and aids in the execution of key business initiatives
• Understand and evaluate the financial impact: changes in yields, pipeline projections, sales, product mix, and impacts
• Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes
• Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology
• Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and USWM organizations, etc.)

• Ability to take ownership and work independently
• Analytical ability with capacity to tell the story and see the big picture
• Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWM
• Ability to articulate ideas in a clear, concise, and structured manner
• Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making
• Highly organized and structured; ability to prioritize and time manage is crucial
• Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key
• Utilize judgment and discretion in working with highly confidential information
• Bachelor's degree
• 5+ years relevant experience '

• Experience in Annuities, Life Insurance, or Financial Analysis
• Proficiency in SQL and/or Python is a plus
• Proficiency in LLMs AI tools (Alteryx, Thoughtspot, DataBricks) is a plus