New York, NY, USA
9 days ago
Lead Bank Legal Entity Governance - Financial Analysis (Communications & Reporting) - Senior Associate

The Bank Governance function is responsible for the first-line critical review of internal and regulatory governance materials in keeping with the OCC’s Heightened Standards for risk-taking activity and board oversight of bank entities. Demonstrating the Bank’s safety and soundness, these materials include, but are not limited to, the annual Strategic Plan and related Board presentation, annual Resolution & Recovery Plans, and Executive Management reports. Additionally, the Bank Governance function executes test plans for resolvability across key stakeholders in Finance for the lead bank and other large entities, and provides direct support for second and third-line review.

As a Financial Analysis - Senior Associate within the Lead Bank Legal Entity Governance group, you will prepare and review JPMCB’s Resolution and Recovery Plans and related appendices before the annual regulatory submissions, drive the consolidation of the Strategic Plan narrative document to present the firm's strategic initiatives, and support the Bank Management Group for first-line oversight of Bank activity. This role provides a unique opportunity to interact with multiple lines of business and internal stakeholders while compiling the information to support the various governance and regulatory plan documents of JPMCB and other Legal Entities. 

Job responsibilities:

Contribute to the Bank’s Recovery & Resolution Plans, including detailed review and challenge of the Plans Conduct monthly and quarterly analytical reviews and address ad-hoc requests for Resolution and Recovery Plan documents from regulators Administer the Bank Management Group, including the consolidation of the monthly Executive Management Report and preparation for senior meetings Coordinate updates to the Firm’s Strategic Plan narrative and Process planning document Collaborate with Central and LOB Project Management Oversight (PMO) teams to develop various internal and regulatory documents Prepare materials for senior management review and presentation Identifying operating efficiencies and automation solutions that benefit team productivity

Required qualifications, capabilities, and skills:

Bachelor’s degree in Accounting, Finance, or related business field 4 years in a finance or accounting role with comfort and familiarity with senior level communication Fundamental understanding of Banking regulation and internal policies with a control mindset  Program management experience with proficiency in identifying process improvements and implementing automation solutions Strong Excel and PowerPoint skills, self-initiative and attention to detail Excellent analytical, critical thinking, and problem-solving skills Ability to build strong cross-business and cross-functional relationships  Experience managing multiple, concurrent workstreams with a sense of urgency  Strong communication skills (written and verbal) and intellectually curious

Preferred qualifications, capabilities, and skills:

Experience in regulatory document preparation and governance a plus Broad knowledge of Banking regulatory reporting is beneficial Some experience managing  senior stakeholders and cross location counterparts is a plus

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