Job Description
Join our team as an Investment Governance Portfolio Process and Controls Specialist, where you'll play a pivotal role in engaging with senior stakeholders and supporting Digital & Product Services (DPS) Objectives and Key Results (OKRs). Our team is dedicated to ensuring alignment and transparency in portfolio governance, articulating the multi-year tech investment narrative, and maintaining financial controls and governance processes.
Are you a strategic thinker with a passion for financial controls and governance? As an Investment Governance Portfolio Process and Controls Specialist, you'll collaborate with senior stakeholders to drive alignment and transparency in portfolio governance. Leverage your problem-solving skills and communication expertise to support strategic goals and address ad-hoc queries effectively.
As a Portfolio Governance Process & Controls Vice President within the Commercial & Investment Bank, you will engage with senior stakeholders, articulate the tech investment narrative, and support DPS OKRs. Your role involves ensuring financial alignment, managing key processes, and utilizing in-house tools to guide users. Collaborate with Line of Business (LOB) Financial & Business Managers to address ad-hoc queries and support financial planning and analysis activities.
Job Responsibilities:
- Collaborate with senior stakeholders, including the DPS CFO and Business Managers, to ensure alignment and transparency in portfolio governance.
- Articulate the multi-year tech investment narrative to facilitate informed decision-making.
- Contribute to the achievement of DPS OKRs by aligning portfolio activities with strategic goals.
- Work closely with Planning & Analysis (P&A) teams to ensure financial alignment and accuracy; Support ad hoc projects as necessary.
- Serve as the point of contact for key processes such as Benefits review, Monthly Estimate Forecast, and timesheet status; lead additional analyses as required by senior management.
- Guide users on DPS processes using in-house tools like myIG, PI, and reporting tools.
- Address ad-hoc queries from senior stakeholders in coordination with LOB Financial & Business Managers.
- Prepare, consolidate, review, and analyze key financial activities, including budget and mid-year forecast.
- Execute processes with an emphasis on accuracy and timeliness.
- Analyze LOB business models and strategic initiatives to understand financial results.
- Communicate and coordinate effectively with LOBs and corporate functions.
Required Qualifications, Skills, and Capabilities:
- Bachelor's Degree in Accounting, Finance, Economics, or related field.
- Proven experience in investment governance, portfolio management, or a related field.
- Strong communication and stakeholder management skills.
- Ability to articulate complex investment narratives clearly and concisely.
- Experience with financial controls and alignment processes.
- Proficiency in using reporting and data analysis tools (e.g., Cognos, myDATA).
- Strong problem-solving skills and ability to address ad-hoc queries effectively.
- 6 years of professional experience in handling large amounts of data.
- Advanced Microsoft Office skills (Excel & PowerPoint), Alteryx, and Tableau.
Preferred Qualifications, Skills, and Capabilities:
- Previous experience in a Technology finance/planning role in banking or financial services.
- Detail-oriented and able to multi-task in a fast-paced environment with frequently changing priorities.
- Self-starter driven to excel and initiate improvements where necessary.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
