Description

JP Morgan Asset and Wealth Management offers tailored investment solutions to Institutional, Retail, and High Net Worth clients worldwide. With expertise across all major asset classes, we manage over half a trillion in client assets through our Private Market Alternatives and Global Alternatives Investment Solutions. Our team of approximately 1,200 professionals operates from over 50 cities globally, providing strategies in real estate, private equity, credit, and more, leveraging JPMorgan's vast resources and infrastructure to meet client objectives.

Job Responsibilities

The CFO (Head of Finance) for JPMorgan Asset and Wealth Management's ~$550bn Global Alternatives business oversees and manages the Alternatives Finance Team and sits within the Finance and Business Management organization of JPMorgan Asset Management.

This individual is responsible for leading the financial agenda of the Global Alternatives businesses in close partnership with the Global Head of Alternatives Finance & Business Management, the respective Global Heads of Alternatives (Private Markets and Alternatives Investment Solutions), the Asset Management CFO and respective Alternatives CIOs/Business Heads and product leads. In this capacity they will:

• Oversee financial reporting across all Global Alternatives LOBs, ensuring accuracy and timeliness for Revenue, Expenses, Client Assets, and Flows.
• Manage annual budgeting, financial forecasting, and planning processes for the Global Alternatives platform, including performance and variance analysis across AUM, Revenue, Expenses, and Headcount.
• Partner with investment teams, technology, and support groups on strategic plans, execution of new business initiatives, technology priorities, change management, and product launches.
• Manage all Business Aligned Compensation Plans across Global Alternatives, including incentive and carry plan calculations.
• Champion digital-first delivery and drive adoption of automated financial reporting solutions, dashboards, and AI tools, while identifying areas for process improvement.
• Support growth initiatives across the Alternatives platform while maintaining expense and headcount discipline.
• Deliver thoughtful, value-add financial results to Global Business Heads and serve as the main point of contact for global stakeholders on all Finance-related matters.
• Collaborate with the broader Finance organization to deliver strategic initiatives such as optimized forecasting, budgeting, performance tracking, and reporting.
• Understand complex fund and vehicle structures/strategies and their impact on P&L reporting, including legal entity considerations.
• Effectively manage a global Alts Finance team, establishing a strong, inclusive culture and representing senior management on AM-wide committees and forums.
• Demonstrate strong interpersonal skills, initiative, independent work ethic, creative problem-solving, attention to detail, confidentiality, and the ability to analyze and synthesize information in both individual and team-based environments.

Required qualifications, capabilities, and skills:

• Bachelor's degree in Business, Finance, Economics, or other related area
• 10+ years of experience in asset management, wealth management or closely related business within financial services.
• Experience operating at scale in a global environment, balance of strategic mindset and pragmatic execution experience
• Strong team management skills and ability to influence and lead teams across an organization
• Familiarity with various financial valuation methodologies, waterfall constructs, and GAAP and FASB accounting rules
• Ability to innovate, multitask and present information in a clear and concise manner
• Superior written and verbal communication skills including presentations to large groups of people
• Self-motivated, tenacious and able to work with high degree of independence
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Preferred Qualifications

• Knowledge of Alternative investments a plus

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

\n J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. \n
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\n Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet. \n