JPMorgan Chase & Co. Looking For Goals based planning-Analyst at Mumbai, Maharashtra, Full Time

As the Goals based planning professional in our Wealth Management Solutions team you will spend each day defining, refining and delivering set goals for our firm

Job responsibilities

• You will be engaged in advising on usage of Goals-based Planning framework and analytical wealth planning tools involving Monte-Carlo simulation, to better enable advisor teams to engage with clients and prospects
• You will guide advisor teams on how to structure and present complex Goals-based Planning analyses in a simple-to-understand, conversational manner
• You will help train Advisor teams on an ongoing basis around Goals-based Planning framework and analytical solutions / concepts
• You will create bespoke analyses in unique and complex client situation while engaging with clients to explain the analyses, as and if required
• You will assist model owners in supporting tool upkeep including meeting risk and review requirements for all models and tools
• You will provide ongoing assistance on various internal-learning articles around Goals-based planning and associated concepts

Required Qualifications, Capabilities, And Skills

• 2-4 years of work experience in a Global Advisory setting or deep knowledge and keen interest in financial markets and investments
• MBA in finance from a Tier 1/2 college with a bachelor’s degree from a top university, preferably in a specialized and/or quantitative discipline such as finance, economics, statistics, mathematics, engineering, or a related field
• Strong written and verbal communication skills with an experience of communicating complex analyses in a client-friendly way
• Excellent computer skills, including Excel and PowerPoint
• Exceptional problem-solving skills and quantitative/mathematical aptitude, with the ability to ask questions and understand the true nature of the problem presented
• Ability to learn and adapt quickly and complete open-ended, complex projects
• Hard-working with ability to perform under pressure, multitask and focus on efficiency

Preferred Qualifications, Capabilities, And Skills

• Master’s degree and/or progress toward the CFA or CFP® designation is a plus
• MBA preferred

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.