Tax Oriented Investments Controller

Job Description

Join the Tax Oriented Investments (“TOI”) business within the Corporate and Investment Banking division. We are looking for an analyst level professional to join our finance team. TOI’s finance team is responsible for product control, legal entity control, and financial control. This role presents an excellent opportunity to gain exposure to a dynamic and complex financial environment.

As a Tax Oriented Investments Control Associate within the Corporate and Investment Banking division, you will be accountable for oversight of control issue identification, escalation, evaluation and remediation in order for consistency across Finance reporting. You will build relationships with the business, middle office, and technology colleagues, maintain LOB portfolio via finance subledger, and oversee LOB legal entity structure reporting. You will also be responsible for reconciliation and analysis of portfolio data to support controller function, deliver month end and quarterly reporting deliverables, and assist with implementation of process improvements across LOB applications. Your role will also involve developing subject matter expertise such as portfolio GAAP and LOB controls and understanding how those concepts apply to the LOB’s technology platform.

Job responsibilities :

• Building relationships with the business, middle office, and technology colleagues
• Maintaining LOB portfolio via finance subledger
• Maintaining and overseeing LOB legal entity structure reporting
• Reconciling and analyzing portfolio data to support controller function
• Deliver month end and quarterly reporting deliverables
• Assist with implementation of process improvements across LOB applications
• Developing subject matter expertise such as portfolio GAAP and LOB controls and understanding how those concepts apply to the LOB’s technology platform.
• Assist in reporting and analysis activities as needed

 

Required qualifications, capabilities, and skills :

• Accounting degree
• 2+ years of work experience in an accounting position
• Experience month-end close process
• Strong Excel skills
• Must have ability and desire to problem solve 
• Aptitude for numbers and financial analysis

 

Preferred qualifications, capabilities, and skills:

• SAP experience

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.