CIB F&BM - Earnings & Competitor Analysis VP

Brooklyn, USA
Apr 08, 2021
May 08, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

The Corporate & Investment Bank (CIB) Finance and Business Management (F&BM) group provides financial advice to support the CIB's business strategy and helps to ensure a sound control environment. Within F&BM, the four major areas of responsibility are: Business-aligned BMs (Business Managers), the CIB Controller, Support Staff CFO, and Planning and Analysis (P&A).

The CIB Earnings & Competitor Analysis Team within the P&A group: (a) manages the preparation of quarterly earnings materials and documents with respect to the CIB's results; (b) partners with Investor Relations to support executive management meetings with external investors/analysts; (c) collaborates with partner teams on Investor Day; (d) drives thought leadership in competitive intelligence; and (e) ensures the accuracy of select regulatory filings.

Roles & Responsibilities of the VP on the team include, but are not limited to:
• Partnering with CIB and Corporate teams to structure and draft earnings documents
• Supporting and driving the competitor intelligence agenda including summarizing competitor strategic commentary and industry performance for a broad audience including executive management
• Developing talking points and other supporting information for industry conferences and senior management meetings with external investors/analysts
• Liaising with LOB teams/functions (Investor Relations, Corporate P&A, LOB P&A, etc.) for monthly reporting and ad-hoc analyses
• Assisting with the Annual Proxy Statement, CIB CEO letter and compensation planning
• Providing thoughtful input and structuring solutions to topical questions and ad hoc analyses on peer comparatives
• Collaborating with multiple stakeholders to support JPMC's annual investor day presentation (or equivalent)

• 7+ years of experience in the financial services industry with a top-tier bank, preferably in a CIB-equivalent line of business or equity/credit research with focus on financials
• Strong understanding of and ability to analyze financial statements and data for J.P. Morgan and its peer financial institutions
• Knowledge of CIB products and the financial market. Progress toward CFA a plus.
• Excellent written communication skills; ability to articulate technical concepts to senior management
• Strong interpersonal and influencing skills with the ability to interact with colleagues at all levels
• Prior experience managing smaller teams of 1-2 individuals considered ideal
• Strong MS Office skills (primarily Excel/PowerPoint)