You are a strategic thinker passionate about driving solutions in Client Profitability. You have found the right team.
As a Client Profitability Close & Controls Associate within the Wholesale Client Profitability (WCP) team, you will coordinate end-to-end close execution from data readiness through client-level outputs. You will be responsible for running controlled transformations, validating methodology consistency period-over-period, and producing clear variance analysis that separates business, methodology, and data/timing drivers. You will maintain audit-defensible evidence and lead issue triage and escalations to ensure timely, accurate, and repeatable reporting.
Job Responsibilities
- Coordinate month-end inbound data readiness across key providers, including expense baselines, revenue feeds, balance/exposure inputs, reference data, and client hierarchies.
- Perform completeness and reasonability checks and document input issues, timing gaps, overrides, and escalations.
- Run and monitor close production steps, including calculation runs, rule execution, and standard checks.
- Validate transformation outputs against established WCP methodology and enforce consistent period-over-period application.
- Partner with methodology owners to implement approved rule changes with traceability, effective dating, and controlled governance.
- Oversee generation of client profitability outputs and standardized packs (e.g., revenue, expense, capital, ROE/SVA views) for wholesale stakeholders.
- Produce variance analysis separating business drivers, methodology drivers, and data/timing drivers.
- Maintain an audit-defensible close log including run evidence, checks performed, reconciliations, issues, approvals, and sign-off artifacts.
- Lead issue triage and escalation management and communicate limitations and assumptions transparently to stakeholders.
- Support internal reviews, ad-hoc deep dives, and documentation requests, including lineage confirmation and control evidence.
Required Qualifications, Capabilities, and Skills- Demonstrate experience supporting month-end/period-end reporting processes, including input validation and controlled execution.
- Apply strong analytical skills to perform reasonability checks, reconciliations, and driver-based variance analysis.
- Communicate clearly with cross-functional partners to drive issue resolution, escalations, and stakeholder alignment.
- Maintain rigorous documentation habits to support audit readiness, traceability, and repeatability.
- Utilize advanced Excel skills to manage datasets, produce checks, and create clear outputs for stakeholders.
- Use SQL or similar data interrogation skills to validate feeds, troubleshoot breaks, and support analysis.
- Manage multiple timelines and dependencies with strong attention to detail and execution discipline.
Preferred Qualifications, Capabilities, and Skills- Apply familiarity with profitability attribution concepts, allocations, and performance measurement (e.g., ROE, capital usage).
- Leverage experience in client/product profitability reporting within wholesale or corporate banking contexts.
- Utilize automation and workflow tools to reduce manual steps and improve close efficiency.
- Demonstrate knowledge of data governance practices, including lineage, access controls, and change management.
- Support controlled implementation of methodology changes, including effective dating and impact assessment.
- Present executive-ready narratives that translate drivers and limitations into actionable insights.
- Partner effectively across Finance, Product Control, Technology, and Data teams in a global operating model.
ABOUT USJPMorganChase, 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. 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.
ABOUT THE TEAMJ.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.
