Commercial Finance Partner – Associate - J.P. Morgan Personal Investing (formerly Nutmeg)

Location: LONDON, United Kingdom

Job Family: Business Management

About the Role

J.P. Morgan Personal Investing, formerly known as Nutmeg, is at the forefront of digital wealth management, offering innovative investment solutions to help clients achieve their financial goals. As a Commercial Finance Partner – Associate, you will play a pivotal role in partnering with business leaders to deliver actionable financial insights that support product growth and drive impactful decision-making. Based in our London office, this position within the Business Management category offers the opportunity to contribute to a dynamic team shaping the future of personal investing at one of the world's leading financial institutions. In this role, you will collaborate closely with cross-functional teams to analyze financial performance, develop robust forecasting models, and provide strategic recommendations that align with J.P. Morgan's commitment to client-centric innovation. Your responsibilities will include monitoring key metrics for our robo-advisory platform, supporting budgeting processes, and identifying opportunities to enhance profitability and efficiency. Leveraging your expertise in financial services, you will help evaluate new product initiatives and ensure compliance with UK regulatory standards, all while fostering a culture of data-driven excellence. We seek a proactive professional with a strong foundation in commercial finance and a passion for the evolving landscape of digital investments. This position not only offers exposure to cutting-edge fintech but also the chance to grow within J.P. Morgan Chase's global network. Join us to make a meaningful impact on how millions of clients invest and plan for their futures.

Key Responsibilities

• Partner with business leaders in J.P. Morgan Personal Investing to provide strategic financial insights and support decision-making
• Develop and maintain financial models to forecast revenue, costs, and profitability for investment products
• Analyze market trends and performance metrics to drive product growth and optimization
• Collaborate with product, marketing, and technology teams to evaluate investment opportunities and ROI
• Prepare executive-level reports and presentations on financial performance and business initiatives
• Support budgeting and planning processes, ensuring alignment with J.P. Morgan's overall financial goals
• Monitor key performance indicators (KPIs) for the Personal Investing portfolio and recommend improvements
• Assist in regulatory compliance and risk assessment for financial products
• Contribute to cross-functional projects aimed at enhancing client investment experiences
• Identify cost-saving opportunities and efficiency gains within commercial operations

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Minimum of 3-5 years of experience in commercial finance, FP&A, or financial analysis within the financial services industry
• Strong understanding of investment products, portfolio management, and digital wealth platforms
• Proficiency in financial modeling, budgeting, and forecasting techniques
• Experience collaborating with cross-functional teams in a fast-paced environment
• Knowledge of UK regulatory requirements for personal investing and financial services
• ACCA, CIMA, or equivalent professional qualification

Preferred Qualifications

• Experience working with robo-advisory or digital investment platforms like Nutmeg
• Advanced degree (MBA) in Finance or Business Administration
• Prior exposure to J.P. Morgan's Personal Investing division or similar asset management firms
• Familiarity with data analytics tools for financial insights in wealth management
• Track record of supporting product launches or growth initiatives in fintech

Required Skills

• Financial modeling and Excel proficiency
• Data analysis and visualization (e.g., Tableau, Power BI)
• Strategic thinking and problem-solving
• Strong communication and presentation skills
• Knowledge of investment and wealth management principles
• Budgeting and forecasting expertise
• Cross-functional collaboration
• Regulatory compliance awareness in financial services
• Analytical mindset with attention to detail
• Project management abilities
• Adaptability in a dynamic fintech environment
• Stakeholder management
• Risk assessment and mitigation
• Business acumen in personal investing
• Proficiency in SQL or financial software tools

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health and wellness benefits, including medical, dental, and vision coverage
• Generous retirement savings plan with company matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development opportunities through J.P. Morgan's learning programs
• Employee stock purchase plan and other financial incentives
• Flexible working arrangements, including hybrid options in London
• Access to global mobility programs and career advancement within J.P. Morgan Chase

JP Morgan Chase is an equal opportunity employer.