Product Controller - Banking & Wealth Management - Senior Associate

Location: OH, United States

Job Family: Controller

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client service. As a Product Controller - Banking & Wealth Management - Senior Associate in our Controller category, you will play a vital role in supporting the reporting and analysis of products within the Banking & Wealth Management organization. Based in Columbus, OH, this position offers the opportunity to contribute to one of the world's most respected financial institutions, where your expertise in financial controls will directly impact our ability to deliver accurate insights and maintain regulatory compliance. You will work closely with business leaders to ensure the integrity of financial data for a diverse portfolio of products, including consumer banking solutions and high-net-worth wealth advisory services. In this role, you will dive deep into the financial underpinnings of our Banking & Wealth Management lines, performing detailed analyses to validate product pricing, profitability, and performance metrics. Your responsibilities will include reconciling complex datasets, identifying variances, and recommending enhancements to control processes that safeguard against risks. Leveraging your knowledge of financial regulations and JP Morgan Chase's robust internal frameworks, you will help drive efficiency through automation and collaboration with technology teams. This is an exciting chance to influence strategic decision-making by providing timely, high-quality reporting that supports our commitment to excellence in client services and operational resilience. We value professionals who thrive in dynamic environments and bring a proactive approach to problem-solving. Joining JP Morgan Chase means becoming part of a collaborative culture that fosters professional growth, innovation, and work-life balance. With access to cutting-edge tools and mentorship from industry experts, you will advance your career while contributing to initiatives that shape the future of finance. If you are passionate about controllership in the financial services industry and ready to make an impact at a firm like JP Morgan Chase, we encourage you to apply.

Key Responsibilities

• Support the preparation and analysis of financial reports for Banking & Wealth Management products, ensuring accuracy and compliance with internal and regulatory standards
• Perform variance analysis on product performance metrics, identifying discrepancies and providing actionable insights to senior management
• Collaborate with cross-functional teams, including product managers, risk, and compliance, to enhance reporting processes and controls
• Assist in the development and maintenance of product control frameworks, including pricing validation and profit/loss attribution
• Monitor and reconcile financial data for banking products like deposits and loans, and wealth management offerings such as advisory services
• Contribute to month-end and quarter-end close processes, ensuring timely and reliable financial data delivery
• Identify opportunities for process improvements and automation in reporting workflows using tools like Alteryx or SQL
• Support ad-hoc analysis and special projects related to product profitability and regulatory changes
• Ensure adherence to JP Morgan Chase's ethical standards and risk management policies in all controllership activities
• Provide training and guidance to junior team members on product control best practices

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field
• Minimum of 3-5 years of experience in financial reporting, product control, or controllership within the banking or wealth management sectors
• Strong knowledge of financial products, including deposits, loans, investment advisory services, and wealth management instruments
• Proficiency in regulatory reporting requirements such as GAAP, SEC filings, and Basel III standards
• Experience with financial analysis tools and systems, including Excel and financial databases
• CPA, CFA, or equivalent professional certification
• Ability to work in a fast-paced, high-stakes environment with strict deadlines

Preferred Qualifications

• Advanced degree (MBA) in Finance or Accounting
• Prior experience at a major financial institution like JP Morgan Chase
• Familiarity with JPMorgan's internal control frameworks and risk management practices
• Knowledge of wealth management platforms and banking product lifecycle management
• Experience in audit or internal controls within the financial services industry

Required Skills

• Financial modeling and forecasting
• Data analysis and reconciliation
• Regulatory compliance knowledge (GAAP, IFRS)
• Excel proficiency (advanced functions, pivot tables, VBA)
• SQL for database querying
• Risk assessment and mitigation
• Attention to detail and accuracy
• Analytical thinking and problem-solving
• Communication and stakeholder management
• Time management in deadline-driven environments
• Knowledge of banking and wealth management products
• Process improvement and automation
• Team collaboration and leadership
• Adaptability to changing regulations
• Ethical judgment in financial reporting

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to internal training at JP Morgan Chase University
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Flexible work arrangements, including hybrid options in Columbus, OH

JP Morgan Chase is an equal opportunity employer.