Justin G.
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Justin G. Email & Phone Number

Senior Associate, Tech Finance FP and A, Asset and Wealth Management at JPMorganChase
Location: Dallas-Fort Worth Metroplex, United States 13 work roles 2 schools
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Senior Associate, Tech Finance FP and A, Asset and Wealth Management
Location
Dallas-Fort Worth Metroplex, United States

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Justin G. is listed as Senior Associate, Tech Finance FP and A, Asset and Wealth Management at JPMorganChase, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Justin G..

Justin G. previously worked as Senior Associate Tech Finance FP and A Asset Management at Jpmorganchase and Masters in Business Administration - Degree Candidate at Southern Methodist University. Justin G. holds Masters Of Business Administration - Mba, Finance And Strategy from Southern Methodist University.

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About Justin G.

I am a strategic business analyst and an MBA candidate at SMU Cox School of Business, graduating in December 2024. With over four years of experience in data-driven strategy formulation, financial modeling, and process improvement, I have developed a strong analytical prowess and a keen eye for innovation and efficiency. As I pursue my MBA, I am also enhancing my skills in finance and accounting, as well as economics, through relevant courses at SMU Cox. My goal is to join a dynamic company as a senior analyst, where I can apply my expertise in strategy, finance, and leadership to make a substantial impact and forge my future career path. Let's connect and discuss potential collaborations!

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JPMorganChase
Jpmorganchase
Senior Associate, Tech Finance FP and A, Asset and Wealth Management
Texas, United States
AeroLeads page
13 roles

Justin G. work experience

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Senior Associate, Tech Finance Fp And A, Asset And Wealth Management

Texas, United States

Senior Associate Tech Finance Fp And A Asset Management

Texas, United States

Business Consultant | Finance Analyst

Gardner & Associates

Dallas-Fort Worth Metroplex

Key Responsibilities: • Financial Strategy: Developed and maintained advanced financial models to forecast cash flows, revenues, and expenses, providing data-driven insights for strategic decision-making across diverse investment portfolios. • Portfolio Management: Oversaw multiple real estate and investment portfolios, optimizing financial performance by enhancing key metrics such as ROI, NOI, and Cap Rate while ensuring long-term asset appreciation. • Operational Efficiency:… Show more Key Responsibilities: • Financial Strategy: Developed and maintained advanced financial models to forecast cash flows, revenues, and expenses, providing data-driven insights for strategic decision-making across diverse investment portfolios. • Portfolio Management: Oversaw multiple real estate and investment portfolios, optimizing financial performance by enhancing key metrics such as ROI, NOI, and Cap Rate while ensuring long-term asset appreciation. • Operational Efficiency: Collaborated with property managers and operational teams to streamline workflows, improve cost efficiencies, and implement process improvements that enhanced property performance and profitability. • Stakeholder Communication: Regularly presented financial updates, performance metrics, and operational insights to senior leadership, guiding strategic reinvestment and capital allocation decisions. • Cross-Functional Leadership: Partnered with various departments, including legal, compliance, and property management teams, to ensure seamless execution of business operations and adherence to regulatory standards. • Acquisition Due Diligence: Played a key role in the evaluation of potential acquisitions, conducting financial due diligence and presenting detailed analyses that supported successful investment decisions.Key Achievements: • Financial Innovation: Led the implementation of advanced forecasting models, improving accuracy by 20% and streamlining the budgeting process for the firm’s investment portfolios. • Operational Excellence: Contributed to a 15% increase in portfolio returns through proactive financial planning, operational cost management, and risk mitigation strategies, ensuring sustained profitability and growth. • Team Leadership: Facilitated cross-functional collaboration between financial, operational, and property management teams, driving operational efficiency and ensuring alignment with business objectives. Show less

Management Consultant

Dallas-Fort Worth Metroplex

Participated in an intensive Management Consulting Boot Camp facilitated by Management Consulted, designed for a diverse group of students including BBA, MS, and MBA candidates. This rigorous program, endorsed by the Cox Career Management Center, honed my consulting acumen through dynamic, interactive case interview practice and strategic problem-solving exercises.Key Responsibilities & Achievements: • Engaged in a rigorous, fast-paced introduction to management consulting case… Show more Participated in an intensive Management Consulting Boot Camp facilitated by Management Consulted, designed for a diverse group of students including BBA, MS, and MBA candidates. This rigorous program, endorsed by the Cox Career Management Center, honed my consulting acumen through dynamic, interactive case interview practice and strategic problem-solving exercises.Key Responsibilities & Achievements: • Engaged in a rigorous, fast-paced introduction to management consulting case interviews, enhancing my analytical and strategic thinking skills. • Mastered the five critical components of case solving, applying robust case frameworks to diverse business scenarios. • Collaborated in an interactive workshop environment to perform a live case walkthrough, demonstrating my ability to synthesize complex information and deliver solutions under pressure. • Developed a comprehensive understanding of consulting methodologies and crafted an ultimate practice plan for continual skill enhancement. • Gained privileged access to Management Consulted’s digital resources and a recording of the session for ongoing personal development and case practice. Show less

Jul 2023 - Aug 2023

Lead Strategy Analyst

Dallas, Texas, United States

As the Lead Strategy Analyst during SMU’s Strategic Competitive Intelligence competition, I spearheaded a rigorous analysis of Peloton’s industry positioning, delivering actionable insights that showcased my strategic acumen and data-driven decision-making prowess. My role was crucial in distilling complex market data into strategic initiatives, influencing decision-makers, and positioning our team as a competition finalist.Key Responsibilities & Achievements: • Conducted a… Show more As the Lead Strategy Analyst during SMU’s Strategic Competitive Intelligence competition, I spearheaded a rigorous analysis of Peloton’s industry positioning, delivering actionable insights that showcased my strategic acumen and data-driven decision-making prowess. My role was crucial in distilling complex market data into strategic initiatives, influencing decision-makers, and positioning our team as a competition finalist.Key Responsibilities & Achievements: • Conducted a deep-dive competitive analysis, leveraging advanced Excel and analytical tools to pinpoint Peloton’s strategic advantages and areas for improvement. • Synthesized vast datasets into compelling data visualizations and narratives, clearly articulating Peloton’s SWOT framework, competitive dynamics, and prospective M&A opportunities. • Articulated strategic recommendations to Peloton’s senior leadership, including the Vice President of Marketing, demonstrating exceptional presentation skills and strategic insight under pressure. Show less

Mar 2023 - Apr 2023

Operations Research & Data Analyst

Dallas-Fort Worth Metroplex

As the Team Lead for the Girl Scouts of North East Texas operational analysis project, my expertise was pivotal in identifying and presenting strategic improvements during SMU’s ITOM competition. I harnessed advanced analytics to inform and transform organizational processes, culminating in our recognition as competition finalists.Key Responsibilities & Achievements: • Directed a comprehensive operational analysis, integrating advanced statistical methods such as regression… Show more As the Team Lead for the Girl Scouts of North East Texas operational analysis project, my expertise was pivotal in identifying and presenting strategic improvements during SMU’s ITOM competition. I harnessed advanced analytics to inform and transform organizational processes, culminating in our recognition as competition finalists.Key Responsibilities & Achievements: • Directed a comprehensive operational analysis, integrating advanced statistical methods such as regression, forecasting, and ARIMA models to uncover key insights. • Crafted and delivered impactful Excel-based presentations that illuminated data-driven narratives, influencing the organization’s strategic decision-making process. • Engaged and communicated complex analytical findings to a diverse audience of over 50, including students, faculty, and industry leaders, showcasing my prowess in data storytelling and public speaking. Show less

Jan 2023 - Feb 2023

Senior Project Coordinator/ Project Manager

Global Life Sciences Consulting Firm

New York, United States

In my role at a leading global life sciences consulting firm, I orchestrated the strategic planning and execution of over 45 marketing campaigns, aligning them with broader business goals and ensuring their seamless rollout. My responsibilities spanned across leading diverse cross-functional teams, managing substantial budgets, and leveraging data analytics to drive campaign success.Key Highlights:- Strategic Leadership: Directed a team of 30 professionals across Development… Show more In my role at a leading global life sciences consulting firm, I orchestrated the strategic planning and execution of over 45 marketing campaigns, aligning them with broader business goals and ensuring their seamless rollout. My responsibilities spanned across leading diverse cross-functional teams, managing substantial budgets, and leveraging data analytics to drive campaign success.Key Highlights:- Strategic Leadership: Directed a team of 30 professionals across Development, Creative, and Account Strategy, achieving a seamless execution of extensive marketing campaigns from inception to launch. My strategic foresight was instrumental in aligning these initiatives with the company's overarching objectives, ensuring a cohesive approach to market penetration and brand positioning.- Financial Oversight: Demonstrated exceptional financial stewardship by managing and optimizing marketing budgets, ensuring efficient resource allocation, and maximizing ROI. My financial acumen was pivotal in making informed decisions that drove cost-effectiveness across all projects.- Data Analytics & Insights: Utilized advanced analytical tools to dissect campaign data, translating complex information into actionable insights. This data-driven approach facilitated strategic adjustments, enhancing campaign performance and achieving targeted outcomes.- Risk Management: Proactively identified and mitigated potential project risks, employing robust strategies to preserve project integrity and financial goals. My risk assessment capabilities ensured that projects remained on track and within budget.- Effective Communication: Excelled in stakeholder engagement, adeptly communicating campaign strategies and outcomes to all organizational levels.- Agile Methodology: Adopted Agile and Scrum methodologies to enhance project flexibility and responsiveness, enabling the team to swiftly adapt to market changes and stakeholder feedback. Show less

May 2021 - Jan 2023

Membership Analyst

Austin, Texas Metropolitan Area

As a Membership Analyst at Ad2Austin, I directed a team of 15 in executing advertising campaigns, enhancing communication strategies for over 1500 members. My role involved:• Pioneering the development of advertising processes, significantly improving campaign execution.• Utilizing analytics to optimize member engagement and retention, leveraging platforms such as Hubspot and Facebook Ads Manager.• Enhancing team collaboration and project management by integrating tools like… Show more As a Membership Analyst at Ad2Austin, I directed a team of 15 in executing advertising campaigns, enhancing communication strategies for over 1500 members. My role involved:• Pioneering the development of advertising processes, significantly improving campaign execution.• Utilizing analytics to optimize member engagement and retention, leveraging platforms such as Hubspot and Facebook Ads Manager.• Enhancing team collaboration and project management by integrating tools like Microsoft Teams, Slack, Notion, and LinkedIn.• Conducting data-driven analysis to inform strategic decisions, resulting in more targeted and effective member communication.This position honed my leadership skills and my ability to translate data analytics into actionable insights, ensuring operational excellence and member satisfaction. Show less

Jun 2021 - Dec 2021

Senior Brand Strategist | Project Manager

San Marcos, Texas, United States

Within the National Student Advertising Competition for Tinder, I spearheaded a multidisciplinary squad of 31 as the Lead Brand Strategist and Project Planning Manager. My tenure was marked by:• Orchestrating the ideation and rollout of a cutting-edge advertising campaign, which propelled our team to a top finish in a fiercely contested 7-state district.• Employing strategic planning and data analytics to synchronize team activities with critical KPIs, optimizing our campaign’s… Show more Within the National Student Advertising Competition for Tinder, I spearheaded a multidisciplinary squad of 31 as the Lead Brand Strategist and Project Planning Manager. My tenure was marked by:• Orchestrating the ideation and rollout of a cutting-edge advertising campaign, which propelled our team to a top finish in a fiercely contested 7-state district.• Employing strategic planning and data analytics to synchronize team activities with critical KPIs, optimizing our campaign’s return on investment.• Steering cross-functional collaboration across Creative, Media, Account Planning, and Public Relations units, unifying brand narrative and maximizing campaign impact.• Engineering a goal-oriented project timeline and management framework, pivotal in securing our #1 position in the esteemed National Student Advertising Competition.This role refined my strategic thinking, leadership, and project management acumen, establishing a robust foundation for high-stakes advertising and brand strategy initiatives. Show less

Nov 2020 - Jul 2021

Senior Marketing Analyst

San Marcos, Texas, United States

As the Campus Marketing Manager and later as a Senior Marketing Analyst for Brewbike at Texas State University, I led strategic marketing initiatives that substantially increased brand visibility and sales. My trajectory also placed me on the Leadership team, where I contributed to high-level decision-making. My accomplishments included:• Orchestrating multi-faceted digital marketing and social media campaigns with Adobe Suite, propelling brand engagement and recognition.•… Show more As the Campus Marketing Manager and later as a Senior Marketing Analyst for Brewbike at Texas State University, I led strategic marketing initiatives that substantially increased brand visibility and sales. My trajectory also placed me on the Leadership team, where I contributed to high-level decision-making. My accomplishments included:• Orchestrating multi-faceted digital marketing and social media campaigns with Adobe Suite, propelling brand engagement and recognition.• Harnessing analytics with Hubspot and Salesforce to inform marketing strategies, driving data-led optimizations for maximal impact.• Spearheading targeted digital advertising campaigns that enhanced event and product visibility, fueled by insightful user-generated content.• Managing two physical locations with an emphasis on operational excellence, inventory control, and customer satisfaction.• Mentoring and leading over 15 student-employees in a high-performance, agile work environment, instilling a culture of collaboration and results.• As a Senior Analyst and Leadership team member, provided high-level analysis and strategic insight, fostering innovation and guiding the brand towards market leadership. Show less

Aug 2019 - Jan 2021

Business Project Manager

Planet Spirit

Dallas, Texas, United States

As a dynamic Business Project Manager at Planet Spirit, my strategic oversight was instrumental in spearheading initiatives that maximized operational efficiency, enhanced customer engagement, and significantly bolstered the company’s market position. My adeptness in agile project management and continuous process improvement led to a record-setting end-of-year profit margin. I successfully marshaled cross-functional teams, optimized supply chain logistics, and pioneered customer experience… Show more As a dynamic Business Project Manager at Planet Spirit, my strategic oversight was instrumental in spearheading initiatives that maximized operational efficiency, enhanced customer engagement, and significantly bolstered the company’s market position. My adeptness in agile project management and continuous process improvement led to a record-setting end-of-year profit margin. I successfully marshaled cross-functional teams, optimized supply chain logistics, and pioneered customer experience enhancements across multiple retail channels.Key Responsibilities & Achievements:• Orchestrated the development and execution of innovative business strategies, catapulting brand recognition and securing the highest year-end profit in the company’s history.• Championed a customer-centric approach, managing a diverse team of 30 across various retail locations, which magnified customer loyalty and spiked sales performance.• Leveraged advanced expertise in Content Management Systems (CMS) to refine inventory management, resulting in a 20% improvement in shipping and handling efficiency.• Directed B2B sales and distribution channels, strengthening business alliances and ensuring a seamless supply chain that supported local and regional business growth. Show less

Mar 2016 - May 2019

Assistant Project Manager And Event Coordinator

Windy Hill

Farmersville, Texas, United States

As an Assistant Project Manager and Lead Event Coordinator for three years, I played a crucial role in delivering exceptional experiences to clients, while maintaining strong relationships with external vendors and internal departments. With over 150+ bridal clients under my purview, I consistently provided expert consultation and project management to create unforgettable weddings.Key Responsibilities & Achievements:Acted as a dedicated consultant for 150+ bridal clients… Show more As an Assistant Project Manager and Lead Event Coordinator for three years, I played a crucial role in delivering exceptional experiences to clients, while maintaining strong relationships with external vendors and internal departments. With over 150+ bridal clients under my purview, I consistently provided expert consultation and project management to create unforgettable weddings.Key Responsibilities & Achievements:Acted as a dedicated consultant for 150+ bridal clients, providing personalized guidance and expertise in all aspects of wedding planning, ensuring a smooth and memorable experience for each couple.Skillfully coordinated with external third-party vendors, including florists, caterers, and photographers, as well as internal departments to ensure seamless integration of all wedding components.Designed and managed wedding invitations, coordinated the distribution of wedding communications, and provided unparalleled client support throughout the wedding day, resulting in consistently positive feedback and client satisfaction.Supported the Project Manager in various administrative tasks, contributing to the efficient and timely completion of projects, while honing my skills in organization, communication, and problem-solving.Demonstrated strong leadership abilities as the Lead Event Coordinator, driving a collaborative and goal-oriented team culture, ensuring seamless execution of events, and maintaining the highest standards of quality and service.With a proven track record of successfully managing and executing over 150 weddings and events, my experience as an Assistant Project Manager and Lead Event Coordinator showcases my passion for delivering outstanding client experiences, exceptional organizational skills, and strong ability to collaborate with diverse teams and vendors. Show less

May 2013 - Jan 2016
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Colleagues at JPMorganChase

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2 education records

Justin G. education

Masters Of Business Administration - Mba, Finance And Strategy

Activities and Societies: MBAD Student Advisory Board Chair

Bachelor Of Science - Bs, Advertising And Mass Communications, Minor In Sociology

Activities and Societies: NSAC, AAF, AdClub, SAC, NTSO, SACA, BrewBike

FAQ

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What company does Justin G. work for?

Justin G. works for JPMorganChase.

What is Justin G.'s role at JPMorganChase?

Justin G. is listed as Senior Associate, Tech Finance FP and A, Asset and Wealth Management at JPMorganChase.

Where is Justin G. based?

Justin G. is based in Dallas-Fort Worth Metroplex, United States while working with JPMorganChase.

What companies has Justin G. worked for?

Justin G. has worked for Jpmorganchase, Southern Methodist University, Gardner & Associates, Management Consulted, and Peloton Interactive.

Who are Justin G.'s colleagues at JPMorganChase?

Justin G.'s colleagues at JPMorganChase include Kathleen "Missy" Brown, Amol Shinde, Akshat Patel, Farzaneh Gohari, and Mardi Turner.

How can I contact Justin G.?

You can use AeroLeads to view verified contact signals for Justin G. at JPMorganChase, including work email, phone, and LinkedIn data when available.

What schools did Justin G. attend?

Justin G. holds Masters Of Business Administration - Mba, Finance And Strategy from Southern Methodist University.

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