Client Onboarding & Documentation Business Manager – Senior Associate

JPMC Candidate Experience page
New York, NY

Join our dynamic team where you’ll help shape the future of Commercial & Investment Bank (CIB) operations. You’ll collaborate with senior leaders and partners across multiple functions, using your analytical skills to drive impactful business decisions and support high-profile transformation efforts.

As a Senior Associate in Finance & Business Management (F&BM) for the Client Onboarding & Documentation team, you will play a pivotal role in supporting major initiatives and AI for Operations projects. You’ll provide thought leadership, develop business cases, and deliver data-driven insights that empower senior management to achieve strategic objectives. Our team values collaboration, innovation, and transparency, making your contributions essential to optimizing business performance and driving transformation.

Job Responsibilities:

  • Partner with senior leaders to develop product investment business cases and KPIs for transformation efforts.
  • Utilize large and complex datasets to conduct portfolio analyses and drive investment opportunities.
  • Analyze and monitor operational throughput to identify efficiency opportunities.
  • Provide quantitative and qualitative analysis to support optimization decisions.
  • Assess KPI trends and create impactful analysis to assist in developing business strategy.
  • Lead data-driven analyses to provide transparency and enable decision-making.
  • Structure complex problems into simple, easy-to-understand frameworks.
  • Design management reporting packages to communicate business results transparently.
  • Create executive-level presentations using PowerPoint PitchPro+.
  • Communicate directly and effectively with all levels of the organization.
  • Collaborate and partner with peers across business and staff areas to achieve goals.

 

Required Qualifications, Capabilities, and Skills:

  • Bachelor’s degree.
  • Minimum 5 years of experience in financial data analysis and storytelling.
  • Strong PowerPoint, Excel, and Word skills.
  • Ability to work collaboratively and develop strong partnerships at multiple levels.
  • Strong presentation skills and ability to communicate initiatives effectively.
  • Strong verbal and written communication skills.
  • Ability to produce results in a fast-paced environment.
  • Ability to interpret and present complex data.
  • Strong attention to detail and solid work ethic.
  • Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
  • Excellent problem-solving, critical thinking skills, and ability to work independently as a mature, organized team player.

 

Preferred Qualifications, Capabilities, and Skills:

  • Experience achieving goals without direct control over all resources.
  • Experience developing strong, positive relationships with business stakeholders.

 

**To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).**

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