Client Onboarding & Documentation Business Manager - Associate

JPMorgan Chase & Co. • Plano, TX

22h • $76,000 - $120,000

About The Position

The Associate will support the Commercial & Investment Bank Finance & Business Management team and the Client Onboarding & Documentation business, providing senior management with visibility into major initiatives, business metrics, financials, and data insights. The role partners with Finance leaders and teams across Product, Operations, Transformation, Business Management, and Data & Analytics to support strategic objectives and effective execution.

Covering AI for Ops & Transformation within the Investment Bank, the Business Manager partners with senior leaders to develop business cases, conduct portfolio analyses, and provide data-driven insights for transformation efforts. The position designs management reporting, creates executive presentations, analyzes operational throughput and KPI trends, and supports optimization and strategic decision-making.

The role requires authorization to work in the United States. JPMorgan Chase & Co. does not offer employment-based immigration sponsorship or assistance with other immigration sponsorship or benefits, including OPT or CPT. The company describes its total rewards package as including salary determined by role, experience, skill set, and location; eligible roles may also receive commission-based pay or discretionary incentive compensation. Benefits are eligibility-based and include health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching. JPMorgan Chase & Co. is an equal opportunity employer and provides reasonable accommodations.

Requirements

• Bachelor’s degree.
• At least 5 years of experience in financial data analysis and storytelling.
• Strong PowerPoint, Excel, and Word skills.
• Ability to collaborate 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 a solid work ethic.
• Highly motivated and proactive attitude, passion to learn, and an inquisitive personality.
• Excellent problem-solving and critical-thinking skills, with the ability to work independently as an organized, mature team player.
• Authorization to work in the United States.

Nice To Haves

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

Responsibilities

• Partner with senior leaders to develop product investment business cases and KPIs for transformation efforts.
• Use large and complex datasets to conduct portfolio analyses and identify 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 analysis to support business strategy development.
• Lead data-driven analyses to provide transparency and enable decision-making.
• Structure complex problems into simple, easy-to-understand frameworks.
• Design management reporting packages that communicate business results transparently.
• Create executive-level presentations using PowerPoint PitchPro+.
• Communicate directly and effectively with all levels of the organization.
• Collaborate with peers across business and staff areas to achieve goals.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level